Platform

The platform under every module.

Where it runs, who sees what, how data comes in and how it stays safe. Shared by all of it.

  • Core ready in 1–2 weeks
  • 100% customisable
  • Zero access to your data
  • Updates and fixes included
  • Changes whenever you want
MyRecords Home for a salesperson: quick actions, their work areas (Sales, Inventory, Projects & Assets), then CRM, Analytics, Chat and My HR, and Approvals, Calendar, Notes, Party 360, the Assistant, Documents, Settings and Help across the business.
Home for a salesperson on the sample company: only the apps their role allows.
Users
Unlimited
Every module, every person. You pay for modules, never per login.
System
Dedicated
Your own system and database, on your server or MyRecords Cloud.
Sign-in
Two-factor
On for administrators by default, and a change log chained with hashes.
Access
View-only
People see only what their role allows, with no edit buttons.
Your data
Any time
Export any list or report; a full export when you leave.

Seven pages

Every module stands on the same seven things.

All seven products and the add-ons run on one platform. Each page below says what works today, what needs your account, and what is not there yet.

How we work with you

Ready in weeks. Shaped to you. Your data stays yours.

You choose the modules. We set them up, change anything you need, and keep the system updated, without looking at your records.

  • Pick what you need. We set it up.

    Choose from the modules and features that already exist. We set up everything: your data, users, print formats and training.

  • 100% customisable

    Fields, screens, workflows and reports, changed by our team to fit the way you work. Quoted before we start.

  • Rebuilt around you, if needed

    If your process needs it, we redesign and rebuild any part of the system to your requirement.

  • Zero access to your data

    Once you go live, our team does not open your records. For a fix, you grant access for that job, and it ends with the job.

  • Regular updates and bug fixes

    Regular updates and bug fixes, included in every cloud plan and AMC tier, with GST, TDS, PF, ESI and PT changes.

  • Changes whenever you want

    Ask for a change, an addition or a fix at any time, and our team takes it from there.

The platform in short

Every MyRecords module runs on the same platform: a dedicated system per client on your server or MyRecords Cloud, one set of roles and permissions, one import that checks the columns first and can undo what it created, the same integrations, phone access and security features. Switch on a new module later and it inherits all of it.

Said plainly

Not on the platform yet

  • A native app from the Play Store or App Store (it installs from the browser instead)
  • Automatic bank feeds (import the statement file)
  • Shopify and marketplace connectors
  • ISO 27001 or SOC 2 certificates, or an external penetration test
  • Self sign-up or a free trial (our team sets up every system)
What comes next, on the roadmap

Next step

See it on your own numbers.

A live demo on our sample company, with our team. Or ask us for a quote first.

Get a quote

Live demo

Book a walk-through

  • On our sample company, for your kind of work
  • A quote for the modules you need
  • Your questions, answered by our team