One source of truth
Stop hunting across spreadsheets and shared drives. Custom data tables with filters, sorting, and per-user access keep every consultant record findable in seconds.
Consultant sourcing platform
Stop losing consultants in spreadsheets. Start closing faster.
Your team is still copying data between tools, chasing approvals in email threads, and hoping no lead goes cold overnight. Xbrg unifies sourcing, workflows, and outreach — so every consultant record moves forward without someone babysitting it.
Role-based access · Webhook integrations · Bulk outreach built in
Everything your sourcing team needs
Dynamic tables
Custom columns & filters
Workflows
Approve, track, assign
Outreach
Email & LinkedIn at scale
Integrations
Webhooks, API & uploads
How it works
From raw data to closed leads in three steps
No more duct-taping spreadsheets, inboxes, and CRM exports. One platform, one pipeline, zero dropped handoffs.
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Ingest & organize
Upload CSVs, connect webhooks, or capture leads through public forms. Every record lands in configurable data tables with the columns, filters, and access rules your team actually needs.
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Review & route
Approve or reject consultants, assign projects, and track lead status — all with permission-gated actions so the right people see the right records. No more approval threads lost in Slack.
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Outreach & convert
Send bulk emails from your connected Gmail, generate LinkedIn profiles via automation, and trigger webhooks to your existing stack. Follow-up happens on schedule — not when someone remembers.
Capabilities
Six ways we stop the leaks in your pipeline
Whether you run a recruiting desk, a consultancy network, or a sourcing operation — if your team repeats the same manual steps daily, this platform replaces them.
Never miss a follow-up
Leads captured at midnight don't wait until 9am. Automated routing, lead forms, and webhook triggers ensure the right person gets context — before your competitor replies first.
Tools that finally talk
Webhook configs, field mappings, and API tokens connect your stack without copy-paste. Your Friday afternoon data cleanup? Eliminated.
Outreach at scale
Bulk email from records you already reviewed, with Gmail integration and signatures. Reach dozens of qualified consultants in one action — not one painful afternoon.
LinkedIn, automated
Generate LinkedIn profiles in batch through your automation stack. Stop manually building outreach lists record by record.
Control who sees what
Granular roles and permissions mean your clients, managers, and operators each get exactly the access they need — nothing more. No accidental data exposure.
Why Xbrg
Built for operators, not slide decks
We combine configurable data infrastructure, workflow automation, and outreach tooling in one platform — because sourcing teams shouldn't need five logins and a prayer to move a record from upload to close.
100%
Permission-gated UI — users only see what they can use
1
Unified pipeline from upload to outreach
0
Spreadsheets required to run your sourcing desk
The cost of waiting
Every week without a system is a week you're paying twice
This isn't fear for its own sake. It's the maths of manual sourcing — and it compounds quietly while your team stays busy.
Records that vanish
Consultants sit in inboxes, tabs, and half-updated sheets. Without a single pipeline, qualified profiles slip through — and the hours spent finding them are gone forever.
Revenue left on the table
Slow follow-up isn't a people problem. It's a systems problem. Every hour between enquiry and response is a window for someone faster to win the placement.
A gap that compounds
Teams that centralized sourcing six months ago respond faster, follow up consistently, and scale without hiring. The gap doesn't stay fixed — it widens every quarter you wait.
"The sourcing desks that struggle most aren't the ones that moved too fast — they're the ones still saying 'we'll fix the process next quarter.' There's always a reason to wait. There's never a good one."
On the other side
What pipeline-first teams actually gain
Speed that sticks
Respond faster, approve consistently, and move records without anyone having to remember. Speed becomes your default — not a good week.
Scale without headcount
Double your outreach volume without doubling your team. Automation handles the grunt work; your people handle the relationships.
Your team on real work
When the platform handles data entry, routing, and bulk comms, your best people focus on placements, clients, and decisions — where your edge actually lives.
Xbrg is built for you if
- You're paying people to copy-paste between tools instead of placing consultants.
- Your team is the glue between systems that were never designed to talk.
- Leads go cold because follow-up depends on someone remembering.
- You want to grow sourcing output without growing headcount linearly.
- You need measurable workflow — not another spreadsheet with a new name.
- You're ready to move in weeks, starting with the one process that would change your week.
This probably isn't for you if
- You only need a static contact list with no workflows or outreach.
- Your team won't adopt a shared system — automation only works when people use it.
- You expect full transformation in 48 hours without process alignment.
- Data quality isn't a priority — garbage in still means garbage out.
Your competitors aren't waiting. Neither should your pipeline.
Sign in to your workspace and see every record, workflow, and outreach tool in one place. If you don't have access yet, ask your administrator to get you onboarded.
New to Xbrg? Access is provisioned after purchasing a Cluematic automation package.
FAQ
Questions we get asked
If your team uploads consultant data, reviews records, runs outreach, or tracks leads — yes. The platform is built around configurable tables and permission-gated workflows, so it adapts to how your desk operates rather than forcing a template.
No. Webhooks, API tokens, and field mappings connect to your automation stack (including n8n). The goal is to make your current tools work harder — not rip and replace them on day one.
Every action is gated by role-based permissions. Users only see links, buttons, and data they're authorized to use — no 403 traps, no accidental exposure. Admins configure roles from the platform.
Yes. Connect Gmail via Google OAuth, configure signatures, and send bulk email directly from approved records. You initiate every send — we don't use your data to train AI models.
Public lead forms can be published at shareable URLs. Submissions flow into your tables and can trigger webhooks for immediate routing — so overnight enquiries don't sit until morning.
Sign in with the credentials your administrator provides. From the dashboard, your team can access data tables, upload records, and run workflows based on the permissions assigned to your role.