No more scattered chains
Requests, updates and files stop living in personal inboxes and sit with the client record instead
For professional service firms
all in one place
A calmer way to run client work
IXXO Hub brings client records, tasks, documents, scheduling and billing into one workspace your team controls. Less chasing, fewer lost follow ups, and a client experience that feels effortless
Marlow & Co · Client
MC
Marlow & CoAudit client · Active
Send engagement letterDone
Collect VAT documentsToday
Review payroll dataFri
Engagement letterSigned
Onboarding formReceived
Audit reportDraft
INV 1042 · €2,400Paid
INV 1043 · €1,800Sent
Why firms move to IXXO Hub
Client work should not live in scattered email chains
When records, tasks and documents are spread across separate tools, follow ups slip and no one is sure who owns what. IXXO Hub keeps the whole engagement in one place
No unclear ownership
Every task has an owner and a due date, so the team always knows what is open and who has it
No lost documents
Agreements, forms and invoices are organised by client, ready to find in seconds
One connected workspace
Every part of client work, in one place
CRM & Pipeline
Keep every contact, deal and client conversation in one place, with full history
Projects & Tasks
Give every job a clear owner and keep delivery on track
DocuFlow
Create agreements, send for signature and keep every document in order
Sales Flow
Send quotes and invoices, take payment and stop chasing overdue work
Schedule Hub
Let clients and your team book the right meeting without the back and forth
Form Flow
Collect onboarding, intake and approvals through clean online forms
From first enquiry to paid invoice
One clear path for every client
Select a step to see how IXXO Hub carries the work forward
Step 1
Capture the enquiry
Every lead, form, call and request lands in one place, so nothing is missed and follow ups never slip
New enquiry from website form
Call logged to the client record
Contact created automatically
Step 2
Review onboarding
Collect the details, documents and checks you need before any work begins, with your team in control of approval
Onboarding form completed
Documents received and checked
Ready for partner approval
Step 3
Prepare the work
Open a workspace with clear owners, tasks and timelines, so the whole team knows what happens next
Project created from template
Owner assigned to each task
Timeline set for delivery
Step 4
Send documents
Share proposals and agreements that are ready for signature, then keep every signed record in order
Agreement sent for signature
Client viewed the document
Signed and filed automatically
Step 5
Update the client
Keep clients informed through the portal instead of your inbox, with a clear record of every update
Progress shared in the portal
Next meeting booked
Questions answered in one thread
Step 6
Bill and follow up
Send invoices, take payment and set renewal reminders, so revenue and renewals never slip
Invoice sent from the record
Payment received online
Renewal reminder scheduled
Client portal
Give clients one place to work with your firm
Clients submit requests, track progress, review documents, book meetings and pay invoices in one secure space. Your team keeps the full history, and the experience stays consistent for every engagement
- Clear channels for requests and questions
- Shared documents and visible invoice actions
- Self service booking for meetings
Client portalMarlow & Co
Requests2 open
Documents5 shared
Invoices1 due
Book a meetingChoose a time
Why IXXO Hub
A business operating system, not another isolated CRM
IXXO Hub unifies sales, service, projects, documents, meetings, forms, invoices and client access in one environment. Automation helps your team move faster while keeping professional oversight on every step
One environment
Every part of the firm works from the same client record, so nothing is retyped and nothing is lost
AI ready, kept private
Bring AI into everyday work while your client data stays yours, never shared with third parties or used to train outside models
Always in control
Your team reviews and approves, so professional oversight is never handed to the software
Get started
See how IXXO Hub fits your firm
Book a walkthrough and we will shape it around your accounting office, architecture practice or law firm