Security

What it does: Create custom roles with precise permissions. Example: "Sales Viewer" can see customer data and revenue but can't edit or delete. "Finance Admin" can see all financia

What it does: Restrict CRM access to specific IP addresses or ranges (CIDR notation). Lock the system to your office network, VPN, or specific employee home addresses. Any attempt

What it does: Set how long different types of data are kept. Example: audit logs for 7 years, deleted customer records for 30 days then purged, messages for 1 year. Automatic clean

What it does: One-click data export and deletion for any customer who invokes their "right to access" or "right to be forgotten." Produces a ZIP file with all data about that perso

What it does: Automatically sync users and groups between your identity provider (Okta, Azure AD, Google Workspace, JumpCloud) and Zyrix. When HR adds an employee, they appear in Z

What it does: Complete forensic record of every action: who viewed what, edited what, deleted what, when, from which IP. Before/after snapshots of every change. CSV and JSON export