When a business chooses CRM, Ell Vii's Automations connects the website or other approved lead sources to a separate CRM workspace. The website can pass approved customer information into that system, but the CRM itself is treated as its own business application with its own scope, pricing, access controls, and data layer.
The CRM is designed as a separate access-controlled workspace rather than a public website page containing all of the business's customer records. This separation reduces unnecessary exposure and helps keep business data behind the appropriate authentication and application boundary.
Collect an approved form, chat, booking, or lead request and securely hand that information to the CRM workflow.
What the website does not need to doExpose the CRM workspace, internal notes, pipeline, team controls, or full customer database to public visitors.
These are CRM upgrade levels. They are not automatically included in a website package unless the approved quote specifically lists the CRM as part of the project.
For basic lead capture and follow-up organization.
For appointments, deposits, repeat clients, and scheduled follow-up.
For businesses where missed follow-up costs real money.
For revenue visibility, larger opportunities, deposits, and recovery.
The highest-level current CRM experience and ongoing CRM partnership.
The layers can work together without pretending they are the same product. That makes the customer journey easier to understand and keeps security boundaries clearer.
Public customer experience: pages, content, forms, booking paths, chatbot, and approved lead capture.
Private business workflow: customer records, notes, statuses, assignments, follow-up, calendar, pipeline, approved automation, and role-based access where included.
Private client workspace for approved business operations. Most clients start in the Standard Multi-Tenant Business Portal, with Dedicated placement recommended when greater isolation or customization is justified.
Higher-level administration for organizations that need broader visibility and controlled oversight across approved CRM, portal, communications, teams, services, and operational systems.
