CRM
Keep client requirements and commercial conversations connected to the people delivering the work.
Explore CRMInvoicing
Bring delivery and billing into the same conversation.
Keep finance connected to client context and project progress when coordinating invoices.
Request a demoWork with the full picture.
Finance should not have to reconstruct an engagement from scattered messages. Keep the delivery context available when the team prepares and discusses billing.
- Carry client context into billing
- Coordinate questions with the delivery team
- Reduce repeated handoffs between departments
A connected way to work
- 01
Review the engagement
- 02
Coordinate delivery status
- 03
Prepare the billing conversation
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