Please review our deployment models and onboarding guidelines to ensure a structured platform configuration:
1. Deployment Models
Future CRM supports three deployment options: Multi-Tenant SaaS, Dedicated Private Cloud, and Secured On-Premise deployments. Changing deployment models after onboarding requires a migration plan approved by our architecture committee.
2. Onboarding Timeline
Standard onboarding includes database provisioning, integration configurations, user role setups, and administrator training. Standard timeline varies from 10 business days (SaaS) to 45 business days (custom ERP integrations).
3. Data Migration and Access Requirements
To successfully import legacy data, clients must provide data in sanitized CSV or JSON formats. Access credentials to connected third-party APIs (payment gateways, ERP catalogs) must be managed securely through secret manager vaults.