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Security

Your sales data, protected at every step

Your leads and customers are your business. Here is how GreenCRM keeps them safe — in the browser, on the server and on your team's phones.

How we protect you

Security built into the product

Not an add-on. These protections are on for every company from day one.

Every company's data kept separate

Each company works in its own workspace. Users only ever see records from their own company.

Role-based access

Sales see their own leads, managers their team, admins the whole company. Viewer, legal and finance roles see only what they need.

Audit logs

Important actions — user and team changes, tasks, attendance and deal workflow steps — are logged with who did what and when.

Secure sign-in

Passwords are stored as salted hashes, never in plain text. Sign-in, OTP and password reset requests are rate limited.

One-time email codes

Mobile users can sign in with a short-lived, single-use code sent to their work email.

Sessions end on logout

When a user logs out, their session token is revoked on the server and cannot be reused.

Encrypted on the phone

The field app keeps its offline tracking queue in encrypted storage and sign-in tokens in the phone's secure store.

Private lead photos

Photos attached to leads are not public links. They can only be opened by signed-in users allowed to see that lead.

Your control

Admins decide who sees what

Add or remove users, change roles and organise teams from settings. When someone leaves, deactivate them and their access stops.

AdminWhole company
ManagerTheir team
SalesTheir own leads
Legal / FinanceDeals at their stage
ViewerRead only

Have a security question?

Our team will walk you through how GreenCRM handles your data.

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