Chat To ClientsHelp Center

How can we help?

Knowledge base › Compliance › Compliance

Chat To Clients CRM Achieves PCI DSS v4.0.1 Validation for SaaS Payments


With over 15 million annual transactions processed, Chat To Clients CRM maintains security as a fundamental pillar of our platform. While our system architecture avoids storing sensitive cardholder data, our PCI DSS v4.0.1 Certificate of Validation issued by an independent Qualified Security Assessor (QSA) serves as a clear testament to our continuous investment in payment security and customer trust.


PCI DSS (Payment Card Industry Data Security Standard) is the global rulebook for keeping credit card information safe. This certificate means an independent security expert confirmed our systems meet the strictest global safety standards. Whether you process payments through order forms, invoices, payment links, Ecommerce stores or SaaS mode billing across any of our six supported payment providers, the infrastructure supporting those transactions is independently verified as secure.


What This Means for Agencies and Businesses


Chat To Clients CRM was assessed as a service provider. This directly simplifies compliance and sales enablement for our customers:



"While our architecture does not store cardholder data, we proactively pursued this validation because we believe in best-in-class security. Every payment our customers collect on Chat To Clients CRM carries their own customers' trust. Validating our payment surfaces against the strict PCI DSS v4.0.1 standard means an independent assessor has reviewed how we protect that trust."

Abhishek Tripathi, ISO & Head of Cybersecurity


What's Next


Our certificate is valid until October 7, 2027 and we will maintain this validation through regular assessments. Security remains a foundational part of how we build Chat To Clients CRM for the agencies and businesses that run on it.


View our PCI DSS v4.0.1 Certificate here!

Last updated Wed, 21 Oct, 2026 at 10:29 AM