Streamline every step of your sales process with Xabyte — from client relationships and bids to supplier RFQs, quotes, contracts, and invoicing. Track targets vs. achievements in real time and make data-driven decisions with a platform built for market research success.
Sales CRM Built for Research Teams
Stay on top of your sales, targets, and achievements — in one integrated view.
Easily onboard clients and complete KYC to activate access across all project types and service levels.
Seamlessly link client contacts across multiple offices or regions — ideal for structured relationship mapping and granular reporting.
Configure CAWI, CATI, IDI, and hybrid projects during the pre-sales phase using a dedicated project setup interface.
Automatically generate branded PDF quotations from pre-filled project specs — powered by Xabyte’s dynamic quotation engine.
Create, upload, and securely store signed client contracts in a centralized, searchable repository.
Track Sales vs Targets, Historical Project Data, and Profit Margins in one visual dashboard — designed for decision-making at a glance.
