Secure documents
Attach private files to customer and operational records.
Use version history, workspace-scoped access, deliberate customer sharing and authenticated portal uploads.
Keep evidence and equipment accountable
Documents and assets.
Manage private files and physical assets with ownership, lifecycle history and deliberate sharing.
What you can do
What your team can do here.
Document acknowledgement
Record acknowledgement against a specific document version.
Keep the exact evidence associated with what a customer or staff member saw.
Asset management
Track equipment and other managed assets through their lifecycle.
Use asset tags, assignments, history, service records and connected customer or employee context.
Asset audits and financial lifecycle
Review asset custody and financial changes with accountable evidence.
Run audits, record changes and use operational links instead of disconnected spreadsheets.
Managed Support Agent
A public-beta Windows and macOS endpoint companion for supported workspaces.
Report reviewed protection posture and connect managed endpoint context to service and security triage; broader device management is not implied.
Are customer files public links?
No. Documents are private by default; customer access requires an authenticated portal and deliberate sharing.
Is the Support Agent a general device-management platform?
No. Its current beta is a bounded endpoint posture and support workflow.
Keep exploring
See the rest of the platform.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.