Enterprise Setup
Scope the workspace before a wider rollout.
Customer Success starts with the company structure, controls, limits and records teams need before they go live.
Customer success
Plan the Enterprise workspace with Zektrx.
Enterprise is for teams that need BIM, Golden Thread, API, white label, global compliance packs and custom limits. Customer Success helps scope the right plan, onboarding and controls before rollout.
Customer success
Enterprise setup
Scope onboarding, custom limits, controls and rollout paths before teams go live.10Enterprise controls
APIIntegration route
CSRollout planning
Enterprise unlocks
Scope the controls before rollout.
Enterprise planning
Map users, integrations, reporting, security controls and rollout support before the wider team goes live.
BIM Viewer
Digital Twin
Golden Thread
Portfolio Reporting
Power BI
API Marketplace
White Label Platform
Global Compliance Packs
Mobile Offline Mode
Custom SLA, storage, users and AI limits
Customer Success In Product
Plan your rollout with us.
Plan your rollout, reporting and integrations with support from the Zektrx team.
Portfolio Reporting
Keep executive visibility close to operational data.
Enterprise conversations can connect reporting, Power BI and portfolio views to the records teams maintain every day.
Integration Route
Plan API, data and rollout support together.
Plan custom limits, API access and support requirements alongside the enterprise workspace.
Success Planning
Enterprise planning without loose threads.
Keep scope, reporting, integrations and launch support connected in one enterprise success plan.
1
Scope
Enterprise fit
Frame BIM, Golden Thread, global packs and custom limits before rollout starts.
2
Reporting
Portfolio view
Tie executive dashboards and Power BI needs to the records teams manage every day.
3
Integration
API route
Keep data migration, API access and connected systems in the same planning track.
4
Launch
CS support
Route onboarding, billing, permissions and support ownership through one clear handover.
Need help now?
Need Enterprise help?
Use this route to ask about onboarding, custom limits, billing, API access or rollout planning.
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Self-serve route
Use the support hub for onboarding, integrations and direct message routes.