User Access Review
Old users removed and roles right-sized.
SECURITY
CRM Security & Access Audits
Who can see your customer data? Who can export it? We audit access, tighten permissions and set up backups so your CRM stays safe.
- Access review
- Permissions
- Backups
- Audit logs
- Policies
- Leadership summary
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
WHAT WE DELIVER
What You Get
Permission Sets
Each role sees only what it needs.
Backup & Recovery
Regular backups and a tested restore plan.
Audit Logs
Know who changed what, and when.
Connected Apps Review
Old integrations and tokens cleaned up.
Leadership Summary
A plain English report for your team.
HOW IT WORKS
Our Process
Review
We map who can see and change what.
Find Gaps
Risky access, old users and open connections flagged.
Fix
Permissions tightened and connections secured.
Backup
Backups and recovery set up and tested.
Document
A plain English summary for leadership.
Monitor
Ongoing checks so it stays secure.
FAQ
Common Questions
How often should we audit CRM access?
At least twice a year, and whenever someone leaves.
Do CRMs back up our data?
Not always the way you'd expect. We set up a plan.
Can you help with compliance?
We set up access and data handling to support your requirements.
They didn’t just sell us a one-size-fits-all solution; they audited our system, cut out the bloat, and got all of our tools talking to each other seamlessly.