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Unified Customer Profile

CRM and revenue operations · by Regal

Consolidates customer data from all sources into a real-time, 360-degree actionable profile.

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What it does

Consolidates customer data from all sources into a real-time, 360-degree actionable profile.

  • Customer support
  • Lead qualification
  • Appointment setting
  • Collections
  • Bookings
Category
CRM and revenue operations
Built for
Financial services and insurance
Users
Financial services, Healthcare, Education, Local services and 6 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Regal doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Regal. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • HIPAACompliant
  • PCI DSSCompliant
  • GDPRCompliant
  • CCPA/CPRACompliant
  • Data encryption utilized
  • Unique account authentication enforced
  • Production application access restricted
  • Encryption key access restricted
  • Penetration testing performed
  • Control self-assessments conducted
  • Asset disposal procedures utilized
  • Portable media encrypted
  • Continuity and Disaster Recovery plans established
  • Continuity and Disaster Recovery plans tested
  • Cybersecurity insurance maintained
  • Customer data deleted upon leaving
  • Data retention procedures established
  • Data classification policy established

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