Security & Data Ownership

Your records stay yours. Automation stays inside the limits you set.

This is the architecture ICI Sales is designed around. In your demo we tell you plainly which controls are in place today and which are planned, and we do not advertise certifications we do not hold.

  • A separate workspace for each clientThe service is designed so each client's opportunities, contacts and workbook connection are kept apart from every other client's.
  • Automation with limitsAutomation is designed to write only to the fields you permit. Columns your team manages are left alone.
  • Changes on the recordAutomated workbook updates are designed to be logged, so they can be reviewed and corrected.
  • You control accessConnections use the access you grant, and you can remove it. If you stop the service, your workbook and subscriptions remain with you.

Intended architecture

  1. ICI Sales automation layerOur prompts, rules and workflows. Not published, and not shared between clients.
    ICI Sales
  2. Permission-controlled connectionAccess by role, using the permissions you grant
    Controlled
  3. Your client workspaceYour company's data and users only
    Separate
  4. Your Google Sheets or Excel workbookYou own it. Permitted fields only.
    Yours
  5. Dashboard, reports and notificationsWhat your team sees each day
    Yours

Integrations

Works alongside the tools you already pay for.

Every connection is labelled by where it actually stands. A connection is only called connected once it has been set up and tested in service.

Connected and testedIn developmentPlanned

Tender sources

  • MERX Planned
  • OCA / Link2Build Planned
  • CanadaBuys Planned
  • BuildingConnected Planned

Email and calendar

  • Microsoft 365 Planned
  • Outlook Planned
  • Google Workspace Planned
  • Gmail Planned

Workbooks and project systems

  • Google Sheets Planned
  • Excel on OneDrive Planned
  • Procore Planned

Your subscriptions stay yours. Tender platform and software subscriptions are held and paid for by your company. ICI Sales does not include or resell access to any of these services. Where a provider offers no integration, we look at permitted routes such as the notification emails you already receive, authorized exports or file imports, and we do not work around a provider's access controls or licence terms. Product names belong to their owners and are listed to describe intended compatibility, not partnership.

Next Step

See it set up for your trade and region.

Tell us a little about your company. We reply by email to arrange a walkthrough. No meeting is booked until we confirm a time with you.

Request a Personalized Demo Try the Sample Portal