Step 1 · Foundation · Infrastructure
Database
One record per customer, backed up daily.
Every workflow is custom built for you.
Database
PostgreSQL · Singapore region · 10 main tables
- 01One record per customerSales, Marketing, Operations and Finance read the same record.
- 02Backed up dailyRestores are tested every month.
- 03YoursExport everything, any time. No lock-in.
| Table | Records | Used by | Written by | Last change |
|---|---|---|---|---|
| contacts | 1,284 | Sales, Marketing | Front desk, PA | 2 Oct 09:42 |
| conversations | 9,412 | Sales | Front desk | 2 Oct 09:42 |
| deals | 186 | Sales | Analyst | 2 Oct 09:41 |
| articles | 38 | Marketing | Writer | 1 Oct 16:10 |
| projects | 42 | Operations | Analyst | 2 Oct 08:30 |
| requests | 318 | Operations | PA | 2 Oct 09:15 |
| invoices | 412 | Finance | PA | 1 Oct 17:02 |
| bank_lines | 2,960 | Finance | Analyst | 2 Oct 08:30 |
| receipts | 640 | Finance | PA | 2 Oct 08:55 |
| audit_log | 48,210 | All | All agents | 2 Oct 09:42 |
Last backup 2 Oct 03:00 · last restore test 28 Sep, passed.
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01One recordPer customer, across every team.
- 02BackupsDaily, with a monthly restore test.
- 03YoursFull export, any time.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Records per table
- 02Changes per day
- 03Backup status
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01Two credentialsA key and a named user on every request.
- 02Audit logEvery change is recorded.
- 03Role-based accessEach person and agent sees only their part.