Skip to main content

Xagle Documentation

Search Log in

Actions

Recent Versions

Resource Documents

User Guide

Recently Updated Pages

Get Started! Xagle Hub Setup Checklist

While you can jump right in and start using Xagle, taking a few minutes to set up your key System...

Why Xagle Works

A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scal...

Xagle Industry Use Case Overview

Is Xagle for you? What we offer is a moldable and adaptable business management software that hel...

Executive Summary

A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right h...

Client Settings

The Client Settings page in Xagle allows you to manage and customize important details for each c...

Communication

The Communication section on the Client Account allows your company to keep track of Notes, email...

Notes

Notes let you keep track of actions or updates on a client account. You can add tags, search thro...

Parent and Child Accounts

If the client record you are creating is affiliated with another account, you can link the two ac...

Localization Settings

Some of your clients may use different currency or speak another language than your default langu...

Contacts

A single client record may represent a company with multiple contacts—each with their own phone n...

Versions

Sort

Name

Name
Created Date
Updated Date

Resource Documents

Created 6 months ago

Updated 6 months ago

User Guide

Created 1 year ago

Updated 6 months ago

©2025 Square Pig, LLC

Last Updated: July 29, 2025, 10:06 PM

Back to top