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Projects · Groups & security

Enterprise-grade controls for every project

CRM.me keeps project data safe with robust permissions, auditing, and governance designed for modern enterprises.

Granular roles & permissions

Interactive Preview: Granular roles & permissions

Control who can view, edit, and approve projects, tasks, and sensitive fields with role-based access controls.

Group management

Interactive Preview: Group management

Organize teams, departments, and external collaborators into groups with tailored workspace access.

Field-level security

Interactive Preview: Field-level security

Mask or restrict sensitive fields—budget, compensation, confidential notes—based on role and project.

Audit trails

Interactive Preview: Audit trails

Every change is logged with who, what, and when so compliance and leadership have complete visibility.

Data residency controls

Interactive Preview: Data residency controls

Choose regional data centers and enforce residency policies that meet regulatory requirements.

External collaboration

Interactive Preview: External collaboration

Grant limited access to clients or vendors with secure portals, document sharing, and approval workflows.

Secure your projects with CRM.me

Partner with our security team to configure roles, groups, and compliance controls tailored to your organization.

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