CRM
Sensitive Data Protection

Store sensitive data—securely and responsibly

Protect fields such as government IDs and financial details with stricter controls. Limit who can view or edit and audit every access for compliance.
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Privacy-first foundation

Separate sensitive properties with additional safeguards. Apply retention and masking policies to minimize exposure without blocking workflows.

Granular access controls

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  • Field-level permissions for view and edit.
  • Role-based visibility in records and exports.
  • Just-in-time access with expiration.
A form with blurred-out sensitive fields and customizable permissions visible, showing controlled data access.

Compliance support

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Maintain audit trails of reads, edits, and exports. Align data handling with regional regulations and internal policies.

A dashboard showing audit logs, flagged updates, and team rules to detect and prevent configuration drift.

Secure by default

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Encryption

Protect data at rest and in transit.

Redaction

Mask values in UI and notifications.

Monitoring

Alert on unusual access patterns.

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

Operate without friction

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  • Tokenized references for automations.
  • Scoped APIs for downstream tools.
  • Templates for common regulated fields.
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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Related features

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Sensitive Data

Securely store and manage sensitive customer info, like health or financial details, and personal identification.

HIPAA & BAA

Healthcare-grade privacy and security program with signed BAA, PHI safeguards, logging, and administrative controls that unlock clinical and payer use cases while satisfying enterprise procurement.

Centralized Audit Log

Track every action taken by humans, automations, integrations, and AI for transparency and accountability.
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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.

Consent & Audit (PHI)

Capture clinical consents and maintain immutable access logs mapped to purpose-of-use—built by reframing your existing forms, sensitive-data fields, and audit logging.
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