CRM
Sandbox Test Account

Experiment without risking your CRM.

Experiment without risking your CRM.

Create a sandbox to validate automations, integrations, and customization before rollout. Sync structure, try ideas, and promote what works—confidently.

A split screen UI mockup showing a live CRM on the left and a sandbox version with a different color scheme on the right.
CRM
Sandbox Test Account

Experiment without risking your CRM.

Experiment without risking your CRM.

Create a sandbox to validate automations, integrations, and customization before rollout. Sync structure, try ideas, and promote what works—confidently.

CRM
Sandbox Test Account

Experiment without risking your CRM.

Experiment without risking your CRM.

Create a sandbox to validate automations, integrations, and customization before rollout. Sync structure, try ideas, and promote what works—confidently.
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Spin up a mirror of production.

Short question goes here

Schema sync

Copy objects, properties, pipelines, and teams.

Asset cloning

Bring workflows, templates, and sequences for realistic tests.

App validation

Connect integrations and test permissions safely.

Test real flows end-to-end

Short question goes here
  • Dry-run imports, lead routing, and scoring updates.
  • Preview automation outcomes and field changes.
  • Trial new page and email templates with sample data.
A split screen showing a "production" CRM dashboard and a "sandbox" version, highlighting identical pipelines and forms.

Promote with control

Short question goes here

Use checklists to capture what changed and why, then publish updates to production with clear owners and rollback plans.

A UI mockup showing a checklist or form for publishing updates to production, with fields for owners and rollback plans.

Stay aligned while testing

Short question goes here
  • Role-based access to keep experiments scoped.
  • Comments and @mentions for review and sign-off.
  • Activity logs for audit and documentation.
A dashboard or project management tool with user roles, comment sections, and activity logs visible, showing collaborative testing and audit trails.

Scale your environments

Short question goes here
  • Separate dev, QA, and training sandboxes.
  • Usage insights to clean up stale environments.
  • API limits and keys scoped per sandbox.
A dashboard showing separate dev, QA, and training sandboxes with usage insights and API limits/keys.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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