SOLUTIONS / Productivity

Team collaboration and productivity: Files, knowledge and AI in your shared workspace.

Bring together company files, approvals, knowledge articles, discussions and the AI assistant.

Knowledge articles in a shared team workspaceDemo workspace
Knowledge articles in a shared team workspace — XtraCRM
Actual product interface, shown with isolated demo data. Available sections depend on your plan and access permissions.
MADE FOR YOUR DAILY WORK

Productivity

Keep team knowledge out of isolated folders and disconnected chats. Create a shared workspace for files, knowledge articles, approvals and AI.

01

Organised company files

Organise files in Company Files, change display names and share within your permissions. Reach download and sharing actions from the file menu.

02

Accessible knowledge and decisions

Organise team guides in knowledge spaces and articles. Follow decisions through discussions, approval stages and approval requests.

03

AI with your own provider

Connect your company’s API key in settings. Use chat history, model selection and file and image attachments; usage costs remain with your provider.

FROM FIRST STEP TO FOLLOW-UP

A workflow your team can follow.

  1. Organize files and share with authorized colleagues.
  2. Record knowledge articles and approval history.
  3. Use AI chat with your company’s provider API key.
ONE SOLUTION, CONNECTED SECTIONS

Explore what’s inside.

See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.

Before you get started.

Are AI usage fees included in the software plan?

Your company connects its own provider account and API key. The provider bills model usage; an individual chat subscription does not necessarily include API access. The content you send is transmitted to your selected provider.

Is every section available in every plan?

Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.

KEEP YOUR WORK CONNECTED

Works better together.

YOUR NEXT STEP

Find the right starting point for your team.

Compare plans ↗