Cloud telephony for estate agents, accountants and solicitors

When your team is out on viewings, in client meetings or handling cases, calls still need to reach the right person. Xelion makes sure they do, without anyone being tied to their desk.

  One licence. Everything included: No bolt-ons, no complexity. Ready from day one.

  Built in-house. Delivered by specialists: Certified partners who know financial services. No direct sales, ever.

  GDPR-compliant. Mobile-ready: Your team, protected and connected wherever they work.

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See the difference for yourself

A certified Xelion partner will walk you through the system, answer your questions and show you exactly how it fits your team. No obligation, no sales pressure.

  Tailored to your team: A conversation built around your setup, not a generic walkthrough.

  Response within one working day: A specialist partner in your region will be in touch promptly. 

  No commitment required: No pressure to proceed until you are ready.

  Minimal disruption: Most teams are live within hours, not days. 

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Know more, before and after every call

 

 Full history, automatically: Every call is logged with notes and recordings, so your team has the full picture before they pick up.

 Call transcription: Calls are transcribed automatically, giving you a clear written record if a client ever disputes what was agreed.

 Call reports and analytics: Call volumes, missed calls and response times at a glance, so you can spot pressure points before they affect clients.

Your team stays reachable, anywhere

 

 Hot desking: Any location, any device, same extension and settings.

 Stay responsive to clients: On your mobile or via CarPlay, between viewings or on site, on a business number.

Every call reaches the right person

 

 Smart call queuing and callback: No one left hanging. Clients queue or get a callback and your team sees who's waiting.

 Calls routed automatically: Enquiries, queries and valuations straight to the right person, first time.

 Call coaching: Listen in and guide staff in real time without the caller hearing. Ideal for training.

Everything your team needs, in one place

In financial services, a missed call or a lost message can cost you a client. Whether you run an estate agency, an accountancy practice or a law firm, Xelion keeps every call and chat in one place, with full history attached, so nothing gets lost and no one has to chase.

More tools, when you need them

Take your communications further with added features from Xelion Plus.

Xeli AI Assistant

AI receptionists answer routine enquiries any time, day or night, freeing up your team for the calls that need a person.

WhatsApp Business

Part of Xelion's omnichannel communication, so no enquiry is missed and every message reaches the right team.

Microspace

Centralise quotes, files and client interactions. No hunting for files, no lost messages, no scattered touchpoints.

Ready to see it for yourself?

A certified partner will walk you through the platform at a time that suits you. No sales pressure, no commitment required.

Request Demo