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Common CRM problems in Security Engineer

Why most CRMs
don't work for
Security Engineer

Most CRMs lack the workflow flexibility, automation, and compliance tools needed for Security-Engineer roles, making them poorly suited for handling complex, non-linear, and highly regulated security processes.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Security Engineer field

"I can't tailor workflows to match our incident response procedures."

"There’s no way to automate or track our high-touch investigations in this system."

"It doesn’t support granular access controls or detailed audit trails we require."

"Managing compliance and adapting to new regulations is far too manual and rigid."

Monday.com CRM solution for Security Engineer

So, What makes monday CRM
perfect for Security Engineer?

Centralized Visibility

Easily track all security incidents, vulnerabilities, and priorities in one unified dashboard.

Customizable Automations

Automate routine security checks and incident responses, saving time for critical threat analysis.

Collaboration Across Teams

Share information and updates fluidly between security, DevOps, and IT teams for faster resolution.

Robust Security Features

Advanced access controls and two-factor authentication protect sensitive data and system workflows.

Use cases for Security Engineer

Key use cases

Security-Engineers benefit from using monday CRM by streamlining incident tracking, automating security workflows, and enhancing collaboration on security initiatives.

🛡️

Incident Tracking

Log and monitor security incidents in a central board to ensure timely response, documentation, and resolution.

🔄

Automating Playbooks

Design and trigger automated security workflows for common threats, ensuring consistent mitigation and faster triage.

📊

Real-Time Reporting

Generate dashboards to track security metrics, analyze vulnerabilities, and report on compliance efforts in real time.

🔗

Integrations with Security Tools

Connect monday CRM to SIEM, IAM, or ticketing tools to unify alerts and case management across platforms.

👥

Cross-Team Collaboration

Coordinate investigations and responses with IT, legal, and compliance teams through shared boards and updates.

🔒

Access and Permissions Control

Set granular permissions to protect sensitive security data and enforce role-based access within the CRM.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM allows you to track, prioritize, and manage all security incidents and risks in one place, keeping your team organized and improving response times.

Yes, you can create custom boards to monitor compliance deadlines, document audit trails, and automate reminders for regular reviews, making compliance management much simpler.

Your data is encrypted, backed up frequently, and managed with strict access controls, ensuring that only authorized users can view or edit sensitive information.

You can automate supplier questionnaires, track assessment statuses, and centralize all related documentation, giving you a clear overview of third-party security risks.

Absolutely, you can tailor the system to track controls, risks, and requirements for frameworks like ISO 27001 or NIST, without duplicating efforts across teams.

With real-time updates, notifications, and task assignments, your team can coordinate on investigations and remediation without missing any critical steps.

Yes, you can easily visualize trends, generate custom reports, and share dashboards that help highlight recurring vulnerabilities or track progress over time.

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