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Security

For IT, security and procurement teams: how we keep client systems and data safe.

Last updated: 20 October 2026

Where your data is

  • Client systems run on dedicated servers we manage, in the EU, with some files stored in Israel. Not on a shared software platform.
  • This website holds no client data, sets no cookies and loads nothing from other servers.

Separation between clients

  • Each client has its own database, files and service account. Nothing of one client's is ever shown to another, or used for another.

Access

  • Only youcrm's engineer has administrative access to the servers, and every change that touches your data, money or a portal submission is reviewed before it goes live.
  • Your staff sign in to your own system and see what their role allows.
  • Passwords and keys are kept out of the code, readable only by your system.

Network

  • All traffic is encrypted. The systems are reachable only through an encrypted gateway, and nothing else is exposed to the internet.

Approvals and audit

  • A sensitive action (a payment, a message to a customer, a change to records) waits for a person's approval, or goes out from a template you approved in advance.
  • Every run is logged step by step: what came in, what the system did, and who approved what.

Operations

  • Security updates install automatically, and the servers are monitored around the clock.

AI

  • Models from leading AI providers, called through their APIs. A model receives only what the task needs.
  • We don't train models of our own on your data, and each AI capability can be switched off separately.

Your data, and leaving

  • Your data, configuration, WhatsApp number and portal access are in your name.
  • On exit you get a full export of your data and configuration in documented formats within 30 days, and we delete it from our servers on request.

For your security review

  • Sample documents for a pilot are shared under an NDA, and the pilot needs nothing installed on your side.
  • The list of providers that process data, and answers to your security questionnaire, are available on request.

Privacy policy

Questions

A security questionnaire, a call with your IT team, or anything this page doesn't answer: ilan@youcrm.ai