Big Simple CRM is built for brokerages that take client data seriously. Explore our policies, data-processing terms and the controls that protect every workspace.
Secrets always masked
API keys, tokens and credentials are restricted to Company Admins and are never exposed in the interface.
Role-based access
Every sensitive surface is enforced server-side. Strategy roles receive intelligence without raw client contact data.
AI within permissions
Aiden inherits the exact permissions of the logged-in user and validates every action server-side.