The CRM in Xentral brings together various features that allow you to document and track customer and supplier relationships directly in the system. These include the classic CRM activities within an address, follow-ups for structured tracking, the integrated ticketing system for incoming emails, and the connection of external CRM solutions such as HubSpot.
All features share a common purpose: they centralize communication and collaboration around addresses and give you a single access point for interactions, tasks, and data. This creates a consistent view of customers and business partners — directly within the ERP environment.
With the CRM activities in Xentral, you can create tasks, tickets, calendar entries, or follow-ups directly from an address. This lets you document and manage customer interactions centrally and stay on top of communication. The activities are visible in the respective address record and enable targeted follow-up in a sales or support context.
Details in the article CRM in address master data.
In Xentral, the follow-up function enables structured tracking of quotes. With follow-ups, you can set reminders to review quotes at a later point in time or proactively contact customers. This helps you keep potential orders in view and manage the sales process effectively.
Details in the article Follow-up.
The ticketing system in Xentral serves as the central point for managing customer communication. It automatically converts incoming emails into tickets, which can then be assigned to specific employees or departments. The information is linked to the address in the master data and can be viewed centrally. The ticketing system is suitable, for example, for reviewing and assigning emails from a shared team inbox.
Details in the article Setting up the ticketing system.
The Xentral–HubSpot integration enables automated synchronization of contacts, companies, and deals between both systems for a seamless connection between CRM and ERP.
Details in the article Connecting Xentral to HubSpot.