Do we need IT support?
Sometimes, for Outlook deployment or integration setup. We guide your IT team through the process.
Do we need IT support?
Category: Getting Started
It depends on your firm. For Outlook app deployment across your team or setting up integrations with systems like HubSpot or Intelliflo, your IT team may need to be involved. We provide clear documentation and work directly with your IT contacts to make the process as smooth as possible. For everything else - account setup, configuration, training - we handle it with your business team directly.