Professional services
A clearer path from signed engagement to completed work and invoice.
Explore solution
The intelligent business OS
Xclatix.
Your entire business,
working as one.
Clients, projects, people, and billing. Bring it all together in one connected platform—without the everyday chaos.
Built around your business. Connected across your teams.
Less switching. More doing.
Every part of your business.
Finally on the same page.
A client promise should not get lost between sales, delivery, and finance. Keep the work—and the people behind it—connected.
Client relationships, with the full business context.
Keep client requirements and commercial conversations connected to the people delivering the work.
- Keep relationship and requirement context together
- Give delivery teams a clearer starting point
- Bring account managers into project conversations
Solutions by business
Different businesses.
One connected way to work.
Explore a connected approach to your clients, teams, delivery, and billing.
Agencies & creative
Less repeated briefing and more shared context across client delivery.
Explore solutionBPO & support
More consistent account context when people or responsibilities change.
Explore solutionIT & technology
Shared visibility between commercial promises and technical execution.
Explore solutionField & project services
A more connected job lifecycle from client request to invoice.
Explore solutionMulti-location teams
Shared context and clearer ownership across a growing organization.
Explore solutionPeople. Process. Execution.
Make good operations repeatable.
Growing teams need a shared understanding of how work gets done—and a connected place to actually do it.
Onboard people into the work—not just the company.
Connect the people context in HR with the projects and colleagues a new starter will work with. Managers can clarify responsibilities and answer questions alongside the relevant work, instead of relying on informal introductions alone.
New hire → Role expectations → Project ownership → Team conversation
Turn operational know-how into shared context.
Client requirements, project decisions, and handoff conversations should not disappear when someone changes roles. Keep that context with the CRM profile or project so the next person has a practical starting point.
Client requirement → Project discussion → Decision → Next owner
Make accountability part of everyday delivery.
A shared operating approach needs more than a list of instructions. Organize work around clear responsibility, visible project progress, and conversations with the people who can resolve the next blocker.
Task → Owner → Progress → Escalation → Resolution
Give each department a place in the same story.
Sales needs to know what was delivered. Operations needs to know what was promised. HR needs people context, and finance needs billing context. Bring those perspectives together instead of rebuilding the story for every department.
CRM + Projects + HR + Invoicing + Contextual collaboration
From first conversation to final invoice
One connected journey.
Win the relationship
Preserve client needs and agreed scope in CRM.
Deliver the work
Connect tasks, responsibility, and project progress.
Bring people together
Keep HR context and team conversations alongside work.
Close the loop
Coordinate delivery and billing with finance.
AI workflow advisor
Your business. A clearer way to work.
Recommended workflows
Bring your business together.
See how Xclatix can connect the way your team works.
Request your guided demo