Initiate365
Multi-tenant SaaS Platform
One workspace for your CRM, projects and the AI that runs them.
Manage leads, pipelines and tasks across teams — and let AI agents assist using the same secure permissions as your humans.
- Lead 360, tasks, and timeline in one workspace.
- Granular RBAC with per-record ownership scopes.
- Multi-tenant by design — every customer fully isolated.
- Whitelabel-ready: each tenant brings its own brand.
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