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Security

Built to keep your business private.

Your customers, prices and jobs are yours. Here is how Sunwell keeps them separate, controlled and recorded.

Sample shop, today 7 estimates waiting 18 jobs in progress
Security and your data

Your business data stays yours, and stays private.

Walled off from everyone else

Every workspace's data is kept separate from every other workspace, on every read and write.

Roles that fit your shop

Seven built-in roles, from owner and office manager to estimator and technician, and the owner adjusts what each can do.

A record of who did what

An audit log of changes, visible to owners and office managers, exportable to a spreadsheet.

Credentials encrypted

Connection details for your email, texting and lenders are encrypted with AES-256. HTTPS is enforced on every page.

Your customers

Secure links, not passwords to remember.

Homeowners and property managers get a portal link by email or text. Links expire, you can revoke them any time, and each one only shows that customer's jobs.

Your data, your call

  • You own the data you put into Sunwell
  • Export leads, price book, reports and the audit log to CSV any time
  • Sign in with Google or Apple
  • We never sell your data or your customers' data
Questions

What shops ask before they switch.

How long does setup take?

Most shops are working in Sunwell within a week or two. We import your data and set up your templates and pricebook first, so your team starts with real records.

Is there a setup fee?

No. Guided setup is included on every plan. If you want us to move your existing data, migration is $750 on Starter and Growth and $1,500 on Pro, and it is free at launch pricing.

Do I have to sign a long contract?

No. Monthly plans can be cancelled any time. Annual plans are cheaper and billed once a year.

Who owns my data?

You do. You can export your customers, jobs and invoices whenever you want, including if you leave.

Get started

Lock in launch pricing.

Tell us about your shop. We will reply within one business day to set up a walkthrough on your own data.

  • Launch price locked for as long as you stay
  • We import your data for you
  • A direct line to the team that builds it
Prefer to talk first?

Launch pricing request

Required. We only use these details to contact you about Sunwell. We never sell them.

Not ready to talk yet?

Get our launch pricing and one short update a month. No spam.

Book a demo

30 minutes on your own workflow

Pick a time

Online booking is paused right now. Email sean@sunwellcrm.com and we'll set a time.

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Your details

We email you a 6-digit code to hold the time. Nothing is booked until you enter it.

Check your email

We sent a 6-digit code to . Enter it to lock in . We hold the time for 10 minutes.

You're booked.

30-minute demo · private video link

Open your video link

A calendar invite with the video link is in your email. To move it, reply to that email.

Before you go

Get launch pricing by email.

The three plans, what each includes and the launch price you'd lock in. One email, no spam.