Task Management

Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.

Track Projects

Keep track of all your projects in the most simple way.

Add Members

Add members to your projects and keep them in sync with the progress.

Assign Tasks

Your website is fully responsive, it will work on any device, desktop, tablet, and mobile.

Manages All Your Bills

Manage your Automate billing and revenue recognition to streamline the contract-to-cash cycle.

Estimates

Create estimates of how much the project can cost and send them to your clients.

Invoices

Simple and professional invoices can be downloaded in the form of PDFs.

Payments

Track payments made by clients in the payment section.

HR Management

Manage your Automate billing and revenue recognition to streamline the contract-to-cash cycle.

Tickets

When someone is facing a problem, they can raise a ticket for their problems. Admin can assign the tickets to respective department agents.

Leaves

Employees can apply for multiple leaves from their panel. Admin can approve or reject the leave applications.

Attendance

The attendance module allows employees to clock in and clock-out, right out from their dashboard. Admin can track the attendance of the team.

Xperta CRM: Streamlining Your Business Operations

Xperta CRM goes beyond traditional customer management, integrating HR, project tracking, and operational tools for a holistic business solution. Streamline your processes, enhance customer relationships, and drive growth with Xperta's innovative platform.

partner
partner
partner
partner
partner
partner
partner
partner
partner

Integrate With Your Favourite Apps.

Enhance your Xperta CRM experience with seamless integrations. Connect effortlessly with a wide range of popular third-party apps, enriching your CRM capabilities. Enjoy the convenience and efficiency of unified business processes, all within Xperta’s ecosystem.

OneSignal
OneSignal
Slack
Slack
Razorpay
Razorpay

Transform Your Business Management Effortlessly

Ready to elevate your operations? Connect with our experts for a personalized demonstration of how Xperta CRM can revolutionize your team's workflow.