Separate company workspaces.
Customer records belong to an organization. Database row-level access controls and server-side membership checks enforce that boundary. Locations sit within an organization; they do not grant access to another company.
TRUST & CONTROL
Useful follow-through needs clear limits. Reclose keeps permission, human judgment, and inspectable history close to the work.
Customer records belong to an organization. Database row-level access controls and server-side membership checks enforce that boundary. Locations sit within an organization; they do not grant access to another company.
Current customer-facing drafts require explicit review. Your team can reject a draft or take over a conversation. Reviews and safety holds have separate states, so completing one task should not silently clear another restriction.
Messaging checks consent, opt-outs, restrictions, scope, and other applicable policy before sending. Simulation-only permission is not real customer consent and cannot authorize live messaging.
An internal estimate of opportunity value is not an approved quote. A shared phone number is not proof of identity. Drafts must respect the current fact, recipient, and disclosure scope.
Records, estimate revisions, reviews, and relevant workflow events retain history. Revenue views distinguish attribution categories and keep the supporting evidence available.
Stripe handles card entry in the configured checkout. Reclose stores safe billing references, not card numbers or CVVs. A browser success redirect does not grant subscription access.
Autonomous customer communication and production sending are disabled. Stripe testing uses Test Mode. Real-model qualification, provider setup, and appropriate business/legal review remain separate release gates. This page does not claim SOC 2 certification, an uptime track record, or suitability for regulated sensitive-data workflows.
Use the contact form to discuss your requirements or report a concern. Do not include passwords, API keys, card details, or private customer records.
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