Xtensio for Consultancies
An easier and more efficient way for consultancies to work together with clients.
*No credit card required.
Beautiful, living collateral – without a designer
Build any branded document or presentation with the ease of a web builder.
Design beautiful, living collateral
Drag and drop interactive modules – image, video, graphs, charts. Change the color, background, or size. Adjust the layout. All changes save and sync in real-time.
Easily brand communications
Define your team’s style guide with your company’s fonts and color palette to lock your branding across the team. Customize shared links and add passwords to keep your company’s collateral secure.
Reduce email chains
Work as a team across departments and management. Loop in clients and partners as guests. Everyone is always up-to-date and your inbox is clutter-free.
Built for open communication and increased productivity
Deliver visually stunning living documents and presentations that engage and captivate.
Share a live web link
Send important collateral as a customizable web link. Add password protection. No more sending multiple attachments and versions with every update to a document.
Present a digital slideshow
With one click, your folio turns into a digital slideshow. Present an engaging and interactive sales pitch from anywhere. Each section of the folio becomes a slide.
Download a PDF or PNG file
No matter how much you try to move completely to digital, some collateral will need to be saved as a hard copy. Export your entire folio or individual elements as PDF or PNG files.
Personalize client communications at scale
Xtensio is your private and branded workspace for managing all of your client efforts, defining project scopes, organizing the review and approval process, and sharing results with everyone, both internally and externally.
Speed up client deliverables
Quickly and easily customize content for different projects. Save any folio as a custom template for your team to reuse again and again. You can even embed your folios on your website.
Keep projects organized
Organize your projects and documents by folder — client, project, internal strategy exercises, and reports, etc. Add collaborators or share the folder link so everyone has the access they need when they need it.
Always be up-to-date
Keep track of your team’s workflow with in-app notifications and track engagement with folio stats. You’ll be able to adjust your process for efficiency and identify new growth opportunities.
Templates for your team’s inspiration
Utilize our instructional templates and resources for different stages of your consultancy’s process — from uncovering your ideal customer and product-market fit to creating proposals and pitches or internal strategy exercises, sales reports and other marketing collateral. You can always start with a blank slate to build anything you need.
Join teams using Xtensio to reach their goals more efficiently.
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