Your sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is your most valuable asset. It holds the keys to your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships, your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process., and your future revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. But it’s also a target. Pipeliner CRM isn’t just a powerful tool for your sales team; it’s a fortress for your most critical information.
We go beyond standard security features, giving you the granular control and peace of mind you need to grow your business without risk.
The Power to Control Who Sees What
Most CRM platforms offer a one-size-fits-all approach to security. Pipeliner CRM is different. We put you in the driver’s seat with a robust framework that lets you define exactly who can access, edit, or delete your data—down to the last detail.
- Custom Roles & Permissions: Create specific userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. roles that perfectly match your sales team’s structure. Need a sales rep to see their own records, but only read their manager’s? Want to restrict access to certain pipelines or reports? Pipeliner CRM empowers you to accomplish everything with just a few simple clicks.
- Hierarchical Access: Seamlessly align Pipeliner CRM’s security with your organizational chart. Define visibility based on your team’s hierarchy, ensuring every user sees only what they need to and nothing more.
- The Perfect Fit: Forget generic permissions. Our framework allows you to customize read/write rights for core entities, such as accounts, contacts, and opportunities, ensuring that your data is always protected and your team is never over-privileged.
Protecting Your Most Important Assets
Security isn’t just about access; it’s about what happens behind the scenes. Pipeliner CRM employs industry-leading practices to protect your data around the clock, so you never have to worry.
- Encryption at Rest and In Transit: Your data is encrypted with AES-256 when it’s stored on our servers and in transit. When it moves across the internet, it’s shielded by SSL/TLS 1.2 or higher. This is the same level of security used by major financial institutions.
- Multi-Factor Authentication (MFA): Add an extra layer of defense against unauthorized access. Pipeliner CRM supports MFA via text message, email, or an authenticator app, making it virtually impossible for attackers to gain entry even if they steal a password.
- Geographical Data Control: Choose where your data lives. We partner with Amazon Web Services (AWS) in regions worldwide. Once you select your preferred area, your data will be stored in that region. This ensures compliance with local data residency laws and gives you ultimate control.
Testing and Safeguarding Major Data Changes with Sandbox
Even with the highest security measures, significant changes like data cleanup or system configuration adjustments can carry risk. Pipeliner CRM offers a powerful Sandbox environment to eliminate this risk, allowing you to validate changes without ever touching your live, production data.
- Replicate Your Live Data: We can create a temporary, exact copy of your live Pipeliner CRM database. This copy—the Sandbox—is a completely isolated environment, perfect for realistic testing.
- Test Major Operations Safely: Before executing critical, irrevocable operations on your live data (like merging thousands of records with the Duplicate Checker tool), you can run them in the Sandbox. This allows you to test your settings and criteria against your actual data without risking permanent errors.
- Risk-Free Configuration: Use the Sandbox to safely test new administrator settings, automation rules, or complex data imports before deploying them to your sales team’s workspace, ensuring a smooth, secure rollout.
- Irrevocable Changes Remain Outside: Since there is NO undo feature for merged records, the Sandbox provides the ultimate safety net. Any mistakes made during testing are contained within the temporary copy and discarded when the Sandbox is complete.
Your Data, Your Way
Pipeliner CRM is built on a foundation of transparency and trust. We believe you should have complete ownership of your data, always.
- Secure Single Sign-On (SSO): Streamline your team’s login process while enhancing security and user experience. Pipeliner CRM seamlessly integrates with SAML 2.0 and popular providers, such as Microsoft and Google, ensuring your identity is managed securely.
- Audit Logging: Every interaction with your data is logged and tracked for your records. This ensures accountability and provides a clear record for compliance audits.
- Easy Data Backup: You have the freedom to back up your data at any time via our export features or public API, ensuring you can synchronize it with other systems as needed.
Pipeliner CRM’s security features are not an afterthought—they are the core of our platform. They give you the confidence to innovate and the power to protect your business from the ground up.
