Security and compliance for CRM data

CRM systems hold personal and commercial information. Protecting that data is part of product trust, not an afterthought.

Access control

Vertex CRM supports role-based patterns within organizations so users access only what their job requires.

Transport and hosting

Use HTTPS in production, rotate secrets, and restrict admin SSH. Pair application controls with infrastructure hardening on your host.

Read our Privacy Policy for how data is described at a policy level.