Security at Saas CRM

Trust is built into the workspace.

Tenant-aware access, explicit roles, and careful handling of credentials form the foundation of every customer workflow.

Tenant isolation

Workspace records are scoped to the customer tenant, with membership checks at application and database boundaries.

Administrators can create teams and custom roles so access reflects real responsibilities instead of shared credentials.

Server-side integrations keep privileged credentials away from public clients and sensitive actions are designed for auditability.