SalesTub
Security Feature

Security & Role-Based Access Control

Your customer data is your most valuable asset—protect it with enterprise-grade security. Define exactly who can see and do what with granular role-based permissions. Enable two-factor authentication for all users. Monitor every action with comprehensive audit logs. SalesTub is built with security at its core, from encrypted data storage to SOC 2 compliant infrastructure.

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Security & Role-Based Access Control - SalesTub CRM Feature
100%
Encrypted
2FA
Enabled
SOC 2
Compliant
Key Benefits

Why teams love Security & Role-Based Access Control

Everything you need to close more deals, faster. No fluff, just features that impact your bottom line.

Granular role-based access control with custom permissions

Two-factor authentication (TOTP) for all user accounts

Complete audit logs of every system action

IP address whitelisting for office networks

Session management with automatic timeout

SOC 2 Type II compliant infrastructure

End-to-end encryption for sensitive data

Password policies with complexity requirements

Single Sign-On (SSO) with Google and Microsoft

How It Works

Get started in 3 simple steps

Simple setup, powerful results. Be up and running in minutes.

1

Define Roles

Create custom roles like Sales Manager, Sales Rep, or Read-Only Auditor. Each role gets specific permissions for modules and actions.

2

Assign Permissions

Fine-tune each role with granular permissions: read, create, edit, delete, export. Control access at the module, record, and field level.

3

Monitor Activity

Every action is logged with user, timestamp, IP address, and details. Searchable audit logs make compliance reporting easy.

The Transformation

See the difference

Without Security & Role-Based Access Control

  • Hours wasted on manual data entry
  • Leads falling through the cracks
  • No visibility into sales pipeline
  • Missed follow-ups and revenue leaks
Recommended

With SalesTub

  • Automated workflows save 10+ hours/week
  • Never miss a lead with smart alerts
  • 360° visibility into every deal stage
  • 3x more conversions with data-driven insights
Use Cases

Built for every sales scenario

Whether you're a startup looking for your first 100 customers or an enterprise scaling to millions, Security & Role-Based Access Control adapts to your workflow.

Multi-Department Organizations

Different departments see only their data. Sales sees contacts and deals. Support sees tickets. Finance sees invoices. No accidental data exposure.

Regulated Industries

Meet compliance requirements for healthcare, finance, and government with complete audit trails, data encryption, and access controls.

Remote Sales Teams

Enable secure access from anywhere with 2FA, session management, and device tracking. Know exactly who accessed what and when.

Enterprise with Contractors

Give contractors limited access to specific accounts or projects. Revoke access instantly when projects end without affecting other users.

Save 10+ Hours/Week

Automate manual data entry and focus on what matters - selling.

Increase Win Rates

Data-driven insights help you identify and close more deals.

Enterprise Ready

Scalable infrastructure with enterprise-grade security that grows with your business.

For Your Whole Team

Built for every role

From business owners to sales reps, everyone gets the tools they need.

👔

Business Owners

See the big picture. Know exactly where your revenue is coming from and forecast with confidence.

📊

Sales Managers

Monitor team performance, assign leads instantly, and ensure no opportunity slips through the cracks.

🎯

Sales Reps

Automate the boring stuff. Spend less time on data entry and more time talking to prospects.

Integrations

Seamlessly connected

Works with the tools your team already uses.

Google SSO
Microsoft SSO
SAML 2.0
Active Directory
Okta
Auth0
OneLogin
JumpCloud
FAQ

Frequently asked questions

Over 10,000 sales professionals trust SalesTub

Ready to grow your business?

Start your 14-day free trial today. No credit card required.

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