Effective April 20, 2026
Security practices & controls
How we protect customer data: encryption in transit and at rest, schema-per-tenant isolation, granular RBAC, and full audit trails — documented for enterprises that run CRM, dialer, and AI together on Adoptiv.
Evidence-backed assurance.
What our security controls cover maps to how we ship — including telephony-adjacent services.
Encryption & Data Protection
AES-256 encryption at rest and TLS 1.3 in transit across all CRM, voice, and integration data.
Access Controls & Audit Trails
Granular role-based access controls with full audit trail for every data access, change, and export.
Independent audits
Regular security audits with remediation tracking and management attestation.
Penetration testing
Scheduled offensive security exercises covering critical customer-facing surfaces.
Customer evidence packs
Prebuilt answers for questionnaires about encryption, access, logging, and subprocessors.
Human review
Security engineers partner with your IT team during diligence — not bots-only support.
When certifications matter most
RFP season, renewal, or a new dialer initiative — keep answers consistent.
Enterprise procurement
Single narrative for CRM + telephony instead of stitching five vendor attestations together.
Contact center expansion
Prove controls extend to recordings, routing changes, and partner access models.
Regulated buyers
Map security controls to internal policies — then layer regional compliance programs with your counsel.
Partner-led sales
Resellers and agencies inherit confidence when the underlying platform is documented.
Keep reading
Certifications are one slice — pair them with Trust, Compliance, and Privacy.
Trust Center
- How we operate security day to day.
- Incident response and testing cadence.
Security overview
- Platform-wide encryption and scale.
- Tenant isolation at a glance.
Compliance
- TCPA and GDPR compliance controls.
- Operational controls for outreach teams.
Privacy Policy
- Lawful bases and data subject rights.
- Retention aligned to product behavior.
Checklist fatigue is real — we shorten the loop.
Procurement should not reinvent the wheel for every CPaaS-meets-CRM evaluation. Our security documentation and evidence packs reuse the same answers your peers already accepted.
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Download-ready narratives
Architecture overviews, control summaries, and data flow documentation tuned for mixed CRM and telephony stacks.
Request documentationSee it in the product
Controls mean more when you can click through SSO, RBAC, and audit trails in a live tenant.
Schedule DemoTypical diligence flow
What happens after you email [email protected].
Share your template
Send SIG, CAIQ, or custom spreadsheet — we map answers to Adoptiv architecture.
Review security documentation
Receive security documentation under NDA and align timelines with your legal team.
Validate in tenant
Configure MFA, SSO, and logging to mirror the commitments in your security addendum.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
All data is encrypted at rest using AES-256 and in transit using TLS 1.3. This applies to CRM records, call recordings, and all communications workloads.
Yes. Prospective and current customers can request security documentation and control summaries under standard confidentiality terms for procurement.
Controls extend to how we operate integrated voice — logging, access, change management, and vendor governance — not just the CRM application tier.
We complete CAIQ, SIG, and custom spreadsheets regularly. [email protected] is the best entry point with your template attached.
Independent penetration tests run on a recurring basis with remediation tracked to closure. Scope includes externally facing services and critical workflows.
We conduct regular security reviews and penetration testing on a recurring basis. We communicate material changes and findings to customers as they occur.
Need the latest security documentation?
We refresh security documentation as reviews complete — ask for the current bundle when you are ready to buy.
