
SECURITY AND DATA
Your data is on your server.Here is what that means.
Not a shared database with a tenant column. One company, one installation, one database, one address. What follows is what is built, not a badge wall.


One company, one installation
Your CRM runs on its own server with its own database. It is not a row in ours. A fault, a breach or a bad deploy elsewhere cannot reach it, and neither can another customer.
Two-factor on every account
Available to everyone and required of administrators and managers. Privileged screens stay locked until an authenticator is enrolled, and that is enforced by the server, not just hidden by the interface.
Roles decide what each person sees
Three roles. Agents see what they own, managers see their team, administrators see everything. Every screen and every API route checks it, and refusals are logged like everything else.
An audit log nobody can edit
Every consequential action is appended with before and after values, the person, the time and the address. Append-only at the database level. Not an administrator, not us, not anyone can change or delete a line.
Backups you can count
Taken nightly, the last fourteen kept, and the status of the last one is shown on the system health page. If a plan includes it, you can download a snapshot yourself.
Retention on a schedule you set
Deleted records are hidden first and destroyed when your purge period passes, so a mistake can be undone. Recordings are deleted at the number of days you choose. A nightly job does it whether anyone remembers or not.
What we can and cannot do inside your installation
When you ask for help we can do three things and no more. Each is written into your own audit log the moment it happens, naming us and the reason given.


Ask us the hard questions.
Bring your own checklist to the call. If something here is not true of your installation, we will say so.
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