Microsoft Copilot security directory

Softone Web CRM

Published by Softone Technologies

High risk

Boost sales and strengthen customer relationships with the AI-driven SOFTONE WEB CRM. Work from anywhere with a 100% web and cloud-native platform, automate repetitive tasks, and accelerate processes to save time and effort.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
Can permanently delete data: This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.
Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 42 tools or capabilities.

Create a new account
Create a new call
Create a new contact
Create a new event
Create a new lead
Create a new note
Create a new opportunity
Create a new task
Delete a call by ID
Delete a contact
Delete a lead by ID
Delete a note by ID
Delete a task by ID
Delete an account
Delete an event by ID
Delete an opportunity by ID
Retrieve a backoffice user by ID
Retrieve a call task by ID
Retrieve a contact by ID
Retrieve a lead by ID
Retrieve a note by ID
Retrieve a task by ID
Retrieve a team by its unique identifier
Retrieve all accounts for a company

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