Exxas

About Exxas

ERP, CRM, project and service management, teamwork, inventory management, HR and finance in an integrated business platform - that's Exxas. Connect and inspire your customers, employees and partners in new ways.


With Exxas, companies have a holistic platform to create the best customer experiences and make processes in their own organization efficient. Mobile use via smartphone and tablet opens up completely new application possibilities. In particular, the industry solutions for trust, lawyers, agencies, IT services and technical service providers offer organizations an all-in-one package for their business.


Teamwork: Work together efficiently
• Dashboard

• Task management

• Accept and delegate

• Notifications

• Team and project areas

• Kanban boards

• Notes and comments

• Internal news

• Knowledge base

• Gamification

• Resources and calendars

• Employee expenses

• Absence and vacation management

• Working time measurement


CRM and Sales: Next Generation Customer Management

• 360° customers and contacts

• Sales opportunities

• Interested parties (leads)

• Task packages & workflows

• Sales pipeline

• Create offers

• Margin calculation

• Product data

• Price lists/scale prices

• Mail and telephone integration

• Up-/cross-selling

• Competitor monitoring

• Marketing campaigns

• Customer maps

• Outlook add-in


Service: Modern service management

• Service orders, tickets and support cases

• Time and performance recording

• Resource planning

• Disposition and deployment planning

• Accept and delegate

• Task packages and checklists

• Knowledge base

• Cost and time budgets

• Customer systems (documentation)

• Text and service modules

• External costs and expenses

• Subscriptions and contracts

• Maintenance contracts

• Own customer portal

• Route planning

• Customer maps

• Mail and telephone integration


Project: Designed for project managers

• Dashboard

• Time and performance recording

• Project plan (Gantt chart)

• Resource planning

• Real-time status updates

• Project templates

• Project controlling with external costs

• Accept and delegate

• Notes and comments

• Cost and time budgets

• Subprojects

• Final calculation

• Text and service modules

• External costs and expenses

• Advance and partial invoices

• Project team with roles

• Checklists and forms

• File management


Trade: The next step in the ERP world

• Merchandise management

• Item and inventory management

• Unlimited storage locations and spaces

• Purchasing and supplier management

• Price lists/scale prices

• Online shop integration

• Item sets and accessories

• Customer facilities

• Margin calculation

• All currencies

• Scan and print barcodes

• Batch management

• Intelligent serial number management

• Partial deliveries and invoices

• Subscriptions and contracts

• Product Information Management (PIM)


Marketing: Marketing automation

• 360° customer and contact management

• Product management

• Price lists and promotions

• Mail and telephone integration

• Marketing campaigns

• Marketing groups

• Customer segmentation

• Up-/cross-selling

• Competitor monitoring

• Customer maps

• Own customer portal

• Online shop integration

• Newsletter integration


Finance: Maximize cash flow

• All currencies

• Invoicing with BESR and QR code

• Accounts receivable/vendor workflow with AI

• Approval process

• Digital invoice dispatch

• Payment control

• Dunning

• Credits

• Digital invoice receipt

• Payment order via e-banking

• Recurring bills (subscriptions)

• Synchronization with Sage 50 and Abacus

• Connection of your trustee


Control all your business activities such as tasks, opportunities, offers, orders, service orders or projects with Exxas. You always track their progress in real time.