Manage client projects. Connect billing and support.

See the customer workspace in action

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Built for teams delivering ongoing work for clients

Software agencies, implementation consultancies, and B2B service teams can organize each customer’s projects, billable work, and support in one workspace. It is a fit when delivery, finance, and support need to coordinate around the same customer account.

From a customer request to delivery, invoice, and support

Example workflow: a service team delivers a customer’s checkout update. Each step is a team action in Curoxi, with billing and access configured for that workspace.

1. Capture the request in a project

   Create the checkout update task under the customer’s project and assign an owner. For meeting-note automation, configure the inbox and AI settings first, then review the generated draft tasks.

   Meeting-note setup guide

2. Track the work through delivery

   Place the task in a sprint and release, update its status, and keep comments with the work. Customer users can follow project progress through the dashboard according to their access.

   Customer dashboard guide

3. Review the work before invoicing

   For task-based billing, check completed billable tasks, configured rates, and the customer billing profile before generating an invoice. Review the invoice, send it, and record payments in the workspace.

   Invoice generation guide

4. Keep follow-up in the customer workspace

   With support enabled, the customer can raise a ticket about the delivery or invoice, attach evidence, and follow replies and status changes. The team keeps the support discussion in the same customer workspace.

   Customer support guide

Connect client delivery, billing and support

Built for B2B service teams

Curoxi is designed for teams managing multiple customer accounts where project delivery, billing, and support all shape the relationship. Instead of stitching tools together, teams run the account from one shared workspace.

Explore Curoxi

Browse the core pages that explain how Curoxi works, how pricing is structured, and how to start a workspace.