CRM
Keep client relationships and requirements accessible.
Professional services
Xclatix for professional services
Carry the client promise through to delivery.
Consultancies, accounting firms, and other client-service teams need the scope agreed in sales to stay visible to the people doing the work.
Request a demoThe challenge
Disconnected work creates avoidable handoffs.
Client requirements live in a sales conversation. Delivery starts with missing context, responsibilities are unclear, and finance has to chase the team for billing details.
A clearer path from signed engagement to completed work and invoice.
A connected workflow
- 01
Build a shared client context
Keep the relationship, requirements, and agreed scope in CRM so the delivery team has a clear starting point.
- 02
Give delivery a named owner
Organize the engagement in projects with tasks and responsibility. Discuss changes alongside the work rather than in a disconnected chat.
- 03
Close the loop with finance
Use delivery status and client context to coordinate invoicing and resolve questions before the next billing conversation.
Sales → Engagement 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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