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XICORTA IMPLEMENTATION

Xicorta implementation without interrupting daily work

We configure processes, migrate data, train your team and launch the system around your real workflow - from audit to stable daily operation.

Implementation scope

What implementation includes

Not just “CRM installation”, but the launch of an operating system tailored to your automotive business.

01

Process audit

We find where leads, money, documents and fleet control are being lost.

02

Module configuration

Rental, finance, documents, roles, cashboxes, statuses and notifications.

03

Data migration

Clients, vehicles, contracts, templates and important history are transferred.

04

Documents and languages

Contracts, acts and client documents prepared in RU / RO / EN.

05

Team training

Managers and admins go through real use cases, not abstract theory.

06

Launch support

We stay close during the first days, check operations and adjust settings.

Rollout timing

How long rollout takes

Timing depends on company size, data volume and customization depth.

2-5 days

Small rental

Fast launch of core workflow: fleet, clients, contracts, payments.

1-2 weeks

Mid-size fleet

Roles, cashboxes, documents, calendar, finance and team setup.

Custom

Network / Enterprise

Multi-location, migration, integrations, self-hosted and custom workflows.

Preparation

What we need from you

You do not need a 50-page technical brief. We only need the real business materials.

Vehicle list and current statuses
Employee list and access roles
Contract, handover and invoice templates
Client database or export from the old system
Current rental / sales / import process description
One responsible person for quick approvals

After go-live

What you get after launch

Single workflow

Your team works in one system: lead, booking, contract, handover, return, payments.

Transparent finance

Cashboxes, debts, payment confirmations, penalties, extras and final profit are visible.

Team control

Roles, permissions, action history and responsibility for every project.

Scalable foundation

Add modules, users, locations, integrations and new business directions later.

Real product layer

What the working system looks like after rollout

The client does not receive an empty CRM, but a prepared operating layer: leads, fleet, documents, finance and team control are connected.

Operations center

Bookings, active contracts, overdue returns, handovers and manager tasks in one working screen.

Finance and cashboxes

Payments, debts, admin confirmations, penalties, extras and profit without manual spreadsheets.

Documents and access

RU / RO / EN templates, roles, permissions, action history and clear staff responsibility.

Enterprise control

Reliability and control for the business owner

During rollout we set access rules, recovery scenarios and a controlled architecture from the start, so the system does not become another chaotic cloud file.

Roles and permissions for owner, admin and managers
Action log and change transparency
Safe access recovery and CRM password reset flow
Prepared for integrations, payments and self-hosted scenarios

Controlled rollout

Implementation without risking current operations

Xicorta is launched step by step: core structure first, then data, training and only then full team transition. Your business should not stop because of a CRM.

FAQ

Short answers to the questions teams ask before CRM rollout.

Launch Xicorta for your automotive business

Get a clear rollout plan: timing, stages, preparation data and the right module configuration.

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