Relationship management
Contacts, organisations, notes, meetings, documents, file links, activity history and connected context for every relationship.
Evaluate Blackvault CRM with a guided demo.
Use the demo to inspect the CRM workspace, review setup questions and decide whether a scoped evaluation makes sense before real operational data is used.
What happens next
- 01Discovery
- 02Guided demo
- 03Scoped setup
- 04Data import
- 05Support
What you can evaluate
Available in the guided demo: CRM workspace, imports, backups, permissions, activity history and populated fictional records. External provider automation is confirmed separately during setup.
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
Provider pathways are handled during setup. Local calendar export is available in supported builds; external calendar, email and provider automation are confirmed only when live setup evidence exists.
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 when they are useful and properly scoped.
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
Commercial access is agreed directly. Paid access, invoicing, licence terms, support expectations and any use of real operational data are confirmed in writing before setup begins.