Security architected in, not bolted on.
Better CRM security is built on row-level protection applied to every table in the database, role-scoped policies that isolate data by design, and end-to-end encryption in transit and at rest. This page covers our infrastructure, access controls, and compliance posture.
Better CRM is Row-Level Protection by Design — in short, security architected in, not bolted on. Every section on this page shows how we deliver on that.
Row-level isolation on every table
Every table in Better CRM enforces row-level policies at the database layer. Reps only see the contacts, deals and activity their role permits — enforcement lives below the API, not in application code that can be bypassed.
This is not a filter you can accidentally forget in a query. If a request tries to read a row a user shouldn't see, the database itself rejects it.
Role-scoped access by design
Roles are stored in a dedicated table with a security-definer check function, not on user profiles where they could be edited from the client. Privilege escalation attacks that plague other CRMs are structurally impossible here.
Admins, managers, reps and read-only observers each get exactly the surface they need, and audit trails record every sensitive read and write.
Infrastructure and encryption
Data is encrypted in transit with TLS 1.3 and at rest with AES-256. Backups run continuously with point-in-time recovery, and infrastructure lives in SOC 2-compliant regions.
Secrets never touch the client bundle. Third-party integrations use scoped OAuth tokens stored server-side and rotated automatically.
What you get
- Row-level policies enforced at the database layer on every table
- Roles stored separately from profiles to prevent privilege escalation
- TLS 1.3 in transit, AES-256 at rest, continuous encrypted backups
- Full audit logs for sensitive reads, writes and admin actions
- SSO, SCIM and IP allowlisting available for enterprise deployments
Frequently asked questions
How is Better CRM different for security?
Better CRM was built around one idea: every deal should carry a probability score that reflects reality. Where other tools ask reps to guess a stage and drag a card, Better CRM reads the actual signal — email replies, meeting attendance, call outcomes, contract views — and updates the number on its own. That means row-level policies enforced at the database layer on every table and roles stored separately from profiles to prevent privilege escalation without spreadsheets, without weekly hygiene calls, and without pipeline reviews that turn into fiction.
What does setup look like?
Most teams migrate in an afternoon. Import your contacts, deals and notes from HubSpot, Pipedrive, Close, Monday, Salesforce or Wealthbox, connect Gmail and calendar, and Better CRM starts scoring the pipeline within minutes. Because tls 1.3 in transit, aes-256 at rest, continuous encrypted backups is baked in, reps do not need to learn a new workflow — they keep sending email and taking meetings, and the CRM keeps itself current. Our team helps with the import, field mapping and any custom rules at no extra cost.
How does pricing work?
One flat price of $199 per month for the entire team. No per-seat math, no enterprise upsell, no locked-behind-a-sales-call features. Full audit logs for sensitive reads, writes and admin actions ships in the base plan alongside everything else. You can trial the full product free for fourteen days without a credit card — if it does not close more deals than what you are using today, you walk away with no charge.
Is Better CRM safe for regulated teams?
Yes. We follow SOC 2 controls, encrypt data at rest and in transit, and support role-based access with row-level security so representatives only see their own book. Audit logs, single sign-on and granular permissions are available on every plan. Financial advisors, wealth managers and fintech operators use Better CRM with client PII every day, and our security page has the full detail.
Ready to see Better CRM in action? Start a 14-day free trial or talk to our team. Migration from HubSpot, Pipedrive, Close, Monday, Salesforce and Wealthbox is included, and our team handles the import and field mapping so your first week is spent selling, not configuring.
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