CRM Security Monitoring
Know exactly what is happening inside your CRM
Monitor users, APIs, integrations, and AI agents across Salesforce, Dynamics 365, and HubSpot. Detect suspicious access and excessive data exports before sensitive CRM data is exposed.
Security risk domains assessed
CRM platforms supported
To prioritized findings
CRM records stored — read-only
Built to monitor the CRM & security stack you already run
Traditional security tools can't see inside your CRM
Your SIEM sees the perimeter. Your EDR sees endpoints. Neither sees who exported 10,000 records, which connected app has admin-level API access, or what your AI agent is doing inside Salesforce.
CRM data is your most sensitive asset
- Customer and prospect records
- Commercial agreements and pricing
- Support conversations
- Sales forecasts and pipeline
- Personal information
- Authentication tokens
Threats your current tools miss
- Compromised user accounts
- AI agents acting through human credentials
- Excessive data exports
- API and integration abuse
- OAuth token misuse
- Dormant privileged users
Growing complexity demands visibility
- Connected apps with broad scopes
- MCP-based CRM access
- Automation platforms
- External contractor access
- Sandbox data exposure
- Configuration drift
CRM Visibility
See what's happening inside your CRM
Every user, API call, export, and configuration change — monitored, correlated, and surfaced before it becomes a breach.
Security Operations
Monitor threats before they escalate
Your security team gets a continuous view of CRM activity — anomalous exports, dormant privileged accounts, OAuth apps operating outside expected patterns — in a single prioritized queue.
See activity monitoring
Threat Detection
Catch what your SIEM misses
Traditional SIEMs see network traffic and endpoint events. They can't see who exported 10,000 records, which connected app holds an admin OAuth token, or what your AI agent is accessing inside Salesforce.
Learn about API & AI security
Posture Management
Stop configuration drift before it becomes a breach
Continuously evaluate your CRM security configuration — authentication settings, sharing rules, API access, and permission sets — and get prioritized remediation before your next audit finds it first.
View posture management
Incident Response
Full timeline — every event, every actor
When something goes wrong, you need answers in minutes not days. CRMSentry gives your team a complete, searchable event history with risk explanations, raw evidence, and exportable reports for your incident response workflow.
See investigation tools
Platform Capabilities
Everything you need to secure your CRM
Live
Activity Monitor
Every CRM event, surfaced in real time.
Bulk export detected
8,432 records — Salesforce Prod
Impossible travel
Tel Aviv → Singapore — 2h gap
Dormant admin reactivated
m.ross@corp — last login 6 months ago
Identity & Permission Risk
of privileged users reviewed
Dormant admins, shared accounts, missing MFA
Threat Detection
Behavioral + rule-based
Connected Apps
OAuth scopes per app
Audit Evidence
SOC 2 · ISO 27001 · GDPR
API, AI & MCP Security
Your CRM has more than human users
Modern CRM environments are accessed by far more than the people you employ. APIs, integration platforms, autonomous AI agents, MCP-connected tools, and service accounts all operate through legitimate credentials — often with little visibility into what they're doing.
CRMSentry correlates behavioral signals across identities, sessions, and access patterns to surface activity that warrants investigation — whether it originates from a human, an automation, or an AI agent acting on behalf of a human account.
Explore API & AI SecurityBuilt for the risks that matter
From compromised accounts to AI agent governance — CRMSentry covers the use cases your security team needs to address in modern CRM environments.
Detect compromised accounts
Identify logins from impossible locations, new devices, or at unusual times that signal account takeover.
Monitor CRM data exports
Alert on abnormal report downloads, bulk record exports, and data extraction above expected volume.
Secure API & integration users
Detect service accounts, integration users, and API keys operating beyond their expected behavior profile.
Govern AI agents
Identify when AI assistants or autonomous agents access records, create data, or act in ways inconsistent with their stated purpose.
Audit administrator activity
Track configuration changes, permission grants, sharing-rule edits, and profile modifications by admin users.
Reduce excessive permissions
Discover users, profiles, and permission sets with access that violates least-privilege principles.
Investigate insider threats
Surface unusual access patterns, after-hours activity, and anomalous behavior from trusted internal users.
Monitor connected applications
See every OAuth application with access to your CRM data, what scopes it has, and when it last ran.
Prepare for compliance audits
Collect evidence for SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS access-control requirements.
Setup
From connection to protection in 24 hours
No long implementation. No agents to manage. Three steps from OAuth connection to active risk visibility.
Connect
Securely connect CRMSentry to your CRM's audit log, identity, activity, and access data via read-only OAuth — no agents to deploy, no CRM data stored.
Salesforce · Dynamics 365 · HubSpotAnalyze
Correlate identities, permissions, sessions, API activity, connected app access, and behavioral patterns to build a complete risk picture.
Behavioral baseline established in 7 daysRespond
Prioritize risks, investigate activity, and receive real-time alerts for high-priority events with full supporting evidence.
Slack · Microsoft Teams · PagerDutyCRM Security Guides
Practitioner guides to CRM security
In-depth, vendor-neutral guides on monitoring, detection, and compliance across Salesforce, Dynamics 365, and HubSpot.
What an assessment surfaces
The risks most CRM teams can't see
A CRM Security Assessment evaluates nine risk domains. These are the kinds of exposures it commonly brings to light.
Over-permissioned & dormant accounts
Service accounts with excessive API access, dormant admins still active, and users holding "View All / Modify All Data" they no longer need.
Forgotten connected apps
Connected apps and OAuth tokens that haven’t been used in months but still hold broad, admin-level access to your CRM data.
Ungoverned API & AI access
Bulk exports, unusual API activity, and AI agents or integrations that can read or act on records without clear monitoring or limits.
Works with your stack
Free Assessment
Know your CRM
security posture
A CRM Security Assessment evaluates your environment across nine risk domains and delivers prioritized findings within 7 days — read-only, no commitment.
Evaluating AI agents in your CRM? Take the AI Exposure Assessment
What's covered
Identity & privilege review
Users, profiles, and permission sets
Connected app inventory
OAuth tokens and API access scopes
API usage audit
Service accounts and integration users
Authentication settings
MFA enforcement and session policy
Permission set analysis
Least-privilege gap assessment
Monitoring coverage gaps
What your SIEM isn't seeing