Security & data control
Know who can access your system and what your service plan covers.
Access that fits the work
Set access by team role so people can see the customer, financial and employee information they need for their work.
Your data remains yours
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.
Single sign-on
One login across CRM, HR and the optional workspace suite. The workspace suite is priced separately.
Hosting, maintenance and recovery
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.
Review your requirements
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.