Pipedrive Security & Compliance

Pipedrive is built with security and privacy at the core of its CRM platform. Pipedrive maintains internationally recognized security and privacy certifications, including ISO/IEC 27001 and ISO/IEC 27701, and has an independently audited SOC 2 Type II attestation.

Pipedrive also uses technical and organizational security measures designed to protect customer data, manage access and support business continuity.

For businesses evaluating Pipedrive CRM security, this provides an established security foundation on which to build a well-governed CRM environment.

Data privacy is an important part of modern CRM management.

Pipedrive supports organizations with their data protection responsibilities through measures designed to address GDPR and data privacy requirements. These include controls around data processing, security, data-subject rights and subprocessors.

As your Pipedrive implementation partner, we help you structure your CRM in a way that supports responsible data management and appropriate access to customer information.

Important: Compliance requirements vary by organization, industry and jurisdiction. Pipedrive configuration alone does not guarantee that your organization is compliant with a specific regulation.

Pipedrive uses security controls to protect data both while it is being transmitted and while it is stored.

These include:

• Encryption of data in transit
• Encryption of data at rest
• Access management and authentication controls
• Role-based permissions
• Security monitoring and logging
• Vulnerability management
• Regular backups
• Business continuity and recovery measures

These platform-level controls provide an important foundation for organizations using Pipedrive to manage sensitive customer and business information.

A secure CRM depends on more than the software itself. How your Pipedrive account is configured, managed and used can have a significant impact on your organization's overall data security.

As an experienced Pipedrive implementation partner, we help you establish CRM security best practices across your Pipedrive environment.

User Permissions & Access Control

We help configure users, teams, roles and permissions according to your organization's requirements, helping ensure that employees have appropriate access to CRM information.

CRM Data Governance

We help establish practical rules for how customer data is collected, stored, updated and managed within Pipedrive.

Secure CRM Configuration

From pipelines and custom fields to visibility settings and automation, we build your CRM structure around your business processes while keeping security and governance in mind.

User Onboarding & Offboarding

Well-managed user access is an important part of CRM security. We can help establish processes for adding, changing and removing user access as your team evolves.

Ongoing Pipedrive Administration

Your security requirements can change as your organization grows. We provide ongoing Pipedrive support and administration to help keep your CRM environment structured, controlled and aligned with your business needs.

For organizations operating in regulated or data-sensitive environments, CRM governance is an important part of implementation.

We can help you establish processes around:

• User access and permissions
• Customer data management
• CRM administration
• Data visibility
• Internal security policies
• User activity and accountability
• Data retention practices
• CRM change management

Our goal is to help your organization use Pipedrive responsibly while maintaining a scalable and well-governed CRM environment.

Pipedrive provides the underlying CRM platform, infrastructure and security controls. Your organization is responsible for how the platform is configured and used, including the information you enter into Pipedrive and who is given access to it.

That's why choosing the right Pipedrive implementation partner matters.

We combine Pipedrive expertise with structured CRM implementation and governance practices to help businesses create a secure, scalable and effective CRM environment.