Vendor scorecard
| Requirement | Questions to ask | Score |
|---|---|---|
| Client record | Can all files, messages, tasks and risk notes attach to one client record? | 0-5 |
| RBAC | Can access be granted by role, client and workflow stage? | 0-5 |
| Secure files | Can clients upload sensitive documents without normal email? | 0-5 |
| Audit history | Can you prove who changed, approved or exported key information? | 0-5 |
| Retention | Can records follow retention and review schedules? | 0-5 |
| Implementation | Can the team launch without a long enterprise project? | 0-5 |
Red flags
- Compliance evidence is stored in comments, folders or separate spreadsheets.
- Admins need to manually police broad folder permissions.
- There is no clear audit history for client risk decisions.
- The vendor cannot explain where sensitive client data is stored.
- Exports are easy but approvals are weak.
How HubSecure helps
HubSecure combines CRM, secure client portal, document vault, onboarding tasks, RBAC and audit history in one controlled workspace.
Frequently asked questions
What is a compliance CRM?
A compliance CRM connects client relationship data with onboarding, secure documents, permissions, review states and audit-ready evidence.
What is the biggest CRM red flag for regulated teams?
The biggest red flag is compliance evidence living in disconnected notes, folders, spreadsheets or inboxes instead of the client record.
How should this scorecard be used?
Use it to compare vendors consistently, identify implementation risks and agree which requirements matter before buying.