Private customer records belong in your workspace.
IST CRM separates public product information from authenticated customer management pages.
Account access
Workspace access requires a user account created by an authorized administrator. User roles and ownership checks restrict access to customer records and associated documents.
Information recorded
Authorized users may enter customer details, business contacts, notes, pipeline updates, support issues, manual conversation logs and document attachments. Authentication records and audit history are maintained for account security and oversight.
Storage and security
Production database records are stored in your configured MySQL database. Files are stored outside the public web root when deployment is configured as described. HTTPS is required for production access. Backups, retention and server-level monitoring are the responsibility of the hosting operator.
Questions about your records
Contact your organization's CRM administrator to request appropriate access, updates or account assistance. This page describes built-in application behavior; operators should publish their full organization-specific privacy policy before collecting public customer information.