Start with the systems you already have.
xFlo connects to the tools your business already runs on. Nothing to replace and no data to move.
Email, calendar, CRM, accounts, documents, and the job or project system at the centre of your operation. Connecting takes minutes for common tools, and we build connections for specialist or in-house systems.
- Each person, their own sign-inPeople connect their own accounts, so an agent working for you sees what you are allowed to see and no more.
- Your systems stay the source of truthxFlo reads from them and keeps its own view current. Your data stays where it is.
- Every action recordedWhatever an agent does in a connected system is logged against the person it was working for.