Every user sees exactly what they should see.

Permissions per module and per screen, with three scopes. Each company's data stays isolated and the filter is applied on the server.

Full audit trail of actions · Automatic daily backups · Your data does not train external models.

Two permission levels and three scopes.

The module permission opens the door. The screen permission defines what is inside. The scope defines which records.

The filter does not live in the screen. It lives on the server.

A restriction that only hides buttons is not a restriction. These are the ones enforced server-side.

The rep does not see what is not theirs to see.

The same customer record looks different depending on who opens it, and the difference is defined without touching code.

The lead comes in and already has an owner.

And if nobody picks it up, it changes hands on its own. The rule is set once and runs without anyone pushing it.

What the IT team asks.

How do you guarantee that one company cannot see another company's data?

The architecture is multi-tenant: every query travels with the company identifier and its own token, and internal caches use a composite company-and-resource key. Isolation does not depend on a screen filter.

If I limit a rep to "their leads only", is hiding buttons enough?

No, and that is why it does not work that way. The server receives the identity of the user and their groups, and applies the filter before returning any data. Bulk actions and deletions send the identity of whoever runs them and are validated server-side.

What gets recorded, and for how long?

Every lead has its timeline with changes to status, stage, owner, fields, tags, workflows run, AI approvals, calls and visits. There is also a history of changes to tax details with the author, a history of opportunity statuses, a history of workflow runs and a record of who deleted each lead.

What happens to the leads of a rep who leaves the company?

They are reassigned in bulk with the bulk actions, and the reassignment is audited. For temporary absences there is absence coverage, which adds a stand-in as a participant without taking the lead away from its owner.

Is my company's data used to train models?

No. Your company's information is not used to train third-party models and is not shared with other companies.

Can I restrict access to a whole channel?

Yes. You define which users and groups see the threads of a specific number or account, and the restriction is enforced on the server, even against the owner of the lead.

What usually gets reviewed alongside this.

We review the permission model against your org chart.

In the demo we set up the real roles of your team and test what each one sees. 30 minutes, with whoever runs IT on your side.