Custom Field Integration: A dedicated custom field named "Upload Aadhaar" allows users to easily upload Aadhaar images or PDF files directly into Zoho CRM.
Automated Masking Function
Seamless Masking Process: Once the Aadhaar is uploaded, users can simply click the "Mask Aadhaar" button to automatically mask sensitive Aadhaar details (e.g., the first 8 digits).
Swift Attachment Process
Automated Attachment: After masking, the masked Aadhaar is automatically saved and attached to the "Attachments" related list in the Leads module, ensuring quick access without compromising data security.
Privacy Regulation Compliance
Enhanced Privacy Compliance: The masking feature helps maintain compliance with privacy regulations by securely processing Aadhaar details before storing them in the CRM.
Integrated Workflow Efficiency
Simplified Workflow: The entire process, from Aadhaar upload to masking and attachment, is integrated within the CRM, streamlining data management and minimizing manual effort.
Secured Data Storage
Data Security: Ensures that only masked Aadhaar files are stored in the CRM, reducing the risk of unauthorized access to sensitive information.
Prerequisites
Prerequisites
You must be the Zoho CRM's Super Admin
Zoho CRM Enterprise Edition or Higher required.
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Secure Aadhaar Data Masking
Automatically mask Aadhaar numbers in Zoho CRM to ensure sensitive personal information is protected while still allowing authorized access for verification and compliance purposes.
Compliance with Privacy Regulations
Maintain adherence to data protection and privacy laws by masking Aadhaar numbers, ensuring your business is compliant with government regulations on sensitive data handling.
Controlled Data Access
Provide secure access to masked Aadhaar details, allowing only authorized users to view unmasked data, thereby safeguarding your clients' privacy while facilitating necessary verifications.
Seamless Integration and Management
Effortlessly integrate Aadhaar data masking into your CRM workflows, ensuring that sensitive customer information is automatically protected without disrupting day-to-day operations.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
