CRM Software
Pipeline, follow-up, and customer history in one place so sales is not living in WhatsApp and a shared sheet.
Business Systems
The platform
Sales-led teams, agencies, and service firms that lose deals because handover and follow-up sit in personal chats.
This CRM is for the way your pipeline really moves: a lead, a quote, a negotiation, a closed job, then a renewal or a support ticket. Reps see their book. Managers see aging and forecast without exporting. When a deal closes, the same customer record can open a project, an invoice, or a ticket so the next team is not starting from a forwarded chat. We do not force marketing automation you will not use. We ship the objects you will live in every day.
Book a walkthroughThe gap
What is usually broken
Leads arrive from the website, ads, and referrals. Each rep keeps their own list. Managers cannot see what is stuck, and support cannot see what was promised on the last call.
Approach
How we fit it
XiteHub builds CRM around your stages, not a generic funnel copied from a US playbook. Stages, required fields, and who can see a deal match how your team actually sells. We connect the website form, email or WhatsApp where you already talk to buyers, and the billing system that issues the invoice. You own the data. Founded in Karachi in 2021, we have delivered 80+ products for teams across more than 10 countries, including sales and client portals that replaced a sheet plus inbox.
Capabilities
What ships in the first release
- 01
Lead capture from web forms, imports, and manual entry with a clear owner
- 02
Custom pipeline stages, probability, and required fields per stage
- 03
Quotes and follow-up tasks with reminders that do not live in a personal calendar only
- 04
Activity timeline: calls, notes, emails, and files on the same company
- 05
Role views so a rep cannot edit another book unless you say so
- 06
Handover into billing, projects, or support without a re-typed record
Modules
How the platform is cut
We go live on the slice you need first. The rest follows when the operators are ready.
01
Leads and companies
People, accounts, and the source of the enquiry. Duplicate checks so the same firm is not owned twice.
02
Pipeline
Stages you name, with the fields that must be filled before a deal can move. Lost reasons are required, not optional.
03
Quotes and follow-up
Proposals attached to the deal, plus tasks and reminders so a quiet week does not bury a live opportunity.
04
Activity and files
Notes, call logs, and documents on the record. Nothing important lives only in a personal drive.
05
Handover
Closed-won can create a client in billing or a project in your ops tool through an API, not a copy-paste.
Why it lands
What changes for the team
- 01
Managers see stuck deals without asking each rep for a Friday update
- 02
A new hire inherits the history, not a WhatsApp export
- 03
Quotes and the closed-won record stay attached to the same customer
- 04
Support can read what sales promised before they open a ticket
- 05
Forecast is a report on the pipeline, not a rebuilt spreadsheet
- 06
You keep the customer list if you change vendors later
Rollout
How we implement it
Workshops first, then a live slice, then the rest of the modules. Operators sign off before we cut over.
01
Stages and owners
Write the real funnel and who can see whose book. Drop stages nobody uses.
02
Fields and sources
Define required data per stage and every channel that creates a lead today.
03
Pipeline build
Ship the board, company pages, and activity first so the team can leave the sheet.
04
Channel wiring
Connect the website, ads, or messaging tools you already use. Do not add a channel you will ignore.
05
Rep UAT
Sales runs a week of live leads on staging. We fix the friction they hit, not a scripted demo.
06
Cutover
Import open deals, freeze the old sheet, and keep a short parallel week if volume is high.
Fit
Where this platform belongs
- 01
A B2B team whose forecast still lives in a Google Sheet
- 02
An agency that needs one client record from pitch through retainer
- 03
A field sales book that must work on a phone, then sync when back online
- 04
A company leaving a CRM whose seats and unused modules cost more than the pipeline is worth
Connects
Systems this sits beside
- Website and landing-page forms
- Email and calendar
- WhatsApp or other messaging you already use
- Invoicing or ERP for closed-won customers
- Ad platforms for lead source, when you want attribution
Stack
What we usually ship it on
- React
- Next.js
- Node.js
- PostgreSQL
- Redis
- REST APIs
- Webhooks
- AWS
Hosting
Where it can live
- 01
Cloud hosted
Managed on AWS, Azure, or GCP when you want updates handled for you.
- 02
On-premise
Private install in your rooms when control or compliance requires it.
- 03
Hybrid
Mix cloud and on-premise across teams or sites when one model is not enough.
FAQ
Questions, answered
Scope, ownership, and how we cut over CRM Software without a weekend freeze.
Continue
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