How secure is the lead data that gets passed from Voksha into our CRM?

For Solar Installers

Every call Voksha handles gets structured into a lead record (name, address, phone number, utility bill amount, homeownership status, self-reported credit tier) and transmitted to your CRM, most commonly Salesforce or HubSpot, or a solar-specific platform, over encrypted connections rather than sitting in an unsecured spreadsheet or a voicemail transcript someone has to manually type up. This matters for solar companies specifically because lead sheets have historically been a soft spot: paper intake forms from door-to-door canvassers, sticky notes from missed calls, and shared spreadsheets passed between sales reps all create exposure points where a homeowner's address, utility usage, and financial self-report can end up somewhere it should not, whether that is a lost laptop, an ex-employee's personal device, or simply data with no access controls at all. Voksha's structured JSON handoff into your CRM means the data lands in a system your company already controls access to, with whatever role-based permissions and audit logging your CRM provides, rather than in an intermediate format that bypasses those controls. On the Enterprise plan, HIPAA and GDPR-aligned infrastructure is available for companies that want that level of data handling rigor applied to the call system itself, encryption at rest and in transit, access logging, and data retention controls, which is relevant for larger installers managing lead data across multiple states or working with financing and utility partners that have their own vendor security requirements as part of partnership agreements. If your company works with a financing partner or utility program that requires a security questionnaire from vendors touching customer data, Enterprise onboarding includes documentation to support that review.