Xtensio for Customer Success

Optimize the customer experience, engage more customers and reduce churn.

Create, share and manage key collateral on a single platform.


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.

Icons_Create-in-a-cloud 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.

Icons_Customize 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.

Icons_Collaborate 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.

Icons_Share 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.

Icons_Present 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.

Icons_Download  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.

Icons_Define-your-framework 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.

Icons_Manage projects 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.

Icons_Keep-track 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

145,297 users and counting...

Xtensio's Current Users
Xtensio's Current Users

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.


Anna Yunker

VP Digital Marketing, Aztek Web

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas, create personas and develop strategies.


Robin Eyre

Owner, Trailblazer360

Creating buyer personas and beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.


Zac Heisey

Digital Marketing, Tribe Interactive

Xtensio is the easiest way for teams to create, manage and share beautiful living documents.

145,297 users and counting...