FAQs

Our platform is a platform designed to help businesses owners manage and scale their agencies. With powerful features and seamless integrations, it streamlines operations and increases efficiency.

Our platform is built for businesses of all sizes, from startups to enterprises. It’s ideal for agencies assigning their employees to do the work with their clients.

No, our platform is designed to be user-friendly and no-code. While technical users can leverage our API for advanced customization, most features can be used without any coding knowledge.

Yes, we have a free tier account.

Simply sign up for a free trial or schedule a demo. Our onboarding guide will walk you through the setup process, and our support team is available if you need assistance.

We offer tiered pricing to fit different business needs, including a [Employee, Team & Business] plan. Check our pricing page for details.

No, but you may inquire by using our contact page.

Our standard plans are subscription-based. Contact sales for details.

Nothing really. You will just be prevented to create additional records or actions.

Yes, you can upgrade, downgrade, or cancel your plan at any time through your account settings.

We integrate with popular tools like Slack, Zapier, HubSpot, etc. Visit our integrations page for a full list.

Yes, you can use our API and webhooks to connect your custom applications and automate processes.

Yes, we provide a REST API with detailed documentation, authentication, and rate limits. API access depends on your plan.

Webhooks allow real-time notifications when specific events occur, enabling seamless integration with your systems. Our documentation provides setup instructions.

Yes, our API documentation includes setup guides, example requests, and best practices.

You can create workflows using our drag-and-drop builder, selecting triggers, conditions, and actions to automate repetitive tasks.

Yes, our platform allows fully customizable workflows tailored to your business processes.

Please check the Triggers section.

Yes, you can set up if/then conditions to create complex workflows based on specific criteria.

We are currently building the workflow logs section.

We are working towards implementing end-to-end encryption, regular security audits, and compliance standards like SOC 2, GDPR, and CCPA to protect your data.

Yes, we will be implementing GDPR and CCPA guidelines, ensuring data privacy and compliance with international regulations.

Your data is securely stored on our cloud servers with multiple redundancies.

We will be supporting SSO and MFA in the coming months for added security.

Admins can assign role-based permissions to control access levels for team members.

We offer email, live chat, and phone support, along with a comprehensive help center.

Visit the Contact page.

Yes, we offer guided onboarding sessions, video tutorials, and a dedicated success manager for enterprise clients.