SitePilot Security: How We Protect Your Data
SitePilot is designed with a security-first architecture that keeps your business stable, your client data safe, and your operations running without interruption. While most platforms focus on features, SitePilot focuses on trust—because your CRM becomes the backbone of your communication, automation, and revenue systems. Strong security isn’t optional. It’s essential.
Below is a clear, human-friendly explanation of how SitePilot safeguards your environment and why these protections matter for growing businesses.
Modern Encryption That Protects Your Data Everywhere
SitePilot uses industry-standard encryption in two critical areas:
1. Data in Transit
Your information is secured as it moves across the internet using modern TLS encryption. This ensures no one can intercept client messages, payments, or credentials while they’re being transferred.
2. Data at Rest
Everything stored inside SitePilot—conversations, contact records, automation data—is encrypted with AES-256 encryption, the same level used by financial institutions. This means even if someone tried to access the underlying servers, what they’d see is unreadable.
Why it matters:
Encryption eliminates one of the biggest risks businesses face: unauthorized data exposure. It keeps your CRM safe even in worst-case scenarios.
Access Controls That Prevent Unauthorized Use
SitePilot includes built-in user permission settings that allow you to control exactly who can see what inside your account.
Highlights
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Role-based access lets you limit sensitive areas
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Password policy ensures proper password strength
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Two-Factor Authentication (2FA) is available for all users
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Backup recovery codes prevent lockouts
Why it matters:
Most breaches are caused by weak passwords or internal mistakes. SitePilot’s access controls significantly lower that risk.
Account-Level Security Enhancements
To reduce vulnerabilities and protect internal workflows, SitePilot uses a modern security model that includes:
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Manually generated personal API keys
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Key rotation options
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Deactivation of older, less secure legacy API methods
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Logging and monitoring so you can trace changes and access events
Why it matters:
If you’re using integrations, automations, or third-party tools, API security becomes the gatekeeper to your system. SitePilot gives you the tools to secure those gates properly.
Compliance Features for Regulated Industries
SitePilot supports globally recognized data-privacy frameworks and offers enhanced compliance features for businesses that handle sensitive or regulated data.
GDPR
SitePilot’s data handling processes support GDPR requirements, including data portability and processing transparency.
HIPAA Add-On (Optional)
For organizations handling health-related data, SitePilot offers a dedicated HIPAA compliance add-on with features such as:
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Business Associate Agreement (BAA)
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Enforced MFA
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ePHI-focused data protection
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Audit logs for compliance reporting
Why it matters:
If you work with sensitive industries—healthcare, legal, immigration, wellness—compliance becomes a non-negotiable part of your service delivery.
Reliability Through Backups & Redundancy
SitePilot maintains continuous backups of your data, with multi-zone redundancy to prevent data loss caused by outages.
Why it matters:
Your CRM is your communication center. Downtime or data loss can impact revenue, client relationships, and trust. Redundancy protects you.
Multi-Tenant Isolation Keeps Your Data Separate
Because SitePilot operates on a secure multi-tenant architecture, every account is logically isolated. Data tagging and authorization rules ensure that your records are separated from all other users.
Why it matters:
Even though multiple businesses use the same cloud infrastructure, your data remains private and fully isolated.
Common Risks & How SitePilot Reduces Them
Even the best platform can become vulnerable if misused. SitePilot is built to minimize the most common risks businesses face:
1. Integration Permissions
SitePilot clearly displays permission scopes when connecting external tools.
2. API Mismanagement
You control key generation and can revoke or rotate keys anytime.
3. Internal User Error
Role-based permissions help prevent accidental changes or data exposure.
4. Data Ownership
You own your CRM data. We structure our systems to avoid agency lockouts or loss of access.
Why SitePilot’s Security Model Works for Growing Businesses
In my experience working with small and medium businesses, the strongest security posture is the one that works quietly in the background—protecting your systems without slowing your team down.
SitePilot strikes that balance by combining enterprise-grade safeguards with everyday usability. You get reliability, compliance tools, and a secure environment, all wrapped in a platform built for growth.