Section 6
Systems, CRM & Automation
Zoho CRM is the commercial system of record. Creator apps for Admin Actions, COI Register, License Register, maverick-ops. CPQ production is operational and off-limits to destructive changes. Books is not built.
Admin owns
- CRM Super Admin hygiene (Controller)
- /admin-scan every morning
- MFA on every system
- No writes to Zoho Books — it does not exist here