Elevate Your CRM Experience
Organise Leads. Automate Workflows. Grow Faster.
Transform the way you manage leads, clients, and workflows with a CRM that feels built just for your business.
Who is it for?
XpandEdge is designed for growing service-based businesses that need structure and scalability. We work with real estate professionals, buyer’s agents, educators, consultants, and operational teams who are ready to move beyond spreadsheets and manual follow-ups. If you’re managing complex workflows or client interactions and need systems that grow with you, we’re here to help.
Why Xpand Edge?
We bring together real-world business experience, hands-on CRM expertise, and AI-powered automation to deliver solutions that make sense from day one. Our systems are tailored to your unique process, not forced into a template. With Microsoft-supported tools like XpandLearn behind us, we ensure you get innovation, efficiency, and long-term scalability — all in one package.
Let’s Build It Together
Automated workflows
Streamline your operations with automated CRM workflows tailored to your team’s process. From lead capture to follow-ups and task assignments, everything flows seamlessly—saving time, reducing errors, and ensuring nothing falls through the cracks. Focus more on relationships, while the system handles the routine.
CRM Analytics
Our CRM comes equipped with integrated analytics that go beyond basic reporting. Gain clear, real-time insights into customer journeys, sales pipelines, and team productivity—all in one place. With smart dashboards and customizable metrics, you can track what matters, uncover trends, and make confident, data-driven decisions to drive growth.
Comprehensive CRM Services
Consultation & Strategy
Work with our experts to develop a CRM strategy that aligns with your business goals.
Training & Support
Empower your team with comprehensive training and 24/7 support.
Data Migration
Ensure a smooth transition with our secure and efficient data migration services.
Experience the Future of CRM
Phone
(415) 789-1234
Address
5678 Innovation Blvd, Suite 200, San Francisco, CA 94107