---
title: "XPI CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about XPI CRM Software - reviews, pricing plans, popular comparisons to other Customer Success products and more."
source_url: "https://www.capterra.com/p/10267776/XPI-CRM/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 XPI CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Pricing](#pricing)[Support](#support)

XPI CRM

## What is XPI CRM?

XPI CRM is a customer success CRM for SaaS teams that manage a book of business. Each client gets an automatic health score that shows the reasons behind it, so you can see why a score moved and act before a renewal is at risk. Track renewals on one board, report on ARR, GRR, NRR and ARR movement, handle support tickets with SLA rules, and run playbooks that create tasks automatically. Record NPS and CSAT results by import or API, and start each day from My day, which lists what needs your attention. Customise objects, fields, layouts and views without code, import from CSV and connect other tools with the API and webhooks. A built-in AI assistant answers questions in the app, and you can connect XPI to Claude or ChatGPT to work with your data. Every feature is included for free for up to 100 clients and 1,000 contacts. An optional Enterprise plan adds premium support and guided onboarding. Data is stored in the EU (Ireland).

## What is XPI CRM used for?

[Customer Success](https://www.capterra.com/customer-success-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Includes Free Version

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## FAQs about XPI CRM

Overview

### What company size and specific industries is XPI CRM built for?

XPI CRM is designed for SaaS and subscription businesses with small to mid-size customer success or account management teams that handle renewals and retention. It fits companies that need support for managing ongoing customer relationships, especially where account management is focused on keeping subscribers and customers engaged over time.

Features and Usability

### What are the key features of XPI CRM?

XPI CRM offers customer engagement, onboarding, and usage tracking/analytics as its core features. These functions support customer communication, new-customer setup, and monitoring of product activity and usage patterns. The feature set centers on managing customer relationships and tracking how customers interact with the product.

Getting Started and Support

### What training and onboarding options does XPI CRM offer?

XPI CRM provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced review of features and steps.

Getting Started and Support

### What customer support options does XPI CRM offer?

XPI CRM provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users a place to submit questions, search common answers, and review guidance at their own pace, but no reviewer feedback is available to describe response times or helpfulness.

## Pricing

Free Version

Free

$0.00

It includes:

-   Health scores, renewals and ARR/GRR/NRR reporting
-   Support tickets with SLAs, tasks, playbooks and NPS/CSAT results
-   Custom objects, fields and layouts, CSV import, API, webhooks and AI connector for Claude and ChatGPT

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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