One record, everywhere
A client in CRM & Pipeline is the same client in DocuFlow, Sales Flow and the Client Portal. Update it once and it is right across the firm
The platform
one connected flow
One workspace your whole firm runs on
IXXO Hub is one connected system with a single client record at the centre. The moment something enters anywhere, it is available everywhere your team works
The enquiry becomes a client
A new contact and deal are captured with full history, ready for the team to act on
The won deal becomes a project
A workspace opens with owners and tasks, so delivery starts without retyping a thing
The agreement is signed and filed
Documents go out for signature and the signed copy returns to the same record
The work becomes an invoice
Billing draws on the same record, so invoices and payments stay tied to the client
Modules that hand off
A won proposal opens a project. A signed agreement updates the record. Nothing is retyped and nothing falls between tools
Review first, always in control
Automation prepares the routine work. Your team reviews and approves, so professional oversight is never lost
Built by IXXO
A platform with real operating depth
IXXO Hub comes from the company behind IXXO e-commerce, CRM, ERP and CMS solutions. It is built to run the day to day of a firm, not just to store contacts
- Sales, service, projects and billing in one place
- Role based access and a full audit trail
- Automation that supports your team, not replaces it
One recordshared
Client record
CRM & Pipeline
Projects & Tasks
DocuFlow
Sales Flow
Schedule Hub
Client Portal
Every module included
Everything a firm runs on, 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
AI ready, private by design
Bring AI to your firm without giving up your data
IXXO Hub is built for AI assisted work while your client data stays yours. Nothing is shared with third party companies or used to train outside models
Ready for AI
Built to bring AI into everyday work, from drafting and summaries to search, with the assistance running inside the platform
No third party sharing
Your client data is never sold, shared with outside software or used to train someone else's AI models
Private to your firm
Everything stays inside your own workspace, so confidential client work stays confidential, which matters for legal and regulated teams
Enterprise ready
Built for the standards your firm is held to
Security and compliance are built into the platform, not bolted on
Security and access
Role based permissions and full audit trails across every module
Data protection
EU data residency and GDPR ready processes on ISO 27001 certified hosting
Onboarding and support
Guided migration, tailored setup and priority support when you need it
Hosted on enterprise grade, ISO 27001 certified infrastructure from a leading European partner. All customer data lives in modern EU data centres that meet strict ISO 27001 information security standards
ISO 27001
EU data centres
GDPR ready
See it in action
See how the platform fits your firm
Book a walkthrough and we will map your current tools to one connected workspace