InsideSales Security Assessment
Sales & CRM
Playbooks is an AI-powered cadence-based sales application designed to allow for strategic sales teams to grow pipeline.
9-Dimension Security Framework
Identity & Access Management
API Security
AI Integration Security
NEWInfrastructure Security
Data Protection
Vulnerability Management
Breach History
Incident Response
AI Integration Security Assessment (9th Dimension)
Assess whether SaaS applications are safe for AI agent integration using Anthropic's Model Context Protocol (MCP) standards. Identify Shadow AI risks before they become breaches and make safer AI tool decisions than your competitors.
Last updated: January 16, 2026 at 05:55 AM
Assessment Transparency
See exactly what data backs this security assessment
Data Coverage
6/8 security categories assessed
Score based on 6 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.
Evaluation Friction
Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.
Transparency indicators show data completeness and vendor accessibility
Comprehensive Security Analysis
In-depth assessment with detailed recommendations
Security Analysis
Executive Summary
| Metric | Value | Assessment |
|---|---|---|
| Security Grade | B | Needs Improvement |
| Risk Level | Medium-High | Executive approval required |
| Enterprise Readiness | 51% | Gaps Exist |
| Critical Gaps | 0 | None |
Security Assessment
| Category | Score | Status | Action Required |
|---|---|---|---|
| 🟢 Breach History | 100/100 | excellent | Maintain current controls |
| 🟡 Vulnerability Management | 85/100 | good | Maintain current controls |
| 🟡 Identity & Access Management | 75/100 | good | Monitor and improve gradually |
| 🟠 Incident Response | 60/100 | needs_improvement | Monitor and improve gradually |
| 🟠 API Security | 50/100 | needs_improvement | Add rate limiting and authentication |
| 🟠 Infrastructure Security | 30/100 | needs_improvement | Review and enhance controls |
| 🟠 Data Protection | 30/100 | needs_improvement | Implement encryption at rest, TLS/HTTPS, and 1 more |
Overall Grade: B (53/100)
Critical Security Gaps
| Gap | Severity | Business Impact | Recommendation |
|---|---|---|---|
| 🟢 No dedicated security documentation page | LOW | Extended due diligence process | Request security whitepaper or public audit reports |
Total Gaps Identified: 1 | Critical/High Priority: 0
Compliance Status
| Framework | Status | Priority |
|---|---|---|
| SOC 2 | ❌ Missing | High Priority |
| ISO 27001 | ❌ Missing | High Priority |
| GDPR | ❌ Missing | High Priority |
| HIPAA | ❓ Unknown | Verify Status |
| PCI DSS | ❓ Unknown | Verify Status |
Warning: No compliance certifications verified. Extensive due diligence required.
Operational Excellence
| Metric | Status | Details |
|---|---|---|
| Status Page | ✅ Available | https://status.insidesales.com |
| Documentation Quality | ⚠️ 7/10 | No SDKs |
| SLA Commitment | ✅ Published | Formal SLA available |
| API Versioning | ✅ Yes | Breaking changes managed |
| Support Channels | ℹ️ 1 channels |
Operational Facts Extracted: 6 data points from operational_maturity enrichment
Integration Requirements
| Aspect | Details | Notes |
|---|---|---|
| Setup Time | 3-5 days (manual setup required) | Estimated deployment timeline |
| Known Issues | Manual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls needed | Implementation considerations |
Authentication Capabilities
| Method | Tier Requirement | Evidence Source |
|---|---|---|
| ❌ OAuth 2.0 | All Tiers | auth_discovery (90% confidence) |
| ✅ SSO (SAML/OAuth) | Enterprise | sso_discovery (90% confidence) |
| ✅ Multi-Factor Authentication | All Tiers | security_analysis (80% confidence) |
Authentication Facts Extracted: 0 data points from auth_evidence enrichment
⚠️ Inherent Risk Consideration
Data Sensitivity: This application stores sensitive data:
- CRM contact information (names, emails, phone numbers, companies)
- Sales pipeline data (deal values, forecasts, customer interactions)
- Customer communication history (emails, calls, chat logs)
Risk Level: HIGH - Contains personally identifiable information (PII)
Compliance Requirements:
- GDPR - General Data Protection Regulation (EU)
- CCPA - California Consumer Privacy Act (US)
- SOC 2 Type II - Security, Availability, Processing Integrity
🛡️ Enterprise Security Controls to Implement
Even with strong vendor security, enterprises must implement:
1. Identity & Access Management
- Enable SSO with your identity provider
- Implement MFA for all user accounts
- Regular access reviews (quarterly recommended)
- Review and restrict API access permissions
2. Data Protection
- Configure data residency controls for GDPR compliance
- Enable audit logging for compliance requirements
- Implement data classification policies
- Request SOC 2 Type II audit reports
3. API Security
- Review and restrict API access permissions
- Rotate API keys quarterly
- Monitor API usage for anomalies
4. Vendor Management
- Request SOC 2 Type II audit reports
- Verify compliance documentation
- Include security requirements in contract terms
Compliance & Certifications
API Intelligence
Transparency indicators showing API availability and access requirements for InsideSales.
API Intelligence
API intelligence structure found but no operations extracted. May require manual review.
Incomplete API Intelligence
Our automated extraction found API documentation but couldn't extract specific operations. This may require manual review or vendor assistance.
View Vendor DocumentationAI-Powered Stakeholder Decision Analysis
LLM-generated security perspectives tailored to CISO, CFO, CTO, and Legal stakeholder needs. All analysis is grounded in verified API data with zero fabrication.
Security Posture & Operational Capabilities
Comprehensive assessment of InsideSales's security posture, operational maturity, authentication capabilities, security automation APIs, and breach intelligence.
Operational Maturity
Support, SLAs, and documentation quality
Authentication Data Not Yet Assessed
We haven't collected authentication and authorization data for InsideSales yet.
Security Automation APIs
Programmatic user management, data operations, and security controls
Frequently Asked Questions
Common questions about InsideSales
Any Organisation that processes personal data of EU citizens is subject to GDPR, regardless of the size of the business or the sector in which it operates. This includes businesses, non-profits & publ
Source: Search insights from Google, Bing
The General Data Protection Regulation (GDPR) is a European law that established protections for privacy and security of personal data about individuals in European Economic Area (“EEA”)-based operati
Source: Search insights from Google, Bing
Understanding the reach of GDPR is crucial for any organization handling personal data. Essentially, GDPR applies to any organization, regardless of its location, that processes the personal data of i
Source: Search insights from Google, Bing
Under GDPR, organizations must have a lawful basis for processing personal data. There are six lawful bases outlined in the regulation: consent, contract, legal obligation, vital interests, public tas
Source: Search insights from Google, Bing
Compare with Alternatives
How does InsideSales stack up against similar applications in Sales & CRM? Click column headers to sort by different criteria.
| Application | Overall ScoreScore↓ | Grade | AI Security 🤖AI 🤖⇅ | Action |
|---|---|---|---|---|
InsideSalesCurrent | 53/100🏆 | B | N/A | |
46/100 | C+ | N/A | View ProfileView | |
38/100 | D+ | N/A | View ProfileView | |
38/100 | D+ | N/A | View ProfileView | |
34/100 | D | N/A | View ProfileView | |
30/100 | D | N/A | View ProfileView | |
27/100 | F | N/A | View ProfileView |
Security Comparison Insight
InsideSales has the highest security score (53/100) among these alternatives. Strong choice for security-conscious organizations.