SMAssigned to Alex
CRM · AUTOMATION · AI
Your leads.
Your team.
One system.
Turn scattered enquiries into a clear path to revenue. CRM, conversations, automation and AI — built around the way you sell.
✓ Implemented for you ✓ Managed by 9Xero
FROM FIRST ENQUIRY TO CLOSED DEAL
X▦◎▤◷⚙
Sales workspaceAR
YOUR PIPELINEEvery opportunity.
Pipeline overviewEvery opportunity.
In the right place.
New enquiries24 this week
Meetings booked12 this week
New leads 02
OHFollow-up ready
Meeting booked 01
◷ Tomorrow · 10:30 AM
✧ Follow-up sent. Your team is ready for the next step.
A better handoff. Automatically.Lead captured · Agent assigned · Follow-up sent
Illustrative workspace · sample data
YOUR TOOLS. ONE CONNECTED SALES PROCESS.
Bring your channels together.
Social channels
Meta
Facebook
Instagram
TikTok
LinkedIn
YouTube
X
Pinterest
Snapchat
MetaFacebookInstagramTikTokLinkedInYouTubeXPinterestSnapchatAds & messaging
Google AdsMeta
WhatsApp
Telegram
Google AdsMetaWhatsAppTelegramCRM data & migration
Salesforce
Odoo
Zendesk
SalesforceOdooZendeskConnect selected channels through native or custom integrations. CRM migration and data connections are configured around your existing setup.
01 / THE SYSTEM
More than a place
to store contacts.
Enquiries shouldn't disappear between your ads, inbox and sales team. Connect the whole journey, so everyone knows what happens next.
01
Capture
Bring leads from ads, websites and conversations into your CRM.
02
Connect
Qualify, assign and follow up through the right channels.
03
Convert
Call, book meetings and move opportunities towards a sale.
04
Measure
See sources, activity and outcomes. Feed results back to marketing.
CRM & pipelines
Contacts, opportunities, tasks and notes. A clear view of your sales activity.
Automation
Routing, reminders and nurturing that keep your follow-up moving.
All-in-One Inbox
Add a shared inbox for your selected messaging channels and sales team.
Calling
Human-led inbound and outbound calls, recordings and call activity.
Appointments
Booking calendars, team availability and appointment reminders.
AI sales support
Add an AI Receptionist, AI Sales Agent or AI Sales Insights to support your team.
Conversion intelligence
Connect qualified leads and sales outcomes with your advertising.
Reporting
Understand pipeline performance, lead sources and team activity.
TWO WAYS TO GET CONNECTED
Start fresh.
Or make your CRM work harder.
XeroOS Managed
A ready-to-implement sales system, configured for your business and supported after launch.
- Standardized Core, Growth and Pro plans
- Implementation, onboarding and ongoing support
- Your team, conversations and sales process connected
Bring your existing CRM
Keep the platform that fits your business. We help improve the processes and connections around it.
- CRM review and sales-process mapping
- Migration, integrations and automation
- Project scope based on your existing platform
02 / BUILT FOR YOUR BUSINESS
Built around
the way you sell.
Start with the way your customers buy. Then build the pipeline, follow-up and team handoffs around it.
XEROOS FOR REAL ESTATEEvery property enquiry
Every property enquiry
deserves a next step.
Connect your lead sources, distribute enquiries to agents, coordinate viewings and keep follow-up visible.
Discuss your sales processEnquiryAgent assignmentQualification & viewingFollow-up & negotiationClosed deal & ad feedback
03 / SIMPLE PLANS. CLEAR SCOPE.
The system you need.
The room to grow.
Unlimited users and leads on every plan. Choose the pipelines, connections and workflows your team needs.
CORE
Organize your sales.
Your leads, contacts and pipeline in one place.
$99/ month
One-time implementation $1,000
Discuss Core- Unlimited users
- Unlimited leads & contacts
- 1 sales pipeline
- Tasks, notes & reminders
- Lead capture & booking calendars
- Basic reporting & ongoing support
FOR GROWING SALES TEAMS
GROWTH
Connect your sales tools.
More pipelines, channel connections and message workflows.
$199/ month
One-time implementation $2,500
Discuss Growth- Everything in Core
- Up to 5 sales pipelines
- Email connection & templates
- WhatsApp Business API connection
- Google Ads integration
- Lead assignment & message workflows
PRO
Connect the full sales cycle.
Advanced workflows across your entire sales process.
$299/ month
One-time implementation $5,000
Discuss Pro- Everything in Growth
- Full Sales Cycle Automation
- Pipeline-stage workflow triggers
- Conditional routing & escalations
- Meta & Google conversion feedback
- Advanced reporting & custom connections
Prices in USD. Setup is one-time. Included integrations cover configuration; WhatsApp provider subscriptions, email delivery, messaging, calls and AI usage are billed separately. All-in-One Inbox is an optional add-on.
FIND YOUR FIT
One foundation. Three ways to grow.
Core: your CRM essentials. Growth: connected channels and workflows. Pro: advanced sales-cycle automation.
Swipe to compare plans. Feature names stay visible.
| Features & connections | Core$99 / month$1,000 one-time setup | Growth$199 / month$2,500 one-time setup | Pro$299 / month$5,000 one-time setup |
|---|---|---|---|
| CRM essentials | |||
| Team users | Unlimited | Unlimited | Unlimited |
| Leads & contacts | Unlimited | Unlimited | Unlimited |
| Sales pipelines | 1 | Up to 5 | Up to 5 |
| Tasks, notes & reminders | Included | Included | Included |
| Lead capture & booking calendars | Included | Included | Included |
| Pipeline & activity reports | Basic | Basic | Advanced |
| Channel connections | |||
| Email connection & templates | Add-on | Included | Included |
| WhatsApp Business API connection | Add-on | Included | Included |
| Google Ads integration | Add-on | Included | Included |
| All-in-One Inbox | Add-on | Add-on | Add-on |
| Workflow features | |||
| Lead assignment rules & rotating assignment | Add-on | Included | Included |
| Timed email / WhatsApp messages | Add-on | Included | Included |
| Message sequences & workflow triggers | Add-on | Included | Included |
| Conditional workflows & team escalations | Add-on | Add-on | Included |
| Full Sales Cycle Automation | Custom add-on | Custom add-on | Included |
| Meta CAPI & Google conversion feedback | Add-on | Add-on | Included |
| Service | |||
| Team onboarding | Included | Included | Included |
| Ongoing support & maintenance | Included | Included | Included |
| Take the next step | Choose Core | Choose Growth | Choose Pro |
THE PRO ADVANTAGE
Keep the whole sales cycle moving.
Connect the actions between each stage so your team can focus on the conversation.
- Capture & qualify
- Assign & follow up
- Book & propose
- Track the deal
- Hand over after sale
EXTEND YOUR SALES TEAM
Add the capabilities that move you forward.
Choose a focused module to strengthen your existing plan.
All-in-One Inbox
Connect selected email, WhatsApp, Instagram, Facebook and SMS channels in a shared workspace for your team.
Discuss this add-onWhatsApp Business API
Extend WhatsApp with broadcasts, messaging templates or additional workflows. Basic connection is included in Growth and Pro.
Discuss this add-onCalling & Dialer
Make and receive calls, record conversations and keep call activity with your leads.
Discuss this add-onAI Receptionist
Answer incoming calls, handle common questions, capture details and book appointments.
Discuss this add-onAI Sales Agent
Engage and qualify leads, follow up and support appointment booking through chat or voice.
Discuss this add-onAI Sales Insights
Summarize conversations, highlight follow-up gaps and help your team decide what to do next.
Discuss this add-onCustom Automation & Integrations
Connect your tools or extend your plan with workflows built around your sales process.
Discuss this add-onFROM DECISION TO DELIVERY
A clear setup.
A confident handover.
We handle the setup and help your team put the system to work.
Define the system
Understand your leads, team and sales process. Choose the right plan and connections.
Your deliverableA clear plan, quote and launch date.
Build & connect
Configure your pipelines, selected channels and workflows around your chosen plan.
Your deliverableYour connected CRM and sales workflows.
Verify & launch
Test the setup and walk your team through daily sales activity.
Your deliverableA confident team with ongoing support.
CONNECTED TO YOUR SALES
Less switching.
More selling.
Connect the channels your team uses to the leads and opportunities they work on.
Email & WhatsApp
Connect business messaging, configure templates and trigger messages from your sales workflows.
Connection setup in Growth & ProAds & lead sources
Connect campaign lead sources to your CRM. Pro adds configured Meta and Google conversion feedback.
Google Ads integration in Growth & ProYour shared sales inbox
Bring selected conversations together and give your team a clear place to respond.
All-in-One Inbox add-onExisting CRM? We can review your data and propose a migration or custom connection.
Explore migrationA CAREFUL MOVE
A new system.
A considered migration.
Moving from Zoho, another CRM or spreadsheets? We map your data, rebuild the required processes and verify the result before handover.
Plan my migration01Audit & mapReview records, fields, relationships and export options.
02Import & rebuildMove supported data, configure pipelines and rebuild workflows.
03Verify & onboardCheck imports, test connections and train your team.
Your migration starts with a data review, so the team knows what will move and how.
THE TEAM BEHIND THE SYSTEM
A smarter sales system.
A team behind it.
XeroOS is built and managed by 9Xero Digital. Marketing, CRM and automation expertise, working together around your sales process.
Built around your process
Clear pipelines and responsibilities that fit your team.
Implemented for you
Configuration, migration, integrations and onboarding.
Connected to marketing
Your lead sources and sales outcomes in the same picture.
Supported after launch
Ongoing help, maintenance and agreed system improvements.
BEFORE WE GET STARTED
A few good
questions.
What does the monthly plan include?+
Your selected CRM features, unlimited users and leads, and ongoing support. Growth and Pro also include the listed channel connections. Implementation is a separate one-time fee.
How are integrations and usage charged?+
Growth and Pro include email, WhatsApp Business API and Google Ads connection setup. Provider subscriptions and consumption are separate. All-in-One Inbox, calling and AI are optional add-ons.
Can a smaller plan add advanced capabilities?+
Yes. Add a module to Core or Growth, or upgrade when a higher plan is the better fit.
What is Full Sales Cycle Automation?+
Connected workflows across lead capture, qualification, assignment, follow-up, appointments, proposals, deal tracking and handover. We configure the stages around your process; your team remains in control of conversations and sales decisions.
Can we bring our existing CRM and data?+
Yes. We review your current platform and data, then recommend an improvement or migration plan. Historical records and activities depend on what each platform supports.
What technology powers XeroOS?+
XeroOS is a managed sales system by 9Xero. Our standard plans use HighLevel / LeadConnector technology, with configuration, integrations, onboarding and support provided by 9Xero.
What happens when our needs change?+
Upgrade your plan or add a module as you grow. Your proposal defines the configuration and support included; major changes and custom development are quoted separately.
LET'S CONNECT YOUR SALES
Make the next lead
count.
Tell us about your team, current CRM and the sales process you want to improve.
Start the conversation
See how XeroOS could work for your team. Tell us what you want to improve.
Request a demo by emailDiscuss on WhatsAppEmail and WhatsApp open with your prepared enquiry. Review and send it to the team to arrange your demo.