Collaborate with your customers and teams in a whole new way.
CafeX provides one simple platform to bring people, content, actions and analytics together, right to everyone’s fingertips.
Work together more easily from anywhere and stay on task.
We believe your business objectives are the starting point. With that in mind, our cloud software gives you instant access to all the information and people vital to your objectives. Whether engaging with clients, onboarding customers or delivering projects, our platform bridges the gaps between internal and external collaboration.
Client Engagement
Use persistent online meeting places to collaborate and share content securely with clients. Deliver more personalized service, with transcription and a full audit trail to meet compliance needs.
Sales & Onboarding
Take the friction out of customer experiences with a single online workspace. Meet, manage projects, review documents and record conversations in a unified experience tailored to your brand.
Governance
Oversee portfolios and business entities more effectively. Combine BI reporting, activity tracking, team meetings and content sharing in one closed-loop journey to drive growth.
Bring your tools and content, maintain a single unified view
Instant meetings
Simply open a web browser to meet using flawless audio and video. Engage in live chat, screen sharing, with built-in recording and transcription.
Action tracking
Create and manage tasks and milestones all in one place. Set up reminders, follow-ups and sign-offs. Link actions to content to find solutions faster.
Collated content
Keep files, links, emails, messaging threads, and CRM data organized in one persistent workspace. A virtual assistant is ready to add content for you.
BI reporting
Extract action data and audit information via a reporting API. Build dashboards in BI tools to uncover insights and track issues proactively.
Secure, compliant
Keep a full audit trail of collaboration activities in our secure cloud platform. We are certified for ISO 27001, SOC 2 Type 1 and GDPR.
Rebrand, white-label or embed
Easily customize the look-and-feel to fit your brand. A rich API extends individual collaboration features directly to your business apps and workflows.
Join CafeX, the award-winning collaboration platform
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Whitepaper
Improving Meeting Efficiency
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