Is Xoria Worth It for Agencies? A Founder's Honest Answer

Is Xoria worth it? For a small agency that wins clients, delivers projects and sends invoices, and is tired of copying the same client between four tools, yes, and you can find out for $0. If you bill by the hour and live in time tracking and resourcing, or you need a tool with years of reviews behind it, probably not yet.

Disclosure first: I'm Rafael, the founder of Xoria. You're asking the person who built it whether it's worth it, so weigh that. I'll keep to what the product does today, say where it falls short, and tell you who should skip it.

What Xoria is, in one paragraph

Xoria is one workspace an agency runs from. Clients holds contacts, companies, a leads inbox, the deal pipeline, proposals and estimates a client accepts online, and booking links. Work holds projects, tasks, a team calendar, meeting transcripts, team messages and a shared drive. Money holds client invoices with a payment link, card payments into your own Stripe account, money in and out, profit and loss, and bills and receipts. On top sits Ask Xoria, an assistant that answers questions about all of it. The AI drafts the work. A person approves before anything sends. Every part is listed on the features page.

Is Xoria worth it for agencies? Who it fits

Most agency CRMs stop at the signed deal. A review of 19 agency CRMs by Zite makes the same point: the line that matters is between CRMs that stop at the deal and the ones that keep tracking the work after it. I agree, and I'd push it one step further. The work doesn't end at delivery either. It ends when the invoice is paid.

That's the agency Xoria fits:

• You sell, deliver and bill the same client. A proposal gets accepted, it becomes a project, the project becomes an invoice. In Xoria that's one record moving forward, not three exports.
• You're 2 to 15 people. Small enough that nobody's job is "keep the tools in sync". Big enough that things fall through when it's all in someone's head.
• Follow-up is where you lose deals. Small teams lose more deals to slow follow-up than to a bad pitch. The Meeting Follow-up play summarizes the call, drafts the follow-up email and turns what was promised into tasks. The email waits for your approval.
• You want AI that asks first. Xoria asks before it reads a private source like your inbox, and before every change. Each approval is single-use and bound to that exact action.

Who should skip it

Here's the part a founder usually leaves out.

• Hourly agencies that live on utilization. If time tracking, resourcing and margin per project are the numbers you check every morning, use a tool built for that. Xoria isn't one.
• Teams that need deep marketing automation. If you run email nurture and landing pages for your own pipeline, a marketing suite does that better.
• Agencies that resell their software to clients. Xoria isn't a white-label platform.
• Anyone who needs a long track record. Xoria launched publicly on 5 October 2026. It's new. There aren't years of third-party reviews to read, and I'm not going to pretend there are.
• Teams that depend on a tool outside the 15 integrations. Xoria connects to Gmail, Outlook, Google Calendar, Slack, Fireflies.ai, Fathom, HubSpot, X, Stripe, Notion, Google Sheets, Airtable, GitHub, Sentry and PostHog. If your stack runs on something else, it isn't connected.

What it costs, and what Free covers

Prices below are from our pricing page, as of 11 November 2026. Each is a flat price for the workspace, not per seat.

Paying yearly takes 10% off Lite and Starter and 15% off Pro. Starter and Pro start with a 15-day free trial, with a card taken at checkout. Lite has no trial and is billed from checkout.

Two things to know before you pick.

Free does not include invoicing. If you want to get paid through Xoria, that starts at Lite. Free is for running clients and work, and seeing whether the workspace fits how you operate.

Card payments go into your own Stripe account, so Stripe's fees apply on top. Stripe lists 2.9% + 30¢ per successful domestic card transaction as of today. That's Stripe's fee, not ours, and you'd pay it with most invoicing tools anyway.

The math against a glued-together stack

The honest way to judge "is it worth it" is against what you'd pay otherwise.

A typical small agency runs a CRM, a project tool, a proposal tool, a scheduling link and an invoicing app. Most of those charge per seat. Then there's the glue. Zapier, the usual glue, lists its Professional plan from $19.99 a month and Team from $69 a month, as of 11 November 2026, with price tiers that climb as your task volume does.

The subscription total isn't the real cost, though. The real cost is the hours.

• Someone retypes the client's details into the project tool after the deal closes.
• Someone rebuilds the scope as an invoice.
• Someone notices the Zap broke last Tuesday.
• Someone asks in Slack, "did we ever send them the follow-up?"

That's the tax. It never shows up on an invoice, so nobody budgets for it. If your team loses even two hours a week to it, a flat $89.99 a month for Starter is cheap. If your stack already works and nobody complains, don't switch for the sake of it.

Has anyone tried Xoria CRM? What to test in your first week

Xoria is new, so don't take anyone's word for it, mine included. Test it on one real client.

1. Import or add one active client. Contact, company, the open deal.
2. Send a proposal from it. Have the client accept it online. Check that nothing had to be retyped.
3. Turn it into a project. Add the tasks and the people. Put the kickoff on the calendar.
4. Connect your inbox or calendar. Free allows 2 connected apps. Watch what Xoria asks before it reads anything.
5. Ask Xoria a real question. "What's open with this client?" or "What did we promise on the last call?" If the answer is wrong or vague, that tells you something.
6. On a trial, run the Meeting Follow-up play after a real call. Read the draft before you approve it. Edit what's off.

If after a week you still opened your old tools out of habit, that's the answer too.

Some honest limits

Xoria is live and built in public. A few things are worth knowing up front.

• Several parts of the product are being released to workspaces one at a time, including the CRM, proposals, projects, drive, finances and booking links. A new workspace may not see every part on day one.
• Plays run when a person starts them or on a schedule. They don't fire on their own from events.
• Monthly AI usage is shared by the whole workspace and varies with the model and the work. When it runs out, you buy more or wait for next month's allowance.

None of these are reasons to skip it. They're reasons to test it on your real work before you move everything over.

So, is it worth it

Here's how I'd decide.

• If your agency sells, delivers and bills the same clients and the handoffs between tools are where things slip, start on Free and run one client through it this week.
• If you bill by the hour and need resourcing, look elsewhere.
• If you're happy with your stack, keep it.

I built Xoria because I watched small teams lose deals and hours in the gaps between tools. It puts the pipeline, the projects and the invoices in one workspace, and the AI drafts the follow-through while a person approves it. The Free plan is $0, needs no card and holds up to 2 members, so the cheapest way to answer the question is to try it. Everything it does is on the features page.