Xtensio is a collaborative workspace that simplifies the process of developing and implementing growth opportunities. Create, share and manage strategic business collateral that quickly and easily adapts as your business evolves. Whether you’re creating customer resources, identifying user segments, developing and measuring engagement initiatives, or fostering mutually beneficial relationships with customers, Xtensio is where your team's work flows.
Automatically create branded collateral - without a designer
Build anything from customer resources, strategic success plans, monthly reports and other business collateral with the ease of a web builder.
Save time on design
Everyone on your team becomes a designer. Drag and drop interactive modules - image, video, graphs and charts. Change the color, background or size. Adjust the layout however you need.
Easily keep everything 'on brand'
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 organization's collateral secure.
Simplify team collaboration
Work as a team across departments and management from anywhere. Loop in clients and stakeholders as guests. Everyone is always up-to-date and your inbox is clutter free.
Built for developing and measuring successful engagement strategies
Deliver visually stunning living documents and presentations that engage and captivate.
Share a live weblink
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 digital slideshow 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.
Personalized customer success content at scale
Xtensio for Business offers a private and branded workspace for connecting your CX, product, sales, marketing and management teams with the information they need to increase customer engagement and expansion.
Easily personalize communications
Customizing your business communications for different audiences is simple. Save any folio as a custom template for your team to reuse again and again. You can even publish it on your website to build your brand.
Increase team productivity
Centralize your success efforts and keep everything organized with channels — customer segment, project, task, report type, etc. Add collaborators or share the channel link so everyone has the access they need, when they need it.
Stay up-to-date on projects
Keep track of your team's workflow with in-app notifications and track engagement with folio stats. You'll be able to adjust for efficiency and identify new engagement opportunities.
For your team's inspiration
Utilize our templates and resources for different stages of your customer success plan — from uncovering your ideal customer and developing your engagement strategy to creating customer resources or internal reports and presentations. Remember, you can always start with a blank folio and build anything.
Smart and professional layouts with instructional placeholder copy. Save any template as a folio and start editing to make your own.
Recent Editable Examples
Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.
Join teams using Xtensio to reach their goals more efficiently
145,287 users and counting...
Xtensio allows us to create attractive deliverables for us to share with clients and get feedback. We're able to quickly make repeatable templates again and again.
Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas, create personas and develop strategies.
Creating buyer personas and beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.
Xtensio is the easiest way for teams to create, manage and share beautiful living documents.
145,287 users and counting...