TG CRM · Security
Secure CRM — TG CRM
Protect customer data with role-based access, field-level permissions, audit logs and encryption.
- Role and field-level permissions
- Two-factor authentication
- Full audit trail
- Data encryption at rest and in transit
Why TG CRM
Security that’s connected to your whole business
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
Explore TG CRMSales force automation
Leads, deals, quotes and forecasts in a pipeline your team will actually use.
AI insights
Lead scoring, deal-risk alerts and next-best-action recommendations.
Omnichannel inbox
Email, phone, WhatsApp, web chat and social conversations in one timeline.
Journey orchestration
Trigger personalised campaigns and tasks based on customer behaviour.
Ask about security in plain language
Type a question and get the answer from your own data, with alerts when something needs attention. It works across every other TG CRM module. The panel shows example questions with sample data.
Which deals are most likely to close this month?
8 deals have a win probability above 70%, worth ₹2.3 Cr. Two have had no activity for 9 days — I drafted follow-ups.
Summarise my last call with Al Noor Trading
They want a 3-branch rollout by March, are price-sensitive on licences and asked for an Arabic interface. Next step: proposal by Friday.
Capabilities
What you can do with Security
Role and field-level permissions
Two-factor authentication
Full audit trail
Data encryption at rest and in transit
Part of TG CRM
Explore more TG CRM modules
Accessibility
An interface designed for everyone, with keyboard navigation, screen-reader support and multilingual options.
Learn moreSales Force Automation
Automate lead capture, assignment, follow-ups and quotations so every opportunity moves forward without manual chasing.
Learn moreCustomer Success
Track onboarding, product adoption and account health so your team can act before customers churn.
Learn moreGood to know
Security — frequently asked questions
What is Security in TG CRM?
Protect customer data with role-based access, field-level permissions, audit logs and encryption.
What are the key features of TG CRM Security?
Key features include role and field-level permissions, Two-factor authentication, full audit trail and data encryption at rest and in transit.
Does Security work with the rest of TG CRM?
Yes. Security shares one database with Accessibility, Sales Force Automation and Customer Success and every other TG CRM module, so data flows automatically without duplicate entry.
Can I get a demo of TG CRM Security?
Yes. Book a free consultation and a TechGlobal Technology specialist will show Security configured for your business.
Free consultation
Get started with TG CRM Security
See how security works with your data and processes in a free, personalised demo.
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