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Mistakes in CRM Security You Should Never Ignore

Mistakes in CRM Security You Should Never IgnoreMistakes in CRM Security You Should Never Ignore


CRM software has become almost every business’s backbone with its sophisticated solutions and advanced features. CRM software ultimately helps businesses grow by building strong relationships with their customers and extending their customer reach and horizon.

However, no system is not prone to security threats and mistakes, and security mistakes in CRM software can end up tragically and cost a lot to fix. We will outline some common mistakes in CRM security and provide you with tips on how to create a CRM security risk management system.

Common CRM Security Mistakes

1. Unprotected data

Unprotected data can be easily stolen or corrupted by hackers or ransomware, causing revenue loss and damage to your customer relationships. It is recommended that you know your CRM’s security measures on your data and system, such as login authorizations for the CRM’s mobile application.

2. Uncontrolled access

Having uncontrolled or unrestricted access to your CRM data between all your teams will cause security issues such as breaches or leaks of sensitive, confidential data. The good news is that most CRM software offers a role-based user preference, so business owners can provide certain levels of permissions to each user according to their role in the business.

3. Lack of alert system

Many businesses do not realize the importance of an alert system for their data. Antivirus and antispyware software may not be enough to protect you from security breaches. Having an alert system can you help detect potential security breaches and prevent any data loss with a planned response plan.

4. Lack of awareness

Lack of awareness of security threats between employees is a considerable security risk. Not only awareness should be spread about security threats, but also the CRM’s features and capabilities. Any wrong action or function can cause corrupted data or a security breach.

Security Measures Advice

Now that we have discussed some of the most common CRM security mistakes let us provide you with advice on how to create a CRM security risk management system to ensure your data’s safety.

  1. Determine your CRM security goals, policies, and strategies
  2. Identify and analyze security threats in your CRM system
  3. Create and apply a CRM security plan
  4. Follow up on security plan and stay connected
  5. Provide security awareness and training programs for your staff

Best CRM Recommendations

Before ending this post, let us recommend to you some of the best CRM software in the industry that takes all necessary security measures in their system to protect your data.

1. is our top recommendation for CRM software. It is one of the top-rated markets and trusted by HubSpot, Coca-Cola, Hulu, and many other big names. offers a robust CRM software packed with features, which include:

  • Lead/Pipeline Management
  • Prospect Tracking
  • Mobile CRM
  • Project Management
  • Integrations

As for its plans, you are offered four subscription plans and a free version for personal use but with limited functionalities. The paid plans are:

The Basic plan: $8/user/month

The basic plan offers necessary basic features, which include:

  • Unlimited boards
  • Unlimited docs
  • +200 templates
  • Over 20 column types
  • 500 MB file storage
  • Lead, contact, and deal management
  • Unlimited visual sales pipelines
  • Unlimited contacts
  • Unlimited custom fields
  • Unlimited free viewers
  • Full mobile CRM
  • Document management
  • Full API access

The Standard Plan: $10/user/month

The Standard plan includes everything in the Basic plan, plus:

  • Timeline view
  • Guest access
  • 2-way email integration with Gmail or Outlook
  • Sales analytics
  • Mailchimp integration
  • Sales goals and forecasting
  • Calendar view
  • Automation
  • Integrations
  • 20 GB file storage

The Pro plan: $16/user/month

The Pro plan is great for growing businesses; it packs everything in the Basic plan, in addition to:

  • Customized notifications
  • Marketing activity management
  • Advanced permissions
  • Time tracking
  • Workflow and approval automation
  • Advanced reports (dashboards with up to 20 boards)
  • Private boards and docs
  • Formula column

The Enterprise plan: Quote-based

The Enterprise plan is the fully-featured CRM package from It packs everything in the Pro plan, plus the following:

  • Enterprise-scale automation and integrations
  • Enterprise-grade security and governance
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium 24/7 priority support
  • A dashboard that combines up to 50 boards
  • 1000 GB file storage
Read our full CRM review to know everything it has to offer your business.

2. Salesforce

For our second recommendation, we present you with Salesforce. A CRM giant in the industry that offers one of the most comprehensive CRM software. Its key features include:

  • Contact management
  • Opportunity management
  • Lead management
  • Pipeline management
  • Marketing campaigns
  • Automated workflows
  • Performance reports

Salesforce offers its CRM in four clouds that you can choose from depending on your business needs or the whole package. The clouds are:

Sales Cloud

  • Essentials plan: $25/user/month
  • Professional plan: $75/user/month
  • Enterprise plan: $150/user/month
  • Unlimited plan: $300/user/month

Service Cloud

  • Essentials plan: $25/user/month
  • Professional plan: $75/user/month
  • Enterprise plan: $150/user/month
  • Unlimited plan: $300/user/month

Marketing Cloud: quote-based

Commerce Cloud: quote-based

Read our full Salesforce CRM review to know more about its features and offerings.

3. Salesmate

Our last recommendation for one of the best CRM is Salesmate. Salesmate will provide you with industry-specific solutions with its rich CRM software. Some of the Salesmate top features include

  • Contact Management
  • Pipeline Management
  • Built-in Calling
  • Text Messaging
  • Marketing Automation
  • Product Management

As for its plans, you get four from Salesmate. Each is tailored with a set of features for every business size; the plans are:

Starter plan: $12/user/month

Its features include the following:

  • Contact management
  • Email Sync, Tracking & Templates
  • Multiple Pipeline Management
  • Standard Dashboard & Reports
  • Workflow Management
  • Built-in Calling & Text
  • Web forms
  • Lists

Growth plan: $24/user/month

The Growth plan is best for growing small businesses, and it includes everything in the Starter plan, plus:

  • Product Management
  • Goal Management
  • Email Reminders & Scheduling
  • Team Inbox
  • Custom Dashboard & Reports
  • Date based Workflows
  • Custom Roles
  • SSO/SAML integration

Boost plan: $40/user/month

The Boost plan packs everything in the Growth, in addition to a few extras, such as:

  • Team Management
  • Increased Team Inbox Limits
  • Smart Activity Queue
  • Power Dialer
  • Voicemail Drop
  • Smart Activity Queue
  • IP Restriction
  • Increased Workflow & Sequence Limits

Enterprise: Quote-based

The Enterprise is best for enterprises and large businesses; it is the fully-featured CRM package from Salesmate. It includes everything in the previous plans, in addition to:

  • Dedicated Account Manager
  • Personalized Onboarding
  • Priority Support
  • Dedicated Instance
  • Dashboards - Unlimited
  • Increased Workflow Limits
  • Permissions - Unlimited
  • Increased Sequence Limits
Read our full Salesmate CRM review to know more.

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