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
Salesforce
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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
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
HubSpot CRM
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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.
In top 3 for
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
Zoho CRM
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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.
In top 3 for
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
Keap
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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.
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
Dynamics 365 Sales
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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.
In top 3 for
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
- 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:
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
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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 M.
Updated: Apr 29, 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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