For Enterprise
Enterprise Client Management at Scale
SSO, compliance, custom roles, and AI automation for large teams managing hundreds of client relationships.
Platform Features
Single Sign-On
SAML 2.0 and OIDC SSO for seamless enterprise authentication.
Compliance Center
Built-in SOC 2, GDPR, and HIPAA compliance controls and audit trails.
Custom Roles
Fine-grained role-based access control with per-record permission grants.
Audit Logs
Comprehensive audit trail of every action, exportable and searchable.
AI Agents
Deploy AI agents for customer service, document generation, and workflows.
Workflow Automation
Automate repetitive tasks with visual workflow builder and triggers.
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