# XGRC® XRM

_Sales Pipeline & Customer Management_

**Pipeline discipline, not pipeline guesswork.**

XRM gives your sales team one governed system to qualify leads, progress opportunities, generate quotes and close deals, with the approval workflows, audit trail and real-time visibility leadership actually needs. Built and run on the same ISO/IEC 27001:2022-certified XGRC® infrastructure as the rest of the platform, not a bolted-on CRM that quietly becomes another unmanaged spreadsheet.

## What it is

XRM is a customer relationship management (CRM) platform for managing leads, opportunities, accounts, contacts and quotes through a structured, auditable sales process, with configurable approval workflows and governance controls built in from day one.

## Overview

XRM manages the full sales lifecycle, from lead capture and qualification through opportunity progression, configurable approval workflows, quote generation and close, on one platform with a complete, queryable audit trail. Built-in dashboards, forecasting and sales-health flags give managers and leadership a live view of pipeline health without a manual reporting cycle.

## When organisations use it

Sales teams typically adopt XRM when leads and live opportunities are tracked in the same overcrowded spreadsheet, deal approvals happen informally over email, and management has no real-time view of pipeline health, forecast accuracy or at-risk deals. XRM keeps the entire sales lifecycle, from first contact to closed deal, on one governed platform with a complete audit trail, running on the same ISO/IEC 27001:2022-certified XGRC® infrastructure as the rest of the platform.

## What it is not

XRM is not a generic contact list or a marketing-automation tool. It is a structured sales pipeline and quote management system with rule-based approval workflows and a full audit trail, built and run by the team behind XGRC® Software on the same certified infrastructure, bringing the same governance discipline to sales that XGRC® brings to risk and compliance.

## Challenges it addresses

- **Leads and real deals blur together** — Unqualified interest sits in the same list as live opportunities, so nobody can tell what is genuine pipeline and what is noise.
- **Deals move with no accountability** — Reps shift opportunities between stages unchecked, discounts get approved in a hallway conversation, and forecasts are guesses dressed up as numbers.
- **Quotes leave the building unmanaged** — Pricing goes out over email, versions get lost, and nobody can say with confidence which quote the customer actually accepted.
- **Leadership has no real-time view** — Pipeline health, at-risk deals and quota attainment live in a spreadsheet someone updates once a week, if that.

## Modules

- **Pipeline & Deals:** Leads, Opportunities, Accounts, Contacts, Quotes
- **Planning & Visibility:** Dashboard, Forecast, Territory Management, Sales Health, Reports
- **Workflow & Governance:** Approval Workflows, Audit Log, Custom Fields, Sales Configuration
- **Productivity:** My Actions, My Approvals, Calendar, Email Templates, Bulk Imports
- **Administration:** User & Role Management, Pipeline & Stage Setup, Company Profile

## Standards & frameworks

- ISO 27001:2022
- Multi-tenant SaaS
- Configurable approvals
- Full audit trail

## Frequently asked questions

### What is XRM used for?

XRM manages the full sales lifecycle: lead qualification, opportunity progression, quote generation and deal closure, with configurable approval workflows and a complete audit trail across every record.

### Does XRM replace our spreadsheet-based pipeline?

Yes. XRM replaces manually maintained pipeline spreadsheets with a governed system where leads, opportunities, accounts, contacts and quotes are tracked in one place, with real-time dashboards and forecasting.

### Can XRM enforce approval rules on discounts or large deals?

Yes. Configurable approval workflows automatically route deals or quotes that match admin-defined rules (for example, deals above a set value) to the right approver before they can proceed.

### Is XRM covered by the same security certification as XGRC® Software?

Yes. XRM runs on XGRC®'s ISO/IEC 27001:2022-certified infrastructure and is developed by the same team, so it is covered by the same information security management standard as the rest of the platform.

### Who builds and supports XRM?

XRM is built and supported by the team behind XGRC® Software, on the same certified infrastructure, bringing the same standard of auditability and governance discipline to the sales pipeline.

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Source: https://xgrcsoftware.com/xrm