CRM & pipelines
Every lead, deal and next step in one place.
CRM · AUTOMATION · AI
Your leads.
Your team.
One system.
Turn scattered enquiries into a clear path to revenue. CRM, conversations, automation and AI — built around the way you sell.
✓ Configured for you ✓ Managed by experts
Ads
Chat
EmailXeroOSYour sales, connected.
One system.
A clear next step.
A clear next step.
Follow-upKeep leads moving
BookingsMake the next step easy
Sales insightsSee what's ahead
YOUR TOOLS. ONE CONNECTED SALES PROCESS.
Bring your channels together.
Social channelsMeta
Facebook
Instagram
TikTok
LinkedIn
YouTube
X
Pinterest
Snapchat
MetaFacebookInstagramTikTokLinkedInYouTubeXPinterestSnapchatAds & communication
Google AdsMetaWhatsApp
MessengerInstagramEmail
Calls
SMS
Web chat
Telegram
Google
Google AdsMetaWhatsAppMessengerInstagramEmailCallsSMSWeb chatTelegramGoogleCRM data & migration
HighLevel
LeadConnector
Zoho
HubSpot
Pipedrive
Salesforce
Odoo
Zendesk
HighLevelLeadConnectorZohoHubSpotPipedriveSalesforceOdooZendeskConnect selected channels through native or custom integrations. CRM migration and data connections are configured around your existing setup.
01 / THE SYSTEM
More than a place
to store contacts.
Enquiries shouldn't disappear between your ads, inbox and sales team. Connect the whole journey, so everyone knows what happens next.
01
Capture
Bring leads from ads, websites and conversations into your CRM.
02
Connect
Qualify, assign and follow up through the right channels.
03
Convert
Call, book meetings and move opportunities towards a sale.
04
Measure
See sources, activity and outcomes. Feed results back to marketing.
Sales automation
Assign leads, follow up and move deals forward.
All-in-One Inbox
Email, WhatsApp, SMS, Messenger, Instagram DMs and web chat.
Team & AI calling
Handle calls, follow-ups and bookings with your team or AI.
Appointments
Book meetings and send automatic confirmations and reminders.
AI Suite
Reply, qualify and book across connected chat and voice channels.
Message marketing
Email, WhatsApp and SMS campaigns that keep customers engaged.
Ads conversion tracking
Connect Meta and Google campaigns to real sales outcomes.
Sales intelligence
See performance, AI dashboard insights and expected revenue.
Capabilities depend on your plan, connected channels and agreed setup. Provider subscriptions and usage are extra.
See how the connected system works
THE CONNECTED SALES SYSTEMExplore the flow
AdsWhatsAppEmailWebsiteX
XeroOSYour sales, connected.
01 / CAPTURECRM + CHANNELS
Every enquiry.
A clear next step.
Bring connected enquiries into your CRM, ready for assignment and follow-up.
Lead capturedOwner assignedNext step ready
Illustrative flow · Capabilities depend on your plan and connected channels.
TWO WAYS TO GET CONNECTED
Start fresh.
Or make your CRM work harder.
XeroOS Managed
A ready-to-implement sales system, configured for your business and supported after launch.
- Standardized Core, Growth and Pro plans
- Implementation, onboarding and ongoing support
- Your team, conversations and sales process connected
Bring your existing CRM
Keep the platform that fits your business. We help improve the processes and connections around it.
- CRM review and sales-process mapping
- Migration, integrations and automation
- Project scope based on your existing platform
02 / BUILT FOR YOUR BUSINESS
Built around
the way you sell.
Start with the way your customers buy. Then build the pipeline, follow-up and team handoffs around it.
XEROOS FOR REAL ESTATEEvery property enquiry
Every property enquiry
deserves a next step.
Connect your lead sources, distribute enquiries to agents, coordinate viewings and keep follow-up visible.
Discuss your sales process
EnquiryAgent assignmentQualification & viewingFollow-up & negotiationClosed deal & ad feedback
LESS CHASING. MORE SELLING.
Your team sells.
Your system keeps up.
Connect the follow-up, conversations and next steps behind every sale.
Built for businesses like yours.
Across industries. Across borders.
SeaFresh
UK
Al Ibrahimi Restaurant
UAE
TMUC
Pakistan
Azex Solar
USA
CGL
Pakistan
The Lift Bar Med Spa
USA
HBK Textile
Pakistan
Fit2Play
UAE
Witfind Academy
UK
Adams Foodservice
UK
Bahria University
Pakistan
Junk Pros WA
USA
Printlo
Pakistan
Nimergood Real Estate
USA
MCT Summit Middle East
Saudi Arabia
The Center for Integrative & Functional Health
USA
Elevia Academy
USA
G-Clef Music Academy
US Virgin Islands
03 / SIMPLE PLANS. CLEAR SCOPE.
The system you need.
The room to grow.
Unlimited leads and contacts on every plan. Choose the agent access, pipelines and workflows your team needs.
CORE
Organize your sales.
Your leads, contacts and pipeline in one place.
$99/ organization / month
One-time implementation $499
- Up to 10 agents
- Unlimited leads & contacts
- Up to 3 pipelines; 1 configured at setup
- Tasks, notes & reminders
- Website & Meta lead forms; booking calendars
- Basic technical support
FOR GROWING SALES TEAMS
GROWTH
Connect your sales tools.
More pipelines, channel connections and message workflows.
$199/ organization / month
One-time implementation $2,499
- Everything in Core
- Unlimited agents; up to 10 pipelines
- Email connection & templates
- WhatsApp Business API connection
- Google Ads lead-form connection
- Shared inbox & up to 5 setup workflows
- + AI Suite add-on · $99 / month
PRO
Connect the full sales cycle.
Advanced workflows across your entire sales process.
$299/ organization / month
One-time implementation $4,999
- Everything in Growth
- Unlimited pipelines; up to 10 setup workflows
- Advanced routing, reassignment & handover
- AI Suite included — chat & voice
- Meta & Google conversion feedback
- Intelligent Sales Dashboard + AI Insights
Subscriptions and implementation are paid separately. Account access is arranged during onboarding. Prices in USD, for one business / sub-account. Setup is one-time with defined configuration quantities. Provider subscriptions and usage are extra. Growth and Pro include the inbox for configured channels. Pro includes AI Suite configuration & management; provider AI costs remain extra.
FIND YOUR FIT
One foundation. Three ways to grow.
Core: your CRM essentials. Growth: connected channels and workflows. Pro: advanced sales-cycle automation. See add-ons below for setup prices and monthly fees.
View the full plan comparisonIncluded · Not included · Add-on
Swipe to compare plans. Feature names stay visible.
| Features & connections | Core$99 / month | Growth$199 / month | Pro$299 / month |
|---|---|---|---|
| CRM essentials | |||
| Team users | Included | Included | Included |
| Leads & contacts | Included | Included | Included |
| Sales pipelines | Included | Included | Included |
| Tasks, notes & reminders | Included | Included | Included |
| Lead capture & booking calendars | Included | Included | Included |
| Pipeline & activity reports | Not included | Included | Included |
| Channel connections | |||
| Email connection & templates | Add-on | Included | Included |
| WhatsApp Business API connection | Add-on | Included | Included |
| Facebook & Instagram lead forms | Included | Included | Included |
| Google Ads integration | Not included | Included | Included |
| All-in-One Inbox | Not included | Included | Included |
| Team calling & call recordings | Not included | Included | Included |
| SMS connection & scheduled campaigns | Not included | Included | Included |
| WhatsApp & email campaigns | Not included | Included | Included |
| Workflow features | |||
| Lead assignment rules & rotating assignment | Add-on | Included | Included |
| Timed email / WhatsApp messages | Add-on | Included | Included |
| Message sequences & workflow triggers | Add-on | Included | Included |
| Conditional workflows & team escalations | Add-on | Add-on | Included |
| Full Sales Cycle Automation | Add-on | Add-on | Included |
| Meta CAPI & Google conversion feedback | Not included | Add-on | Included |
| AI Suite — across all connected platforms | Not included | Add-on | Included |
| AI chat & voice agents | Not included | Add-on | Included |
| Intelligent Sales Dashboard (+ AI Insights) | Not included | Add-on | Included |
| Sales forecasts — future revenue estimates | Not included | Not included | Included |
| Service | |||
| Team onboarding | Included | Included | Included |
| Technical support & maintenance | Included | Included | Included |
| Take the next step | Subscribe to Core | Subscribe to Growth | Subscribe to Pro |
Included features follow the agreed setup allowances. Core includes basic technical support; Growth and Pro include existing setup maintenance. AI uses supported, connected channels; provider charges apply. Forecasts depend on current deal values, probabilities and expected close dates.
THE PRO ADVANTAGE
From first enquiry to handover.
One connected flow. A clear next step at every stage.
- 01Capture & qualifyKnow the lead
- 02AI & team follow-upAI handles agreed routine tasks
- 03Book & proposeAgree the next step
- 04Track the dealSee progress clearly
- 05Hand over after saleStart delivery smoothly
Learn from sales history. Forecast expected revenue. Improve your next follow-up.
EXTEND YOUR SALES TEAM
Choose the extras your business needs.
Clear setup prices. Clear monthly fees. Add only what your plan needs.
Core add-on
Connect your email and reply from your shared inbox.
One-time setup$499
Monthly service$24
Included in Growth & Pro
What’s included
1 sending domain/mailbox, up to 2 supplied templates, testing and one 60-minute training session. Monthly fee covers technical support and connection maintenance. Provider subscriptions and sending usage extra. Campaign operation and automated follow-up are separate.
Core add-on
Connect WhatsApp Business and keep conversations with your leads.
One-time setup$499
Monthly service$24
Included in Growth & Pro
What’s included
1 WhatsApp Business API number, up to 2 supplied templates, testing and one 60-minute training session. Monthly fee covers technical support and connection maintenance. Provider approval, subscriptions and messaging usage apply. Campaign operation and automation are separate.
Custom Workflow
Any plan · extra workflow
Automate an agreed sales step, reminder or follow-up.
Per workflow$499
Monthly service$0
No recurring workflow fee
What’s included
1 trigger, up to 10 actions, 2 condition branches, testing and 1 consolidated revision. Uses existing fields and connected channels; channel add-ons required where applicable. No custom integration. No recurring XeroOS workflow fee. Later changes, monitoring and provider usage are separate; existing plan maintenance applies where included.
AI Suite
Growth add-on
AI replies, lead qualification, bookings and agreed follow-ups.
One-time setup$999
Monthly service$99
Included in Pro
What’s included
AI Configuration & Management: up to 1 chat agent on 2 validated, connected channels and 1 voice agent on 1 phone number. Supplied knowledge, testing and training. Monthly review + 2 minor updates of up to 30 minutes each. Additional configured channels or roles quoted. Provider AI subscriptions, processing, numbers, calls and messages extra.
Ads Conversion Tracking
Growth add-on
Send CRM lead and sale outcomes back to Meta and Google.
One-time setup$499
Monthly service$0
Included in Pro
What’s included
1 Meta ad account + 1 Google Ads account; up to 2 agreed CRM events per platform. Existing connection maintenance included in plan support. Website tagging, consent tooling, historical reconciliation, ad spend and campaign management separately scoped.
Intelligent Sales Dashboard
Growth add-on
See sales performance clearly, with available AI dashboard insights.
One-time setup$499
Monthly service$0
Included in Pro
What’s included
Custom Sales Dashboard & Report: 1 dashboard with up to 6 agreed measures + 1 CRM-data report and 1 consolidated revision. Existing report maintenance included. AI summaries and insights require enabled provider AI features; provider costs extra. New measures, external data and ongoing analysis separately quoted.
Online Courses
Growth / Pro add-on
Deliver your course through a student portal with paid access.
One-time setup$999
Monthly service$99
Scope agreed before setup
What’s included
1 portal, 1 supplied course with up to 20 finished lessons, 1 payment offer and paid-access enrolment/login workflow. Monthly technical support + 2 minor updates, up to 30 minutes each. Course production, sales pages, extra courses, major changes, payment and provider fees extra.
CRM Migration
Any plan
Move your contact data into XeroOS with agreed field mapping.
One-time setupFrom $499
Monthly service$0
No monthly service fee
What’s included
Source review required. Base scope: 1 clean contact dataset, up to 5,000 rows and 20 fields; agreed email/phone deduplication, import and count reconciliation. Notes, activities, opportunities, files, historical dates, linked records and cleanup separately quoted. Destination field support applies.
Custom Integration
Growth / Pro add-on
Connect an external tool to your agreed CRM workflow.
One-time setupQuoted
Monthly serviceQuoted
Scope agreed before setup
What’s included
1 external tool. Data direction, fields, frequency, authentication, testing and error handling agreed before quotation. Setup, monitoring and repair responsibilities priced before work starts. Provider/API costs extra.
Usage credit
For existing accounts · one-time $25 payment. Usage is separate from your subscription.
LESS STACK. MORE SYSTEM.
Your team.
Your costs. A clearer choice.
Enter your CRM, team and monthly extras. Compare recurring costs with a managed XeroOS plan, priced per organization.
Add maintenance cost
Add additional tools
Choose per user or per business. Per-user subscriptions automatically follow your team size.
All amounts in USD. Enter your actual rates; use the monthly equivalent for annual subscriptions.
Suggested for your team: Core. Choose a higher plan for more features.
YOUR MONTHLY COMPARISON
Current setup—Enter your CRM price to compare
XeroOS Core$99$99 / organization / month
Recurring cost difference—
Enter your CRM price to compare.
✓ Technical support included · one organization fee
CRM, pipelines, tasks & booking calendars
View all plan features ↗Estimate time your team could reclaim
A projection from your estimate, not a measured or guaranteed result.
Recurring costs only. Setup fees are excluded from both options. XeroOS features and maintenance follow your selected plan; usage, tax and optional services are extra. Some existing tools may still be needed.
FROM DECISION TO DELIVERY
A clear setup.
A confident handover.
We handle the setup and help your team put the system to work.
Define the system
Understand your leads, team and sales process. Choose the right plan and connections.
Your deliverableA clear plan, quote and launch date.
Build & connect
Configure your pipelines, selected channels and workflows around your chosen plan.
Your deliverableYour connected CRM and sales workflows.
Verify & launch
Test the setup and walk your team through daily sales activity.
Your deliverableA confident team with ongoing support.
CONNECTED TO YOUR SALES
Less switching.
More selling.
Connect the channels your team uses to the leads and opportunities they work on.
Email, WhatsApp, calls & SMS
Connect conversations, calls and messages to your sales process. Calls and SMS are included in Growth and Pro.
Growth & Pro: all four · Core: Email / WhatsApp add-onsAds & lead sources
Connect Meta and Google lead sources to your CRM. TikTok and LinkedIn connections are scoped separately. Pro adds Meta and Google conversion feedback.
Meta / Google: plan-based · Other sources: custom scopeYour shared sales inbox
Email, WhatsApp, SMS, Messenger, Instagram and web chat. Your connected conversations in one place.
One inbox · Your connected channelsExisting CRM? We can review your data and propose a migration or custom connection.
Explore migrationWEB · DESKTOP · MOBILE
At your desk.
In your pocket.
Keep your leads, conversations and next steps close. Access your XeroOS workspace through LeadConnector, wherever your day takes you.
Web
Open your workspace in your browser.
Open web app ↗Desktop
A dedicated app for Mac, Windows and Linux.
Get the desktop app ↗Mobile
Follow up and manage deals from your phone.
XeroOS interface concepts. Features and appearance depend on your plan, permissions and configured workspace. Existing account required to log in.
A CAREFUL MOVE
A new system.
A considered migration.
Moving from Zoho, another CRM or spreadsheets? Migration starts from $499. We review your source data, agree what can move and verify the imported records.
Plan my migration01Audit & mapReview records, fields, relationships and export options.
02Import & rebuildImport agreed supported records. Process rebuilds are scoped separately.
03Verify & onboardCheck imports, test connections and train your team.
Your migration starts with a data review, so the team knows what will move and how.
BUILT FOR YOUR SALES PROCESS
One connected system.
From lead to revenue.
XeroOS connects your leads, conversations, follow-ups and sales visibility. Your team gets one system to manage the journey from first enquiry to handover.
A clear sales process
Know where every deal stands and who owns the next step.
Connected daily work
Bring conversations, tasks and appointments into the same flow.
Visible sales outcomes
Connect lead sources with qualified enquiries and closed deals.
Ready for your team
Configured for your process, with training and plan-based support.
BEFORE WE GET STARTED
A few good
questions.
What does the monthly plan include?+
Your selected CRM features and unlimited leads and contacts. Core supports up to 10 agents and includes basic technical support. Growth and Pro include unlimited agent access, listed connections and existing setup maintenance. Implementation is a separate one-time fee.
How are integrations and usage charged?+
Growth and Pro include email, WhatsApp, phone/SMS and Google Ads lead-form setup, plus the shared inbox for configured channels. Core Email and WhatsApp are separate add-ons, each $499 setup + $24/month. Pro includes AI Suite setup and management. Provider subscriptions and usage are extra.
Can a smaller plan add advanced capabilities?+
Yes. Core can add Email and WhatsApp separately at $499 setup + $24/month each. Custom Workflow is $499 per scoped workflow, with no monthly service fee. Other add-ons follow the availability shown in the add-on section.
What is Full Sales Cycle Automation?+
Pro includes up to 10 configured workflows, covering agreed routing, reassignment and sales-to-handover actions. Each workflow has defined triggers and action limits. Your team remains in control of conversations and sales decisions.
Can we bring our existing CRM and data?+
Yes. CRM migration starts from $499 after source-data review. The base covers one clean contact dataset, up to 5,000 rows and 20 fields. Notes, activities, opportunities, files and historical dates are separately scoped and depend on destination support.
What technology powers XeroOS?+
XeroOS runs on HighLevel technology, with setup, integrations and ongoing support provided by 9Xero Digital.
What happens when our needs change?+
Upgrade or add a module as you grow. We quote only the additional implementation needed, crediting reusable paid configuration. Monthly pricing changes from the next billing cycle unless agreed otherwise. Major changes and custom development are separate.
LET'S CONNECT YOUR SALES
Make the next lead
count.
Tell us about your team, current CRM and the sales process you want to improve.
Need help choosing?
Ask about your plan, implementation or a custom scope.
Email the teamDiscuss on WhatsAppEmail and WhatsApp open with your prepared enquiry. Review and send your message to the team.