Know who can access your system and what your service plan covers.
Set access by team role so people can see the customer, financial and employee information they need for their work.
You own your business data. Before launch, your written terms explain which records, files and history you can export, the formats available and any conditions or costs.
One login across CRM, HR and the optional workspace suite. The workspace suite is priced separately.
Your written service plan explains hosting, maintenance, support and backups, including how data can be restored. It also sets out who can access the system and who is responsible for each part.
Tell us who needs access, how your data must be handled and what you need from backups and recovery. We will cover these needs in your tailored demo and proposal.