Enterprise-Grade Security You Can Trust
Protect your revenue data with comprehensive security controls, role-based access, multi-tenant isolation, encrypted storage, and complete audit trails.
INFRASTRUCTURE SECURITY
Built Secure from the Ground Up
Every layer of the application is hardened against common attack vectors with industry-standard security practices.
HTTP Security Headers
Comprehensive security headers including Content-Security-Policy, X-Frame-Options, HSTS, and X-Content-Type-Options to prevent common web vulnerabilities.
Rate Limiting
Intelligent rate limiting on all API endpoints prevents brute force attacks and abuse. Configurable thresholds with automatic lockout and recovery.
CSRF Protection
Cross-Site Request Forgery protection on all state-changing operations. Token-based validation ensures requests originate from your authenticated session.
Account Lockout
Automatic account lockout after failed login attempts. Configurable lockout duration and attempt thresholds protect against credential stuffing.
Multi-Tenant Isolation
Complete data isolation between organizations. Every query is scoped to the authenticated user's organization, preventing cross-tenant data leakage.
Audit Logging
Comprehensive activity tracking for compliance and security reviews. Every significant action is logged with timestamps, user IDs, and change details.
ACCESS CONTROL
Fine-Grained Permissions
Control who sees what with role-based access, subscription-tier gating, and flexible user management.
Role-Based Access Control
Five distinct roles: Admin, User, Salesperson, CSP, and Manager. Each role has specific permissions controlling feature access and data visibility.
Super Admin Panel
Cross-organization management for platform administrators. Manage all organizations, users, pricing, and global settings from a single console.
Two-Layer Permissions
Access control based on both Subscription Tier and Role Permissions. Feature availability is gated by what you've paid for AND what your role allows.
Email OTP Verification
Email-based One-Time Password verification for sensitive operations. 'Trust This Device' option reduces friction for repeat logins.
Seat Management
Multi-tenant seat limits with real-time tracking. Admins can manage user invitations and seat allocation within their subscription tier.
Invitation System
Unified invitation flow for all user types. Role-specific onboarding ensures new team members land on the right pages with appropriate permissions.
DATA PROTECTION
Your Data, Protected
Comprehensive backup, recovery, and data management tools ensure your revenue data is never lost.
Universal Recycle Bin
15-day data recovery period for 14 entity types including deals, salespeople, CSPs, products, and more. Search, filter, and restore with one click.
Comprehensive Backups
Dual backup system: database snapshots and JSON file export/import with checksum validation. Backs up 55+ entity types with one-click restore.
Encrypted Credential Storage
All third-party integration credentials (Xero, QuickBooks, HubSpot, Stripe) are encrypted at rest. OAuth 2.0 tokens are securely managed.
Secure Sessions
Session-based authentication with secure cookie handling, automatic expiration, and idle timeout. Sessions are invalidated on password change.
Test/Live Mode Toggle
Organizations can switch between test (demo data) and live (real data) modes. Test mode seeds sample data for training without affecting production.
Data Validation
Zod schema validation on all API inputs ensures data integrity. Client-side and server-side validation prevents malformed data from entering the system.
Secure Your Revenue Operations Today
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