A distributor managing two separate sales organizations can't have their data mixing — one company's cases, contacts, and quota numbers need to stay invisible to the other. CaseTrack Pro is built multi-tenant from the ground up: each company gets its own company-scoped workspace, a subscription plan matched to its size, and an invitation workflow that puts new users in the right role from day one.
Every company's cases, CRM records, audit logs, and settings are scoped to that company on every request, in the application layer — not just the UI.
Admins invite users by email and assign a role. The invitee lands in the right dashboard from first login, no manual setup required.
Solo, Basic, Pro, and Enterprise plans unlock progressively more features — Kanban, forecasting, funnel analytics, Sunshine Act — via server-enforced feature flags.
New company activation, plan upgrades, trials, and payment gate enforcement are all handled through Stripe — zero manual provisioning.
Sign up, choose a plan, and complete activation to open your company-scoped workspace.
Send email invitations with pre-assigned roles. New users set their password and land on the right dashboard immediately.
Upgrade your subscription to unlock Pro or Enterprise features as your team scales. Feature flags take effect instantly.