Xenith Financial Start Page
    • Better Tools 
      Better Business

      Links to the various consultant resources to help organize and streamline your business.

    Xenith Financial Communication Tools

    Resource AddressDescriptionSoftware Name
    Workspacehttps://workplace.zoho.com/ Unified view of 8 zoho apps:mail, cliq, workdrive, writer, sheet, show, connect, and meetingZoho Workspace
     All Appshttps://one.zoho.com/zohoone/xenithfinancial/homeProvides access to all Zoho apps in one convenient place.Zoho One
     Xenith Emailhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/mail Consultant's emailZoho Mail
    Xenith Messengerhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/chat Allows rapid communication between consultants and firm Zoho Cliq
     Xenith Calendarhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/calendar Consultant's calendar serviceZoho Calendar
     Xenith Schedulerhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/bookings/home Consultant's Scheduler appZoho Bookings
     Xenith Meetingshttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/meeting Consultant's online meetings, webinar, screen sharing appZoho Meetings
    Xenith Drivehttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/teamdrive/home Consultant's online storage and file sharing appZoho WorkDrive
    Xenith Sharefilehttps://xenithfinancial.sharefile.com/Authentication/Login Consultant's online storage and file sharing app Citrix Sharefile

    Xenith Financial Client Management Tools

    Resource AddressDescriptionSoftware Name
     Xenith CRMhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/crmCustomer Relationship Management and Tracking app for Consultant's business.  Zoho CRM
    Xenith Remote Assistancehttps://assist.zoho.com/app/home
    Tool for remote screen sharing/assistance with clients.Zoho Assist
    Xenith Noteshttps://notebook.zoho.com/app/index.html#/notebooks
    Consultant's online notebook.Zoho Notebook
    Xenith Case Mgmthttps://desk.zoho.com/support/xenithfinancial
    Online tool linked to CRM to allows tracking of cases and solutionsZoho Desk
    Xenith Password Managerhttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/vault Consultant's personal password manager.  Can add extensions to browser and/or download phone appZoho Vault

    Xenith Financial Consultant Training

    Resource AddressDescriptionSoftware Name
    Xenith Traininghttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/learn Training site for Xenith consultants to hone their skills and increase their knowledge.  Zoho Learn
    Xenith Social Mediahttps://one.zoho.com/zohoone/xenithfinancial/home/cxapp/connect
    Feed and Collaborative software to exchange information back and forth (like social media for Xenith)Zoho Connect
     Xenith HR Resourceshttps://people.zoho.com/xenithconsultants/zpXenith HR related resources and employee announcements  Zoho People
    Xenith Word Processorhttps://assist.zoho.com/app/home
    Online word processor for consultantsZoho Writer
    Xenith Spreadsheetshttps://sheet.zoho.com/spreadsheets#ownedbyme
    Online spreadsheets for consultants
    Zoho Sheet
    Xenith Slideshttps://show.zoho.com/home/presentations
    Online presentation software for consultants
    Zoho Show