Connected record
Customer, company, workflow, document and communication activity stay connected.
IXXO Hub for Agencies and consultants
CRM, workflows, portal, documents, and follow-up for Agencies and consultants.
Agencies and consultants manage leads, proposals, client projects, tasks, documents, approvals, meetings, and recurring communication.
Operational pain for Agencies and consultants
Agencies and consultants manage leads, proposals, client projects, tasks, documents, approvals, meetings, and recurring communication.
Client project coordination
IXXO Hub can help manage customer history, pipelines, project follow-up, documents, scheduling, invoicing, and team accountability.
Relevant IXXO Hub areas
CRM, customer portal, projects, tasks, forms, documents, scheduling, invoices, support, reminders, and communication history can be combined based on the business need.
Operational visibility
Teams can see what is open, pending, delayed or waiting for customer action.
Phased adoption
Start with the most urgent area and expand the platform gradually.
Start with the highest-friction process.
The implementation can begin with intake, follow-up, support, project control, invoicing, document handling, or portal usage depending on the operational pressure.
Implementation question
Can IXXO Hub be adjusted to a vertical business? Yes. IXXO develops tailored solutions for vertical industries and can structure workflows around the way the business operates.
Discuss IXXO Hub for Agencies and consultants.
Schedule a walkthrough and review the best starting point for your business processes.