Documentation
Reference for every module
How each part of IXL CORE works — the records, the workflows and how the modules connect. Pick a module to dive in. Currently documenting version 1.0.
Run the sales pipeline end to end — leads, accounts and contacts, opportunities, quotes, proposals and contracts — then convert a won quote straight into an Accounting invoice.
Read docsA full accrual accounting engine — chart of accounts, journals, receivables, payables, banking, tax, fixed assets, trust and period-end — all posting to one shared ledger the rest of the platform feeds.
Read docsRun buying, stock and warehouses end to end — suppliers, requisitions, RFQs, purchase orders, goods receiving with three-way matching, lot and serial traceability, weighted-average costing and landed cost, all posting to Accounting automatically.
Read docsRun the whole people function — recruit, onboard, manage records, leave, time, competencies and performance — then run compliant per-entity payroll that posts straight to the ledger.
Read docsRun the work you sell — intake, projects, tasks, work orders, service-desk tickets and service contracts — then track time, bill it and post the costs, without re-entry.
Read docsBuild a consented contact base, target it with static lists or live segments, send email and SMS campaigns through the platform's messaging hub, and capture leads from public web forms straight into CRM.
Read docsA governed document workspace — upload, classify, foldered filing, versioning, internal sharing and threaded comments, plus tokenised external exchange links and branded templates.
Read docsA shared calendar for the whole platform — book conflict-checked appointments against your staff, publish self-service booking pages, and let HR, CRM and Operations attach their own records to the same diary.
Read docsLightweight in-app messaging for your staff — named channels and one-to-one direct messages, strictly scoped to the entity a person belongs to.
Read docsModel your organisation's hierarchy, compose roles from a shared capability catalogue, assign scoped access to people, and set your company profile, branding and shared settings — the platform-wide configuration every module builds on.
Read docsA shared, advisory-only AI layer the whole platform draws on — drafting proposal and contract sections today, with a metered, budget-controlled gateway that keeps every request gated, audited and firmly in the author's hands.
Read docs