What's new
The latest improvements to XPI CRM, newest first.
Use XPI CRM from your AI assistant
Connect Claude, ChatGPT or Copilot to XPI CRM and ask about your clients, renewals and alerts, or log a meeting, in plain language. Your assistant only sees what you can see, and administrators can switch it off.
Learn more →Sign in with Google and Microsoft
You can now sign in with your Google or Microsoft account as well as email and password. If the email matches your existing account, you sign in to that same account.
Learn more →ARR reports and a Dashboard you can arrange
See how your ARR grew and where it was lost, month by month, and split it by owner or tier. You can also choose and reorder the tiles on your Dashboard.
Learn more →Bring your data in and connect your other tools
Import clients, contacts and more from a spreadsheet, with a preview before anything is saved. Your other tools can also read and update XPI CRM and be told when records change.
Learn more →Health score and alerts
Every client now gets a health score from 0 to 100, and alerts point you to the clients that need attention first.
Learn more →