FAQ
Answers to common evaluator and administrator questions about modules, deployment, compliance gates, and commercial workflows.
Last updated: August 2026
Is TradePacer CRM multi-tenant SaaS?
No. Each client receives a dedicated installation with its own database. Your data is not shared with other companies.
Which modules are optional?
Compliance, Research, HR, Attendance, Payroll, Expenses, and Customer Portal can be enabled per installation. CRM, Catalog, Payments, and Reporting are core commercial modules.
Can customers self-serve?
Yes, when the Customer Portal optional module is enabled. Customers complete Onboarding cases, view services, access research, and submit support requests through the portal.
Does compliance block service activation?
Yes, when a Plan's onboarding policy requires it. Subscriptions cannot activate until the Onboarding case is approved.
How are leads assigned?
Managers assign Leads to teams and agents. Every assignment is recorded in history for audit and coaching.
How are payments handled?
Payments are captured, verified by finance, and allocated to invoices or Subscriptions. Original rows are immutable; corrections use refund records.
How is research delivered?
Published recommendations target Customers with active entitlements. Delivery uses communications channels and the Customer Portal research feed.
What roles are available?
System roles include Sales Agent, Team Leader, Sales Manager, Compliance Officer, Research Analyst, Research Approver, HR, Payroll/Finance, and Administrator variants, each with defined permissions and record scopes.
How do we deploy?
TradePacer CRM deploys as a dedicated web application per company. Contact us for implementation details during your evaluation.