Everything about a customer, on one screen.
Stop stitching a customer together from four tabs. Contacts, leads, opportunities, enrolments, money and history sit in one view.
- Contacts and accounts with duplicate warnings and soft-delete
- One workspace per customer, rooted on the account or the lead
- Contacts, leads, opportunities and enrolments side by side
- A financial summary alongside the relationship
- A paginated timeline of every interaction
- Global search across five record types
One customer, one view
Open a customer and see their contacts, leads, opportunities, enrolments, financial position and full history without leaving the page.
Permission-aware sections
Every section re-checks your permissions independently. Where you are not entitled to see finances, the section says so rather than showing a misleading zero.
Accounts and contacts
Full create, edit, deactivate, soft-delete and restore, with duplicate warnings and CSV export. A contact can be moved to a different account.
Built to stay fast
The workspace loads its sections without an N+1 query per row — a property its own test suite asserts.
Global search
Search leads, contacts, accounts, opportunities and enrolments from anywhere, with results filtered to what you are allowed to see.
Saved views and bulk actions
Save the views your team works from — private, team or organization — and act on many records at once.
Xoaro does not currently include a lead-to-contact conversion step: leads, contacts and accounts are linked records rather than one converting into another.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.