We storenothing.
The fastest security review you'll ever run: there is no second copy of your data to assess. Your CRM remains the only system of record, and our access exists entirely at your discretion.
Pass-through architecture
The portal holds no database of your records. Every read and write travels through your CRM's API in real time and lands only in your CRM. If you revoke access tomorrow, we hold nothing of yours today.
Licensed Integration User
All access runs through a properly licensed Integration User that you create, you scope with permission sets, and you can revoke in one click. No shared logins, no shadow credentials, no scraping.
SOC 2 — Type I in progress
Our SOC 2 Type I examination is underway with an independent auditor. We'll share the report under NDA on completion, and Type II follows. We say 'in progress' because it is — no implied certification.
Insured, in writing
We carry errors & omissions and cyber liability coverage. Certificates of insurance are available to your procurement team on request.
Security one-pager for your procurement team
Architecture diagram, access model, insurance certificates, and audit status — in one PDF built to be forwarded.
The audit is read-only.
A 600-seat org burns ~$169K of seat waste every quarter it waits.
