Trust & Security

Security at CRM Zero

We take the security of your CRM data seriously. Here's exactly how we protect it — from infrastructure to access controls to encryption.

Questions or a security inquiry? security@crmzero.ai

Infrastructure & Hosting

  • Hosted on Railway — a managed cloud platform running on top of Google Cloud Platform (GCP) in US-based regions.
  • Database: PostgreSQL — managed, with automated daily backups and point-in-time recovery.
  • All traffic is served over HTTPS (TLS 1.2+). Plaintext HTTP is not supported.
  • Deployments are automated via CI/CD — no manual SSH access to production servers in normal operations.
  • Data is stored exclusively in the United States.

Encryption

  • In transit: All data exchanged between your browser and our servers is encrypted via TLS.
  • At rest: Database volumes are encrypted at rest by the underlying cloud provider.
  • Passwords: Hashed using bcrypt — we never store plaintext passwords and cannot recover them.
  • OAuth tokens: Gmail OAuth tokens (used for optional Meeting Requests) are encrypted at rest using AES-256-CBC before being written to the database.
  • API keys (BYO): If you supply your own enrichment provider API keys, they are encrypted using AES-256-CBC before storage and decrypted only at the moment of use.

Access Control

  • Multi-tenant isolation: Every database query is scoped to your organization's ID. Users can only read or write data belonging to their own organization — enforced at the application layer on every request.
  • Role-based access: Within each organization, users are assigned roles (Admin, Member). Admins can manage settings, billing, and team members; Members have standard CRM access.
  • Session management: Sessions are managed via NextAuth with signed, HttpOnly cookies. Sessions expire automatically.
  • API keys: The REST API uses secure, per-organization API keys. Keys can be revoked at any time from the admin settings panel.
  • Internal access: Production database access is restricted to authorized personnel. No standing access — credentials are rotated and access is logged.

Data Handling & Privacy

  • Your CRM data — contacts, deals, accounts, activities — is yours. We do not sell, rent, or share it with third parties for their marketing purposes.
  • Enrichment: When you use enrichment features, contact data (name, email, domain) is sent to third-party data providers to retrieve publicly available professional information. This is always opt-in per enrichment request.
  • Google OAuth scopes: Sign-in uses only your email address and profile. Each integration is opt-in and asks only for what it needs: connecting Gmail for meeting outreach requests the gmail.send scope (send only; we cannot read your inbox); Google Sync requests read-only access to your Google Calendar; Google Tasks requests access to your tasks; Google Drive backups use the drive.file scope, which reaches only files the app creates. We never request a scope that reads your email.
  • Payments: Billing is processed entirely by Stripe. We do not store or handle credit card numbers.
  • Cookies: We use only essential session cookies — no advertising or tracking cookies.

Data Retention & Deletion

  • Your data is retained for as long as your account is active.
  • Account deletion: Upon request, we delete your personal data and organization data within 30 days, except where retention is required by law (e.g., billing records).
  • Data export: You can export your contacts, deals, and accounts at any time via CSV export from within the platform. Full data export is also available on request.
  • OAuth disconnection: Revoking a Gmail or Google connection immediately deletes the stored OAuth tokens from our systems.
  • Automated database backups are retained for 7 days by the hosting provider.

Sub-processors & Third-Party Services

VendorPurposeData Shared
Railway / GCPInfrastructure & hostingAll application data (hosted)
StripePayment processingBilling info only — no CRM data
Google OAuthAuthentication & optional email sendingEmail address, name, profile picture
Enrichment providersContact data enrichment (opt-in)Contact name, email, company domain

Incident Response

  • We maintain an internal incident response process for security events.
  • In the event of a confirmed data breach affecting your organization, we will notify affected customers within 72 hours of discovery.
  • To report a vulnerability, please email security@crmzero.ai. We take all reports seriously and will respond within 2 business days.

Compliance Roadmap

In planning

SOC 2 Type I

Point-in-time attestation of security controls. Targeted for H1 2027.

Planned

SOC 2 Type II

Full audit period coverage. Follows Type I completion.

Addressed

GDPR

Data stored in the US. Data export and deletion on request. No cross-border transfer of EU personal data without consent.

Addressed

CCPA

We do not sell personal data. Deletion and export available on request.

Contact Us

For security inquiries, vulnerability reports, data deletion requests, or to request our full security questionnaire response, reach out to our security team:

security@crmzero.ai

We respond to all security inquiries within 2 business days.