Find answers, troubleshoot issues, or reach our support team. We're here to make sure you get the most out of Scrutivo.
New to Scrutivo? Learn how to subscribe on Microsoft Marketplace, activate your account, and start your first due diligence case.
Manage your subscription, update billing details, add users, or change your plan.
Learn how to manage clients, automate workflows, track your sales pipeline, and get the most from your dashboards.
Connect Scrutivo to your existing systems via API and understand how your data is managed and secured.
Quick answers to common questions about using Scrutivo.
After subscribing on Microsoft Marketplace, click "Configure SaaS account" on your order confirmation. You will automatically receive an activation email from Scrutivo — click the link, set up your organisation at activation.scrutivo.com, and log in at app.scrutivo.com. Your account is ready within 1 business day.
Please check your spam folder first. If it's been more than 24 hours after completing your Marketplace subscription, contact our support team at support@scrutivo.com and we'll resolve it promptly.
Yes. Depending on your plan, you can add multiple user seats. Go to Account Settings in your dashboard, or contact your Scrutivo account manager for assistance.
Scrutivo works best on the latest versions of Chrome, Firefox, Safari, and Edge. We recommend keeping your browser up to date for the best experience.
In your dashboard, go to Clients and click Add New. Fill in the client details — name, contact information, and any relevant notes. All information is immediately available to your entire team in real time.
Yes. Scrutivo lets you set up automated reminders, follow-up emails, and task notifications based on client activity or time triggers. Once configured, these run automatically — no manual effort needed.
The pipeline gives you a clear visual overview of all leads and deals, organized by stage. You can move clients between stages, assign team members, set probabilities, and track progress — all from one view.
Yes. Performance reports, client lists, and activity logs can be exported as PDF or CSV directly from your dashboard. Higher-tier plans also support scheduled automated reports.
Real-time status of the Scrutivo platform. Updates automatically every 60 seconds.
Our team is ready to assist. Reach out and we'll get back to you as soon as possible.
