Your CRM holds your most sensitive asset: customer data. Before you trust any platform with it, run through this checklist. With berto.ai, security isn’t an add-on. It’s the default.
SSO and Access Control
Shared logins and loose permissions are how breaches start. Access should be centralized and granular.
- Single sign-on with your existing identity provider
- Role-based permissions down to the field level
Audit Logs and IP Allowlists
You can’t secure what you can’t see. Every action should leave a trail, and access should be restricted to known networks.
- Complete audit logs of who did what, when
- IP allowlists to lock down access points
Encryption In Transit and At Rest
Data is most exposed while moving and while stored. Both need protection by default.
- End-to-end encryption across the platform
- No customer data left unencrypted at rest
Data Residency and Compliance
Where your data lives is increasingly a legal question, not just a technical one.
- Regional data residency to meet local requirements
- Compliance-ready controls for audits and reviews
Questions to Ask Any Vendor
- Can you enforce SSO and granular roles today?
- Are audit logs complete and exportable?
- Where is our data stored, and who can reach it?
Security can’t be an afterthought. Book a berto.ai demo and see enterprise-grade controls built in from day one.