Process audit
We find where leads, money, documents and fleet control are being lost.
XICORTA IMPLEMENTATION
We configure processes, migrate data, train your team and launch the system around your real workflow - from audit to stable daily operation.
Implementation scope
Not just “CRM installation”, but the launch of an operating system tailored to your automotive business.
We find where leads, money, documents and fleet control are being lost.
Rental, finance, documents, roles, cashboxes, statuses and notifications.
Clients, vehicles, contracts, templates and important history are transferred.
Contracts, acts and client documents prepared in RU / RO / EN.
Managers and admins go through real use cases, not abstract theory.
We stay close during the first days, check operations and adjust settings.
Rollout timing
Timing depends on company size, data volume and customization depth.
Fast launch of core workflow: fleet, clients, contracts, payments.
Roles, cashboxes, documents, calendar, finance and team setup.
Multi-location, migration, integrations, self-hosted and custom workflows.
Preparation
You do not need a 50-page technical brief. We only need the real business materials.
After go-live
Your team works in one system: lead, booking, contract, handover, return, payments.
Cashboxes, debts, payment confirmations, penalties, extras and final profit are visible.
Roles, permissions, action history and responsibility for every project.
Add modules, users, locations, integrations and new business directions later.
Real product layer
The client does not receive an empty CRM, but a prepared operating layer: leads, fleet, documents, finance and team control are connected.
Bookings, active contracts, overdue returns, handovers and manager tasks in one working screen.
Payments, debts, admin confirmations, penalties, extras and profit without manual spreadsheets.
RU / RO / EN templates, roles, permissions, action history and clear staff responsibility.
Enterprise control
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.
Controlled rollout
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.
Get a clear rollout plan: timing, stages, preparation data and the right module configuration.