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(888) 815-0802Sign In Contact salesBook a demo Security & Compliance at Revenue.io Built for enterprise-grade compliance and control Ensure every conversation follows policy, every record stays accurate, and your data remains your single source of truth in Salesforce. Download Security Datasheet Trusted By Leading Revenue Teams Worldwide HPE Revenue.io customer logo A Trusted Sales Platform For Revenue Teams Enterprise-grade security & compliance built for Salesforce. From SOC 2, HIPAA, GDPR, CCPA, TCPA, and CASA Tier 2 Certified, Revenue.io delivers role-based access and more. Virtual Private Cloud All Revenue.io systems run inside their own Virtual Private Cloud (VPC) with strict access controls, environment separation and extensive auditing Custom Data Retention Policies Revenue.io offers deep analytics and controls for sensitive data admins can manage directly. A Secure Sales Platform Revenue.io is SOC II compliant and is subject to rigorous, consistent security testing. Industry Compliance across the board The integrity of your data is our top priority at Revenue.io. That’s why we have a rigorous and comprehensive suite of tests, certifications, and procedures in place to ensure our services and your data remain secure. HIPAA Certified Revenue.io meets core security requirements for the HIPAA security rule. Revenue.io is a Business Associate under HIPAA due to encryption and general security standards set forth in our organization. As such, Revenue.io meets its obligations as a Business Associate to help its clients maintain compliance. Download Security Datasheet CASA Tier 2 Certified The Revenue.io Platform is CASA Tier 2 Certified which means it has passed a rigorous independent security assessment validating it can safely and securely handle Google user data. Administered by the App Defense Alliance (led by companies like Google, Meta, and Microsoft), this certification ensures the app meets strict privacy and protection standards. Download Security Datasheet TCPA Compliance Concerned that your outbound dialing isn’t federally compliant? The Telephone Consumer Protection Act (TCPA) was passed into law in 1991 to limit telemarketing and automated telephone devices. Revenue.io helps companies adhere to various key requirements. For example, Call and SMS Blocklists restrict calls to various phone numbers based on automatic spam detection or user-specified compliance parameters. Download Security Datasheet GDPR Compliance Revenue.io has implemented a number of security controls to help our customers comply with General Data Protection Regulation (GDPR) regulations. These security controls include administrative safeguards, access controls, data backup and disaster recovery, data retention policies, data breaches and employee training. Download Security Datasheet CCPA & CPRA Compliance Do you receive requests to delete customer or buyer data? Revenue.io admin controls empower administrators to easily manage and delete customer data, and our support and success teams are ready to help with any requests or questions. Download Security Datasheet Role-Based Access Have sensitive data in your CRM and want to streamline access or workflows by role? With Revenue.io, customers can customize access to certain features following role-based permissions by user, team and company levels. Download Security Datasheet Secure SSO Authentication Want to ensure your team can use a single secure sign-on for data security and convenience? Reps log in to Revenue.io using their Salesforce credentials, meaning one less password to remember, protected SSO authentication, and a single management location. Download Security Datasheet Real-Time Compliance Notifications Are your reps required to deliver specific compliance-related messages during conversations? Revenue.io can be easily configured to remind reps of compliance requirements in critical moments during live conversations to help ensure they are never missed. Download Security Datasheet "Revenue.io does a great job of helping you localize not just for area code, but for compliance, by allowing you to record calls in some states and not others." Dana Clark is theDirector of Sales Process and Capabilities, Nutanix Read the StoryRead the Story Get Enterprise-Ready Security and Compliance From SOC 2 to HIPAA, GDPR, TCPA, and custom retention policies, Revenue.io delivers the security and compliance controls your IT team expects while keeping rep workflows simple. Security and Compliance FAQs