Security
Your business data, well looked after
Your leads, your clients and your sales are your company's most valuable assets. Here's, plainly, how we protect them.
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Your information is private
What you upload to the platform belongs to your company and only the people you invite can see it. No one else has access to your leads, your clients or your sales.
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Roles and permissions per person
Advisor, team lead, manager, finance, marketing: each role sees and does only what it should, and you decide which permissions each one has. An advisor sees their own leads, not the whole team's.
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Passkeys for administrators
Your company's owners and administrators sign in with a passkey, required for them. A stolen password isn't enough to take control of your company.
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Encrypted connections
Everything that travels between your browser or your phone and the platform is encrypted.
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Professional infrastructure
Your information is stored in the cloud, on enterprise-grade infrastructure with backups.
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Your data is yours
You can ask for a copy of your information or for it to be deleted. We explain how, including for data that comes in from Meta Lead Ads.
Found a security issue?
Write to us directly and tell us how to reproduce it. We review it as a priority and keep you posted. Please don't make it public until we've fixed it.
Ask us anything about your data
In a demo we show you how roles, permissions and your team's access are set up, using your own case.