CRM Security Audit Checklist
Ensure your customer data is protected! This CRM Security Audit Checklist provides a step-by-step guide to identify and mitigate vulnerabilities, guaranteeing compliance and building trust. Download now and strengthen your CRM security posture.
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Access Control & Permissions
Review user roles, permissions, and access levels to ensure appropriate data access.
Default User Role Assignment Method
Field-Level Security Enabled?
Number of Admin Users
Which Profiles have Access to Sensitive Data?
Last Review of User Permissions
Notes on Role-Based Access Control Implementation
Password Policies
Verify password complexity, expiration, and lockout policies are enforced.
Minimum Password Length
Password Complexity Requirements
Specific Complexity Requirements (e.g., uppercase, lowercase, numbers, symbols - if custom)
Password Expiration Policy
Password Expiration Customization
Account Lockout Policy
Account Lockout Customization
Data Encryption
Assess encryption methods for data at rest and in transit.
Encryption Method at Rest
Specify Encryption Method (if 'Other' selected)
Encryption of Data in Transit
Specify Encryption Protocol (if 'Other' selected)
Encryption Key Rotation Frequency (Days)
Key Management System
Audit Logging
Confirm comprehensive audit logging is enabled and properly configured.
Number of Audit Log Entries Reviewed
Summary of Key Audit Log Findings
Audit Logging Level (e.g., Error, Warning, Info, Debug)
Last Audit Log Rotation Date
Description of Log Retention Policy
Log Storage Location (e.g., CRM, SIEM)
Vulnerability Scanning
Review the frequency and results of vulnerability scans.
Last Scan Date (YYYY-MM-DD)
Scanning Tool Used
(If Third-Party) Specify Tool Name and Version
Number of High Severity Vulnerabilities Found
Number of Medium Severity Vulnerabilities Found
Number of Low Severity Vulnerabilities Found
Vulnerability Categories Scanned (Select All That Apply)
(If Other) Specify Other Vulnerability Categories
Upload Latest Vulnerability Scan Report
Third-Party Integrations
Assess the security posture of all third-party integrations with the CRM.
Integration Name
Integration Description
Data Volume Transferred (approx. per day)
Authentication Method
Integration Configuration File (if applicable)
Data Encryption in Transit
Data Backup & Recovery
Evaluate data backup procedures, recovery time objectives (RTO), and recovery point objectives (RPO).
Frequency of Full Data Backups
Frequency of Incremental/Differential Backups
Last Full Data Backup Date
Backup Storage Location(s)
Backup Storage Type (e.g., On-site, Cloud)
Recovery Time Objective (RTO)
Recovery Point Objective (RPO)
Recovery Test Procedure Documentation Link
Compliance & Regulations
Verify adherence to relevant industry regulations (e.g., GDPR, CCPA).
Applicable Regulations
Description of Compliance Efforts
Last Compliance Review Date
Number of Data Subject Access Requests (DSARs) Processed Last Year
Data Residency Requirements
Compliance Documentation (e.g., Privacy Policy)
Network Security
Assess network configurations, firewalls, and intrusion detection/prevention systems related to CRM access.
Firewall Configuration Status
Intrusion Detection/Prevention System (IDS/IPS) Status
Allowed Ports for CRM Access
Network Segmentation Description
Last Network Security Assessment Date
VPN Required for Remote Access?
User Training & Awareness
Confirm users are trained on security best practices and data handling procedures.
Describe the CRM security awareness training provided.
Topics covered in training (select all that apply):
Number of users trained:
Date of last security awareness training:
Training Delivery Method:
Describe any refresher training or ongoing awareness campaigns.
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