CRM
Sensitive Data

Keep sensitive data safe—and useful.

Keep sensitive data safe—and useful.

Control who can see, edit, or export specific properties. Partition records by team and region, capture lawful basis and consent, and prove compliance with activity history.

A UI mockup showing a dashboard with data privacy controls and activity history, demonstrating secure data access and compliance.
CRM
Sensitive Data

Keep sensitive data safe—and useful.

Keep sensitive data safe—and useful.

Control who can see, edit, or export specific properties. Partition records by team and region, capture lawful basis and consent, and prove compliance with activity history.

CRM
Sensitive Data

Keep sensitive data safe—and useful.

Keep sensitive data safe—and useful.

Control who can see, edit, or export specific properties. Partition records by team and region, capture lawful basis and consent, and prove compliance with activity history.
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Control access at every layer.

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  • Property-level view/edit permissions.
  • Record partitioning by team, territory, or segment.
  • Export controls and download logs.

Operationalize privacy

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Consent & subscriptions

Store lawful basis and manage subscription types per contact.

Data minimization

Use required fields and validation to collect only what you need.

Right to be forgotten

Support deletion and export requests with traceability.

A form with blurred-out sensitive fields and customizable permissions visible, showing controlled data access.

Detect and prevent drift

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  • Field history and audit logs for sensitive changes.
  • Workflows that flag risky updates or access patterns.
  • Owner and team rules to reduce accidental exposure.
A dashboard showing audit logs, flagged updates, and team rules to detect and prevent configuration drift.

Proof for stakeholders

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Share dashboards for access, edits, and exports by team; document processes and approvals to satisfy internal and external reviews.

A clean UI showing collaborative dashboards with data, user permissions, and approval workflows.

Report without exposure

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  • Use aggregated metrics that exclude raw values.
  • Scoped dashboards for leaders with need-to-know access.
  • Tokenized exports for downstream systems.
A clean dashboard showing aggregated reports with blurred sensitive data, visible only to authorized users.

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Frequently asked questions

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