Certifications & attestations
your procurement team can rely on.
SOC 2 Type II, ISO 27001, independent audits, and penetration testing — documented for enterprises that run CRM, dialer, and AI together on Adoptiv.
Evidence-backed assurance.
What auditors review maps to how we ship — including telephony-adjacent services.
SOC 2 Type II
SOC 2 Type II certification for security, availability, processing integrity, confidentiality, and privacy.
ISO 27001
ISO 27001 certified information security management system.
Independent audits
Regular security audits with remediation tracking and management attestation.
Penetration testing
Scheduled offensive security exercises covering critical customer-facing surfaces.
Customer evidence packs
Prebuilt answers for questionnaires about encryption, access, logging, and subprocessors.
Human review
Security engineers partner with your IT team during diligence — not bots-only support.
When certifications matter most
RFP season, renewal, or a new dialer initiative — keep answers consistent.
Enterprise procurement
Single narrative for CRM + telephony instead of stitching five vendor attestations together.
Contact center expansion
Prove controls extend to recordings, routing changes, and partner access models.
Regulated buyers
Map certifications to internal policies — then layer HIPAA or regional programs with your counsel.
Partner-led sales
Resellers and agencies inherit confidence when the underlying platform is documented.
Keep reading
Certifications are one slice — pair them with Trust, Compliance, and Privacy.
Privacy Policy
- Lawful bases and data subject rights.
- Retention aligned to product behavior.
Checklist fatigue is real — we shorten the loop.
Procurement should not reinvent the wheel for every CPaaS-meets-CRM evaluation. Our certification stack and evidence packs reuse the same answers your peers already accepted.
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Download-ready narratives
Executive summaries, scope statements, and control mappings tuned for mixed CRM and telephony stacks.
Request documentationSee it in the product
Controls mean more when you can click through SSO, RBAC, and audit trails in a live tenant.
Schedule DemoTypical diligence flow
What happens after you email [email protected].
Share your template
Send SIG, CAIQ, or custom spreadsheet — we map answers to Adoptiv architecture.
Review attestations
Receive SOC 2 / ISO materials under NDA and align timelines with your legal team.
Validate in tenant
Configure MFA, SSO, and logging to mirror the commitments in your security addendum.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
We maintain SOC 2 Type II and ISO 27001 aligned programs covering security, availability, and confidentiality themes relevant to CRM and communications workloads.
Yes. Prospective and current customers can request reports and control summaries under standard confidentiality terms for procurement.
Controls extend to how we operate integrated voice — logging, access, change management, and vendor governance — not just the CRM application tier.
We complete CAIQ, SIG, and custom spreadsheets regularly. [email protected] is the best entry point with your template attached.
Independent penetration tests run on a recurring basis with remediation tracked to closure. Scope includes externally facing services and critical workflows.
SOC 2 Type II is an annual cycle; ISO 27001 surveillance aligns with registrar schedules. We communicate material changes to customers as they occur.
Need the latest report pack?
We refresh certification evidence as audits complete — ask for the current bundle when you are ready to buy.
