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Frequently Asked Questions

Panection is an all-in-one cloud platform that unifies CRM, projects, finance, HR, and collaboration so your team works from one source of truth.

No. Panection is designed for business teams not engineers. Setup takes minutes, and workflows are built with drag-and-drop tools.

Yes. We offer a 14-day free trial with full access no credit card required.

Most teams go live in under a week. We provide guided setup, data migration support, and team training.

No, not yet but we are currently in development

Absolutely. Create departments, projects, or client workspaces with custom permissions for each.

The platform requires an internet connection. However, recent actions sync automatically when you reconnect.

Our infrastructure runs on secure, ISO-certified cloud providers in the US and EU, with data residency options.

Security & Compliance

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Regular third-party audits ensure compliance.

Yes. We support SAML 2.0 for Okta, Google Workspace, Azure AD, and others.

Yes. Assign roles (Admin, Editor, Viewer) or create custom permissions by module, project, or client.

Yes. We provide data processing agreements (DPAs), right-to-erasure tools, and audit logs.

We never store full bank credentials. Payment processing is handled by PCI-DSS Level 1 partners (e.g., Stripe).

Automated backups run every 6 hours, with 30-day retention and point-in-time recovery.

Yes. Export all your data (contacts, projects, finance, HR) in CSV, JSON, or PDF formats—anytime.

Yes. We complete annual SOC 2 Type II audits and vulnerability scans.

You retain full ownership of all data you input. We only process it to deliver the Service.

AI-Powered Features

Smart summaries, predictive alerts, draft suggestions, and risk flags—all embedded in your workflow.

No. Your data is never used to train external models. AI runs in isolation per account.

Yes. Admins can disable AI assistance globally or per user.

AI outputs are based on your data but may contain errors. Always review before acting.

Yes. For example, a client email in CRM can trigger a project task and invoice draft.

No. AI works silently in the background—surfacing help only when relevant.

Core AI features are included in Pro and Enterprise plans.

No. AI assists—it doesn’t decide. You remain in full control.

Integrations & Data

Gmail, Outlook, Slack, Zoom, QuickBooks, Xero, and more. Full API access for custom integrations.

Yes. We support imports from spreadsheets, CRMs (HubSpot, Salesforce), and project tools (Asana, Trello).

Yes. Our RESTful API allows read/write access to all core modules.

Yes. Sync invoices, expenses, and payments with QuickBooks, Xero, and others via native or API integration.

Native integrations sync instantly. API/webhook updates occur within seconds.

Yes. Use our no-code workflow builder or API to connect any action.

Yes. Trigger external actions when events occur in Panection.

Yes—for all major integrations (email, calendar, finance).

Billing & Plans

Starter ($12/user/mo), Pro ($24/user/mo), and Enterprise (custom pricing).

No, but we offer a 14-day free trial with full features.

Yes. Upgrade, downgrade, or cancel anytime from your billing dashboard.

Monthly or annual billing via credit card. Invoices available on request.

Yes. Annual billing saves 20%. Nonprofits and education receive additional discounts.

SSO, custom SLAs, dedicated support, advanced security, and priority feature requests.

No setup fees on any plan.

Visa, Mastercard, Amex, and bank transfer (Enterprise only).

We offer prorated refunds within 14 days of purchase if you haven’t used the Service extensively.

Support & Reliability

Email (HelpDesk@panection.com), and knowledge base.

Email support: 24/5 (Mon–Fri). Enterprise clients get 24/7 phone support.

Visit panection.com for guides, videos, and best practices.

99.9% monthly uptime. Status updates at status.panection.com.

Yes. All plans include setup guides. Pro+ includes live onboarding sessions.

Yes. Submit ideas via our roadmap portal—top-voted features get prioritized.

Weekly minor updates; major features ship quarterly.

Reach out to support: HelpDesk@panection.com

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