CRM Security

Take Control of Your CRM

Maximizer CRM provides you with security controls, allowing you full control over who can edit, add, delete and read different parts of your database.

Using a simple, intuitive administrator tool, Maximizer’s CRM security give you the reassurance that your data is only seen by the people you want to see it – with passwords and resilient encryption keeping your information safe.

The administrator tool allows for simple database maintenance, enabling you to create and maintain user-defined fields, manage user permissions and configure system preferences in accordance with your business process.

E.G. You can enable a sales person to add a customer service case – but stipulate that only your customer service team could progress/close the case.

Set Permissions by Group or Individual

When deciding your permissions model, you can apply settings to either a single user or to a team. For example, a Sales Manager may be able to delete records, but any other member of the sales team cannot.

Control the Export of Data

Place restrictions on how data can be exported or even printed. This is important to ensure your database does not leave your business with any employee who might be moving on.

Talk to us about CRM Security features today by giving us a call on 0345 260 8801  or contact us here