Signed-in access
The product requires authenticated access rather than exposing business records through public marketing pages.
Trust & security
Clear about the safeguards—and the questions still open
CRMZI is in launch review. This page separates protections visible in the current product from operational commitments that must be confirmed before broader production use.
Current safeguards
Practical controls in the working product
These statements describe the current CRMZI product surface. They are not claims of certification or independent security assurance.
Role-based team access
The current workspace includes owner and staff roles, with operational controls for managing access.
Operational audit records
Administrative account, access and subscription actions are designed to leave an operational record.
Hosted subscription checkout
Where billing is enabled, subscription checkout is created through Stripe rather than collecting card details inside the CRMZI interface.
Confirm before relying
Launch items that need a formal commitment
Businesses with regulated, sensitive or residency-bound data should confirm these details before entering production information.
Not yet presented as verified commitments
- Production data-hosting region and residency commitments
- Backup frequency, retention and recovery targets
- Formal incident-response and breach-notification process
- Security testing, certifications and independent assurance
- Account deletion, export and retention service levels
- Support response times and availability commitments
Responsible use during launch
Review privacy and commercial terms before adding production data
The current policies explain how information is handled and where launch-stage processes still need confirmation. Report a security concern through the contact channel provided during onboarding until a public security address is published.
Experience at work
Your expertise.
A clearer working day.
You bring the judgement, relationships and commercial instinct. CRMZI gives the details of your practice a place to come together.
The relationship
Stay close to the people behind the work.
Keep the context of a trusted introduction ready for your next conversation.
Explore CRM
The commitment
Give good conversations a clear next step.
Bring scope, proposal details and follow-up into a considered working routine.
Explore proposals and delivery
The commercial picture
Keep the numbers in the conversation.
Review invoices, income and expenses alongside the client work behind them.
Explore financial managementIllustrative scenes. Interface visuals are representative.