Single sign-on
Connect Okta, Microsoft Entra ID, Google Workspace, or any SAML or OIDC provider.
Security
Enterprise-grade
security
SOC 2 Type II, single sign-on, and granular permissions, ready for enterprise teams.
Visit Trust CenterSingle sign-onRole-based accessAudit logsTwo-factor authEncrypted in transitSCIM provisioning
Built for enterprise
Security in every layer
The controls your security team will ask about, in one place.
Role-based access
Granular permissions for deals, files, invoices, and commission, down to what talent see.
Audit logs
Deal changes are logged with who made them and when.
Two-factor auth
Use any authenticator app, or sign in through your SSO provider.
Encrypted in transit
Every connection is encrypted, and financial details get an extra layer.
SCIM provisioning
Add and remove teammates automatically from your identity provider.
Need our SOC 2 report?
Request our SOC 2 Type II report and security policies from our Trust Center. We are happy to help with your security review or questionnaire.
Visit Trust Center