Security & Permissions

We're committed to keeping your data secure

The security of your data and earning your trust is core to our culture, processes and everything we build.

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User permissions to control who sees what

Easy-to-use security features including SSO and 2FA

Robust data protection procedures for peace of mind

User Permissions

Manage user permissions to control who sees what

Access to records is not only based on team membership but one of three different roles that can be assigned to your users too. This ensures that users only have access to the records you want them to and allows for an increased level of security and organization.

Fine-tune permissions with our Teams plan
Account Security

Flexible security features that put you in control

Capsule provides easy-to-use security features that let you control how users log in - including Two Factor Authentication and Single Sign-On. We also make it easy to restore records that are accidently deleted.


Single Sign-On

Save time by only logging in only once. Single Sign-On can be enabled using any of the following:

  • Microsoft 365

  • QuickBooks

  • Google Workspace

Robust procedures that keep your data safe

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General Data Protection Regulation

Inline with GDPR requirements, we have updated our data processes and practices to maintain full compliance.

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Secure Payments

We maintain PCI-DSS certification for payment collection. We do not store credit cards.

Data Encryption

Data that is transferred between you and Capsule is encrypted in transit using transport layer security (TLS).

Regular Backups

Our systems automatically replicate your data across multiple locations in real-time to maximize availability.

Uptime Monitoring

Our monitoring alerts us to any trouble and we have staff on-call at all times to quickly resolve unexpected incidents.

Answering your security questions

  • Who can access my data?

    Our team do not have access to log into your account. On rare occasions, it may be that we can better assist in investigating a problem you are having with Capsule if we can access some part of your data in readable form. We would always ask your permission before taking this action.

  • Where can I find your uptime report?

    Capsule has achieved 99.99% uptime over the last 12 months. At any time, you can view our system status, including any reported incidents, here.

  • How do I report a security concern?

    For urgent or sensitive concerns, please email us at support+sensitive@capsulecrm.com so that it can be handled promptly by our security team.

  • Where are your servers located?

    Capsule and your data is hosted on Amazon Web Services (AWS), a global leader in Infrastructure as a Service (IaaS). Amazon take physical and network security seriously. Their data centers are housed in nondescript facilities.

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