F. A.Q

Frequently Asked Questions

Your Guide to XOOI Answers

Welcome to our FAQ section – your go-to source for answering your common queries. Dive into our thoughtfully curated collection of FAQs to find the information you need without any hassle. Your questions, simplified.
Absolutely! XOOI is specifically designed to cater to the needs of organizations like yours. Our CRM solution offers comprehensive capabilities that allow you to effectively manage multiple sales organizations under one platform. Each organization can access its own data, while administrators have the ability to monitor all organizations. Furthermore, XOOI enables you to create cross-selling opportunities between your sales organizations. Our powerful lead management feature helps you efficiently handle different sales channels. Additionally, we provide improved collaboration tools for management and support teams, making your work more seamless and productive.
Rest assured, we've got you covered! We understand the importance of your data. Our team will take care of the data migration process for you, ensuring a smooth transition. As part of our service, we also offer data cleaning and organization to ensure that your CRM data is accurate and structured for optimal performance.
Absolutely! XOOI offers a mobile app that is available for both iOS and Android platforms. Our mobile app provides a user-friendly experience, allowing you to conveniently access XOOI from your mobile device. Whether you are on the go or prefer to work from your mobile device, the XOOI mobile app ensures you have a seamless and efficient CRM experience.
At XOOI, we understand the importance of a timely implementation process. Our user-friendly admin interface and streamlined customization procedures enable a quick and efficient setup. On average, you can have your customized XOOI CRM up and running for your team within just 3-4 weeks. This timeframe includes comprehensive setup, thorough analysis of your requirements, seamless data migration, and tailored customization to align XOOI with your specific needs. Our dedicated team is committed to providing a smooth onboarding experience, ensuring that you can start utilizing XOOI and experiencing its benefits without any delay.
XOOI takes data security and reliability seriously. As a Software-as-a-Service (SaaS) solution, XOOI is hosted on secure Amazon servers, backed by the robust infrastructure of Amazon Web Services (AWS). In fact, XOOI proudly holds the "Amazon Well-Architected" badge, which highlights our commitment to following industry best practices in data management.

With XOOI, your data is protected through high data availability, reliability, and stringent security measures. We have implemented daily backup procedures to ensure that your data is safeguarded. By leveraging the power of AWS, XOOI offers a secure and scalable data backup solution, giving you peace of mind and confidence in the protection of your valuable business data.
Absolutely! XOOI offers powerful custom data analytics and business intelligence capabilities. With XOOI, you can benefit from custom reports tailored to your specific requirements, providing you with a deeper understanding of your sales performance across different systems and processes. Our advanced analytics features allow you to unlock valuable insights from your data, enabling you to make data-driven decisions, drive business growth and stay ahead in today's competitive market.
Absolutely! XOOI has a revolutionary custom fields function that allows you to capture additional information relevant to your business. These custom fields can be used to track specific data points and can be included in custom reports. You have the flexibility to define and report on the information that matters most to your organization.
Absolutely! XOOI offers seamless integration capabilities with a wide range of software and applications commonly used in businesses. It can integrate smoothly with popular email clients to easily synchronize and manage your emails within XOOI. Additionally, XOOI integrates seamlessly with ERP systems, allowing you to streamline your business operations and have a unified view of your data. Moreover, XOOI can integrate with operational software, ensuring a connected workflow and efficient collaboration across your organization. These integrations empower you to leverage the full potential of XOOI while seamlessly connecting with the software and applications you already use in your business.
XOOI is fully capable of handling complex data structures and custom data fields. With XOOI, you have the flexibility to customize your CRM according to your specific business needs. Whether it's unique data requirements, intricate data relationships, or specialized data fields, XOOI can accommodate them all. Our powerful data management capabilities ensure that your complex data structures are handled efficiently within XOOI. XOOI can easily configure and manage custom data fields, define their properties, and ensure accurate data representation. XOOI empowers you to make informed decisions based on the comprehensive and customized data stored in your CRM.
Data security is a top priority for us at XOOI. As a cloud-based CRM solution, we leverage the robust infrastructure of the Amazon Web Services (AWS) cloud platform, which ensures a high level of data security and reliability. XOOI is hosted on secure Amazon servers and proudly holds the "Amazon Well-Architected" badge, which highlights our commitment to following industry best practices in data management. With AWS, we employ a comprehensive set of security measures to protect your data. This includes advanced encryption techniques, access controls, network security, and regular daily backups. Your data is stored in highly secure data centers that meet stringent security standards. We understand the critical nature of your business data and take every precaution to safeguard it. Our team is dedicated to maintaining the highest level of data security, ensuring that your information remains confidential and protected.
Yes, XOOI offers multi-language and multi-region support to accommodate businesses operating in diverse regions and catering to customers in different languages. With XOOI, you can configure language preferences, use XOOI with localized and customized language options, and ensure a seamless experience for users across various regions. This feature ensures that all users can navigate and utilize XOOI in their preferred language, enhancing user experience and productivity.
Absolutely! XOOI is built to handle large volumes of data and high user traffic. With its robust infrastructure, and by leveraging the scalability features of Amazon Web Services (AWS) and Kubernetes technology, XOOI ensures optimal performance even under heavy loads. Whether you have a growing customer base or a large sales team, XOOI can handle the demands of your data and user traffic, providing a seamless CRM experience.
XOOI is currently hosted on the reliable and secure infrastructure of Amazon Web Services (AWS). This ensures high availability, scalability, and data security. Additionally, XOOI can be deployed to other cloud services, providing flexibility and options for organizations that prefer local hosting or have specific cloud service requirements. Whether you choose AWS or other cloud providers, XOOI can be deployed to meet your specific deployment needs and preferences.
XOOI leverages a modern and robust technology stack to deliver its CRM solution. The development stack includes .NET 6 for the backend, Angular 13+ for the frontend, Kubernetes for container orchestration, iOS Swift for the iOS mobile app, Android Kotlin for the Android mobile app, and AWS (Amazon Web Services) for hosting and infrastructure. This technology stack ensures a secure, scalable, and high-performing CRM platform that meets the needs of modern businesses.

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Absolutely! XOOI is designed to cater to the needs of teams of all sizes. Whether you have a small sales team or a larger organization with complex needs across multiple departments, XOOI can effectively streamline your sales processes and provide the necessary tools for success. With XOOI, you can easily manage and track your leads, nurture customer relationships, and enhance collaboration among all team members, regardless of the team size. Our user-friendly interface and intuitive navigation make it easy for small teams to adapt to XOOI quickly and start utilizing its benefits right away. XOOI's scalability ensures that as your team grows, the CRM can easily accommodate your evolving needs and continue to support your business growth.
Absolutely! XOOI is unmatched when it comes to the level and speed of customization it offers to fit your specific business requirements. Whether it's customizing data fields, generating personalized reports, or adjusting language preferences, XOOI empowers you with unparalleled flexibility and speed in customization capabilities. We understand that every business is unique, and our goal is to make tailored CRM projects easier than ever. With XOOI, you have the flexibility to optimize the CRM to align perfectly with your business operations, ensuring a seamless fit and maximizing your productivity.
Certainly! XOOI provides an integrated video conference tool that enables users to easily organize online meetings for internal communication within your organization, as well as for external communication with partners, clients, and other stakeholders. This feature is an excellent way to boost productivity, improve collaboration, and facilitate efficient communication across your entire business network.
Absolutely! At XOOI, we believe in providing comprehensive training and user support to ensure our customers have a seamless experience with our CRM solution. We offer training programs tailored to meet the needs of different user roles and levels of expertise. Whether you're a sales representative, or support agent, we have training materials and resources to help you get up to speed with XOOI quickly. Our training sessions cover various topics, including system navigation, data management, reporting, and advanced features. In addition to training, we provide ongoing user support to address any questions or issues you may encounter while using XOOI. Our dedicated support team is available to assist you via email, phone, or online chat. We strive to provide prompt and helpful responses to ensure your concerns are addressed and your experience with XOOI is smooth and productive. Our goal is to empower you with the knowledge and assistance you need to leverage XOOI's capabilities to the fullest.
XOOI provides powerful sales performance tracking and measurement features that enable you to monitor and analyze your sales team's performance. Whether you're a small team or a large organization with multiple sales organizations, regions, sub-regions, teams, and individual sales reps, XOOI offers comprehensive reporting and analytics capabilities to track and measure sales performance at various levels. XOOI gives you valuable insights into key metrics such as sales revenue, conversion rates, deal progress, and more. Our ready-to-use and customizable reports allow you to visualize and analyze sales performance data in real-time, providing valuable insights into the effectiveness of your sales strategies and the performance of your sales team. For large teams, XOOI's hierarchical structure enables you to track performance at different levels, from regions and sub-regions to teams and individual sales representatives. This granular visibility allows you to identify top-performing regions, pinpoint areas for improvement, and recognize individual contributions.
Absolutely! XOOI is specifically designed to streamline your sales funnel and enhance collaboration between teams, making your sales processes more efficient and productive. With XOOI CRM, you can effectively manage your sales pipeline from lead generation to closing deals. Our powerful lead management feature enables you to capture, track, and nurture leads, ensuring no opportunity slips through the cracks. You can easily prioritize and assign leads to your sales team, monitor their progress, and track the status of each opportunity in real-time. XOOI also promotes collaboration among teams by providing improved communication and collaboration tools. Our integrated project management, task management and video conferencing tools allow team members to communicate, share information, and work together seamlessly. You can collaborate on leads, opportunities, and projects, ensuring everyone stays on the same page and contributes to the success of your sales initiatives.
Absolutely! XOOI is specifically designed to be user-friendly and intuitive, making it an extremely accessible and easy-to-use CRM platform for all users. Whether you have previous CRM experience or not, you can quickly adapt to using XOOI without any hassle. XOOI's simple interface allows you to navigate your CRM effortlessly and efficiently. Furthermore, we provide user guides, user training, and ongoing support to ensure that you have all the resources and assistance you need to make the most out of XOOI. So, rest assured that XOOI is user-friendly and designed to make your CRM journey smooth and enjoyable.
Yes, XOOI offers powerful lead management capabilities that are ideal for telemarketing teams. You can easily capture, track, and manage leads, ensuring efficient lead nurturing and conversion. XOOI's advanced lead management features, including segmentation and route options, streamline your telemarketing efforts and maximize your conversion rates. Whether you're making outbound calls or handling inbound leads, XOOI provides the tools and functionalities to enhance the productivity and success of your telemarketing team.
Absolutely! XOOI offers smart features such as alerts and warnings that provide valuable insights and help you track customer activities effectively. These customizable alerts can be set up to notify you about important client activities, approaching deadlines, changes in customer behavior, sales performance, or more. By leveraging these smart features, you can stay informed and proactive in your sales efforts, ensuring that no critical task or opportunity goes unnoticed. XOOI's smart alerts and notifications empower you to take timely actions, capitalize on opportunities, and nurture strong customer relationships for business success.
Certainly! XOOI provides robust approval hierarchy capabilities that allow you to define and enforce approval processes for pricing and contracts. You can set up customized approval workflows based on your organization's requirements, ensuring that offers, discounts, and contract proposals go through the appropriate review and approval channels. XOOI enables you to define multiple levels of approval, specify approvers for each level, and track the status of approvals in real-time. By implementing approval hierarchies in XOOI, you can enforce consistent and controlled processes for pricing and contract management, ensuring compliance, reducing errors, and maintaining a streamlined workflow within your organization.
At XOOI, we provide robust data cleaning and organization capabilities to ensure the accuracy and structure of your CRM data. With our advanced features, we make data management and automation seamless. Using ElasticSearch, XOOI helps to effectively prevent duplicate records and maintain data integrity. Our system identifies duplicate entries, resulting in a clean and consolidated database. During the initial setup and data migration, our team cleans and organizes your existing data, optimizing it for performance. We ensure that your CRM data is accurate and consistent before deploying it into XOOI. This meticulous approach guarantees that your CRM data is in optimal condition right from the start, setting a strong foundation for your sales and customer management processes. Removing duplicate data is easy with XOOI's intuitive drag-and-drop functionality. Our user-friendly interface allows you to effortlessly merge duplicate records, maintaining a streamlined database and increasing the effectiveness of your sales and marketing efforts. To further enhance data organization, XOOI supports custom data fields tailored to your business needs. You can define additional attributes or categories to capture relevant information within your CRM, aligning it with your unique requirements. XOOI can also integrate with external data sources, email service providers, and third-party databases to enrich your data and provide comprehensive customer information. Furthermore, XOOI offers robust data automation features to enhance cleaning and organization within your CRM. XOOI's custom rule sets can automate actions such as updating customer statuses and triggering warnings for timely follow-ups. You can configure the system to assign customers to different routes based on predefined rules, ensuring smooth progress through the sales pipeline. By leveraging XOOI's data automation capabilities, you can reduce manual data management tasks, eliminate duplicates, and maintain a clean and organized CRM database. This automation improves data accuracy, enhances efficiency, and maximizes the potential of your sales pipeline.
Yes, XOOI offers custom reminders to help you stay on top of important events. With XOOI, you can set up personalized reminders for various activities, such as contract expiration or renewal dates. These reminders can be tailored to your specific business requirements, ensuring that you never miss critical dates and can take timely actions, such as renegotiating contracts or following up with clients. By leveraging custom reminders, you can effectively manage your clients, maintain strong customer relationships, and ensure business continuity.
XOOI is a versatile CRM solution that caters to a wide range of industries and businesses. It is particularly beneficial for B2B-focused organizations, as well as those that serve a combination of B2B and B2C clients. XOOI currently serves clients in various industries, including logistics and cargo, automotive, fleet rental, consulting, packaging, business associations, and more. Its adaptability makes it a great fit for teams of all sizes, from small businesses to large enterprises. XOOI can be easily customized to meet specific business requirements, ensuring that it aligns perfectly with your unique needs. Whether you're a startup, a growing company, or an established enterprise, XOOI provides the necessary flexibility and scalability to support your sales team's success.
XOOI's business intelligence tool allows you to perform in-depth data analysis, visualize data through interactive dashboards, and apply various data visualization techniques. It also supports advanced analytics functionalities such as data segmentation, trend analysis, and predictive modeling. At XOOI, we can create data warehouses for you, consolidating and organizing your data from multiple sources into a centralized repository. This enables more comprehensive and accurate analysis, as well as the generation of insightful reports. By leveraging XOOI's business intelligence tool and data warehousing capabilities, you can make data-driven decisions, uncover hidden patterns, and drive business growth based on actionable insights.