Yes. A focused programme can establish the model before expansion.

Yes. Permissions can be designed by role, team or relationship type and checked with representative users.

Shared history, ownership and open actions can stay with the business, subject to the agreed access model.

We can retain referral and outcome evidence. Attribution and any commercial rules must be defined by your business.

Yes. Parties, territories, shared opportunities and responsibilities can be modelled explicitly.

Yes, for administrative relationship and referral workflows, with appropriate access controls and client-approved rules.

It can extend an existing CRM or become a focused application. The choice depends on the relationship model and platform limits.