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Platform · Security & permissions

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.

2

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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