CRM
Sales & relationships
Pipeline, quotes, accounts, contacts, activities, and sales history in one place.
Built for consultancies, engineering firms and B2B service companies
Sell,
deliver, and bill
without switching tools
ExxpertApps connects your sales pipeline, projects, and billing in one system your team actually adopts from day one.
Connect your ERP, billing, and payments without duplicating work across systems
Get a clear, accurate view of team workload, margin, and forecast
Operate across countries without stacking tools or living in spreadsheets
A 30–45 minute session. We walk through your sales and delivery process and show you exactly how it maps onto ExxpertApps — no commitment required.
45K+ projects
managed start to finish
31 modules
working together in one flow
36M+ participants
invited, registered, and checked in through ExxpertApps' events module
10+ years
Clients growing with ExxpertApps
Multi-language and multi-currency
built for international operations
90M+ emails
sent without losing the context of a single client
A real product from the first click
ExxpertApps isn't a nice pitch deck — it's a live platform already connecting sales visibility, delivery control, and financial management for B2B service companies.
A complete ecosystem, without the patchwork
ExxpertApps isn't another CRM you keep bolting tools onto. It's a suite of connected modules covering the core areas of a B2B service business, without forcing you to rebuild your whole operation overnight.
Projects
Projects & delivery
Projects, tasks, process templates, and cross-team coordination.
Billing
Billing & collections
Invoicing, multi-language and multi-currency support, online payments, reconciliation, and financial tracking.
Client Portal
Access & collaboration
Data, invoices, and online payments available to your clients, with no middleman.
Growth shouldn't mean chaos
The problem is rarely selling. It starts when information breaks down between sales, projects, billing, and teams working in separate systems.
Built for your team to adopt from day one
When a tool is simple and connected, teams actually use it. And when they use it, the data is real.
One system, not five disconnected tools
When CRM, projects, and billing share the same data, your team stops duplicating work and information stops falling through the cracks.
A clear picture of the business, always on hand
Pipeline, forecast, and financial control in one place — so decisions are backed by real data, not guesswork.
One platform to capture, sell, deliver, and bill — without losing the thread
ExxpertApps brings sales, projects, and billing into a single workflow, so every opportunity moves forward with more context, tighter coordination, and less manual work.
1
Capture and organize every opportunity
Centralized accounts, contacts, and interactions so your sales team works with real context from the very first touchpoint.
2
Follow up with judgment, not effort
Prioritize next steps, spot bottlenecks, and keep the pipeline moving with AI support.
3
Turn the sale into delivery without losing a thing
Projects, tasks, and approvals launch already connected to what was sold — no rebuilding, no re-entering data.
4
Close the loop with full financial control
Billing, financial tracking, and international operations in the same system, with built-in multi-language and multi-currency support.
See ExxpertApps in action
A walkthrough of the key features — sales, projects, billing, and more — all connected in one platform.
Real operations, real results
Real-world examples of how ExxpertApps connects sales, projects, and billing for B2B service companies.
ConsultingStrategy firm
Before: CRM, projects, and billing spread across three different systems. Endless spreadsheets, little visibility into margin.
Now: One flow from opportunity to invoice. Real visibility into pipeline and profitability by client.
Engineering Technical projects
Before: Technical and sales teams working in separate systems, with no shared visibility.
Now: From proposal to delivery, every piece of information is available to whoever needs it, exactly when they need it.
B2B Services International operations
Before: Different CRMs per country, separate billing, and manual consolidation across currencies.
Now: One multi-language, multi-currency system. Sales, projects, and financial control connected by client.
Pick the plan that fits your operation
ExxpertApps isn't just software — it comes with real support, updates without painful migrations, and a team that knows your business.
12-month contracts. Billed annually or quarterly, your choice.
Standard
€50/user/month
For teams that need a complete CRM, with projects and communication in one place.
- Pipeline, opportunities, and quotes
- Contacts, companies, and clients
- Projects and activities
- Email, messaging, and internal chat
- Landing pages and documents
- Purchasing and resources
- Dedicated technical support
Most complete
Premium
€70/user/month
For companies that want sales, delivery, and billing connected — with AI built in.
- Everything in Standard
- Multi-language, multi-currency billing
- AI built into sales and projects
- Events with payments and QR check-in
- Client portal with online payments
- Marketing, surveys, and client satisfaction
- Visual reporting and audit trail
Enterprise
Custom
For complex operations spanning multiple teams or countries.
- Everything in Premium
- Unlimited users with volume pricing
- Custom setup and rollout
- Online directory and resource booking
- Interface monitoring and advanced controls
Guided rollout, so switching platforms never becomes another impossible project
Over a decade helping B2B service companies unify sales, projects, and billing in one system — without stopping the business or blocking key teams.
Assess your current operation
We review how you sell, how you deliver projects, and how you manage finances to understand what needs to be connected and what can stay as-is.
Configuration tailored to your process
We define pipelines, project types, teams, permissions, languages, currencies, and integrations with your ERP or payment gateway.
Data migration and go-live
We plan what data to move, from which systems, and in what order — minimizing friction and prioritizing quick wins.
Training, support, and continuous improvement
We train key teams, support the first few weeks, and fine-tune processes to ensure real adoption and lasting use.
The team behind it
Ten years. A product that keeps growing.
ExxpertApps was born out of Calvi Systems SL, specialists in cloud applications and digital transformation consulting since 2009. We're the same team, still evolving the same product, for clients across 12 countries in Europe and Latin America — without forcing migrations or making you start from scratch every time technology changes.
Ready to see how it fits your business?
Let's map your workflow together
30 minutes. No generic slides — just your real operation, connected in ExxpertApps.
- A demo tailored to your operation, not a canned one
- A real person responds, not a bot
- No commitment, no credit card required