lexisOS
Setting things up…
Setting things up…
A single login switches between client organizations, each one gated to only the modules that client’s book actually needs, with data isolated per org from the ground up.
A user can belong to multiple organizations and switch the active one without logging out — each client is a fully separate org, not a filtered view inside one shared account. Membership and invitations are managed per org, so a teammate can be added to one client’s workspace without touching any other.
The workspace is the same across every client. What each client runs isn’t.
Every module — CRM, LinkedIn, Vendors, WorkDrive, PageLens, and the rest — is switched on per organization, so one client’s book runs LinkedIn and CRM alone while another runs the full platform.
Every business record carries an organization id — one client’s records, deals, and conversations are scoped to that org and don’t surface in another.
Custom fields, saved views, pipelines, and scoring rules are each configured per org — a change made for one client doesn’t touch another’s setup.
A new client gets its own organization — a clean, isolated starting point.
Add the people working that client’s book, scoped to that org’s membership alone.
Switch on CRM and LinkedIn for a lean engagement, or the full platform for a larger one — independently of every other client.
Move between client organizations from the same account, without separate logins or separate setups to remember.
“Every client runs on its own switches.”
Start free and create your first client organization — feature gates and data isolation are on from the first org you add.