Configurable pipelines
Multiple funnels per tenant, stages with probability, full move history and automatic Won/Lost detection.
Sales pipeline, contacts, opportunities and dashboards on a multi-tenant platform, with AI, full GDPR compliance and native integration with the XP Evolution ecosystem.
API operationalBuilt from B2B teams' best practices, with the robustness of an enterprise platform.
Multiple funnels per tenant, stages with probability, full move history and automatic Won/Lost detection.
People and companies with hierarchy, hash-based deduplication, scoring, GDPR consent and tag-based segmentation.
Multi-provider (Claude, OpenAI, Mistral, Gemini), pgvector embeddings, lead scoring and the contextual Athena agent.
JWT with Argon2id, database RLS, prepared statements, rate limiting, immutable audit trail, 7-year retention.
Native Portuguese, French, English and Spanish. Each user and tenant sets their own locale.
Direct integration with Lead Engine, ITSM, Assistants WhatsApp, Academy and Social Content via Event Bus.
Every security requirement was designed from the first commit — never as an add-on.
PostgreSQL Row-Level Security applied with FORCE on every table. Each tenant sees only their data, no exceptions.
Explicit marketing consent, soft delete with configurable retention, partitioned 7-year audit log.
Every business action is recorded with user, IP, user agent and field diff. Immutable by design.
XP CRM connects natively to the other products on the platform to close the loop: from lead to customer, from onboarding to churn.
Set up your tenant in minutes and start structuring your funnel today.
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