Deals by stage
A kanban board you adapt to your own stages, with expected value and probability.
xOffice · CRM system · sales
A CRM system that knows your stock and your invoices
A salesperson sees a customer's quotes, orders, unpaid invoices and open complaints in one place. No digging through another program. The CRM is part of our Odoo ERP, so an opportunity becomes a quote and a quote becomes an order in one click.
No per-user licenses · AI assistant · linked to the ERP
Do 31. 12. 2026
Order by 31 Dec 2026 and we'll run a free penetration test on your finished system before go-live. You get a final report and a certificate that the test was carried out.
Co test obsahuje →Definice
What is a CRM system
A CRM system (Customer Relationship Management) keeps track of customers, deals and all communication with them. A good CRM shows what stage each deal is in, who has to take the next step and how much money is likely to come in.
A standalone CRM stops at the signature. What happens next, order, production, invoice, payment, the salesperson has to find out elsewhere. In an ERP they see it right away.
| System foundation | Open source Odoo 19 (LGPL-3 license) and proven open source OCA modules |
|---|---|
| License per user | 0 EUR. You pay a base fee for the server and a service fee per account: 10.99 EUR per full user, 2.49 EUR per light user |
| For comparison: Odoo Enterprise | 33.90 EUR per user a month with monthly billing, 27.90 EUR only with a one-year commitment (odoo.com price list, 12 Oct 2026) |
| Where your data runs | On a dedicated server in the EU, or on your own. PostgreSQL database, export any time |
| The Czech part | VAT return and VAT control statement (kontrolní hlášení) as XML for the EPO portal, checked against the official schema |
| AI assistant | Optional: your own provider account, a model on our EU infrastructure, or a server at your site |
| Security | Audit log, password policy, logout after inactivity, an information security management module |
| Rollout time | Four to twelve weeks depending on scope, date confirmed after the fit-gap analysis |
Checked 12 Oct 2026
What the system does
CRM system in practice
Quotes from stock and price lists
Prices, discounts and availability load by themselves, and the quote goes out as a PDF for online approval.
Activities and reminders
A call, a meeting, an e-mail: everyone knows what to do and by when.
The customer's full history
Orders, invoices, payments and helpdesk requests on one card.
Reports without Excel
Pipeline, wins and losses, revenue by salesperson and segment.
AI assistant
Ask which deals have been stuck for over a month and get a list with links.
Inside the system
This is what work in the system looks like
Real screens from our deployment, with sample data. No mock-ups.
CRM: deals by stage
Quotes pull from stock and price lists
Reports and analysis without exporting to Excel
DEMODemo environment
Try xOffice
Inside you'll find deals, quotes and invoices with Czech VAT, plus a shared inbox. Nothing is saved, and the demo resets every night.
You get access with a code sent by e-mail, no password.
Open the demoFit with your operations
Boxed ERP covers 60%. We aim for 95%.
Boxed ERP makes you change your processes to fit the software. We set our system up around how you really work, from large trading firms to manufacturers.
Off-the-shelf ERP, typical reality60 %
Off-the-shelf ERP, best case80 %
Lumenax ERP, our target on every rollout95 %
An estimate from our projects and migrations, not an independent study. Companies close the gap to 100% with spreadsheets, e-mails and retyping, and that's where time gets lost and mistakes creep in.
Why us
Part of a full ERP, not one more stand-alone program.
0 EUR for licenses
Open source Odoo, LGPL-3 license. Per account you only pay for the service, 2.49 EUR a month for a light user.
No vendor lock-in
The code and data are yours. You can leave any time.
AI and NIS2 readiness
An AI assistant over your data, set up your way, and NIS2 and ISO 27001 readiness from day one.
NIS2 · ISO 27001 · audit
NIS2 and ISO 27001 readiness is built in from day one.
You don't need a separate project costing tens of thousands. We go through your processes in the fit-gap analysis before rollout and add only what's missing.
- Information security management. Policies, risks, assets, security incidents and corrective actions.
- Audit log. Who changed what and when, kept for two years.
- Access. Roles and permissions, password policy, sign-out after inactivity.
- Backups with tested restores. Daily, to separate storage, and we test restores regularly.
- Penetration test. Free with orders placed by 31 Dec 2026, with a report and a certificate.
How the rollout works
From fit-gap analysis to go-live in four to twelve weeks.
01
Fit-gap analysis
We walk through your processes and write down for each one whether the system covers it with configuration, with a change, or not at all. You keep the result.
02
Setup and data
We configure modules, roles and permissions, move data over from your current system and prepare a test environment.
03
Trial run
Key people work in a test copy with their own data. We fix things until it fits.
04
Go-live and operations
We switch over in a quiet period and keep looking after the system under the package you chose.
Apps and how they connect
One system that grows with the company.
xOffice: the whole ERP system
Every module in one system, service prices, the AI assistant and NIS2 readiness.
Learn more →Warehouse system (WMS)
Multiple warehouses and locations, lots, serial numbers and replenishment.
Learn more →Manufacturing and planning (MES)
Bills of materials, work centers, production orders and material consumption.
Learn more →Attendance system
Check-in on a tablet at the door or from a phone, overtime and reports.
Learn more →Odoo in the Czech Republic
What open source Odoo is, how it differs from paid Enterprise and what we add.
Learn more →Implementation calculator
What the rollout costs: modules, data migration, integrations and timeline.
Learn more →Migrating from your current system: From Pohoda · From Helios · From ABRA · From Soft4Sale · Helios Orange alternative
FAQ
Frequently asked questions
What is a CRM system?
A CRM system keeps track of customers, deals and communication with them. It shows what stage each deal is in, who has to take the next step and how much money is likely to come in.
How is a CRM inside an ERP different from a standalone CRM?
A standalone CRM stops at the signature. A CRM in an ERP also sees orders, inventory, invoices and payments, so salespeople don't have to dig for anything and data isn't retyped.
How much does a CRM system cost?
You don't pay for Odoo licenses. We quote the CRM rollout as a fixed price after a short analysis, operations cost 137 EUR a month for the server plus 10.99 EUR per full user. Support with hours of changes included starts at 499 EUR a month.
Can you move data over from another CRM?
Yes. We move contacts, companies, deals and history from spreadsheets and from other CRMs, for example through a CSV export or the API.
Is the CRM suitable for small companies?
Yes, you can start with just the CRM and quotes and add other modules when you need them. Your data stays in one system.
Start here
We start with a fit-gap analysis of your processes.
In an hour you know what the system covers, what needs changing and what it will cost. You keep the results.
