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MDL CRMAvelmont ClientOS

Product overview

Client operations, billing, workflows, and calendar sync in one tenant-scoped workspace.

MDL CRM is a multi-tenant CRM for service businesses that need lead capture, sales documents, workflow automation, invoicing, and secure Google and Microsoft calendar connections in one product.

What the app does

Teams use MDL CRM to manage contacts, projects, proposals, contracts, invoices, files, workflows, portal access, and scheduling from a single workspace.

How calendar access is used

Connected Google and Microsoft calendars are used to refresh tokens, sync external events, and keep tenant booking data current. If a provider token is revoked, the user is prompted to reconnect the integration from Settings.

Security controls

Refresh tokens are stored encrypted at rest, data is normalized into tenant-scoped records, and background workers process sync and webhook events server-side instead of exposing provider secrets in the browser.

Support path

Workspace owners can contact brandon@mydarklab.com for onboarding, data deletion, account help, or provider connection issues.

Requested calendar permissions

The current implementation requests the minimum provider scopes already wired into the app for account identity, refresh tokens, and read-only calendar synchronization.

Google

  • openid
  • email
  • profile
  • https://www.googleapis.com/auth/calendar.readonly

Microsoft

  • openid
  • profile
  • offline_access
  • User.Read
  • Calendars.Read

Public trust pages

Reviewer and customer-facing documentation for data handling, service terms, and support is available on the pages below.