CRM
Win more deals and keep every customer close
Capture every lead, work every deal and hold the whole customer relationship in one view — connected to quoting, invoicing and delivery, so nothing slips between sales and the rest of the business.
From first touch to repeat business — every interaction on one timeline.
Why it works
One view of every customer relationship
Most CRMs are islands — sales lives in one tool, the invoice in another, the delivery in a third. IXL CORE puts the lead, the deal, the quote and the paid invoice on a single timeline, so anyone can see exactly where a customer stands without asking around.
Web forms, campaigns and referrals all land as leads, scored and ready to work.
Move deals through clear stages with tasks, reminders and forecasts built in.
Every call, email, quote and invoice on one customer record — no digging.
Live pipeline, win rates and forecasts you can actually trust.
Leads & pipeline
Never let a lead go cold
Capture leads from every channel into one queue, score them and work them through a pipeline that reminds you what needs doing next. Nothing sits forgotten in an inbox.
- Leads from web, campaigns and referrals in one place
- Clear stages with next-step reminders
- Assign, prioritise and never drop a follow-up
Contacts & companies
The whole relationship, one timeline
See every touchpoint with a customer in order — calls, emails, quotes, invoices and support — across contacts and companies. Context is never more than a click away.
- Contacts linked to companies and deals
- Full activity history on every record
- Shared across sales, finance and delivery
Quotes & invoicing
From quote to cash without re-keying
Build a quote, win the deal, and the invoice is already in Accounting — same numbers, same customer, no double entry. Sales and finance finally agree.
- Quotes convert to invoices in one click
- Posts straight to the ledger
- Payment status visible right on the deal
Reporting & forecast
See your pipeline clearly and forecast with confidence
Know what is going to close, what is stuck and where revenue is coming from — with live dashboards that pull from the same data your team works in every day.
- Live pipeline and win-rate reporting
- Weighted forecast by stage
- Drill from a number to the deal behind it
IXL CORE AI
Sell smarter with a prompt
Ask which deals are at risk, draft a follow-up email, or summarise a customer’s whole history in seconds. IXL CORE AI works on your real pipeline, with your permissions, so the answer is about your business.
- Surface at-risk and stalled deals
- Draft follow-ups and proposals instantly
- Summarise any account in one line
One connected platform
CRM feeds the whole business
Win a deal and the invoice is already in Accounting, the job is already in Operations, and the customer is already in every report. Marketing knows which campaign earned it. No re-keying, no silos.
Everything you need to win and keep customers
Forms, campaigns and referrals flow straight into a single, scored lead queue.
Every contact, deal, quote, invoice and note on one shared timeline.
Build, send and convert quotes that post to Accounting on the win.
Clear stages, weighted forecasts and reminders that keep deals moving.
Calls, emails and follow-ups tracked so nothing is ever dropped.
Live dashboards for pipeline, win rate and revenue by source.
Complete toolkit