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    Trust Center

    This page brings together the security, privacy, infrastructure, and assurance details that customers, procurement teams, and security reviewers typically look for during vendor evaluation.

    HelloGrowthCRM Security and Trust Center — SOC 2, encryption, compliance

    Trust Overview

    Competitor trust centers from vendors like HubSpot, Pipedrive, Salesforce, and Zoho generally make procurement easier by centralizing answers around certifications, privacy, subprocessors, and controls. We use that same structure here while keeping every claim aligned to what is currently reflected in this repository.

    Primary certification

    SOC 2 Type II

    Encryption

    AES-256 at rest and TLS 1.3 in transit

    Identity controls

    RBAC, MFA, and SSO support

    Hosting footprint

    AWS in U.S. regions

    Certifications & Compliance

    SOC 2 Type II

    HelloGrowthCRM publicly positions SOC 2 Type II as its primary independent security certification.

    Encryption

    Current trust materials reference AES-256 encryption at rest and TLS 1.3 encryption in transit.

    Hosting

    Current infrastructure references indicate AWS-hosted environments in U.S. regions including Virginia and Ohio.

    Resilience

    Operational controls are described around backups, recovery readiness, and service reliability.

    Security Practices

    These are the control areas most often reviewed during CRM security and vendor diligence.

    Access Control

    • Role-based access control (RBAC)
    • Multi-factor authentication
    • SSO via SAML 2.0 / OIDC
    • Administrative access controls

    Data Protection

    • AES-256 encryption at rest
    • TLS 1.3 in transit
    • Backups and recovery processes
    • Infrastructure protection controls

    Monitoring and Response

    • Security monitoring
    • Incident response procedures
    • Regular security reviews
    • Annual penetration testing references

    Governance

    • SOC 2 Type II oversight
    • Vendor and subprocessor review
    • Operational security controls
    • Change and access management practices

    Reviewer Summary

    Most security reviews focus on a consistent set of questions. This section summarizes how HelloGrowthCRM currently answers those questions at a high level.

    Infrastructure

    Public product materials reference AWS-hosted infrastructure in the United States together with backup and recovery-oriented controls.

    Identity and Access

    Current trust references include RBAC, MFA, and SSO support to help customers control user access and reduce account risk.

    Operational Assurance

    Current materials reference SOC 2 Type II, penetration testing, monitoring, and incident response as part of the platform’s operating model.

    Subprocessors

    These are the main provider categories currently referenced across the product and website experience.

    ServicePurposeLocation
    AWSCloud infrastructure and hostingUSA
    StripePayment processingUSA
    ResendTransactional email deliveryUSA
    TwilioVoice, SMS, and WhatsApp workflowsUSA
    ElevenLabsAI voice featuresUSA
    OpenAIAI-assisted product featuresUSA
    Google AIAI-assisted product featuresUSA
    Google AnalyticsWebsite analyticsUSA
    Microsoft ClarityWebsite behavior analyticsUSA
    CalendlyMeeting schedulingUSA

    Incident Response

    1

    Detection

    Security monitoring and operational controls are used to identify suspicious events and potential incidents.

    2

    Assessment

    Events are triaged to evaluate scope, impact, severity, and required remediation actions.

    3

    Containment

    Where needed, we restrict access, rotate credentials, isolate affected components, or apply additional mitigations.

    4

    Recovery and notice

    We restore operations, document remediation, and provide notice where required by law or contract.

    SOC 2 Type II Focus

    We kept this section concise and easy to review because independent assurance is one of the first things enterprise buyers compare across trust centers.

    Security

    Trust service criteria highlighted in current materials

    Availability

    Trust service criteria highlighted in current materials

    Confidentiality

    Trust service criteria highlighted in current materials

    Questions About Security?

    Contact us for follow-up questions related to security review, compliance discussions, or procurement diligence.

    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.