Marketing and Sales
Platform on
AI Auto-Pilot
ALPHA LAUNCH (UTC-4):
Join the Waitlist to Secure Your Founder-Level* Account at xl Financial Business and receive discounted subscriptions to xl BIZ Hub.
Next-gen customer engagement:
AI-powered conversion platform.
Revolutionizing customer engagement and conversion with our AI-driven platform seamlessly handling automated outreach, communication, and conversion processes.
Onboard and let your AI assistant take over...
Autonomous retrieval of potential customer contact information.
Generation of personalized marketing content for outreach to new prospects and existing clientele.
Seamless and automated population of a built-in CRM.
Ongoing communication managed by an AI-powered assistant through email and text.
Effortlessly guides the process from initial contact to lead conversion without manual intervention
Targeted outreach:
Exploring B2B and B2C leads with enriched contact information search.
Efficiently target your outreach efforts with our advanced contact search tool, designed to uncover potential leads in both B2B and B2C sectors. Our platform's enriched contact discovery capabilities empower you to explore and connect with valuable prospects, maximizing your outreach success.
All-in-one hub:
Streamlining communications.
A centralized hub integrating email, text, social media, content creation, and scheduling for streamlined digital interaction and content management.
Communications hub
Experience seamless communication across email, text, and social media within our integrated platform, seamlessly incorporated into the CRM.
Content creation
Our platform features an AI-driven content creation module for generating marketing messages, posts, introductions, and follow-ups with text and images.
Scheduling
Streamline your marketing efforts with our CRM's integrated scheduling module, allowing for efficient campaign planning and execution across all integrated platforms.
Advanced, integrated CRM: Streamlining business operations.
Enhance productivity with our integrated CRM module, centralizing communication for email, text, and social media interactions.
Contact management:
Store and organize customer information, including contact details, interactions, and preferences.
Lead management:
Track and manage leads throughout the sales pipeline, from initial contact to conversion generated by the AI or your team.
Sales automation:
Automate repetitive tasks such as lead scoring, follow-ups, and sales processes to streamline workflows.
Pipeline management:
Visualize and track the progress of deals and sales opportunities through customizable pipelines.
Task and activity management:
Schedule and assign tasks, appointments, and follow-ups to team members for efficient collaboration.
Reporting and analytics:
Generate reports and analyze data to gain insights into sales performance, customer behavior, and trends.
Integrations:
Seamlessly integrate with other business tools and software, such as email platforms and marketing automation systems.
Customer communication:
Facilitate communication with customers through email, phone calls, and other channels directly from the CRM platform.
Workflow customization:
Customize the CRM to match your specific business processes and requirements for optimal efficiency.
End-to-end sales solutions:
Quotations, invoicing, and payment processing with our built-in A/R module.
Our CRM integrates accounts receivable management, invoicing, and payment processing functionalities, providing a comprehensive solution for efficient business operations.
Tailored Pricing Packages:
Designed to Cater to Your Specific Demands
Receive up to 20% off when selecting a plan with an xl Financial Business account or credit product.
Plus
$499/mth
A/R Plus
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero)
CRM Plus
- Contact management
- Lead management
- Sales automation
Marketing Hub
- Customer outreach database – 300/mth month
- Automated database change notification
- Marketing campaign content creator
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
Users
- 1 user
Pro
$899/mth
A/R Pro
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero, Netsuite)
CRM Pro
- Contact management
- Lead management
- Sales automation
- Task and activity manager
- Reporting and analytics
- Integrations
Marketing Hub
- Customer outreach database – 1,000/mth
- Automated database change notification
- Marketing campaign content creator
- Campaign scheduler
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
AI Auto-Pilot
- Integrated AI assistant
- Automated customer pool contact retrieval
- Marketing content automation
- Automated campaign scheduler
- Communication response automation
Users
- 1 Admin
- 5 Users
Premier
$1,499/mth
A/R Premier
- Estimates, quotations and invoicing
- Customer payment processing
- Auto reconciliation
- Integrations (Quickbooks, Sage, Xero, Netsuite)
CRM Premier
- Contact management
- Lead management
- Sales automation
- Pipeline management
- Task and activity manager
- Reporting and analytics
- Integrations
- Workflow customization
Marketing Hub
- Customer outreach database – 5,000/mth
- Automated database change notification
- Database export
- Marketing campaign content creator
- Campaign scheduler
Communications Hub
- Customer review / feedback manager
- Integrated text, email and social media communications portal
AI Auto-Pilot
- Integrated AI assistant
- Automated customer pool contact retrival
- Marketing content automation
- Automated campaign scheduler
- Communication response automation
Users
- 2 Admin
- 10 Users
Get Started on Your Path to Financial Success:
Secure Your Founder-Level* Account at xl FINANCIAL.
*as a Founder-Level account client (for either consumer, student or business accounts and/or credit), you will receive life-time one-on-one live support and an xl Financial Founder metal debit and/or credit card.
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