One system for the entire company.

Xifdesk brings sales, client relationships, people, payroll, accounts and project delivery onto one platform. Leaders see clearly, teams stop retyping work, and every decision has a record.

Xifdesk pipeline board with lead cards in each stage

Built for how a whole company works together.

When sales, HR, finance and delivery each live in their own system, every handover is retyped and every report becomes a reconciliation. Xifdesk puts them on one foundation, with one login and one set of people and data.

How the platform works
  • See the whole company

    Pipeline, people, payroll and delivery in one place, with reports that open the records behind every number.

  • Work moves without retyping

    A won deal becomes a project with its scope and team. Approved payroll posts straight into accounts and the monthly P&L.

  • Control at every level

    A permission for every action, roles scoped by brand, and an audit trail of every sensitive change.

  • AI that answers to people

    Proposals, client replies, resume scores and screening calls prepared by AI and reviewed before anything is sent.

  • Shaped to how you work

    Your pipeline stages, leave rules, late-mark policy, approval steps and payroll structures, configured rather than worked around.

One record, carried through every team.

Follow a single client. The lead your sales team captures becomes the proposal, the client conversation, the project, the approved hours and the invoice, without anyone typing it in again.

A diagram of five team lanes. One client record moves from Sales to Client conversations, back to Sales, then to Delivery, People and Finance. Sales Client conversations Delivery People Finance JW Lead captured From a job post Proposal drafted with AI Three portfolio matches, reviewed Reply drafted Logged on the card Marked as hired Scope, value and contributors Sprint 1 planned Handed over in one step Work hours approved By the project manager Invoice raised Included in the monthly P&L
  1. Sales Lead captured From a job post
  2. Sales Proposal drafted with AI Three portfolio matches, reviewed
  3. Client conversations Reply drafted Logged on the card
  4. Sales Marked as hired Scope, value and contributors
  5. Delivery Sprint 1 planned Handed over in one step
  6. People Work hours approved By the project manager
  7. Finance Invoice raised Included in the monthly P&L
Following Jonah Weller, fleet tracking app. The faint lines are the rest of the company’s records, moving the same way. Fictional sample data

Six modules. One foundation underneath.

Each module is complete on its own. Together they share the same people, the same data and the same permissions, so work moves between teams instead of between tools.

Kestrel Apps pipeline

This month, all assignees
Call scheduled7
SQLUpwork
Clara Voss, clinic booking
MQLUpwork
Owen Pike, retail analytics
SQLUpwork
Ines Navarro, field service app
Estimation required5
SQLUpwork
Mira Santos, coaching app
MQLUpwork
Felix Grant, CMS rebuild
Estimation shared4
SQLUpwork
Theo Lund, booking portal
MQLUpwork
Ada Brooks, fintech MVP
Hired clients3
SQLUpwork
Jonah Weller, fleet tracking

Leads, Trello-style boards for every brand, AI proposals matched to your own portfolio, bids, hires and weekly targets.

Explore CRM

Common platform

  • Single sign-on
  • Organizations and brands
  • Roles and permissions
  • Notifications
  • Audit trail
  • AI services
About the platform

AI that drafts. People who decide.

Xifdesk prepares proposals, client replies and candidate shortlists from your own data: the conversation so far, the lead’s details and the work you have actually delivered. Your team reviews every word before anything is sent.

All AI capabilities
Xifdesk client conversation with an AI-drafted reply
Fleet tracking app for a regional delivery company
Job description
Drivers need to log trips and fuel stops from their phones, including where there is no signal. The office needs a live view and route history. Existing API in Node.js.
Client question
Have you built apps that work offline?
Tone: professional, length: medium
Best-matching portfolio
  • Logistics driver app92
    Offline trip logging, background sync
  • Fleet maintenance portal84
    Vehicle records, service schedules
  • Courier dispatch dashboard77
    Live map, route history

Hi Jonah, we would build the app in React Native with a local-first data store, so trip logging works fully offline.

A background sync queue sends trips to your API as soon as a connection returns. We used the same approach in our logistics driver app.

Happy to walk your team through the architecture on a short call.

  • Only verified portfolio links
  • No prices or timelines committed
  • No invented numbers
  • Reviewed by a person before sending
Saved with matches, rating and token cost

Try it: switch versions, or press Draft again. Fictional sample data.

Every floor of the company, in one view.

Because every team works on the same platform, the numbers leaders see are the work itself, not a report assembled at month end. Open any figure and follow it back to the people and records behind it.

Xifdesk HR Today view with approvals waiting
HR Today: who is in, who is late, and every approval waiting. Sample data.

One company, a view for every role.

Pages and menus appear only for the permissions a person holds, so a director, the head of HR, a sales manager and every employee each see exactly their part.

Wednesday, 14 October

Good morning, Marcus

6 decisions are waiting across HR, sales and payroll.

Open approvals6Leave, offers, late bids
Won this month3Handed to delivery
September payrollLockedApproved 5 Oct
Active projects92 change requests
Needs your approval
SB
Offer: senior mobile engineerApproved by HR, e-signature next
Approve
RK
Late bid: courier dashboardRequested by Ravi
Approve
Pipeline by status
New2
Contacted6
In discussion4
Won3

The whole company in one view: decisions waiting, pipeline, payroll and delivery.

See your company run as one.

A walkthrough shaped around your teams: how sales, client conversations, people, payroll and delivery would work together on Xifdesk.