CRM
Keep client requirements and commercial conversations connected to the people delivering the work.
Explore CRMCRM
Client relationships, with the full business context.
Keep client requirements and commercial conversations connected to the people delivering the work.
Request a demoWork with the full picture.
A sale is the beginning of a working relationship. When delivery teams can see what the client needs, they can start with shared context instead of rebuilding the brief.
- Keep relationship and requirement context together
- Give delivery teams a clearer starting point
- Bring account managers into project conversations
A connected way to work
- 01
Understand the client
- 02
Agree the scope
- 03
Connect the delivery team
One business. Connected capabilities.
Projects & tasks
Connect tasks, ownership, progress, and the conversations that move delivery forward.
Explore Projects & tasksInvoicing
Keep finance connected to client context and project progress when coordinating invoices.
Explore InvoicingChat, voice & video
Bring chat, voice, and video into project, CRM, and HR context instead of separating communication from execution.
Explore Chat, voice & videoPeople & HR
Bring people context and project responsibility together, from a new starter’s first engagement to day-to-day coordination.
Explore People & HRLead generation
Search a B2B prospect database, build targeted lists, and bring qualified leads straight into your Xclatix CRM.
Explore Lead generationOmnichannel AI agent
Bring WhatsApp, email, live chat, social, and voice into one shared inbox, with AI agents handling the repetitive questions.
Explore Omnichannel AI agent