Xora - Small Business CRM

Xora is the ultimate business management solution for service-based professionals like interior designers, event planners, photographers, and freelancers. With Xora, you can easily manage your clients, proposals, contracts, invoices, projects, and more—all from a single, intuitive platform. Streamline your workflow, enhance client relationships, and stay organized with tools designed to simplify and elevate your business.
With Xora, You’ll Solve These Problems:
How do I manage all my client information in one place?
Keep every client’s details, documents, and project history organized and accessible within Xora.
How do I know what tasks need my attention right now?
Xora’s automated task assignments and reminders ensure you always know what’s next, keeping projects on track.
How do I stay on top of project deadlines and timelines?
Xora’s project management tools let you track progress, set reminders, and adjust timelines as needed to avoid delays.
How do I get paid on time?
Send invoices with clear payment options, track due dates, and follow up on outstanding balances automatically.
How do I know who is working on what?
With Xora’s team management features, you can easily view task assignments, monitor progress, and keep your team aligned.

Key Features:
Lead Management: Capture and organize leads from multiple sources (e.g., website, social media) and get a 360-degree view of the pipeline.
Proposals and Contracts: Automatically generate proposals and contracts based on client conversations, requirements, and prompts, with the option to customize templates.
Invoicing and Payments: Create and send invoices with ease, split payments into deposits and balances, and integrate with payment gateways for online payments.
Project Management: Automate project plans, assign tasks to team members, and track progress with reminders based on task completion.
Expense Tracking: Manage expenses related to your projects and generate reports to monitor financial health.
Client Portal: Offer clients a dedicated portal for easy file sharing, project updates, and secure document management.
Notifications and Reminders: Receive alerts for important project actions, document views, and client signatures to keep the workflow seamless.
Try Xora today and experience seamless business management with robust support, real-time collaboration, and a suite of tools designed for growing businesses. Whether you’re a freelancer or a team, Xora scales with you to meet your business needs.