Client delivery, billing and support features.

Evaluate Curoxi for your customer workflow

Use the customer operations guide to map your team’s needs, then compare the workflows and pricing assumptions against your current tools. When you are ready, start with one customer workspace.

Understand customer operations software

Compare Jira, Zoho Billing, and Zendesk with Curoxi

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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

What teams run inside Curoxi

• Customer workspaces that keep delivery, billing, support, and task history together
• AI-assisted draft task creation from meeting notes
• Project delivery tracking by customer, sprint, and release
• Invoice management, payment visibility, and renewal awareness
• Structured support workflows with shared customer context

Why the model works

Instead of splitting work across separate project, billing, and support systems, Curoxi organizes operations around the customer workspace. That gives every team member one place to understand what has been delivered, billed, paid, and escalated.

Delivery, billing, and support workflows stay connected

• Delivery workflows track projects, tasks, releases, and customer-facing progress by account
• Billing workflows connect rates, invoices, and payment visibility back to the work that created the charge
• Support workflows keep tickets, comments, attachments, and status updates close to account history
• GitHub and project operations can stay linked to the same customer-centered operating model

Role-based access and customer workspace visibility

Curoxi is designed for company users, customer users, and project-level members who need different visibility without breaking the shared account picture.

That means teams can expose the right workspace view to the right people while still keeping delivery, billing, and support aligned around one customer record.

Explore Curoxi

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