TechUni is multi-tenant software, but your data isn't mixed with anyone else's. Each agency runs on its own separate database.
Many CRMs keep every customer in one shared database and separate them with a filter. TechUni gives every agency its own database, with its own credentials. Your students, leads, invoices and commissions are never stored alongside another agency's.
The agency-wide audit trail records changes across the CRM: who made them, what changed, and when. Every lead and student also has its own activity log, so a manager can see the full history of a file at a glance.
Set how much each role can discount or refund. A counsellor can give up to their limit. Anything bigger goes to a manager for approval, with a reason. Approving a refund and paying it out are separate permissions, so one person can't do both unless you allow it.
Staff ask Claude or ChatGPT with their own access token, created in Settings → Access Tokens. The token is read-only, belongs only to that person, and can be revoked at any time. The assistant sees only what that person could see in the CRM. Counsellors never see commission, and one agency never sees another's data. Revoke a token and access stops immediately. An admin can also create a setup token: it expires within 24 hours, can change setup only, and cannot create admin users, change passwords, or mint more tokens.
See the AI Assistant →
Send it to us before your demo: privacy@techuni.com.