Purpose-built for expert networks, executive search firms, and knowledge industry professionals. Everything in one unified platform.
Track every project from initial client inquiry to final billing. Manage workflows, assign tasks, set milestones, and monitor progress in real-time. Custom project stages adapt to your unique business process.
Maintain a comprehensive database of experts, clients, and prospects. Advanced search filters by expertise, industry, geography, and custom fields. Track all interactions, communications, and engagement history in one place.
Eliminate back-and-forth emails with intelligent scheduling. Automated availability matching, timezone handling, calendar integration, and instant meeting confirmations. Reduce scheduling time by up to 90%.
Stay compliant with industry regulations including GDPR, MiFID II, and SOC 2 Type II. Automated compliance workflows, secure document storage, audit trails, and role-based access controls ensure your business meets all requirements.
Built-in secure video conferencing or integrate with your preferred provider. Record calls, take notes, and automatically sync recordings to projects. Support for Zoom, Microsoft Teams, Google Meet, and more.
Automated time tracking, flexible rate management, and instant invoice generation. Support for multiple currencies, tax configurations, and payment terms. Integrate with QuickBooks, Xero, and other accounting platforms.
Make data-driven decisions with real-time dashboards and customizable reports. Track KPIs, project profitability, team performance, expert utilization, and revenue metrics. Export reports in multiple formats.
Provide dedicated, white-labeled access points for clients and experts. Clients can view project progress, access documents, and manage billing, while experts can update their profiles, manage availability, and submit invoices.
Connect with your existing tools through our extensive integration ecosystem. Native integrations with popular platforms plus a powerful API for custom connections. Import data from legacy systems with ease.
Keep your entire team aligned with built-in collaboration tools. Share notes, @mention teammates, assign tasks, and track project updates in real-time. Role-based permissions ensure everyone sees what they need.
Fuel your expert network with smarter tools. Start with Exlink and see the difference today.