Trial version
Valid for 90 days from the first successful activation. Includes one activation code for one computer.
CRM SALES ASSISTANT / FAQ
Frequently asked questions
This page explains the launch pricing, device usage, local data storage, and the updates included with the full version of CRM Sales Assistant.
Versions and pricing
Trial and full version launch offer · valid through December 25, 2026Full version
Permanent use of the version delivered at purchase. It may be used by the purchaser and their own assistant; the actual arrangement and number of activation codes are confirmed directly with Xiaoxi based on the circumstances.
Custom Development
CAD $500 / day
Tools tailored to your habits and goals.
Free consultation. Payment is due only after we agree on the plan and quote. If you commission development, the quote includes time spent on initial discussions and planning. If you only consult and do not proceed with development, there is no charge.
Does data sync automatically between computers?
No. CRM Sales Assistant stores customer information locally on each computer. If the purchaser and an assistant install the software on separate computers, their data remains separate and the devices do not sync automatically.
Using the same information on another device requires the user to transfer the customer library file securely. Cloud sync, real-time multi-user collaboration, and mobile access are not included in the current version.
The actual device arrangement and number of activation codes for the full version are confirmed directly with Xiaoxi. Please contact Xiaoxi to discuss other arrangements.
How do I back up my database?
Keep Auto-save enabled: changes to existing customers are saved about 10 seconds after you stop editing. For a new customer, click Save the first time. In Settings → Database Backup, you can see where your current database is stored and open its folder.
Regularly save a separate copy to a USB drive or another drive to protect against data loss if your computer is lost or damaged. Click Database Backup at the top, choose Back up to another location…, select a destination, and wait for the backup success message.
Auto-save and Save current data do not create a separate backup. Making a backup first saves your changes, then creates a separate .salesdb customer library file.
View the step-by-step screenshots
3. In the save dialog, choose a folder on your USB drive or another drive, click Save, and wait for the backup success message.
This only shows where the current database is stored. To save an extra copy to a USB drive, switch to the backup guide on the left.
Does the full version include every feature developed in the future?
CAD $300 purchases the version delivered at the time of purchase, the features already included in it, and the permanent right to use those existing features.
Future free updates are primarily limited to fixing problems in existing features and improving stability and compatibility. New features, mobile access, automatic cross-device sync, cloud services, third-party integrations, and custom development are not included in the current price. Their feasibility, price, and delivery schedule must be agreed separately.
The purchased version remains usable even if you choose not to buy future features.
View the features included in the current version
Features currently included
- Customer profiles: Manually create, edit, and save customer information using the existing fields, including name, English name or nickname, phone, email, address, birthday, file number, and notes.
- Family overview: Record and review information and birthdays for the customer, spouse, children, and parents; add child records to understand the household.
- Search and categories: Search by customer or family-member name, phone, email, or file number; create categories, assign multiple categories, and filter customers by category.
- Notes and communication history: Add, review, and edit customer notes, communication outcomes, and history.
- Meetings and calendar: Create, review, change, and delete customer appointments; browse and adjust the calendar, mark items complete, and retain related history.
- Reminders: Receive reminders for overdue unfinished tasks while the software is open and running. The software does not provide background reminders after it is closed.
- Local data management: Store the customer library on the user's computer; manually back up, restore, open, or move it; and merge information or review differences under the software's existing rules.
- Computer authorization and use: Use the software on approved Windows computers. After activation, routine use can remain offline, with the existing Chinese and English interfaces.
Not currently included
Mobile access, real-time multi-user sharing, cloud sync, automatic backup, Excel or CSV customer imports, ACT! or other CRM integrations, and automatic online updates.
Responsibility for data
Users are responsible for protecting their computer, customer library, and backups. Local customer libraries and backups do not have additional file encryption, and recovery of unbacked-up or damaged data is not guaranteed.
Pricing, payment, trial periods, authorized computer quantities, and other transaction terms are governed by the order confirmed separately by both parties. This notice does not limit rights provided by applicable consumer law.