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Works with your CRM
We connect to the CRM you have. aicrmz only replaces it if you want it to.
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Approval rules
Nothing goes to customers without the rules you set.
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Field-level permissions
Agents only see the records they need.
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Full audit trail
Every change an agent makes is logged.
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Encryption
Data is encrypted in transit and at rest.
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Access control
Role-based access, SSO and least-privilege permissions.
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Audit logs
Every agent action is recorded and exportable.
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Retention you control
Retention periods follow your policy, and data is deleted on request.