Security, compliance, and control for modern enterprises
CRM.me offers SOC 2 Type II security, SSO, SCIM, and detailed permissions so your data stays protected.
Role-based access control
Interactive Preview: Role-based access control
Define granular roles and profiles with object, field, and record-level permissions tailored to each team.
Group & territory hierarchy
Interactive Preview: Group & territory hierarchy
Mirror your org structure with nested groups, territories, and data visibility rules.
Single sign-on & SCIM
Interactive Preview: Single sign-on & SCIM
Support Okta, Azure AD, Google, and other identity providers with automatic user provisioning.
Audit & compliance
Interactive Preview: Audit & compliance
Comprehensive audit logs, consent tracking, and policy enforcement keep auditors satisfied.
Data residency
Interactive Preview: Data residency
Choose regional data centers and enforce residency requirements to meet global regulations.
Secure your CRM foundation
Partner with our security engineers to configure roles, SSO, and compliance controls tailored to your organization.
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