What your team needs to know
Trust and access, answered.
The questions teams ask most before they put customer data in a new CRM.
| Topic | How Perspectiv CRM handles it |
|---|---|
| Who sees which records | People see the records of their part of the organization, by owner team and organizational unit. |
| Restricted accounts and contacts | Hidden accounts and contacts stay unnamed on records a person can otherwise see. |
| Sensitive fields | Taxpayer numbers on W-9 and other tax forms are encrypted and shown only to permitted people. |
| Signing in | Single sign-on with SAML or OpenID Connect on every paid plan, and two-factor sign-in. |
| A record of who did what | A security audit log records who saw and changed what. |
| Fields you do not use | Switched off in setup, they disappear from forms, lists and pickers without losing data. |
| Your data | Export any list at any time. After the beta your data stays in Perspectiv, or you can export it. |
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Documentation
Shared Perspectiv policies.
Perspectiv CRM follows the same policies as the rest of Perspectiv.