AI agents tidy your pipeline, build quotes and tell you who to call. You approve, the wave rolls on.
Xurfi is the agent that works for you: it hunts leads, verifies companies and leaves everything ready on your board, every single day.
They're not "AI features": they're agents with a job to do, measurable results and an audit trail of everything they do.
Up to 10 verified leads a day, Monday through Friday.
Describe your ideal customer and it goes out to find them: it discovers companies, visits their websites, checks they're real and drops them into your pipeline, assigned and with contact and phone. No bought lists.
From "send Café Ritual a quote" to a ready PDF in 30 seconds.
Chat with your CRM: quote, create deals, book meetings ("next Tuesday at 10") and ask how the month is going. It can also answer inside Claude or ChatGPT if you connect your account (MCP).
From the moment a lead comes in until the invoice gets paid: one single tool, for everyone.
Kanban board with stages you define, color-coded stages and instant drag and drop.
Your logo, your colors and your typography on every PDF. Your own numbering and prices only you control.
Connect Claude, ChatGPT or your favorite assistant straight to your CRM in one click. Check your pipeline, search deals and review quotes by chatting — read-only, with every query audited.
Kanban board with stages you define, instant drag and drop, and duplicate detection.
PDFs with your logo and colors, your own numbering and prices preset by you.
Recurring billing, invoices with PO/HES and bank payment reconciliation.
Generate the contract from the deal and your client signs from any device.
Your agent reviews the pipeline and tells you what's stalled and how much you'll close this month.
Admins and sellers with different permissions, rankings and built-in chat.
With your email or with Google. Your company gets its own space, isolated from everyone else.
Add sellers and define your catalog. Sellers quote with prices locked by you.
Move deals, quote, invoice and sign. The dashboard shows you live how the month is going.
Add-on modules you plug in when you need them.
Generate the contract from the deal and your client signs online. Sealed PDF with signature evidence.
Describe your ideal customer and the agent finds companies, verifies them and drops them as leads into your pipeline. Includes 10 verified leads a day; +10/day packs for $15 USD/mo.
Create your company account and let the agent do the heavy lifting.