How to Ensure Employees Can't Steal Your CRM Data

Running a business poses plenty of challenges for the owner, and this is one that's rarely being addressed.

While it's not a pleasant topic, every company faces the risk of rogue employees who might misuse CRM data for personal gain, such as joining a competitor or starting their own business.

Fortunately, Bitrix24 offers several options to prevent unscrupulous staff from stealing your customer data.

Here's what you can do:

1. Limit access to office IPs

Bitrix24 allows you to restrict account access to office locations only, preventing access from home or other locations. [Learn more]

2. Set up access permissions

Easily limit employee access to only the customers they are assigned to, ensuring that no employee, except owners, can view all customers. [Learn more]

3. Check access logs

Bitrix24 provides easy access to logs showing which employee accessed the account, the time of access, and their actions. [Learn more]

4. Two-factor authentication (TFA)

Enable two-step authorization to prevent claims of stolen passwords. [Learn more]

5. On-premise hosting or private cloud

For additional security restrictions, consider on-premise hosting or a private cloud. [Learn more]

There are also additional measures, such as hiding sensitive fields with contact data or sales amounts from others.

If you'd like to protect your CRM data from misuse by former or existing employees, try Bitrix24. For a demonstration and proper access permissions setup, contact your local Bitrix24 partner.