Airdesk

Sign-Up & Workspace Setup (Day 1)

You start by registering and signing in. Create your workspace, choose your interface language (English, Spanish, or Portuguese), and add initial admin users. No credit card is typically required for the trial.

Data Import & Basic Configuration (Days 2–4)

Use Airdesk’s CSV/Excel import tool to load existing clients, contacts, deals, projects, tasks, or time logs. Templates and instructions are provided in their Help/FAQ sections.
You then access the admin area to set up custom pipelines, statuses, and modules based on your workflow needs.

Custom Field, Dashboard & View Setup (Days 4–7)

Define custom fields, columns, and filters to tailor data structures.
Configure dashboard layouts via drag-and-drop, and choose preferred task views (list, calendar, Gantt, Kanban, cards).

Automations & Notifications (Days 5–8)

Set rules for workflow automation—automatic stage changes, status transitions, reminders, and alert triggers—within pipelines. Configure notifications for assignments and updates.

User Onboarding & Training (Weeks 2–3)

Invite users and guide them through modules. Utilize Airdesk’s screen recorder to build internal walkthroughs, and employ built‑in emoticon feedback tools to ensure users are satisfied and confident.

Pilot Phase & Iterative Testing (Weeks 3–4)

Run a pilot with real tasks and cases. Use omni-search, custom views, and time tracking to validate the setup. Iterate on pipes, fields, and both automations and dashboards based on feedback.

Full Roll-Out & Continuous Optimization (4+ Weeks)

Expand system usage across teams. Monitor workflows, generate reports, track time logs, and refine ongoing processes with support as needed.

Estimated Timeline

A standard, smooth implementation—from signup to full go‑live—takes approximately 2 to 4 weeks, depending on data migration needs, workflow complexity, and training pace.

No setup or onboarding fees are listed on Airdesk’s pricing page; users simply choose a plan and begin using the software immediately.

Ongoing maintenance is included in the subscription price—plans cover storage, updates, hosting, and standard support.

Support charges are also bundled: Airdesk provides basic customer assistance in all plans. Higher tiers include priority support (typically Business and Enterprise) and may offer additional support options such as dedicated account managers.

Extra usage costs may apply for additional users and extra storage:

• Extra users cost around €5–10/month per user, depending on the plan.

• Additional storage runs about €1–2/month per GB above the plan’s included storage.

Self-help resources: Airdesk offers user documentation, blog articles, guides, and tips accessible through its website’s “Docs” and “Blog” sections.

Live onboarding: Prospective customers can book a meeting with an Airdesk expert for live demos, walkthroughs, and personalized onboarding sessions.

Screen Recorder & Feedback tools: Built-in screen recording helps internal teams create training content, while emoticon-based user feedback tools help measure satisfaction and guide improvements.

Customer support: Users can submit support requests via the contact form or the dedicated “Contact Our Support Team” page. Higher-tier plans offer priority support and possibly dedicated account managers.

Privacy Policy & GDPR compliance: Airdesk operates under GDPR, committing to transparent data collection, user rights, audits, and best-in-class handling of personal data.

Cloud security best practices: Airdesk’s blog offers guidance—strong password policies, backups, and two-factor authentication (2FA)—implying support for these measures within their platform.

Advanced permissions & access control: The platform enables hierarchical permissions, allowing granular control over user roles and access to sensitive data.

Audit trails: “History control” logs provide versioning and standalone audit history of tasks, changes, and exports—supporting accountability and traceability.

Regular feature updates and improvements: While Airdesk doesn’t specify a fixed release schedule, their development blog shows updates around every few months—new UI elements, export history, invitation cancellation, and revised permission settings are documented.

Managed update rollout: As a cloud-based SaaS platform, Airdesk handles deployments centrally. Updates are applied automatically across all workspaces, with users notified through in-app banners or their blog when significant changes occur.

Exportable change logs: Features like "Export History" allow users to track recent changes—exports of tasks, time records, reports, etc.—helping teams monitor update impacts.

Privacy Policy: Airdesk defines clear data collection and usage terms, stating that cognitive and usage data (email, usage logs, cookies) are collected, processed, and used to deliver and improve the service.

Ownership rights: Users retain full ownership over their workspace data. Airdesk uses this data to provide and maintain the service, and complies with user rights under privacy laws.

Portability & Interoperability: The software includes import/export functionality supporting CSV/Excel formats for clients, contacts, tasks, time entries, and reports, facilitating easy data migration.

These tools align with GDPR’s right to data portability—offering structured, machine-readable formats suitable for transferring to another system.

Flexible user and storage scaling: Airdesk’s tiered plans allow additional user seats (typically priced at €5–10/month per user) and expandable storage (approximately €1–2 per GB/month).

No long-term commitments: With monthly subscription plans and no onboarding fees, organizations can adjust user counts and storage allocations up or down without penalties.

Plan upgrades: Scaling up is handled by transitioning between plans (Starter → Pro → Business → Enterprise), ensuring additional features, storage, and support capacity. Scaling down involves adjusting active user seats or reverting to a lower-tier plan—common practice with SaaS models.

Automatic adjustments: Usage is periodically reviewed, and billing is adapted in the next cycle to reflect the current number of active users and storage usage.

Terms of Service Available: Airdesk's Terms of Service outline usage rules under Portuguese law.

Auto-Renewal & Billing Cycle: Although not explicitly detailed, SaaS platforms like Airdesk typically auto-renew monthly subscriptions unless canceled prior to renewal.

Cancellation Policy: Their public site notes “Cancel anytime,” indicating users can terminate subscriptions at any point, with billing halting at the next cycle.

No Setup or Termination Fees: There's no indication of setup, early termination, or cancellation fees, which aligns with their "cancel anytime" policy.

Data Retention after Cancellation: The policy does not specify data retention post-cancellation. However, typical practice is a grace period during which users can export or recover data before removal.

GDPR Compliance: Airdesk’s Privacy Policy is fully aligned with the EU’s General Data Protection Regulation (GDPR 2016/679), including audit mechanisms and periodic compliance reviews.

Data Security Measures: GDPR-aligned standards imply strong privacy practices, including user consent, data subject rights, and secure processing requirements.

Internal Access Controls: Advanced user permissions offer hierarchical roles and restricted data access, supporting least-privilege security principles.

Audit Trails: Airdesk provides “history control” functionality, allowing traceable version histories and change logging for compliance and audit readiness.

Cookies & Consent: Cookie use and visitor tracking are governed by its privacy policy, which includes consent mechanisms.

Certifications: No public evidence suggests Airdesk holds ISO 27001, SOC 2, or other external security certifications. Their compliance is centered on GDPR and robust internal data protection measures.