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Proteger os dados com seriedade.

CRM Data Security

Every day, thousands of businesses trust Nutshell to safely and reliably store important information. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services (AWS), to store and secure your CRM data. 

At Nutshell, we take the security and reliability of your data seriously.

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Nutshell CRM Data Security
FORNECENDO SOLUÇÕES INTUITIVAS DE CRM DESDE 2009

Your data is always encrypted

We use bank-grade, 256-bit TLS 1.2 encryption every time you access your Nutshell account, whether it’s via the web or our mobile applications. And your data is encrypted at rest in our databases, ensuring it’s protected at all times.

Nutshell CRM Security - Data Always Encrypted

Nutshell CRM Security - Continuous Backups

We conduct continuous backups

All data is immediately replicated to multiple servers, and we take twice-daily, weekly, and monthly snapshots of the data for backup purposes. Third-party monitoring services immediately page our team if an issue is detected. In addition, you can visit status.nutshell.com to see live Nutshell availability updates.

All financial data is protected

We use a PCI-compliant provider to securely store your billing and financial information. Information related to your credit card is not stored on our servers, adding an additional layer of protection for your financial data.

Nutshell CRM Security - Protected Financial Data

Nutshell CRM Security - Secured Passwords

We ensure secured passwords

Passwords are encrypted one way and cannot be accessed by Nutshell staff. That means that only you have access to your unique password and that no one else can log into your account unless you share your password with them.

Our CASA assessment was a success

Concluímos com êxito uma avaliação CASA (Cloud Application Security Assessment) para a nossa aplicação Web, validando que cumprimos os requisitos de segurança definidos pela App Defense Alliance (ADA).

The requirements include alignment with industry-leading security frameworks and a lack of findings linked to common weakness enumerations (CWEs) with high or medium risk of exploitation.

Nutshell CRM Security - Successful CASA Assessment

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Important information for your CRM cybersecurity team

Looking for more detailed information about how Nutshell keeps your business and customer data safe? If you’re on your company’s data or cybersecurity team, a network administrator, or a CRM manager, the following Nutshell data security information may be helpful to you.

Segurança da rede

Nutshell CRM Security - Network Security

A nossa equipa de engenharia tem experiência na gestão de petabytes de dados de forma segura e duradoura. Tomamos as seguintes medidas para manter os seus dados seguros em repouso e enquanto transitam pelas redes.

  • Firewalls, VPNs, sistemas operativos Linux modernos, configuração conservadora de redes e grupos de segurança
  • Encriptação em repouso
  • VPNs para proteger o acesso dos funcionários e encriptar todos os dados que transitam pelas ligações à Internet
  • Nutshell as palavras-passe são salgadas e com hash unidirecional. O nosso pessoal não pode aceder ou ver a sua palavra-passe
  • As páginas de início de sessão estão protegidas contra ataques de força bruta
  • Seguimos as listas de segurança do sector e corrigimos rapidamente os problemas críticos (corrigimos o Heartbleed em poucas horas)
  • We use a multi-tenant data storage architecture. Customer data is stored in discrete silos per account to isolate and protect your data

Segurança operacional

Nutshell CRM Security - Operational Security

A nossa equipa de suporte está sediada na nossa equipa de engenharia de Ann Arbor. Só acederemos à sua conta com a sua autorização para resolver problemas de suporte. A equipa nunca pedirá a sua palavra-passe Nutshell .

  • Todos os computadores do pessoal funcionam com encriptação total do disco e palavras-passe fortes
  • Limitamos a exposição da nossa rede interna ao Windows
  • Todos os funcionários do Nutshell recebem uma cópia do 1Password no seu primeiro dia
  • Os escritórios estão protegidos por um cartão de acesso individual

Segurança financeira

Nutshell CRM Security - Financial Security

We ensure that any credit card and billing information related to your Nutshell account is stored securely. Our billing provider is PCI-compliant and managed separately from Nutshell application systems.

Password protection

Nutshell CRM Security - Password Protection

Nutshell uses one-way hashing to securely store a representation of your password. We cannot retrieve your password for you—you must use our forgotten password tool in conjunction with your email address to recover your password. As a result, it’s important to note that keeping your Nutshell email address information up-to-date is your responsibility.

The onus of choosing secure passwords also lies in your hands to ensure your passwords are kept safe and that access to your account is protected. Nutshell can’t be held responsible for compromised data due to an insecure or stolen user password. If you make use of third-party authentication, such as through Google Apps, those passwords will also need to be secured.

Divulgação responsável

Nutshell CRM Security - Responsible Disclosure

If you’re a security researcher or you believe you’ve encountered a problem in Nutshell’s security, we urge you to review the following notes:

  • Nutshell não oferece um programa de recompensa por bugs para pagar pelos relatórios.
  • Please report any security concerns to security@nutshell.com. If you need to send an encrypted message, you can find it on Keybase.
  • Pedimos-lhe que nos dê um período de tempo razoável para responder aos relatórios antes de tornar a informação pública.
  • Please do not conduct any security research that could result in the destruction of data and interruption or degradation of service. This includes the use of automated tools or scanners—these are likely to result in your IP address being banned.
  • We don’t accept responsible disclosure reports related to the following issues:
    • Iframe/UI redress issues related to X-Frame-Options headers
    • Implementação da HSTS
    • Força da palavra-passe fornecida pelo utilizador
    • SPF, DKIM, and DMARC configuration issues
    • Problemas de enumeração de utilizadores (utilizamos a limitação de taxa para proteger os nossos utilizadores)
    • The presence of banner or version information
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CRM features that boost your sales effectiveness

Automatização das vendas

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Gestão de condutas

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Relatórios e análises

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Automatização de correio eletrónico

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Inteligência Artificial

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Programador de reuniões

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Colaboração em equipa

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Gestão de contactos

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospeção

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Atribuição de leads

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Apoio ao cliente gratuito

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Segurança

Levamos a sério a segurança e a fiabilidade dos seus dados. Temos uma parceria com o fornecedor de infra-estruturas mais fiável do sector, a Amazon Web Services.

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Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

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CRM data security FAQs

  • 1. What is data security in CRM?

    Data security describes a process that involves several components and actions to keep your CRM data secure and private. The process protects data against unauthorized third-party access, malicious cyber attacks, and the exploitation of your contact, business, and financial data.

  • 2. Why is CRM data security essential?

    CRM data security is essential for several reasons, one of which is that any organization that stores and processes private and sensitive customer data is legally obligated to protect it from unauthorized access or loss. Effective CRM cybersecurity ensures your contact data and business information stay safe and secure.

  • 3. What are the key components of a secure and reliable CRM system?

    There are several security components your CRM provider should provide, including (but not limited to):

    • Data encryption
    • Malware protection
    • Data management
    • Data auditing tools
    • Data reporting tools
    • Consent management
    • Password protection
    • Compliance with data privacy standards
    • Transparency regarding how stored and processed data is protected

Agradecimentos

We’ve received disclosures from many individuals and organizations to make Nutshell a more secure place.

From email integration and contact management to sales automation and reporting, it has everything I need to streamline my workflow and improve productivity. I particularly appreciate the seamless integration with other tools and platforms I use daily, such as Google Workspace and Microsoft Office, which further enhances its versatility and usefulness.

Roger S. – EarthWorks Erosion Services

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