Your CRM is a goldmine of valuable and highly-sensitive customer information. Even the smallest security breach could cause irreparable damage with long-lasting effects. And, with security breaches rising by 11% since 2018 and 67% since 2014, security has never been more crucial for businesses’ livelihood. A reliable CRM must, therefore, safeguard your information and prevent it from falling into the wrong hands by upholding the highest standards of CRM security policy on all levels.
With multiple security certificates, world-class infrastructure and a host of CRM privacy and security features, from user permissions to single sign-on and two-factor authentication, Pipedrive is committed to protecting your data and keeping you informed on all levels and at all times.
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Knowing how and when your company’s data is accessed and by whom is key to protecting your business information and your customers’ privacy. Your CRM security features should, therefore, cover these areas to the max. What’s more, your CRM should provide you with easy access to these features to ensure that you can monitor your security and access control independently.
Pipedrive’s security center enables you to manage all your company’s security aspects from one place, starting with its security dashboard – which gives you an overview of your security and enables you to tackle suspect user and account activities in real-time – through user access and device logs, allowing you to receive notifications about the times and locations of user logins over the last 60 days – all the way to rules and alerts designed to automate secure practices such as whitelisting IPs or setting time-restricted access.
Manage user access centrally through your preferred single sign-on provider while confirming users’ identity
Categorize your users into groups and sub-groups and dictate what they are allowed to see within Pipedrive
Customize what users can do in Pipedrive with variable user permission sets suited for different levels of user access
Get notifications about the times and locations of user logins over the last 60 days to pinpoint and prevent suspicious activity
Your CRM security starts with the product itself. More specifically, with visibility and login protection. Managing user access empowers you to create information hierarchies that protect the data on your company's account.
For example, with Pipedrive you can use user permission sets and visibility groups to limit what users can do, see and access. You can also enhance your login security from any device with two-factor email verification or manage user access centrally through your single sign-on provider. Lastly, and to protect your account from strangers trying to log in, user accounts that enter an incorrect password three times in a row will be locked. The user then receives an email that helps them securely unlock their account.
While security on the product level is fundamental, your organizational data management must also meet certain criteria to allow businesses in different locations to comply with local and global security standards, from GDPR to ISO/IEC 27001. For that reason, it’s crucial to ensure your CRM security policies are in line with your business’s.
Pipedrive is fully committed to meeting GDPR requirements. It further encrypts your data and lets you export it, transfer it via the API or tell us to delete it. Lastly, the company employs a dedicated data protection officer who’s responsible for spearheading data protection compliance and initiatives.
Secure infrastructure is the last and probably the most prominent piece of your security puzzle. It’s meant to ensure your foundation is rock solid and reliable so that security on all levels can be maintained at all times.
With Pipedrive, you benefit from world-class hosting infrastructure in Rackspace and AWS, state-of-the-art encryption for all data, whether at rest or in transit over public networks and daily backups going back three months. Add this to various security certificates and you get a product that is secure from top to bottom.
Turn on and enforce password strength requirements, password expiration and history control, two-factor authentication (2FA), IP- and time-based access restrictions for all users
Get instant email notifications about suspicious access to your company’s account, potential data leaks and data loss
Manage user access and security-related activity in your company’s account and get tips to protect your business data
Make sure your sales practices adhere to GDPR in safeguarding personal data
*Please reach out to your contact person/account executive for clarification or to receive the above documents.
Full access. No credit card required.