XRM — What's New.
Real updates, shipped and in production — not a roadmap.
See what each marketing channel costs per qualified lead, deal and rand of revenue
Revenue Copilot now puts spend next to results for every channel: qualified leads, deals, pipeline value and won revenue, with cost per qualified lead, true customer acquisition cost and return on ad spend. Switch to By month to follow each month of leads as they mature, add agency, event and tool costs so acquisition cost is complete, and check a data quality line before trusting the numbers.
WhatsApp in XRM: one shared inbox, every message on the record
Connect your business WhatsApp number and every conversation with a lead or contact is kept on their timeline, one entry per day. The team shares an inbox with owners, unread counts and search; messages from unknown numbers wait to be turned into a lead or ignored, so spam never reaches your pipeline. Reply in your own words within 24 hours of their last message, or send an approved template after that. Consent is checked on every send, and STOP or START replies are recorded as evidence. An admin connects the number under Configuration, WhatsApp settings.
Log calls, meetings and WhatsApp chats on contacts and deals
Contacts now have an Add Engagement button on their Activity tab, and so does a deal's Activity tab. Pick the type (including WhatsApp), say what was discussed, and save. A contact on exactly one open deal has it linked to that deal too. This records what happened; nothing is sent.
Find people by phone number, however it was typed
Search for 084 444 5513, +27 84 444 5513 or 0844445513 and XRM finds the same person, in the Leads and Contacts lists and in the search bar. Set the country used for numbers without a country code in Maintenance > Settings.
Leads and contacts with just a phone number
A lead or contact now needs an email address or a phone number, not always an email. A WhatsApp enquiry or a phone call with no email can be saved straight away, and converting such a lead reuses a contact who already has that number.
Claude can log WhatsApp chats and work with phone numbers
With the XRM connector, Claude can now log a call, meeting or WhatsApp chat on a contact, create a lead or contact with only a phone number, and find people by phone number.
Record consent to be contacted
Every lead and contact now has a Consent to contact section. Record when someone agrees to hear from you, or asks you to stop, by WhatsApp, email, SMS or phone. Nothing is ever overwritten, so the history is your proof, and XRM shows whether a marketing message is allowed right now. Consent moves across when a lead is converted.
Reconnect is always one click away in Revenue Copilot
Every ad and analytics connection now has a Reconnect button, and so do the Lead outcomes and Lead forms windows. Use it whenever XRM asks for a new permission. Reconnecting keeps all your synced history and settings; Disconnect removes them, so you no longer need it to refresh access.
LinkedIn Lead Gen Form leads arrive in XRM automatically
Leads from your LinkedIn Lead Gen Forms now appear in XRM within 15 minutes, tagged with the LinkedIn campaign they came from. If the same person already has an open lead, their response is added to it instead of creating a duplicate. Switch it on under Lead forms on your LinkedIn connection.
Tell Google Ads which leads became real business
Revenue Copilot can now send what happened to each ad-click lead back to Google Ads: qualified, became an opportunity, and won with the deal value. Google's bidding then learns which clicks bring real business, not just form fills. Switch it on per connection under Lead outcomes; XRM never changes your bids or budgets.
Claude can add contacts and deal stakeholders
Claude can now add the people named in an email or meeting as contacts under the right company, link them to a deal as stakeholders with their role, and cancel tasks that are no longer needed. Each change can be undone for 15 minutes.
Change many deals or leads at once from Claude
Ask Claude to reassign, re-date, re-stage or re-categorise a group of deals or leads, for example "all my overdue deals". It shows how many will change and which will not, and why, before you confirm, and one undo reverses the whole batch. Administrators set the limit under Settings > AI access.
Update and close deals from Claude, with your confirmation
Claude can now change a deal's value, probability or close date, move it to another stage, reassign it, convert a lead, and close deals as won or lost. It shows you exactly what will change, including who will receive the Deal Won email, and only makes the change once you say yes.
Claude can log calls, add notes and create leads for you
Ask Claude to log a call or meeting, summarise an email onto a deal, add a note, create or update a lead, or create, complete and reschedule tasks. Everything is saved in your name, marked "via Claude" in the audit log, and can be undone for 15 minutes.
Connect Claude to XRM
Your team can now connect Claude to XRM and ask it about their pipeline, deals, leads and tasks in plain language, from the desktop or their phone. An administrator switches it on under Settings > AI access; each person signs in and chooses what Claude may do, and Claude only ever sees and does what that person could.
Get an email every time a deal is won
Choose who hears about every win in Sales Configuration, under Deal Won Emails. Everyone on the list gets an email when a deal is closed as Won, and after you mark a deal as Won you are taken straight back to your Opportunities list.
Snooze staleness on long-cycle deals
A deal genuinely expected to sit still for a while, such as an extended trial or proof of concept, can now be snoozed until a chosen date so it stops being flagged Stuck or Stale in the meantime. The flag comes back automatically once that date passes.
Mark deals as Won directly
Opportunities now have a Mark Won button right alongside Mark Lost, so closing a deal is one click instead of a workaround.
Bulk-import your Price Lists
Load price tiers, licence rates, and volume discounts from an Excel file instead of creating them one at a time. Find it on Maintenance > Pricing > Price Lists > Import.
Small polish across Quotes, Calendar, Users, and Dashboard
Quotes no longer show an FX refresh option when already in your home currency. Calendar's Month view now tells you when a month has nothing scheduled. Users & Licenses has quick tooltips explaining Role vs License. Dashboard empty states across the board now show a matching icon instead of plain text.
Upload documents to an Account, not just a Contact
Accounts now have the same document upload and linking tools Contacts already had, so contracts, proposals, and other files can live directly on the company record.
Territories can now have a default catch-all
If you have more than one territory, you can mark one as the Default so new leads and accounts that do not match any rule land there automatically instead of being left with a blank territory.
Clearer pipeline stage deletion, a Subscription billing option, tidier admin dialogs
Deleting a pipeline stage now tells you upfront exactly how many opportunities are in it, instead of a vague warning. Subscription is now available as a billing type everywhere it was previously missing. Create/Save buttons across Maintenance are now consistent, and the Quotas page no longer clips on narrower screens.
Stuck-in-stage deals now flagged, report tabs show your position, cleaner pipeline chart
Deals that have not moved out of their current stage now show a Stuck chip on the Opportunities list and Detail page. The Reports tab bar shows which view you are on out of the total. The Deals by Stage chart no longer shows empty bars for stages with nothing in them.
User role changes now appear in the Audit Log
Changing a team member's role (admin, manager, or user) is now recorded in the Audit Log along with who made the change and when, closing a gap where this specific action was previously invisible.
Starter email templates added
Three ready-to-use email templates -- Welcome, Follow-up, and Quote Sent -- are now available under Maintenance to Email Templates, so you do not have to write one from scratch before sending your first email from XRM.
Lead Score now reflects real signals, not just a complete profile
Lead scores used to cluster on the same few numbers because company name and email are required on every lead, so most of the score was earned automatically. The formula now weights phone number, notes, engagements, recent activity, and lead source quality more heavily, so scores genuinely tell hot leads apart from cold ones.
Quota targets no longer go blank when a new month or quarter starts
Forecast and Dashboard attainment figures used to show as blank the moment a new month or quarter began, until someone manually re-entered every quota by hand. They now automatically show the most recent target until a new one is set, with a clear note that it has been carried forward.
Fixed three data-accuracy issues found in an internal review
The Leads page's "New (Status)" card was showing the exact same trend percentage as "Total Leads" instead of its own. A sales rep's Opportunities pipeline total now matches what they see on their own Dashboard, instead of always showing the whole team's numbers. And a contact's linked accounts list now shows the account type (Customer, Prospect, Partner, etc.) instead of a blank column.
The app loads substantially faster
The initial download every user waits for on login was cut by about three quarters. Charting code is now fetched only when you actually open Reports or Forecast, instead of being loaded up front for everyone on every page. Nothing looks or behaves differently -- it just starts faster, most noticeably on mobile and slower connections.
Per-record change history
Every Account, Contact, Lead, Quote, Opportunity, and Tenant record now has a history icon next to its info icon, showing exactly what changed on that record and when, without leaving the page.
Website leads now flow automatically into XRM
Demo requests, contact form messages, partner enquiries, resource downloads, and the new Book a meeting request from xgrcsoftware.com now create a Lead automatically, in addition to the existing email notification. Leads are recorded under the Web Form source with the specific form type noted in the description, and default to Reva Moodley as the owner.
Better in-app help across every screen
The info icon now appears on every page, including detail pages, and covers features it previously missed - choosing which columns you see, per-workspace reference numbers, deal registration, and the partner and reseller screens. Each panel links to related topics so you can follow a thread rather than hunting.
Build your own custom reports
Pick, resize, and arrange report and forecast panels into your own personal or shared layout, and present it chrome-free in a pop-out window for meetings.
Design your own proposal templates
Beyond the Basic branded proposal, an admin can now design reusable proposal templates in Maintenance. Build a document from ordered blocks: a cover, narrative sections, the pricing tables, customer details, your Terms, free tables for matrices or milestone plans, and an acceptance page. Write your wording once with merge fields like {{account.name}} or {{quote.total}} and they fill in automatically for each deal. Mark one template as the default, and a rep can switch template or use the Basic layout on any quote. Draft proposals are watermarked, and once a quote is sent its proposal is frozen exactly as the customer received it.
Branded proposal PDFs, with your own Terms and Conditions
The PDF button on a quote now produces a proper branded proposal document, not a print page: a cover with your logo, the customer's details filled in from the Account, the pricing tables, your company's Terms and Conditions, and an acceptance page, with page numbers and correct document properties. Your tenant starts with a best-practice Terms and Conditions set matched to your country, which an admin can edit under Maintenance. Once a quote is marked Sent, its proposal is frozen to exactly what the customer received, so later edits to the deal or your terms never change a document already sent.
Advanced Pricing: price tiers, per-account prices, and discount rules
For companies that price differently for different customers, you can now switch on Advanced Pricing in Maintenance. It lets you group accounts into Price Tiers with their own rates, set a one-off negotiated price for a single account, and create automatic percentage discounts for a whole tier. Every price on a deal shows a small badge saying where it came from, so it is always clear why a number is what it is. This is entirely optional: leave it off and everything keeps working on one simple price per item, exactly as before.
Configurable Products, Services & Activities catalog
You can now build out a real catalog of Products, Services, and Activities in Maintenance, each with its own price, and search that catalog when adding a line to a deal instead of typing it fresh every time. A Service can also be built from a set of Activities, so its price adds up automatically from the parts that make it up. Nothing is required to keep working the way it already did: adding a one-off item on the fly, without touching the catalog at all, is still fully supported and just as fast.
The calendar now shows your whole pipeline, not just tasks
Your calendar has been rebuilt around colour-coded layers you switch on and off — tasks, reminders, follow-ups, meetings, deal close dates and quote expiries all in one timeline. Overdue items are flagged, finished ones struck through, and you can drag an item to a new day to reschedule it (moving a deal close date or quote expiry asks first). New Month, Week and Agenda views, a Mine/Team switch, and an admin Calendar Layers settings page to control colours, defaults and reschedule rules.
See it for yourself
XRM keeps getting better.
Book a demo to see the current version in action.