CRM
Keep client relationships and requirements accessible.
Field & project services
Xclatix for field & project services
Connect the office to the people delivering the job.
Installation, maintenance, and project-service businesses need client details, job responsibilities, and billing discussions to stay connected.
Request a demoThe challenge
Disconnected work creates avoidable handoffs.
The office has one version of the job while the delivery team has another. Changes are relayed informally, and completed work is slow to reach finance.
A more connected job lifecycle from client request to invoice.
A connected workflow
- 01
Establish the job context
Keep the client relationship and requirements in CRM and organize the job as a project with a clear owner.
- 02
Keep the team connected
Use project tasks and contextual conversations to coordinate questions, changes, and next steps between the office and delivery team.
- 03
Bring completion into billing
Give finance access to the delivery context so the team can coordinate invoicing without starting a separate information chase.
Office team → Project lead → Delivery team → Finance
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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