IT & technology

Xclatix for it & technology

Bridge the gap between the deal and the technical work.

Software consultancies and IT service businesses need commercial teams and technical teams to work from the same client understanding.

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The challenge

Disconnected work creates avoidable handoffs.

Sales commits to a scope that engineers have to rediscover. Technical blockers sit in a separate tool, and client-facing teams cannot see what changed.

Shared visibility between commercial promises and technical execution.

A connected workflow

01
Preserve the commercial context
Use CRM to keep client requirements and commitments accessible when planning a technical engagement.
02
Coordinate implementation
Break delivery into project tasks and discuss blockers with the relevant people through contextual chat, voice, or video.
03
Keep the business side connected
Bring account managers and finance into the delivery conversation so progress, changes, and invoicing are not separate stories.

Sales → Technical lead → Implementation team → Account manager

The business context, in one place.

CRM

Keep client relationships and requirements accessible.

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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