SFX Workspace connects CRM, Projects, AMC, Service Desk, Field Service, Contracts, Subscriptions and Customer 360 — with FLXi AI working across your entire operation.
Built specifically for System Integrators, MSPs and IT Solution Providers.
Most IT companies run their business across a dozen disconnected tools. SFX Workspace brings the entire lifecycle into one intelligent workspace — so nothing falls between the systems.
Customer details copied between CRM, ticketing, spreadsheets and accounting — never quite matching.
Teams spend hours re-entering information instead of selling, delivering and supporting customers.
Contracts and subscriptions tracked in spreadsheets expire quietly — and revenue leaks away.
Delivery teams work in one tool while sales promises in another. Margins and milestones suffer.
Engineers see tickets but not the deal. Sales sees the pipeline but not the trouble. Nobody sees the whole customer.
No single place that shows what a customer owns, owes, uses and might buy next.
Finally, someone built a business platform specifically for IT companies.
Most business platforms stop at sales. But an IT company doesn't stop when the deal closes. You have to sell, deliver, implement, maintain, support, renew and expand. SFX Workspace follows the entire journey.
Hardware, software, licenses, subscriptions and solutions — quoted and tracked the way IT deals actually run.
Implementation, migration, deployment and consulting — with milestones, resources and profitability in view.
Contracts, SLA, preventive maintenance and scheduled service visits — all tied to the assets they cover.
Tickets, engineers, escalation and field service — with the full customer context attached to every ticket.
Subscriptions, contracts and renewals tracked as a first-class part of your business — not an afterthought.
Cross-sell, upsell and expansion surfaced by FLXi from real usage, contract and service signals.
SFX Workspace understands that your customer relationship doesn't end when the invoice is raised.
FLXi is embedded across SFX Workspace to help your teams make faster decisions, automate repetitive work and discover what needs attention. Ask. Understand. Act.
Not simply a chatbot — FLXi reads your pipeline, projects, contracts and service history to answer with your data.
Manage the complete sales lifecycle while keeping customer, product, project and service information connected.
Recommended: send the M365 migration proposal reminder to Bluepine Group today.
Less CRM administration. More selling.
Reps spend Friday afternoons typing updates nobody reads.
Deal context lives in inboxes, chats and memory.
Hot deals go quiet because nothing reminds the rep.
Managers forecast on gut feel, not on data.
FLXi captures activity and drafts updates from emails and meetings.
Deal health, stalled opportunities and next-best actions surfaced automatically.
Every account shows sales, projects, service, contracts and revenue together.
FLXi tells each rep exactly which deal to touch today — and why.
| Project | Customer | Health | Progress | Margin |
|---|---|---|---|---|
| Core Switch Refresh | NovaBank | On track | 31% | |
| M365 Tenant Migration | Bluepine Group | On track | 26% | |
| Warehouse Wi-Fi Build | Meridian Logistics | At risk | 12% | |
| DR Site Commissioning | Harbor Health | Delayed | 8% |
Root cause: firewall delivery delayed. Reassign 1 engineer from Wi-Fi build to recover the milestone.
When the deal closes, SFX Workspace starts the delivery — automatically.
Your engineer shouldn't have to open five systems to understand one customer. Every ticket arrives with the contract, assets, history and open work already attached.
From assignment to customer sign-off — from the technician's phone. Check in, geo-verify, scan asset QR codes, update tickets, capture photos, record parts and generate signed service reports in the field.
Every account in one view — commercial, sales, projects, services, contracts and opportunities connected.
"ABC Technologies has renewed endpoint security twice but has no managed security service. Their current contract expires in 52 days. Renewal probability is high — pair the renewal conversation with a managed security proposal."
SFX Workspace connects sales, projects, services, contracts and subscriptions to show where revenue is created — and where it can grow.
Customers with endpoint security but no managed services — expansion lists built automatically.
Expiring contracts flow into the sales pipeline with probability scores and recommended actions.
Track MRR, ARR, contract value and project margin from one operational view.
A renewal command center for every contract and subscription — with FLXi watching the calendar for you.
"8 renewals require action this week. I've drafted the outreach emails and queued them for your review — 3 need pricing approval first."
Every piece of hardware and software, connected to the customer, contract, tickets and projects that touch it.
| Date | Event | By |
|---|---|---|
| Sep 28 | Ticket TK-4471 opened — failover | Monitoring |
| Sep 12 | Preventive maintenance completed | R. Khan |
| Jul 03 | Firmware 17.9.4 installed | FLXi advisory |
| Mar 18 | Warranty RMA processed | Vendor |
SFX Workspace doesn't replace your accounting software — it gives business teams the operational financial visibility to run the company.
Quotes, orders and invoices linked to deals, projects and contracts — with outstanding balances visible per customer.
See lifetime value, contract value and revenue trend for every account in Customer 360.
Project profitability and AMC profitability calculated from real timesheets, parts and expenses.
MRR and ARR tracked across subscriptions and contracts — with expansion shown separately from retention.
AI-assisted selling, better pipeline visibility and less CRM administration — so reps spend their week on customers, not data entry.
Track resources, milestones, costs and delivery risks in one place. Catch margin erosion before the project closes.
Connect contracts, SLA, tickets, assets and engineer activity so billable work is never done outside the contract.
Track subscriptions, renewals and expansion opportunities systematically — with FLXi surfacing what to chase next.
Improve ROI. Increase sales productivity. Deliver better projects. Grow recurring revenue.
An executive dashboard that sales, delivery, service and finance all trust — because it reads from the same data.
No customer contact in 21 days. Suggested: executive sponsor call this week.
Estimated $138K in new ARR based on current endpoint footprint.
Pricing exceptions are waiting in your approval queue.
A branded portal where customers see exactly what you're delivering — transparency that builds trust and renewals.
Purpose-built mobile experiences for sales reps, field engineers and managers — not a shrunken desktop.
You sell complex solutions, deliver them as projects, then maintain them under contract. SFX Workspace runs the whole arc — from first meeting to renewal — without dropping context between teams.
Your business is recurring services, SLAs and trust. SFX Workspace tracks every contract, ticket and engineer hour so your recurring revenue stays healthy and your SLAs stay green.
Complex sales, careful delivery, long relationships. Keep proposals, implementations and ongoing services tied to the same customer record your sales team opened the deal on.
You build on other vendors' platforms and your revenue is subscriptions. Track every license, every renewal and every expansion across your entire customer base.
SFX Workspace is part of the broader ServiceFLX family — each product strong on its own, better together.
Start with SFX Workspace. Add the rest when you're ready — every product shares the same customer context.
Open APIs and ready integrations across the categories IT companies depend on.
The controls your customers expect from a platform that runs your business.
Role-based access, granular permissions and full audit trails on every record.
SSO and MFA support to fit your existing identity stack.
Full API access for integrations, automation and custom workflows.
Data security and data residency options for regional requirements.
Enterprise controls designed for audited, regulated environments.
AI that works within your permissions — people only see what they're allowed to see.
Bring Sales, Projects, AMC, Service, Customers and Revenue together — with FLXi AI working across your business.