XPI CRM icon
XPI CRM icon

XPI CRM

XPI CRM is a customer success CRM built for SaaS teams who manage a book of business. It brings everything about a client into one place: a health score with the signals behind it, renewals, ARR and expansion, tickets with SLA rules, tasks, conversations, meetings and playbooks.

My day: what needs your attention today

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Client health score and the signals behind it
Renewals with ARR and stage
+1
Dashboard: ARR, renewals and team workload
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XPI CRM was added to AlternativeTo by Adrian-Poaca on and this page was last updated .

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What is XPI CRM?

XPI CRM is a customer success CRM built for SaaS teams who manage a book of business. It brings everything about a client into one place: a health score with the signals behind it, renewals, ARR and expansion, tickets with SLA rules, tasks, conversations, meetings and playbooks.

Each day starts from My day, a single page with the renewals, tasks, tickets and at-risk clients that need attention. Teams can add their own objects, fields, picklists, page layouts and saved views without code, import clients and contacts from CSV, and report on ARR movement and usage.

XPI CRM includes a built-in AI assistant, an API and webhooks, and a connector for working with your data from Claude or ChatGPT.

The free plan includes every feature, with unlimited clients and records and no credit card needed. An Enterprise plan is available for larger teams.