Xsdot CRM & financial services

Xsdot developed a standard set of content components that are used in Xsdot's content management system. A content management system is a set of processes that are used to create and publish rich web documents (See Xsdot content management systems for more information).

The below given content services are easily extended with custom made services and seamlessly integrate with other Xsdot services. Xsdot's application server is the worlds only true hierarchical component based web server, enabling content managers to freely place components and services in a tree based document structure.

CRM user groups

The CRM user groups are used for instance to define management groups, customer groups and employee groups. User groups can be freely created and structured in Xsdot's applications and are further used in other Xsdot services like eCommerce, Financial services and Content management.

User information & settings

After a user is authenticated on a site, the user can review and maintain his own information and settings online. One can think of company, shipping and invoice addresses; user, mailing, community and e-commerce settings.

Project services

Xsdot project services enable businesses or administrators to define projects and store project related documents or files like offers, contracts, architects in a database. A customer or relation is enabled to access project files online after authentication.

Xsdot financial services

Xsdot financial services are primarily used in CRM, eCommerce and financial solutions. Also check Xsdot eCommerce components for more financial services.

Invoice administration

Xsdot’s invoice administration module is a complete online invoice system that is used by administrators or by Xsdot's eCommerce system to store and create invoices. After authentication a customer or relation is able to review, download and pay invoices online. Xsdot’s invoice administration system has many functionalities for managing invoices and contains many printing services to print envelopes, invoices, labels and more.

Offer administration

Xsdot‘s offer administration module is a complete online offer system that is used by administrators or by the Xsdot eCommerce system to store and create offers. After authentication a customer or relation is able to review, download, accept, reject and pay offers online. Xsdot’s offer administration system has many functionalities for managing offers and contains many printing services to print envelopes, offers and labels.

Online payment services

Xsdot online payment services enable a customer or relation to pay invoices or offers online by using online payment service providers (credit cards, iDeal, etc.).