Maintaining a PCI compliant CRM minimizes exposure of cardholder data, reduces audit scope, and helps protect customers and the business from fines and reputational harm.
Responsible for payment collection strategy and vendor selection. Works with IT to choose hosted fields or tokenization, validates vendor attestations, and ensures billing workflows minimize card data storage in the CRM.
Defines technical scope, configures encryption and access controls, documents network segmentation, and coordinates quarterly scans and annual PCI assessments to maintain evidence for auditors.
Organizations that accept card payments through CRM-driven workflows need PCI-aware controls and documented processes.
Teams across retail, software-as-a-service, and professional services use compliant CRMs to reduce risk while preserving payments and document workflows.
Replaces stored card numbers with reversible or irreversible tokens issued by payment processors, ensuring the CRM retains only non-sensitive references while processors retain the actual card data under their PCI controls.
Embeds payment collection fields served directly by a payment provider so card data bypasses CRM servers, reducing the number of systems in scope and simplifying compliance tasks for both IT and security teams.
Encrypts sensitive form fields on capture and during transit, with keys managed outside the CRM environment, ensuring unauthorized users cannot read card data even if additional access is granted elsewhere.
Records signer actions, field changes, and access events with timestamps and user identifiers, producing the evidence required for forensic review and PCI audit trails.
| Setting Name | Configuration |
|---|---|
| Payment Field Type | Hosted Field |
| Token Storage Location | CRM token store |
| Access Control Model | RBAC with MFA |
| Audit Log Retention | Seven years |
| Vulnerability Scan Frequency | Quarterly scan |
Ensure clients and browsers meet minimum security requirements so hosted payment fields and encryption behave predictably across devices.
Keep client platforms updated, enforce secure TLS ciphers, and ensure any mobile or desktop apps use the vendor's supported SDKs and payment modules so cardholder data remains within the payment processor's scope rather than the CRM.
An online retailer collects card data during checkout and links orders to CRM profiles for fulfillment and support
Resulting in smaller PCI assessments and fewer systems requiring intensive controls, lowering overall compliance burden.
A medical practice accepts copayments and links billing to patient records stored in a CRM
Resulting in clearer separation of PHI and payment data and more straightforward PCI and HIPAA boundary management.
| Capability | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN / UETA compliance | |||
| Audit trail and tamper-evidence | |||
| Payments integration options | Stripe integration | DocuSign Payments | Third-party integrations |
| Field-level encryption support | Partial |
| Vendors and plans | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting Monthly Price | From $8/user/mo | From $10/user/mo | From $9.99/user/mo | From $15/user/mo | From $19/user/mo |
| Free trial available | Yes | Yes | Yes | Yes | Yes |
| Payment features cost | Included on paid plans | Add-on or plan | Included via integration | Add-on | Included in higher tiers |
| Enterprise level support | Yes | Yes | Yes | Yes | Yes |
| PCI guidance availability | Vendor documentation | Vendor documentation | Vendor documentation | Vendor documentation | Vendor documentation |
