Sarion for larger teams
Sarion is built for small-to-mid agencies — including the ones scaling past a handful of people. Here's what we offer teams that need more structure, more permissions, and more support as they grow.
The same core workspace, built to grow
Client management at scale
As your client list grows, every record stays organized and searchable — no spreadsheet sprawl, no duplicate contacts across tools.
Project tracking per client
Projects and tasks stay scoped to the right client, so growing teams can see exactly what's in flight without cross-referencing multiple boards.
Invoicing tied to real records
Invoices are generated from the same client and project data your team already works in, cutting down on manual re-entry as volume increases.
Branded client portals
Give every client — however many you have — their own branded portal view into project status, without building it yourself.
Team collaboration and access
Add team members with scoped access and permissions, so larger teams can divide client work without everyone seeing everything.
Data isolated per account
Every agency's data is scoped to its own account, traffic is encrypted in transit, and we run regular backups as part of normal operations. See our Security page for the full detail on how we protect your data today.
Control who sees what
As you add team members, Sarion lets you scope access and permissions per person — so a growing team can divide client work without every team member having visibility into every client, project, or invoice.
Built to handle more clients and projects
Sarion is designed so that adding more clients, more projects, and more team members doesn't mean rebuilding your workflow. The same client records, project tracking, and invoicing that work for a five-person agency keep working as your roster grows.
Dedicated support for growing teams
Support requests go directly to the team building Sarion — email us and a real person responds. We aim to keep response times fast as our team and customer base both grow.
Guided setup, not a manual
When you bring your team onto Sarion, we help with data migration from your existing spreadsheet or tool, and walk you through setting up your first clients, projects, and team member access.
Bring your existing data over
Moving off a spreadsheet or another CRM? Use our CRM migration checklist to prepare your client and project data before you switch.
More is on the way
We're actively building toward more of what larger teams need. See our public roadmap for what's coming next.
Questions from growing teams
Does Sarion have a dedicated enterprise tier?
Not as a separate product today. Sarion is built for small-to-mid agencies, and this page describes how our existing features — permissions, portals, invoicing — scale as your team and client list grow.
Can I control what different team members can access?
Yes. Sarion supports team member access and permission scoping today, so you can control who sees and edits which clients, projects, and invoices.
Do you help migrate our existing client data?
Yes. We offer help migrating client and project data from a spreadsheet or another tool — see our CRM migration checklist for what to prepare.
What support do growing teams get?
Support comes directly from the team building Sarion via email — no outsourced ticket queue. Reach out through our Contact page.
Ready to talk about your team's needs?
Tell us about your agency and we'll help you figure out the right fit.