Independent CRM Back Up Policy

Your CRM data is our top priority so we’ve developed a backup policy to fit. We back up the all your personal data including all your leads, activities and opportunities as well as your system configurations which include your reports and custom fields. The only thing left for us to manage is your files, anything you’ve uploaded we’ll back up.

CRM data backup policy

Having identified the data let’s talk about the frequency. Your CRM data and configurations get copied once a day where we keep 5 days’ worth of backups, we also backup this data once a week for four weeks and once a month for 3 months, while your files get backed up once a week. Yes, it’s lots of data but we know how important this is. This data not only lives on our servers but we use cloud based technology in Microsoft’s Azure Recovery Services to house this data too for safe keeping.