Minervia CRM
Your clients, your interactions and your opportunities in a CRM hosted in the Principality, designed for the discretion Monaco expects, set up quickly with your data migrated.
Clients, prospects and introducers, finally in one place.
The full history of every relationship, on one screen.
Every opportunity, from first meeting to signature.
No follow-up forgotten again.
Emails and messages, linked to the right client.
Invitations, replies and attendance tracked.
Your sales activity, at a glance.
Why a sovereign CRM
What changes
| Major international CRM | Minervia CRM | |
|---|---|---|
| Data hosting | Data centres chosen by the vendor, in Europe as an option | Data centre in Monaco |
| Law applicable to the provider | The vendor’s home law, including the CLOUD Act for US vendors | No vendor subject to the CLOUD Act |
| Set-up | An integration project, often long, with an integrator | Fast, configured around your processes |
| Migration of existing data | To be organised, often billed separately | Included, with duplicate checks |
| Point of contact | Vendor support and partners | Minervia’s partners |
| Exit | Export under the vendor’s terms | Full return, standard format |
The leading CRMs on the market are excellent tools, and some offer hosting in Europe. For a Monaco business the question lies elsewhere: who can access the data, under which law, and how quickly the tool is actually used by the teams. Read our analysis.
The set-up
Your sales processes, your stages, your roles.
The CRM around your processes, not the other way round.
Import from your current CRM, a spreadsheet or an address book, duplicates checked.
Your teams trained, then ongoing support.
The benefits
Your business
Your clients
Compliance
A CRM hosted in Monaco does not exempt you from any rule, but it simplifies several: no transfer outside the Principality to justify, a short and identified chain of providers. Our guide to law n°1.565 details the obligations triggered by client data processing.
Transfers outside Monaco are regulated: free only to countries recognised as offering adequate protection, whose list was published in the Journal de Monaco in October 2026, and otherwise subject to safeguards or APDP authorisation. Hosting in Monaco removes the question.
The processing agreement required by the law, security suited to the risk, access logging and the procedure for notifying breaches to the APDP are in place from the start.
For professions bound by secrecy or AML due diligence, the CRM centralises the relationship’s history and documents in a controlled environment, with access rights aligned with your organisation.
Frequently asked questions
The CRM is part of Minervia Studio, our custom tools.
In a data centre located in Monaco. Your clients’ data does not leave the Principality and is never used to train an AI model.
Yes, migration is included: contacts, companies, interaction history, opportunities and attachments, from a market CRM, a spreadsheet or an address book. We check duplicates and data quality with your teams before the switch.
It is configured around your processes, not the other way round: pipeline stages, client record fields, roles and access rights, message templates. It then evolves as you use it.
Your teams, according to the rights you define, and nobody else. Every access is logged. Minervia only touches the data at your request, under a processing agreement compliant with law n°1.565.
Your data belongs to you. It is returned in a standard format, with its documentation, at no exit cost.
The price depends on the number of users, the modules and the migration involved. We provide a quote after a first 30-minute conversation.
Contact
A 30-minute demo on your own cases: your stages, your typical clients, the data to migrate.
Book a meeting
