How to Use the CRM in XIntelliSync (Leads, Deals, Pipelines)

A CRM that lives inside your accounting system sees things a standalone CRM never will. When your CRM knows what every customer has been invoiced, what they've paid, and what they owe — your sales team has context no separate tool can provide.

Setting Up Your Pipeline

XIntelliSync CRM uses a pipeline model:

• Create pipeline stages (e.g. Lead → Qualified → Proposal → Won/Lost)
• Add leads manually, from forms, or from your website
• Move deals through stages with drag-and-drop
• Set follow-up reminders and automated email sequences
• Track conversion rates, deal velocity, and revenue forecasts

CRM + Accounting Integration

Because CRM and accounting live in the same platform, you can:

• See a customer's invoice history from their CRM record
• Create an invoice directly from a won deal
• Track customer lifetime value with real financial data
• Identify at-risk accounts based on payment patterns