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Guides for every part of XPI CRM, answers to common questions, and docs for developers.
Guides
Step-by-step, in the order most teams need themGetting started
Create your workspace, invite your team, import your data and find your way around.
7 topicsClients and daily work
Records, conversations, meetings, tasks, lists, boards, files and search.
10 topicsHealth, renewals and growth
The health score, alerts, renewals, churn, expansion, surveys, goals and playbooks.
11 topicsReports, billing, team and Setup
Dashboard, ARR reports, usage, invoices, reassigning accounts and workspace setup.
10 topicsCommon questions
All 19 questions →Is XPI CRM really free?
Yes. Every feature is included at no cost, with no credit card and no limit on clients, contacts or records. The free service is provided as is, with community help. Teams that want premium support, guided onboarding, data migration or training can contact us about Enterprise.
Where is my data stored?
Your workspace data (database, sign-in data and uploaded files) is stored in the European Union, in Ireland. The app is delivered through Cloudflare's global network. Encrypted weekly backups are kept in the EU. The full list of services we use is in our Privacy policy and in Annex 3 of the Data Processing Agreement.
What's the difference between the Health field and the health score?
The health score (0–100) is calculated automatically from usage, engagement, sentiment, NPS, billing and overdue tasks. The Health field (Healthy, At Risk, Critical) is what your team decides. The client page suggests a value when they differ, and administrators can let the Health field follow the score automatically.
Why did a playbook start on its own?
A playbook template has an automatic start rule, for example "When Health becomes At Risk" or "90 days before the Renewal date". The playbook's Started field explains the rule, and the bar at the top of the app lists what started since your last visit.
How do I export my data?
Every list has Export CSV. Developers can read everything through the API. Files can be downloaded from the Files page or from each record.
Why don't I see Setup, or can't I edit records?
Setup is for administrators. If you can see records but not change them, your role is View only. Ask an administrator in your workspace to change your role.
For developers and integrations
Connect XPI CRM to your other tools/docs/apiWebhooksGet a signed message when records change./docs/webhooksImport from CSVColumn matching, updates and previews./docs/importConnect an AI assistantClaude, ChatGPT, Copilot, VS Code, Cursor./docs/aiAPI changelogChanges to the API and webhooks./docs/changelogStill need help?
Write to us and we'll get back to you. Enterprise customers get premium support with agreed response times.