CRM
Keep client relationships and requirements accessible.
BPO & support
Xclatix for bpo & support
Make every client handoff less dependent on memory.
Outsourcing and support operations need account context to travel between managers, team leads, and the people serving each client.
Request a demoThe challenge
Disconnected work creates avoidable handoffs.
A new team member or a change in ownership means rebuilding client context. Escalations travel through separate channels with no clear connection to the work.
More consistent account context when people or responsibilities change.
A connected workflow
- 01
Keep account expectations visible
Maintain the client relationship in CRM and organize each account’s operational work in projects.
- 02
Connect people with responsibilities
Use HR records and project ownership to coordinate the team, while managers clarify the work and expectations in context.
- 03
Escalate with the full picture
Discuss operational issues alongside the relevant client or project so the next owner does not have to reconstruct the conversation.
Account lead → Team lead → Operations team → Client liaison
The business context, in one place.
Projects
Organize delivery tasks, ownership, and progress.
HR
Connect the people context with day-to-day work.
Invoicing
Coordinate billing with the delivery conversation.
Collaboration
Keep chat, voice, and video alongside relevant work.
Let's talk about your business
Request a Xclatix demo.
Tell us about your team and where work gets stuck. Start a conversation about a connected approach to your operations.
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