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Depending on the complexity of the business process, simple setups can be configured in minutes while others need more automation, integration, or data migration. Typical pilots land in 2–4 weeks with training and approvals baked in.

Prebuilt connectors cover common SaaS apps and databases. For everything else, we support REST/GraphQL webhooks, custom connector SDKs, and bidirectional sync with field mapping.

SSO/SAML/OIDC, least-privilege RBAC with row/field policies enforced in middleware, and audit logs. Data is encrypted in transit and at rest with secrets vaulted. Provider security documentation and privacy-by-design controls can support customer security reviews.

Regional hosting options starting in Canada, with US and EU available. Customer-managed keys supported. Data stays in-region with options for dedicated private networking or isolated tenancy per customer.

Role-based policies control which automations and prompts can run and who can trigger them. Admins can require approvals on sensitive actions, and runs are logged for visibility and audits.

Usage-based platform fee plus seats, with connectors and AI usage metered separately. Volume tiers, enterprise SLAs, and reserved capacity available for larger deployments.

Related platform capabilities

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New Lead

Captures new leads from website forms, ads, or referrals

AI Scoring

Uses AI to analyze and score lead quality automatically

Route Decision

Routes high-value leads to sales, others to nurturing

Assign Rep

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Complete Lead Management: Capture → Score → Route → Assign → Welcome → Follow-up

3

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3

Email

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Activity

S

Sarah Chen

3

2m

Updated Proposal — New Pricing

Hi Marc, I've updated the proposal with the new pricing tiers...

Product Team

12

15m

Alex: The API changes look good 👍

L

Lisa Wang

1h

Invoice #89 Payment Confirmation

Payment of $2,400 has been processed successfully...

Nixa

2h

Contract Signed

Contract #204 has been signed by all parties

A

Alex Kim

3h

Re: API Integration Timeline

Can we push the deadline to next Friday? The...

Design Team

5h

Lisa: New mockups uploaded to the shared drive

M

Marc D.

1d

Meeting Notes — Q4 Planning

Here are the notes from today's planning session...

Updated Proposal — New Pricing

Inbox

Important

S

Sarah Chen

<sarah@partner.co>

Today, 2:34 PM

Hi Marc,

I've updated the proposal with the new pricing tiers we discussed. Key changes:

Enterprise plan now includes SSO and SAML

Added volume discounts for 50+ seats

Updated timeline to Q2 launch

The revised proposal is attached.

Proposal_v3.pdf

2.4 MB

A

Alex Kim

2:40 PM

Looks good! One question — should we include the SLA addendum in the main doc or keep it separate?

👍

2

M

Marc Adam

2:45 PM

Keep it separate. @Sarah can you send the SLA as a standalone attachment?

M

Marc Adam

<marc@nixa.ca>

Today, 1:15 PM

S

Sarah Chen

<sarah@partner.co>

Yesterday, 4:30 PM

Reply to Sarah...