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THE FUTURE OF
AI IS HERE

Empower Your Business with Innovative AI Solutions.

Customer Relationship Management

Smart CRM for advisors and agents — effortlessly track clients, get timely reminders, and manage appointments through a conversational AI chatbot. Managing your clients has never been so easy.

AI-POWERED CRM

Effortlessly track client details, generate reports with a single click, and unlock powerful automation features designed to streamline your business like never before.

Generate pre-configured reports, forms, and invoices instantly — no hassle.

Book appointments effortlessly and get automatic follow-ups — never miss a beat.

Track every detail — from conversations to birthdays — all in one clean view.

Your smart CRM chatbot is mobile-ready, working 24/7 to support you anywhere.

Automation That Saves You Hours

From appointment setting to document generation, repetitive tasks are done in clicks — so you can focus on relationships, not admin.

Built for Financial Advisors & Property Agents

No more wrestling with generic CRMs. Xantheum is purpose-built for your workflow — with the tools, fields, and features you actually use.

Client Intelligence at Your Fingertips

See a complete view of every client — their history, goals, and progress — all in one place, updated with just a prompt on your mobile phone

Mobile-Optimized for Fast-Paced Professionals

Whether you're in a meeting or on-site with a client, Xantheum keeps everything accessible and responsive across all your devices.

Professional-Grade Document Generation

Create polished proposals, contracts, and reports with a single click — customized to your needs , for any industry standard documents.

CONNECT YOUR TOOLS

Seamlessly integrate your own PDF, Excel, and document templates. With just one click, auto-generate reports, proposals, or invoices — fully customized to your workflow.

SCALE WITH YOUR CLIENTS

Whether you’re just starting out or managing thousands, effortlessly track every client, appointment, and policy renewal. Your CRM expands with you — so you stay focused on growth.

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USE CASES

If you are a

Financial Advisor

Track every client’s policies, appointments, and financial milestones. Auto-generate reports and proposals with a single click — so you spend more time advertising

If you are a

Property Agent

Manage your listings, track client viewings, follow up automatically, and close faster. Your CRM acts like a personal assistant — minus the overhead.

If you are a

Lawyer

Stay on top of deadlines, clients, and case details. Auto-generate templated legal documents and streamline your follow-ups without missing a beat.

Insurance
Real Estate
Lawyer

Built for the Field, Backed by Results.

Real stories from professionals who made the switch.

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Marcus Lim, SG

"Xantheum’s AI-powered CRM transformed how I manage my clients. It’s smart, intuitive, and saves me hours every week. I finally feel in control of my advisory business."

Seamless Scheduling & Follow-Ups

Never miss a meeting or follow-up again. Smart reminders, notes, and sync with your calendar mean you're always one step ahead.

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