Security
Your customers trust you. Here's how we protect that.
Plain answers about how your information is kept separate, who can see it, and what happens when something goes wrong. We only list what the product does today.
Your data
- Each workspace is kept separate
- Every workspace’s records are separated inside the database itself, not only by the app. A request made for one workspace cannot read another workspace’s customers.
- You can take your data with you
- Export your customers and companies to a spreadsheet whenever you like.
Your team’s access
- Roles decide who can do what
- Give people access to customers, deals, support, campaigns or settings — separately for seeing and for changing.
- Removing someone takes effect at once
- When you remove or suspend a teammate, or change their role, they are signed out everywhere.
- Passwords are never readable
- Passwords are stored with a modern, deliberately slow hashing method. Nobody — including us — can read them.
Email and consent
- Unsubscribes are honoured automatically
- When someone unsubscribes, they stop receiving marketing email from that sender. You don’t have to do anything.
- Permission is part of every import
- When you import people, you confirm you have permission to contact them, and that confirmation is kept with the import.
- Importing never changes someone’s email choices
- A person who unsubscribed stays unsubscribed, even if they appear in a new spreadsheet.
When something goes wrong
- A record of every change
- Changes to customers, companies, deals and tickets are written to an activity log at the same moment they happen, with who made them.
- Deleted doesn’t mean gone
- Deleted customers and companies go to a recycle bin you can restore from.
- Imports can be undone
- If a spreadsheet import goes wrong, undo it within 24 hours.
Not available yet
Two-step sign-in and single sign-on (SSO) are not available yet. We’ll list them here when they are.
Questions about security? Email hello@crmsolutions.ai.