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Top 7 security features to look for in a CRM Software

Top 7 security features to look for in a CRM Software

Customer Relationship Management ( CRM) is an essential tool for the growth of the business in today’s competitive world. CRM enables you to organize and streamline your business process with data stored in a single database.CRM makes your work easier and helps in the fast growth of your business. It is crucial to know the market in demand and make essential development of product or service. CRM gives you great support for your business to face challenges that come across the journey.

CRM is a great tool with effective CRM security features installed. Security matters a lot as CRM stores complete data in a centralized database. Without proper security measures, anyone on the internet can steal your customers’ data, business practices, and employment information. A hacker can easily hack your system and leak all the business data. In order to be safe from cyber threats, it is essential to choose a CRM with the best security features. The data that is breached from the CRM system can even lead to a loss in revenue. 

Here in this article, you can look into the top security features of CRM software.

1. Cloud-based CRM

Cloud-based CRM solutions are hosted on an isolated and secure cloud by a CRM service provider or vendor. It is commonly known as Virtual Private Cloud (VPC). With cloud-based CRM you can access the data remotely round the clock with a good internet connection. All the data in the cloud-based CRM is stored in one place in the centralized database. So there is a myth that CRM is insecure.

It is a misconception about cloud-based CRM that most companies hesitate to switch to cloud-based CRM. But cloud-based CRM is highly secure and hugely beneficial for businesses. Here is how the data is secured in the cloud-based CRM:

  • To ensure data security VPC is segmented into groups for security and management.
  • In cloud-based CRM the data is safe with strict all-around security and encryption.
  • It is easy to install and accessible from anywhere at any time  through any devices
  • No maintenance is required since it is locally hosted by you.
  • Every data in cloud-based CRM is backed up every day.

Read more : Key Benefits of CRM That Will Accelerate Your Business

2. Encryption

Data from the cloud moves from the database to the user wherever the data is required. It is easier for the hacker to hack the data wherever the data moves from one place to the other. It is essential for the data to be encrypted with a secured password. If someone or any people in the business need to access data from the CRM then they should have the key to access the data from the CRM. Encryption makes sure that your data cannot be read by outsiders. So, make sure that your CRM has this feature for security.

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3. Authentication 

Authentication is another most important security feature. It is like you have a lock for all the doors to access your data. Only the company people who have permission to open have the key to access data. It is an easy process to create verification of authentication of a person’s credentials. But it is harder to destroy this process to get around. It makes it difficult for hackers to gain access.

There are many ways of authentication, one of the most common is setting a password. But CRM consists of complete business and it needs to be more secure.

Another way is the property-based token authentication where the radio frequency identification (RFID) chip in a card is used. For hackers, it is harder to break it or duplicate the authentication.  

A further way of authentication is biometric passwords, like fingerprints or voice patterns, that keep your data even more secure.

4. Protection with Built-in Malware

Similar to laptops and computers we can have built- antivirus software for CRM. It is better to have a CRM with built-in antivirus to scan for threats in real-time. This is an essential security feature to look into to buy a CRM with built-in antivirus which is constantly updated against the latest threat signatures such as virus  Trojans, malware, encryption, etc. This helps CRM to keep data safer than ever

5. Two-step authentication 

Authentication of CRM acts as a shield for your CRM. Two-step authentication is still more secure in that your data is protected with two big locks that cannot be broken and your data will be secured. This two-step authentication helps administrators to validate that only authorized users can access the CRM. With two-step authentication, data security is enhanced and you can share only a few trustworthy.

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6. Defence Against Cyber Attacks

These authentications cannot help in case of cyber-attacks if your business becomes the target of the cyber attack. A skilled determined hacker team has many ways to get around almost any secure wall. You need to have counterdefenses before such attacks. 

Such common attacks include overloading a server and DDoS attacks which slow down or stop your server’s work and remove your web services. Data can be secured from such attacks by installing throttling features and blocking questionable IP addresses from entering the server. IP addresses should follow certain limitations.

7. User Access Management with RBAC

Role-based Access Control (RBAC) helps to regulate access for salespeople and CRM user as the business grows rapidly. RBAC enables you to manage CRM users with few mouse button clicks. Most CRM tools have preset roles of user management, while some CRM has the option to create customized roles depending on the requirements of your business.


Security is the most important aspect to secure data in all businesses. Since CRM has enormous benefits for businesses, implementing CRM is essential for the business for faster growth and to provide a better customer experience. It is important to check these security features with your CRM provider. There are some essential security features you should look for in the CRM software before buying.

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