Skip to content

    CRM Security Monitoring

    KnowexactlywhatishappeninginsideyourCRM

    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.

    No CRM data stored
    Read-only integration
    Results in days, not months
    Live alerts
    Bulk export — 8,432 recordsnow
    Impossible travel detected2m
    Dormant admin reactivated7m
    SupportsSalesforceMicrosoft Dynamics 365HubSpot
    0+

    CRM environments scanned

    0 min

    Avg threat detection time

    0%

    Audit trail coverage

    0 days

    To full risk visibility

    Trusted by security teams running

    SalesforceHubSpotMicrosoft DynamicsOktaSlackSplunkPagerDutyZapierJiraServiceNowWorkdaySalesforceHubSpotMicrosoft DynamicsOktaSlackSplunkPagerDutyZapierJiraServiceNowWorkday

    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
    Security operations team monitoring CRM threat detection dashboard

    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
    Security analyst reviewing CRM monitoring alerts and threat intelligence

    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
    CRM security posture dashboard showing configuration risk and remediation guidance

    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
    Security team in operations center responding to a CRM incident

    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

    now

    Impossible travel

    Tel Aviv → Singapore — 2h gap

    2m

    Dormant admin reactivated

    m.ross@corp — last login 6 months ago

    5m

    Identity & Permission Risk

    73%

    of privileged users reviewed

    Dormant admins, shared accounts, missing MFA

    View identity risks

    API & AI Agent Coverage

    API calls82%
    AI agent actions47%
    Connected apps65%
    API & AI security

    Threat Detection

    Behavioral + rule-based

    Connected Apps

    OAuth scopes per app

    Compliance Ready

    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 Security
    REST & Streaming APIs
    AI assistants & autonomous agents
    Automation platforms (Zapier, Make)
    MCP servers & CLI tools
    Integration users & service accounts
    Connected apps & browser extensions

    Built 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.

    5 min setup
    01

    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 · HubSpot
    24h baseline
    02

    Analyze

    Correlate identities, permissions, sessions, API activity, connected app access, and behavioral patterns to build a complete risk picture.

    Behavioral baseline established in 7 days
    < 5 min alert
    03

    Respond

    Prioritize risks, investigate activity, and receive real-time alerts for high-priority events with full supporting evidence.

    Slack · Microsoft Teams · PagerDuty

    What teams say

    Security teams found things they didn't expect

    "

    CRMSentry surfaced three service accounts with excessive API access that had been operating undetected for over a year. We had no idea our Salesforce environment was that exposed.

    David Harmon

    David Harmon

    Head of Information Security

    Series B SaaS company

    "

    We ran the CRM Security Assessment expecting a clean bill of health. What we got was a prioritized list of 12 findings — including two connected apps that hadn't been used in 18 months but still held admin OAuth tokens.

    Rachel Chen

    Rachel Chen

    VP Engineering

    Enterprise HR platform

    "

    After a competitor had a CRM data breach, our CISO asked what our posture looked like. CRMSentry gave us the answer in 48 hours — and the remediation roadmap to present to the board.

    Michael Torres

    Michael Torres

    Chief Information Security Officer

    Mid-market fintech

    Works with your stack

    CRMSalesforceMicrosoft Dynamics 365HubSpot
    Alerting & SIEMSlackMicrosoft TeamsSplunkJiraPagerDutyOkta

    Free Assessment

    Know your CRM
    security posture

    A CRM Security Assessment evaluates your environment across six risk domains and delivers prioritized findings your team can act on in two weeks.

    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

    Frequently asked questions

    We use cookies to improve your experience. By continuing you accept our cookie policy.