SkleUp

A secure, customisable CRM: control who sees what

A CRM holds your customer list, your prices and your payroll. SkleUp gives admins the controls to protect it, and the tools to change fields, forms and layouts without waiting on a developer.

Control access with roles, territories, SAML single sign-on, AD sync and audit logs. Customise modules, fields, forms and layouts yourself.

Security control

Enterprise controls, sized for growing teams.

  • Profiles and roles that decide who can view, edit and transfer records
  • Territory management to route records by geography or market
  • Single sign-on with SAML and Active Directory sync
  • Password, session and device policies
  • Login history, suspicious session review and a full audit log
  • Trusted domains, temporary support access and compliance settings for retention and export

Customisation

Make it fit, instead of changing how you work.

  • Form builder for modules and fields
  • Dynamic forms, guided wizards and kiosk-friendly screens
  • Canvas layouts and a customisable home page
  • Translations for labels and setup text
  • Light and dark mode, left-to-right and right-to-left layouts

Security, roles & customisation: common questions

Does SkleUp support single sign-on?

Yes. SAML single sign-on and Active Directory sync are available in Security Control.

Can SkleUp be customised for my business?

Yes. Admins can change modules, fields, forms and layouts themselves, and new customers get their first 50 hours of custom development from our team free.

Services that work with security, roles & customisation

See your own process running in SkleUp

Book a 30-minute demo. We set up a workspace with your stages, show the parts that matter to your team and send a quote. New customers get their first 50 hours of customisation free.