Websites
A prospective client requests a discovery conversation.
Professional services / Consultants & advisory firms
Keep the commitment after the call ends.
Client context should travel into the next action rather than remain in a personal reminder.
Request early accessPlanned use case · All products coming soon
The tools / Your context
Three tools. Use what the work needs.
Websites for intake. Actions AE for owned next steps. XCam for visual findings when a site visit needs proof.
Actions AE
Assign the consultation to the responsible adviser.
XCam
XCam is optional for a relevant site visit, not confidential client documents.
Illustrative workflow
What stays connected
in your workday.
Discovery requests & client commitments. An example of the handoff, not a live customer record or an activated industry configuration.
Try the sample action flow- 01
Websites
Capture the request
A prospective client requests a discovery conversation.
- 02
Actions AE
Own the next action
Assign the consultation to the responsible adviser.
- 03
XCam · where needed
Keep the visual context
XCam is optional for a relevant site visit, not confidential client documents.
- 04
Actions AE
Review the outcome
Review the call outcome and assign the next client discussion.
Where this fits — and where it does not
No third-party integrations, accounting, legal practice management or professional certification capabilities are implied. Industry-specific configuration and availability must be confirmed before adoption. Do not enter customer or sensitive data into site examples.
Your service.
Your next action.
Explore the planned tools. Tell us what needs to stay connected. Early access is a request, not an activated account.