Trust Center
transparency you can verify.
We believe in transparency about security practices — audits, testing, incident response, and a direct line to our security team. Built for buyers who run CRM and telephony on one platform.
How we earn trust every release.
Operational discipline across application, voice infrastructure, and customer data.
Transparency by default
We undergo regular security audits and penetration testing. Our security team is available to respond to concerns.
Audit-ready operations
Control narratives that connect product behavior to policy — from tenant isolation to telephony logging.
Talk to security directly
For more information about our security practices, contact our security team at [email protected].
Defense in depth
Layered controls for application, network, and data — consistent for CRM entities and real-time communications.
Resilient infrastructure
Multi-node architecture with automatic failover — never miss a call, never lose data.
Fast response
When something matters, we mobilize engineering, security, and customer success quickly.
Who uses the Trust Center
Security, IT, and legal partners evaluate Adoptiv alongside RevOps — here is how we support them.
Enterprise IT
Architecture diagrams, data flows, and control mapping for CRM plus CPaaS-style telephony.
Security & GRC
Evidence that ties product features to policy — ideal for annual assessments and board updates.
CX leadership
Confidence that recordings, routing, and agent access meet the same bar as the rest of the stack.
Regulated industries
Clear language for financial and healthcare-adjacent teams — with counsel-led interpretation for BAAs and regional law.
Navigate assurance in order
Trust Center is the narrative; certifications and compliance pages hold the specifics.
Security overview
- Start with platform-wide encryption and isolation.
- See how CRM and voice share one trust model.
Compliance
- TCPA-oriented dialing and GDPR themes.
- HIPAA-ready positioning for healthcare buyers.
Privacy Policy
- Data categories, rights, and retention.
- How privacy interlocks with security controls.
Security cannot be a black box when voice and CRM merge.
Buyers want to understand how data moves between CRM records, dialers, recordings, and AI features. The Trust Center explains our operating model — not marketing slogans — so your security partners can sign off faster.
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Operational truth, not slideware
We connect everyday engineering practices to the controls your questionnaires ask about — including telephony edges that pure CRM vendors skip.
View certificationsHumans on the other end
Need a live walkthrough? Our team joins calls with your IT and legal stakeholders to map Adoptiv to your standards.
Schedule DemoHow to work with us
Three steps from curiosity to confident rollout.
Read the narrative
Understand audits, testing, and how we run production for CRM and telephony together.
Open a thread
Email [email protected] with your requirements — we reply with the right depth for your stage.
Align to rollout
We help you translate controls into tenant configuration, SSO, and monitoring expectations.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
A single place to understand how we operate security day to day — audits, testing, incident handling, and how to engage our team for reviews.
We run third-party penetration tests on a recurring basis and remediate findings according to severity. Exact cadence and scope are summarized in vendor review packets.
Email [email protected] with reproduction steps and impact. We triage quickly and coordinate responsible disclosure with your team.
Yes. Infrastructure and critical vendors are listed for customers under NDA or in standard security documentation — aligned with how we run CRM and telephony services.
Operational status and incident communication follow our customer notification process. Enterprise accounts receive direct updates for material events.
Trust Center describes how we work; the Certifications page summarizes SOC 2 Type II, ISO 27001, and related attestation language for procurement.
Need a deeper review?
Our security team partners with yours — from first call to enterprise rollout — so CRM, dialer, and AI stay in one trusted boundary.
