Best CRM Software for Security

We have evaluated 35+ providers to summarize the best CRM software in terms of security in the following list.

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Security

Entry Price
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$25/month

Salesforce

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Rank 1

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Salesforce revolutionized the CRM landscape with its cloud-based platform, offering customization and scalability. Today, it's rather a solution for bigger companies that provides a comprehensive suite of tools for sales, customer service, marketing automation, and analytics.

In top 3 for

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7.9/10
Ease of Use
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5.4/10
Support
Show details
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Pricing
Entry Plan
$25
Included Users
1
Price per Additional User
$25
Free Plan
No
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Support
Email
Yes
Chat
Yes
Phone
Yes
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Features
Number of Contacts
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Unlimited
Contact Management
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Yes
Website Forms
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Yes
Bulk Emails
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Yes
Shared Inbox
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Yes
Email Scheduling
info
Yes
Segmentation
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No
Custom Fields
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No
Workflow & Approval Automation
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No
Pipelines
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No
Conversational Bots
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No
Outbound Calls
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Yes
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Team Management
Maximum No. of Users
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Unlimited
Lead Assignment
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Yes
Roles & Permissions
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No
File Sharing
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Yes
Territory Management
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No
Commission Management
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No
Task Planning
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No
Mobile App
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Yes
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Reporting
Data Import & Export
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Yes
Email Tracking
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Yes
Sales Insights
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No
A/B Testing
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No
Custom Reports
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Yes
Contact Scorings
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No
Sales Forecasting
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No
Predictive Forecasting
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No
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Integrations
No. of Native Integrations
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2,500
API Access
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Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
4
Zapier Actions
17
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Security
SSO
info
Yes
Two-Factor Authentication
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Yes
SOC 2 Compliance
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Yes
GDPR Compliance
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Yes
Audit Logs
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Yes

Pros

  • Ease of design and implementation at speed with high ROI

  • Connect sales, service, marketing, commerce, and IT, personalize experiences

  • Unlimited leads

  • One can manage contracts, sales orders and quotes and invoices

  • One can collect payments

  • One can find email templates to quickly formulate the emails

Cons

  • Support is very strict that follows only Salesforce protocols and doesn't help with the customer queries until the customer follow their standard process

Entry Price
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$50/month

HubSpot CRM

star
Rank 2

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HubSpot stands out in the CRM market with its all-in-one marketing suite, integrating CRM, sales, and other tools seamlessly. Ideal for small to medium-sized businesses, it focuses on inbound marketing strategies to attract, engage, and delight customers.

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8.7/10
Ease of Use
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8.1/10
Support
Show details
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Pricing
Entry Plan
$50
Included Users
2
Price per Additional User
$25
Free Plan
Yes
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Support
Email
No
Chat
Yes
Phone
Yes
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Features
Number of Contacts
info
Unlimited
Contact Management
info
Yes
Website Forms
info
Yes
Bulk Emails
info
Yes
Shared Inbox
info
Yes
Email Scheduling
info
Yes
Segmentation
info
Yes
Custom Fields
info
Yes
Workflow & Approval Automation
info
No
Pipelines
info
Yes
Conversational Bots
info
Yes
Outbound Calls
info
Yes
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
Yes
Roles & Permissions
info
Yes
File Sharing
info
Yes
Territory Management
info
No
Commission Management
info
Yes
Task Planning
info
Yes
Mobile App
info
Yes
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Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
No
A/B Testing
info
No
Custom Reports
info
No
Contact Scorings
info
No
Sales Forecasting
info
No
Predictive Forecasting
info
No
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Integrations
No. of Native Integrations
info
1,000
API Access
info
Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
23
Zapier Actions
54
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Security
SSO
info
Yes
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
Yes
GDPR Compliance
info
Yes
Audit Logs
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Yes

Pros

  • Offers 1:1 video messaging

  • Can recommend the best time to reach out to a prospect

  • Offers a high level of security

  • Ability to collect payments

  • Ability to manage quotes and invoices

Cons

  • Expensive premium features

  • Limited reporting capabilities in lower-tier plans

Entry Price
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$20/month

Zoho CRM

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Rank 3

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Zoho CRM offers a budget-friendly solution, ideal for small to mid-sized businesses seeking an effective way to manage customer relationships. It stands out with its strong integration capabilities, connecting seamlessly with a wide array of apps and services, and providing a highly customizable platform.

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8.1/10
Ease of Use
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6.2/10
Support
Show details
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Pricing
Entry Plan
$20
Included Users
1
Price per Additional User
$20
Free Plan
No
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Support
Email
Yes
Chat
No
Phone
Yes
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Features
Number of Contacts
info
Unlimited
Contact Management
info
Yes
Website Forms
info
No
Bulk Emails
info
Yes
Shared Inbox
info
No
Email Scheduling
info
No
Segmentation
info
No
Custom Fields
info
No
Workflow & Approval Automation
info
Yes
Pipelines
info
No
Conversational Bots
info
Yes
Outbound Calls
info
No
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
No
Roles & Permissions
info
Yes
File Sharing
info
Yes
Territory Management
info
No
Commission Management
info
No
Task Planning
info
Yes
Mobile App
info
Yes
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Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
No
A/B Testing
info
No
Custom Reports
info
Yes
Contact Scorings
info
Yes
Sales Forecasting
info
Yes
Predictive Forecasting
info
No
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Integrations
No. of Native Integrations
info
500
API Access
info
Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
8
Zapier Actions
11
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Security
SSO
info
Yes
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
Yes
GDPR Compliance
info
Yes
Audit Logs
info
Yes

Pros

  • It has a mobile app

  • Ability to Scan business cards and QR codes using the Card Scanner app and instantly push new contact information into CRM

  • Ability to add Twitter profile to the CRM to stay updated on all the likes, mentions, and replies that the business gets

  • One can create and manage quotes and invoices, sales orders and contracts

  • Quicker email formulation because of the email template availability

Cons

  • Sales calls and commission management not available

Entry Price
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$199/month

Keap

star
Rank 4

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Keap specializes in providing small businesses with a streamlined CRM solution, emphasizing automation in sales and marketing processes. Its standout feature is the combination of client management with e-commerce functionality, offering a unique blend of tools to nurture customer relationships and drive sales growth.

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7.2/10
Ease of Use
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5.5/10
Support
Show details
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Pricing
Entry Plan
$199
Included Users
2
Price per Additional User
$29
Free Plan
No
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Support
Email
Yes
Chat
Yes
Phone
Yes
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Features
Number of Contacts
info
1500
Contact Management
info
Yes
Website Forms
info
Yes
Bulk Emails
info
Yes
Shared Inbox
info
Yes
Email Scheduling
info
Yes
Segmentation
info
Yes
Custom Fields
info
Yes
Workflow & Approval Automation
info
Yes
Pipelines
info
Yes
Conversational Bots
info
No
Outbound Calls
info
No
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
No
Roles & Permissions
info
Yes
File Sharing
info
Yes
Territory Management
info
No
Commission Management
info
No
Task Planning
info
Yes
Mobile App
info
Yes
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Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
Yes
A/B Testing
info
Yes
Custom Reports
info
Yes
Contact Scorings
info
No
Sales Forecasting
info
Yes
Predictive Forecasting
info
No
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Integrations
No. of Native Integrations
info
29
API Access
info
Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
8
Zapier Actions
10
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Security
SSO
info
Yes
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
Yes
GDPR Compliance
info
Yes
Audit Logs
info
Yes

Pros

  • Ability to access company and contact details from the Keap desktop or mobile app

  • Helps to easily sell online and collect payments

  • Free and easy migration offered

  • Ability to create and share quotes and invoices

  • Ability to collect payments

  • Offers email templates for quicker email formulation

Cons

  • Very poor customer support

Entry Price
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$65/month

Dynamics 365 Sales

star
Rank 5

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Dynamics 365 by Microsoft offers a highly adaptable CRM platform, integrating deeply with other Microsoft products and providing extensive customization options. It's particularly well-suited for larger organizations or those with complex sales, marketing, and service needs.

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7.4/10
Ease of Use
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5.3/10
Support
Show details
icon
Pricing
Entry Plan
$65
Included Users
1
Price per Additional User
$65
Free Plan
No
icon
Support
Email
Yes
Chat
Yes
Phone
Yes
icon
Features
Number of Contacts
info
Unlimited
Contact Management
info
Yes
Website Forms
info
Yes
Bulk Emails
info
Yes
Shared Inbox
info
Yes
Email Scheduling
info
Yes
Segmentation
info
Yes
Custom Fields
info
Yes
Workflow & Approval Automation
info
No
Pipelines
info
No
Conversational Bots
info
No
Outbound Calls
info
No
icon
Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
Yes
Roles & Permissions
info
Yes
File Sharing
info
Yes
Territory Management
info
No
Commission Management
info
Yes
Task Planning
info
Yes
Mobile App
info
Yes
icon
Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
Yes
A/B Testing
info
Yes
Custom Reports
info
Yes
Contact Scorings
info
No
Sales Forecasting
info
No
Predictive Forecasting
info
No
icon
Integrations
No. of Native Integrations
info
7
API Access
info
Yes
Gmail
No
Outlook
Yes
Zapier Triggers
7
Zapier Actions
14
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Security
SSO
info
Yes
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
Yes
GDPR Compliance
info
Yes
Audit Logs
info
Yes

Pros

  • Offers business card scanner

  • Offers Competitive products and brand analysis

  • Supports Seller behavior and top seller analysis

  • Keyword, sentiment, and emotion analysis

  • Ability to manage sales orders, quotes and invoices

Cons

  • Very poor customer support

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  • Our ranking considers every plan that providers offer. We evaluate each plan independently and then use a weighted calculation model to determine an overall score for each provider.

What Makes the Best CRM Software for Security

Our team of experts examined several factors while assessing the security standards of CRM software to ensure they safeguard your and your contacts’ data. We evaluated each platform based on a specific set of security criteria to guarantee comprehensive protection and privacy of sensitive information.

For our ranking, we have taken the following attributes with the respective weightings to determine the security ranking:

CRM Software - Security Score Breakdown

Single Sign-On (SSO)

It is simpler to manage various logins and passwords when using SSO, which enables users to sign in to their CRM software with a single set of credentials. This can enhance security and lower the possibility of illegal access to private data.

2 Factor Authentication (2FA)

2FA is an additional layer of security that requires users to verify their identity through two distinct authentication steps. By requiring users to confirm their identity through two different authentication stages, 2FA adds an extra degree of protection. This can assist in preventing illegal access to your CRM software and safeguarding your critical data.

SOC 2 Compliance

An internal controls report called a SOC 2 report checks how well controls are working and how well a corporation is protecting client data. Look for a CRM platform that has undergone a SOC 2 audit and has a strong commitment to security and data protection when making your selection.

GDPR Compliance

In the EU, General Data Protection Regulation (GDPR) is a set of regulations designed to protect the privacy and personal data of individuals. Look for CRM software that complies with GDPR rules, because you’ll know that it has the necessary features to safeguard the security and privacy of your customers' data.

Audit Logs

Administrators may keep track of modifications made to various tasks and projects using audit logs, which leaves a clear information trail and promotes security and accountability. Choose a CRM program that has thorough audit logs and enables administrators to readily monitor changes made to sensitive data such as client information.

10 Best CRM Software for Security

How to Choose a CRM Software with Great Security

Strong digital security is a must for all organizations today. Think about the features that are especially important to your company when making a choice. To safeguard your business and consumer data, be mindful to select a platform that prioritizes security and applies best practices according to the criteria above. When comparing choices, take into account the level of security provided by each as well as its history of keeping customer data secure.

Check out our overall Best Picks to see even more useful information for your search. Compare software using our Comparison Tool and use our Finder Tool to see what we would suggest depending on your unique needs.

Jacinto

Jacinto M.

Updated: May 28, 2024

Sales is what I did, CRMs are what I chose to master. I enjoy testing out scenarios and new approaches to maximize efficiency. In my free time, I play chess and go on hiking adventures with my family.

FAQ

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