Security and architecture that keep your revenue rhythm safe
Cadencia is an AI-native CRM built with multi-tenant isolation, RBAC, encryption, and full audit trails from day one — so you can trust the system that runs your revenue rhythm.
Isolation by design at the tenant and user level
Defense-in-depth encryption and secret management
Explainable AI with clear guardrails and audit trails
Data retention controls for your customer brain
Your data has its own lane
Cadencia is a multi-tenant SaaS platform: one logical deployment, many tenants — but your data never crosses the line. Every record, event, and embedding is tagged with a tenant identifier, and every query is automatically scoped to that tenant.
Tenant-scoped storage
All core CRM tables include tenant_id, enforcing isolation at the data layer.
Tenant-scoped vector search
Each tenant gets its own index or strict tenant filters, so semantic search and retrieval never pull in another customer's data.
Strict context boundaries
AI orchestration and agents are always invoked with tenant context; cross-tenant queries are not supported.
The right people, the right access
Roles and permissions are designed for modern revenue teams — owners, admins, managers, reps, and read-only users — plus fine-grained scopes for who can change settings, pipelines, and automation.
- 01
Role-based access control
Baseline roles with configurable permission scopes like crm.read, crm.write, and settings.manage.
- 02
Object-level control
Access to accounts, opportunities, and other entities can be limited by ownership or team, enforced at the query layer.
- 03
Admin surfaces
Centralized management of users, roles, and workspaces, so RevOps can govern access without becoming CRM police.
Encrypt in transit. Encrypt at rest. Monitor everything.
Cadencia follows modern cloud security practices so your customer brain is protected whether it's moving or standing still.
In transit
All traffic uses TLS 1.2+ between clients, services, and third-party providers.
At rest
Databases, vector stores, and object storage sit on encrypted volumes, with options for field-level encryption.
Secret management
OAuth tokens and API keys are stored in a central secret store, rotated regularly, and only accessible by authorized services.
Environments & backups
Separate dev, staging, and production, with automated backups, disaster recovery runbooks, and performance monitoring.
Agents that act, with receipts and limits
Cadencia is AI-native: agents summarize, score, route, and even execute follow-ups. But every AI capability is wrapped in guardrails you control.
- 01
Autonomy levels
Configure each workflow to suggest, require approval, or run in trusted autopilot.
- 02
Grounded answers only
Retrieval pulls from your tenant's own data — emails, activities, and docs — rather than hallucinating from the open web.
- 03
Brand voice & policy controls
Admins can tune tone and disallow certain content, like unapproved pricing promises.
- 04
Full visibility
Every AI-driven action is logged with the underlying context and reason.
Every important action leaves a trail
Behind the scenes, Cadencia is event-driven: lead creation, stage changes, emails, meetings, AI summaries, and SQL events are all emitted as structured events. Those events feed both your revenue rhythm and your audit trail.
- Auth events
Logins, password changes, SSO link and unlink
- Permission changes
Role updates, integration connections and disconnections
- Data changes
Creates, updates, and deletes for accounts, leads, opportunities, pipelines, sequences, and stage transitions
- AI & automation
Auto-sends, AI-generated tasks and sequences, and other agent actions
- Billing signals
SQLReached events tied to your SQL definitions, so billing, reporting, and audits share one source of truth
Keep what you need, for as long as you need it
Not every organization wants to keep raw emails and transcripts forever. Cadencia supports configurable retention windows for raw content, while preserving summarized insights where appropriate.
Retention policies
Platform-level defaults, with the ability to tailor retention for raw transcripts, emails, and summaries.
PII & vector store hygiene
Optional redaction before content is embedded, so sensitive fields don't end up in long-lived vector indices.
Export & deletion
Import and export tooling plus per-tenant data management, helping you comply with internal and external obligations.
Run your revenue rhythm without raising your risk
Cadencia gives your reps an AI-powered rhythm, your leaders trustworthy data and forecasts, and your security team the controls and visibility they expect from a core system of record.