Cyber security: customer data deserves more than a good password.
A CRM holds the most valuable thing you have: your customer data. We make sure access is governed, data is minimised and backups are tested. In your existing system or in a new project.
Honestly: we're not pentesters. We're the ones who make sure a CRM project thinks about security and GDPR from day one, instead of retrofitting them.
What we look at
- Access concept: who sees what, who can change what, who has admin rights and why
- Data minimisation: which data you actually need, and which is just risk
- Data processing: agreements with all vendors, third-country transfers, deletion concepts
- Backups and recovery: not just whether backups run, but whether restoring works
- Hardening: two-factor, session rules, API access, employee offboarding
Why this belongs inside the CRM project
Most data incidents aren't hacker attacks. They're an ex-employee with an active login, an export on a private laptop, a share set to everyone. These holes appear during setup and get forgotten in daily operation. Build security into the project instead of after it, and you pay a fraction. And sleep better.
What you walk out with
Access and role concept
Documented who sees and changes what. With an offboarding checklist for the day someone leaves.
GDPR baseline check
Processing-agreement inventory, retention periods, deletion concept, data-subject rights. What's missing goes on a prioritised list.
Backup and recovery plan
What gets backed up how often, where it lives, how fast you're back. Tested once as a dry run.
Hardening measures
Concrete steps sorted by impact and effort: two-factor, API keys, session rules and more.
What pairs well with this
Security is a fixed part of our CRM guidance. When we implement or optimise your system, this perspective is included from the start.
More on CRM guidanceDiscuss a security check
30 minutes is enough to see if it fits and where your biggest levers are.
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