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SOLUTIONS · ENTERPRISE

One record, one audit trail, your rules.

Large sales organisations need control before they need features. Workloom gives you roles by team, access that expires, every change logged with who approved it, and an assistant that never acts without a person.

  • Roles and teams
  • SSO
  • Audit
  • External access
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THIS PAGE IS FOR
Sales, RevOps and security leaders at companies with several teams and regions.
You need Workloom to pass security review and fit how your organisation is already structured.
LOOKING FOR SOMETHING ELSE?
Workloom for RevOps Governance, routing and data model in one rulebook.
Integrations and API HubSpot, Salesforce, Google, Microsoft and more.
Trust centre Security, data processing and sub-processors.

WHAT HOLDS ENTERPRISE TEAMS BACK

Tools spread faster than anyone can govern them.

01

Customer data lives in five vendors.

Every sales tool keeps its own copy, each with its own access rules and its own risk.
02

Agencies and contractors keep access forever.

Outside operators get logins that nobody remembers to remove.
03

AI tools act without a trail.

Assistants write to the CRM or email customers with nobody accountable for the change.
04

Security review takes a quarter.

Every new sales tool starts the questionnaire again.

CONTROL, BUILT IN

Governance your security team will sign off.

ROLES

Permissions by team

One role per person, scoped to their own records, their team, or everything below them. Deny always wins.
TEAMS

Your structure, as it is

Company, region, country, pod. Managers see exactly what sits below them.
EXTERNAL ACCESS

Access that expires

Agencies and operators get time-bound access to named resources, with a sponsor who takes over when it ends.
AUDIT

Every change, with who and why

Before and after for every edit. Wren’s suggestions show who approved them.
SSO

Sign-in your way

SAML single sign-on, enforced by domain, with two-step sign-in for everyone else.
SUPPORT ACCESS

No standing access

Our support team can’t see your data unless you grant it, for up to 72 hours, logged in your activity log.

ROLLING OUT

From pilot to every region.

  1. 1

    Security review

    Our trust centre, data processing agreement and sub-processor list up front.
  2. 2

    Pilot team

    One pod runs in Workloom while the rest of the org stays in the current CRM, synced one way.
  3. 3

    Structure

    Import your teams and roles. View the product as any role before you invite people.
  4. 4

    Rollout

    Region by region, with one rulebook for routing across all of them.
FOR THE CRO

One system your whole org can trust.

→Fewer vendors holding customer data
→A forecast every region reports the same way
→AI that stays accountable
FOR SECURITY AND REVOPS

Control without a spreadsheet of tools.

→Scoped roles and expiring access
→A complete audit trail
→SSO and no standing vendor access

QUESTIONS

What people ask first.

Do you hold security certifications?
We publish our controls and sub-processors in the trust centre. Certifications are listed there once they’re issued.
Where is data stored?
Customer data is stored in Microsoft Azure. Region options are listed in the trust centre.
Can we keep Salesforce?
Salesforce sync is in development. Today, HubSpot and CSV imports are supported.
Do you support SCIM?
Yes. Joiners and leavers sync from your identity provider over SCIM 2.0, and group mappings set teams and roles. Signing in through your identity provider (SAML or OIDC) is not built yet.

Bring every region onto one record.

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