In today’s digital landscape, safeguarding customer relationship management (CRM) data is paramount. Businesses rely on CRM platforms to store sensitive customer information, sales data, and internal communications. Any breach or unauthorised access could lead to significant financial and reputational damage.
Pipedrive, a leading CRM platform, prioritises data security through a comprehensive suite of features and protocols designed to protect sensitive information. In this blog post, we will explore Pipedrive’s security measures and how they help businesses maintain CRM data security.
Robust Security Infrastructure
Pipedrive employs world-class hosting infrastructure, utilising Amazon Web Services (AWS) data centres across Europe and the United States. These centres comply with SAS 70 Type II standards, ensuring top-tier security and reliability. Data is encrypted via secure HTTPS connections and backed up daily through AWS, providing resilience against data loss.
Compliance with International Standards
Demonstrating a commitment to global security standards, Pipedrive holds multiple certifications, including:
- ISO/IEC 27001:2013 and ISO/IEC 27701:2019: These certifications affirm Pipedrive’s adherence to rigorous information security and privacy management protocols.
- SOC 2 and SOC 3: These reports validate Pipedrive’s effective implementation of controls relevant to security, availability, processing integrity, confidentiality, and privacy.
Data Encryption and Backup
All customer data is stored in separate databases to prevent cross-company data leaks. Pipedrive encrypts data both in transit and at rest, ensuring information remains confidential and secure. Daily backups are performed, with data retention for up to three months, safeguarding against accidental loss.
Dedicated Data Protection
Pipedrive employs a dedicated Data Protection Officer responsible for overseeing compliance and data protection initiatives. Regular employee training on security best practices and regulations further reinforces the company’s commitment to safeguarding customer data.
Advanced Security Features
- Security Center: A centralised dashboard that allows administrators to monitor security aspects, manage user access, and set up rules and alerts to automate secure practices. Available on Pipedrive’s Enterprise plan only.
- Two-Factor Authentication (2FA) and Single Sign-On (SSO): These features add layers of protection by requiring additional verification during login and enabling centralised user management. Available on all plans.
- User Permissions and Visibility Settings: Administrators can define what users can access and perform within the CRM, ensuring data is available only to authorised personnel. The number of visibility groups and default options you have also depends on the plan you are on.
- Visibility Groups: These allow businesses to restrict access to specific deals, contacts, and products. The number of groups depends on the chosen plan, with the Enterprise plan offering unlimited groups.
- Pipeline Visibility: Admins can control which pipelines are visible to different groups, ensuring users only see relevant data. Available from Professional Plan onwards. If you’re on an essential or advanced plan, you only have one default visibility group, so these changes will apply to every non-admin user.
- Security Dashboard: Provides full transparency of user access information, including logs, security assessments, and alerts for high-risk activities. Some security dashboard features are only available on Pipedrive’s Enterprise plan.
- Security Rules: Available for Enterprise users, this feature enforces access restrictions based on IP addresses, time ranges, and password policies.
- Security Alerts: Sends email notifications for security-related events like login from a new device or unauthorised data exports. Available on Pipedrive’s Enterprise plan only.
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- How to choose the best CRM for your business: a comprehensive guide.
- Useful Sales Automations – 5 automations that can be easily achieved with Pipedrive Workflow automation
FAQ
Solvaa: Strategy, Solutions, Support, Education
UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.
We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.
Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).
A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.
Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.
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