Frequently Asked Questions
What is Panection?
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.
Do I need technical skills to use Panection?
No. Panection is designed for business teams not engineers. Setup takes minutes, and workflows are built with drag-and-drop tools.
Can I try Panection before buying?
Yes. We offer a 14-day free trial with full access no credit card required.
How long does onboarding take?
Most teams go live in under a week. We provide guided setup, data migration support, and team training.
Is Panection available on mobile?
No, not yet but we are currently in development
Can multiple teams use Panection together?
Absolutely. Create departments, projects, or client workspaces with custom permissions for each.
Does Panection work offline?
The platform requires an internet connection. However, recent actions sync automatically when you reconnect.
Where is Panection hosted?
Our infrastructure runs on secure, ISO-certified cloud providers in the US and EU, with data residency options.
Security & Compliance
Security & Compliance
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Regular third-party audits ensure compliance.
Do you support Single Sign-On (SSO)?
Yes. We support SAML 2.0 for Okta, Google Workspace, Azure AD, and others.
Can I control user permissions?
Yes. Assign roles (Admin, Editor, Viewer) or create custom permissions by module, project, or client.
Are you GDPR/CCPA compliant?
Yes. We provide data processing agreements (DPAs), right-to-erasure tools, and audit logs.
Do you store sensitive financial data?
We never store full bank credentials. Payment processing is handled by PCI-DSS Level 1 partners (e.g., Stripe).
How often do you back up data?
Automated backups run every 6 hours, with 30-day retention and point-in-time recovery.
Can I export my data anytime?
Yes. Export all your data (contacts, projects, finance, HR) in CSV, JSON, or PDF formats—anytime.
Do you undergo security audits?
Yes. We complete annual SOC 2 Type II audits and vulnerability scans.
Who owns my data?
You retain full ownership of all data you input. We only process it to deliver the Service.
AI-Powered Features
What AI features does Panection offer?
Smart summaries, predictive alerts, draft suggestions, and risk flags—all embedded in your workflow.
Is my data used to train public AI models?
No. Your data is never used to train external models. AI runs in isolation per account.
Can I turn off AI features?
Yes. Admins can disable AI assistance globally or per user.
How accurate is AI-generated content?
AI outputs are based on your data but may contain errors. Always review before acting.
Does AI work across modules?
Yes. For example, a client email in CRM can trigger a project task and invoice draft.
Do I need to prompt the AI?
No. AI works silently in the background—surfacing help only when relevant.
Is AI available on all plans?
Core AI features are included in Pro and Enterprise plans.
Can AI replace human judgment?
No. AI assists—it doesn’t decide. You remain in full control.
Integrations & Data
What apps does Panection integrate with?
Gmail, Outlook, Slack, Zoom, QuickBooks, Xero, and more. Full API access for custom integrations.
Can I migrate data from my old tools?
Yes. We support imports from spreadsheets, CRMs (HubSpot, Salesforce), and project tools (Asana, Trello).
Do you offer an API?
Yes. Our RESTful API allows read/write access to all core modules.
Can I connect my accounting software?
Yes. Sync invoices, expenses, and payments with QuickBooks, Xero, and others via native or API integration.
How real-time are syncs?
Native integrations sync instantly. API/webhook updates occur within seconds.
Can I build custom automations?
Yes. Use our no-code workflow builder or API to connect any action.
Do you support webhooks?
Yes. Trigger external actions when events occur in Panection.
Is two-way sync supported?
Yes—for all major integrations (email, calendar, finance).
Billing & Plans
What plans do you offer?
Starter ($12/user/mo), Pro ($24/user/mo), and Enterprise (custom pricing).
Is there a free plan?
No, but we offer a 14-day free trial with full features.
Can I change plans later?
Yes. Upgrade, downgrade, or cancel anytime from your billing dashboard.
How am I billed?
Monthly or annual billing via credit card. Invoices available on request.
Do you offer discounts?
Yes. Annual billing saves 20%. Nonprofits and education receive additional discounts.
What’s included in Enterprise?
SSO, custom SLAs, dedicated support, advanced security, and priority feature requests.
Are there setup fees?
No setup fees on any plan.
What payment methods do you accept?
Visa, Mastercard, Amex, and bank transfer (Enterprise only).
Can I get a refund?
We offer prorated refunds within 14 days of purchase if you haven’t used the Service extensively.
Support & Reliability
What support channels do you offer?
Email (HelpDesk@panection.com), and knowledge base.
What are your support hours?
Email support: 24/5 (Mon–Fri). Enterprise clients get 24/7 phone support.
Where can I find documentation?
Visit panection.com for guides, videos, and best practices.
What’s your uptime guarantee?
99.9% monthly uptime. Status updates at status.panection.com.
Do you offer onboarding help?
Yes. All plans include setup guides. Pro+ includes live onboarding sessions.
Can I suggest new features?
Yes. Submit ideas via our roadmap portal—top-voted features get prioritized.
How often do you release updates?
Weekly minor updates; major features ship quarterly.
Who should I contact for partnership inquiries
Reach out to support: HelpDesk@panection.com
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