Security / Trust
Built for controlled dealer rollout.
CrossWing is designed to work around existing CRM and OMS workflows, with controlled access, measured rollout, and approved integration paths.
Trust posture
Controlled by design.
CrossWing helps prepare the workflow, but your team stays in control. Reps approve before anything is final, and your CRM and OMS remain the systems of record.
Role-based permissionsReps, estimators, and ops see only what their role needs. Access is scoped per dealership.
Audit logs & evidenceEvery key value is source-linked to the sheet, the change, and the approver, with an audit trail.
Human approval gatesNothing is finalized without rep review. No unsupervised ordering, ever.
Scoped systems accessCRM and OMS stay the source of record. Integration permissions and data retention are scoped.
Data handling principles
How we handle dealer data.
Controlled accessLeast-privilege setupDealer-specific configurationHuman verificationNo blind AI outputData-retention controls in rollout planning
Rollout posture
Measured, reversible, low-risk.
Start scoped on a real workflow, validate with rep review, then expand only after it earns it.
1 Start with 2–3 reps2 Baseline first3 Measure usage4 Scale after workflow proof
Existing systems stay in place. CrossWing works around your CRM and OMS. OMS-ready packets are available now; deeper OMS integrations require approved technical validation, scoped access, and agreed integration rules.
Request a Demo
Ask about security and rollout.
We are happy to walk through access, data handling, and integration posture with your team.