Relationship management
Contacts, organisations, notes, meetings, documents, file links, activity history and connected context for every relationship.
Request a guided Blackvault CRM demo.
Guided beta is for teams that want a serious look at the flagship CRM workspace with direct onboarding, practical setup and a clear route from demo to scoped evaluation.
What happens next
- 01Discovery
- 02Guided demo
- 03Scoped setup
- 04Data import
- 05Support
What you can evaluate
Blackvault CRM is the flagship workspace available for evaluation. Provider pathways are introduced during guided setup where they are ready, useful and properly scoped.
Work and pipeline visibility
Projects, opportunities, tasks, follow-ups, owners, stages and priority views for the work that sits behind income and delivery.
Operational records
Money records, metrics, imports, exports, backups, archive and restore workflows so important operational data stays usable and recoverable.
Team governance
Users, admins, role-based permissions, activity logs and audit-style history for teams that need clarity around access and change.
Provider pathways
Local calendar export (ICS) is available where implemented. External calendar, email and provider pathways are beta or in validation, setup-gated, and not presented as full sync or send automation unless separately confirmed.
Local-first desktop ownership
A Windows-first workspace designed around data custody, exportability and practical daily use rather than unnecessary subscription sprawl.
Who guided access is for
Guided demos with realistic fictional data or carefully scoped operating data.
Founders, freelancers, CICs, charities, community organisations and mission-led teams.
Relationship, project, opportunity, task, document, money, import, backup, and activity workflows.
Teams that want direct onboarding, practical setup and clearer data ownership.
What guided users get
Workflow fit
We start by understanding how your team manages relationships, delivery work, records, tasks and follow-up.
Direct onboarding
Guided users receive practical setup guidance from the people building the product.
Flagship CRM evaluation
Guided access is structured around Blackvault CRM: relationships, documents, tasks, money, imports, backups, admin and provider pathways introduced where ready.
Clearer data ownership
Users keep access to export routes and direct support throughout the evaluation.
How guided access works
- 01Book a guided demo.
- 02Review the workflows you want to test.
- 03Agree the rollout scope before real operational data is used.
- 04Set up users, permissions and sample records.
- 05Evaluate whether Blackvault improves daily work.
Guided demo FAQ
What happens after I request a demo?
Blackvault responds directly, confirms the context, runs a guided demo with fictional data and agrees whether a scoped setup conversation makes sense.
Do I need to use real organisational data in the first demo?
No. Initial demos can use fictional data. Real operating data should only be used after scope, setup and data-handling expectations are agreed.
Who is guided beta best suited for?
It suits founders, small teams, service-led teams and community-sector organisations that need more structured records, follow-up, permissions, imports, backups and support.
A guided route, not a generic sign-up form.
The first step is a conversation about fit, data sensitivity and what your team needs to see before any scoped setup work begins.
Commercial status
Guided CRM conversations are handled directly by email. There is no public checkout, public download or self-serve licence flow on this website yet. Pricing, invoices, refund terms, licence fulfilment and commercial support terms must be confirmed in writing before any paid access begins.