Exxas
More than a CRM and ERP system. The supercharger for businesses.
An integrated business platform for your success.
ERP, CRM, project and service management, teamwork, inventory management, HR and finance – all in one integrated business cloud: that’s Exxas. Clients, employees and business partners are connected in new ways.
Flexible cloud for various industries.
Exxas can easily and quickly be adapted to the needs of diverse sectors such as law firms, trustees, agencies, trading companies, sales organisations, IT firms, technical operations, plant engineering or even startups.
Trustees.
Digital trustees benefit from the Trustee Cloud, a comprehensive solution for collaborating with clients, time recording, billing, mandate management and a trustee portal.
Law firms.
For lawyers and law firms, Exxas offers an all-in-one legal practice management solution. Manage mandates, document management (DMS), knowledge base, time tracking and invoicing.
Agencies.
Agencies and consultants manage orders and projects with Exxas and maintain full oversight through CRM. This ensures quick invoicing.
IT Services.
IT service providers and managed service providers benefit from an integrated cloud solution for their entire operations, including subscription/contract management, ticketing system, project management, customer assets and customer portal.
Retail & Distribution.
Retail and distribution companies can use Exxas not only to build a responsive sales organisation but also manage procurement and logistics efficiently through integrated inventory management.
Engineering & Plant Construction.
Service companies have high demands for project management, field service scheduling, resource planning for technicians and asset tracking. It’s reassuring when everything runs on a single cloud platform.
Startups.
Startups often evolve in multiple directions during their early stages. Business software must therefore be flexible, scalable and easy to set up—exactly what Exxas offers.
Team collaboration platform.
Collaborate effectively.
Break large goals into manageable subtasks, attach files and set timelines. Easily track progress and contributions from team members. Create tasks, delegate them, monitor status, communicate via comments and orchestrate projects, daily operations and your entire business. Every team member maintains a clear overview of their responsibilities and related activities.
Platform for knowledge sharing.
Provide your team with the information needed to deliver excellent results. Use integrated news feeds to inform staff about company updates or project wins. Build a comprehensive knowledge base with images and videos covering technical topics, processes, organisational matters and your products or services. Thanks to integrated absence management, your team always knows who is on leave. Activity tracking provides full visibility into individual workloads and task assignments.
Sales – sell successfully.
Maximise customer focus.
To succeed, businesses and sales teams must understand client decision-making and market dynamics. Who are the competitors? How do they quote? What motivates prospects and clients, and what are their budgets? With Exxas’s integrated CRM, you can systematically manage clients and prospects. All ongoing activities—orders, service requests, invoices and tasks—remain visible at a glance. During client visits, you can quickly review past interactions via their activity history.
Minimise administrative effort.
Everything in one system—Exxas helps you reach your goals faster. Client data, all interactions with clients and colleagues, quotes, sales opportunities, product details, pricing, service packages and more are accessible within seconds. From a single interface, you can call clients, send emails, schedule meetings and view customer histories—without manual logging. Close deals anywhere, even on your smartphone.
Maximise deal closure rates.
Fast, accurate quotes demonstrably increase win rates. With Exxas, you can generate precise, professional-looking proposals using templates, bundled items, grouped positions and comprehensive product data. Send quotes directly via email as PDFs. Use custom task bundles to automate follow-ups, calls and other critical steps in your sales process.
Marketing – customer acquisition and engagement.
Marketing automation.
Integrate Exxas with your online marketing systems—website, e-commerce store, newsletter platform and client portal. Boost marketing performance by connecting web contact forms, registration pages and user accounts to Exxas’s powerful CRM. This creates a unified customer ID and enables you to track prospects and contacts throughout the entire customer journey. Launch targeted interactions at the right moment.
Minimise wasted leads.
Exxas gives you full visibility into clients, prospects and potential customers. Improve marketing performance by segmenting and targeting audiences precisely. All business activities are automatically logged in the contact history. Based on interactions, purchased products and services, you can design more personalised campaigns. Your sales team systematically manages inbound inquiries as qualified opportunities, enabling detailed insights into conversion rates, lead sources, reasons for acceptance or rejection, competitor activity and pricing expectations—helping you craft even better offers.
Your own client portal.
Install Exxas’s online client centre on your existing web server or hosting environment at no extra cost. The portal integrates directly with Exxas, allowing you to grant clients free access to invoices, orders, profile management, a support ticket system, knowledge base, asset management (including equipment, machinery and documentation) and more. Use this self-service platform to enhance collaboration and deepen customer relationships. Easily customise the portal’s appearance to match your corporate design or add features like service or spare parts ordering.
Service – delight clients and turn them into advocates.
Modern service management.
Service orders, support cases, tickets and consulting mandates all share one goal: fast, precise and competent resolution. Whether you call them tickets, cases, orders or mandates is up to you—Exxas adapts to your terminology. In every case, you receive comprehensive service management that unifies all customer interactions and work in one place, empowering your team and satisfying your clients.
Scheduling, time tracking and communication.
Streamline your entire service workflow. Use the integrated calendar to quickly schedule appointments and field visits. Office 365 or Exchange calendars of your technicians, consultants or project managers are fully integrated into Exxas for seamless planning. Communicate directly with clients and colleagues within Exxas—keeping all interactions, comments, emails, steps and services in one place. Your team benefits from immediate access to knowledge bases, client asset inventories and documentation, enabling faster, higher-quality service delivery.
Self-service through your own client portal.
Install Exxas’s online client centre on your existing web server or hosting environment at no extra cost. The portal integrates directly with Exxas, allowing you to grant clients free access to invoices, orders, profile management, a support ticket system, knowledge base, asset management (including equipment, machinery and documentation) and more. Use this self-service platform to enhance collaboration and deepen customer relationships. Easily customise the portal’s appearance to match your corporate design or add features like service or spare parts ordering.
Project management – orchestrate and automate.
Built for project managers.
Successful projects require strong teams and skilled project leaders. With the right software, you can execute your initiatives even more efficiently and calmly. In Exxas, assemble your project team, create and delegate tasks with comments, and plan all subtasks and milestones in a Gantt chart. Log your work hours, expenses and external costs effortlessly via smartphone. Communicate in real time on individual tasks and track progress throughout the project lifecycle.
Plan, control and monitor projects.
Convert a quote into a project with just two clicks, including all quoted items. If those items already include time and cost budgets, Exxas automatically calculates the full project budget. Organise your project quickly using tasks, task bundles and milestones. These are visualised automatically in the Gantt chart, where you can drag and drop to adjust schedules. Finally, assign tasks to team members—they receive automatic notifications and see their assignments in their personal task list. A traffic-light system in the project overview shows real-time status for timeline, time and cost budgets.
Maximise billable hours.
Time tracking gives your team clear visibility into daily, weekly and monthly work hours—including target hours, billable ratios and optional overtime/undertime tracking. Log work directly against projects and tasks, even via smartphone. Set hourly budgets per project or even per individual task. Team members can receive automatic reminders to log their time. This ensures no effort is lost and projects stay on track—while instantly flagging any tasks that exceed their allocated budget.
Retail – comprehensive inventory and sales solution.
Efficient ERP for retail and distribution.
Exxas simplifies and automates your business operations. This boosts efficiency, reduces throughput times, minimises manual errors and ensures accurate pricing through price lists and automated margin calculations. Combined with CRM and sales tools, your sales and order teams gain a 360-degree view of customers and purchase history. Optimised procurement and supplier management further increase profitability from the outset.
Reduce delivery lead times.
Accelerate and simplify your entire order-to-delivery process. Convert quotes directly into orders and accept purchases via web forms, client portals or e-commerce stores within Exxas. From orders, quickly prepare warehouse pick lists or partial deliveries. Depending on your automation level, these steps—even invoicing—can run autonomously.
Built for digital retail.
Connected customers are already a reality—and now connected retail is too. Thanks to smartphones and apps, clients are better informed than ever. Physical stores are just one of many touchpoints. Exxas helps you stay agile and redesign the entire customer journey—from in-store and e-commerce to field sales and service. Access your system anytime via app or browser to process quotes, order confirmations, invoices or vendor payments on the go. Your clients will be impressed.
