CRM Achieves SOC 2 Type II Certification

At CRM, trust is the bedrock of our platform. We are excited to announce a significant achievement: CRM has officially earned SOC 2 Type II certification. This accomplishment represents months of dedicated effort, rigorous evaluation, and an unwavering commitment to safeguarding the data you rely on us to protect every day.

Understanding SOC 2 Type II

SOC 2 (System and Organization Controls 2) is a voluntary compliance standard established by the American Institute of CPAs (AICPA). It defines how organizations should handle customer data based on five key criteria. CRM was certified for Security, Confidentiality, and Availability.

A Type I report evaluates security controls at a specific moment, while a Type II report is far more comprehensive. It demonstrates that CRM is an enterprise-grade platform with proven, effective security measures that operate consistently over time.

Why This Certification Matters for Your Agency

Agencies handle sensitive client data daily. Whether you work with small businesses or large corporations, your clients need assurance that their operational platform is secure. This certification benefits you directly:

• Competitive Edge: Showcase best-in-class security credentials, helping you compete effectively against larger competitors.
• Enterprise Opportunities: Many enterprise clients require SOC 2 compliance before considering a platform. This certification removes that barrier, opening doors to larger deals.
• Enhanced Protection: The SOC 2 process identified and addressed potential vulnerabilities, strengthening our defenses against data breaches and cyber threats.
• Simplified Compliance: With a certified platform, compliance discussions with prospects become straightforward and reassuring.

Leadership Perspective

Our Senior Director of Cyber Security & IT Operations emphasizes that this milestone validates CRM's consistent ability to protect customer data, not just during audits. He states, "This achievement enables our customers to leverage enterprise-grade security credentials, gaining access to regulated industries and prospects demanding higher trust factors."

He adds that SOC 2 Type II represents the highest level of security attestation, confirming that CRM maintains robust security measures continuously.

A Commitment to Excellence

Earning this certification quickly demonstrates our team's dedication. Through the collaborative efforts of our Cybersecurity, Engineering, IT, and Platform teams, we established a comprehensive Information Security Management Program and prepared for the rigorous SOC 2 audit within months.

Our leadership notes that this rapid achievement reflects both focus and capability, especially for a growing organization.

Looking Ahead

While we celebrate this milestone, we recognize that security is an ongoing journey. This certification confirms that our controls and processes are strong and effective, but our commitment doesn't end here.

We view customer trust as a responsibility, not a checklist item. As we continue to expand globally and develop powerful tools for agencies and their clients, security will remain a foundational priority—never an afterthought.