Six modules. One company.

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

Request a demo See every module

Xifdesk leads table with owners, sources and follow-ups

What each module does.

Sales and clients

CRM The full sales cycle across several brands, from lead to hired client. Lead ledger, custom fields and saved viewsTrello-style boards for bidding and direct salesAI proposals matched to your portfolioBids, hires, targets and reports Explore
Intelligent Client Management The next client reply, drafted from the conversation and your verified work. AI-drafted replies in your chosen toneConversation memory and portfolio-aware answersAsk AI on any board cardReply logging and response tracking Explore

People

Finance

Payroll and Accounts A monthly payroll run that posts straight into your books. Five-step run with director approvalStatutory deductions for India: PF, ESI, professional tax and TDSExpenses, subscriptions and invoices with GSTMonth close and a monthly P&L that includes payroll Explore

Delivery

Project Management Projects, sprints and approved hours from the day a deal is won. Handover from CRM with onboarding statusSprints and task boards with keys and prioritiesChange requests approved before work startsWork hours approved by project managers Explore

Every module, as it looks in Xifdesk.

Real screens from the product, one for each module.

CRM

Leads and Trello-style pipeline boards for every brand, with AI proposals, bids, hires and reports.

Intelligent Client Management

The next client reply drafted from the conversation, the lead and your verified work. A person always sends it.

Xifdesk client conversation with AI reply

HRM

Attendance, leave, hiring and approvals in one people system, starting with HR Today.

Payroll and Accounts

A five-step monthly payroll run with director approval that posts straight into accounts.

Project Management

Projects arrive from CRM with their scope; sprints, change requests and approved hours follow.

Employee Navigator

Every employee’s own portal for time, leave, pay and people, on desktop and mobile.

Roles and permissions

Roles built from a permission matrix and limited to brands, so everyone sees exactly their part.

Screens from the Xifdesk product. Names, clients and figures are sample data.

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.

Sales Lead captured From a job post
Sales Proposal drafted with AI Three portfolio matches, reviewed
Client conversations Reply drafted Logged on the card
Sales Marked as hired Scope, value and contributors
Delivery Sprint 1 planned Handed over in one step
People Work hours approved By the project manager
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

One foundation under every module.

The platform decides who can sign in, which organization and brand they work in, and what they can see and do. Every module uses it, so there is one login and one set of rules.

About the platform

Single sign-on and one-time code sign-in
Organizations and multiple brands
Roles from a permission matrix
In-app, browser and email notifications
Audit trail of sensitive changes
AI services with model choice and cost tracking

See all six modules working together.

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

Request a demo Contact sales