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 strategic business docs, customer personas, proposals, one-pagers and landing pages with the ease of a web builder. Then quickly and easily reuse, update and personalize content for different customers.
Save time on design
Everyone on the team becomes a designer. Drag and drop interactive modules – image, video, graphs, charts. Change the color, background or size. Adjust the layout however you need.
Effortlessly brand deliverables
Define your team’s style guide with your company’s fonts and color palette to lock branding across the team. Customize shared links and add passwords to keep your organization’s collateral private and 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 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.
Personalized customer success content at scale
Xtensio for Business offers a private and branded workspace for connecting your marketing, sales and management teams with the collateral everyone needs to develop growth opportunities for your organization.
Easily personalize communications
Building your strategic framework is simple. Save any folio as a custom template for your team to reuse again and again. Update and merge folios as objectives become clear.
Increase team productivity
Centralize your bizdev efforts and keep everything organized with channels — client, 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 team progress
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 growth opportunities.
For your team’s inspiration
Utilize our templates and resources for different stages of defining and implementing your projects — from defining objectives and uncovering your unique value proposition to creating proposals and pitches or internal strategy exercises and reports. Remember, you can always start with a blank slate to build anything you need.
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.