OneMetric is now SOC2 Type II Compliant

Over the past few years, we’ve had the privilege of working with hundreds of businesses across industries that rely on HubSpot to run their revenue operations. From startups scaling their first GTM motion to large enterprises re-architecting complex CRM stacks, one thing has always been constant: trust.

When a company brings OneMetric into its GTM and RevOps ecosystem, it is not just trusting us with implementation or reporting. It is trusting us with the data that powers its growth engine - customer data, pipeline data, marketing performance, and operational insights. That responsibility is not something we take lightly.

Which is why this announcement means a lot to us.

We are officially SOC 2 Type II compliant, independently audited to verify that our internal controls meet the industry’s most rigorous standards for security, availability, and confidentiality.

What this means

SOC 2 (System and Organization Controls 2) is a framework developed by the American Institute of CPAs (AICPA) that defines how organizations should manage customer data responsibly. It evaluates how systems are designed and operated, whether they maintain consistent controls, and how those controls are monitored over time.

There are two levels: Type I and Type II.

Type I assesses whether proper controls exist at a specific point in time. Type II, which OneMetric has achieved, goes further. It tests how effectively those controls are operating over an extended period, typically six months or more.

In simpler terms, it means our processes were not just documented. They were tested, audited, and verified in practice.

Why this matters for our clients

For most of our clients, HubSpot sits at the center of their go-to-market stack. It is where marketing, sales, and customer success data meet. That means any integration, automation, or reporting layer built on top has to operate with the same level of rigor and security as the core system.

By achieving SOC 2 Type II compliance, we have validated that the way we handle data, build processes, and manage systems aligns with globally accepted security and reliability standards.

In practical terms, this means:

• Your CRM and marketing data are managed under strict access controls and logging.
  
  
• All integrations, migrations, and automations are developed and deployed through verified security protocols.
  
  
• Our internal workflows, from client onboarding to analytics delivery, adhere to the same standards that large SaaS organizations follow.
  
  

This certification does not change how we work day to day, but it formalizes and validates the systems we have built over time.

How we approached it

Getting SOC 2 compliant is not just an audit checklist. It is a company-wide reflection exercise.

We began by mapping every process that touches client data, from sales and onboarding to delivery and support. We then defined access policies, review cycles, encryption standards, and incident-response procedures.

We built monitoring systems around data access and usage patterns. We reviewed our infrastructure, refined our onboarding workflows, and ensured that compliance was not an afterthought but a design principle.

We partnered with Sprinto, our compliance automation platform, to manage and monitor every control continuously. Sprinto made it possible to maintain real-time visibility into our compliance posture and ensure that nothing slipped through the cracks.

For the independent audit, we worked with Atom Assurances, an accredited audit firm that validated our systems and controls against the SOC 2 Type II framework over several months. Their team’s expertise helped ensure every control was tested thoroughly and transparently.

It took months of preparation and collaboration across multiple teams — operations, security, RevOps, and delivery. But it was worth every step. Because this is not just about meeting an external standard. It is about raising our own internal bar.

How this fits into our larger mission

At OneMetric, our mission has always been simple: to help companies turn HubSpot into a revenue engine that works. Over time, that has meant building deep technical capabilities, investing in automation, and creating frameworks that bring predictability to RevOps execution.

As we started partnering with more enterprises, financial institutions, and global system integrators, it became clear that trust is as critical as capability. Security and compliance are not “nice to have” checkboxes. They are a prerequisite to scale.

SOC 2 compliance is part of a larger journey we are on to make OneMetric not just the most capable HubSpot partner, but also the most reliable one.

This milestone ensures that when a client integrates their systems with us, they can do so with complete confidence, knowing that their data is secure, their operations are protected, and their growth foundation is built on trust.

What’s next

Compliance is not static. SOC 2 Type II requires continuous monitoring, internal reviews, and external audits to maintain certification.

We are committed to that.

Over the coming months, we will continue investing in additional layers of data protection, vendor risk management, and infrastructure reliability. We are also building out a Trust & Security Center where clients will be able to access details of our compliance policies, certifications, and audit summaries.

For our partners, this also strengthens our joint delivery model. When you work with OneMetric, you get not only the depth of HubSpot expertise but also the assurance that your clients’ data is handled under independently verified standards.

A note of thanks

I want to take a moment to acknowledge the teams that made this possible — our operations team that documented every process, our engineers who implemented new controls, our client success teams who adapted quickly, and our external partners who guided us through the audit.

Special thanks to our compliance partners Sprinto and Atom Assurance for being instrumental in helping us navigate every stage of this process. Their expertise and rigor played a key role in helping us meet and maintain SOC 2 Type II standards.

Most importantly, thank you to our customers who have trusted us through every stage of our growth. Your trust has been the driving force behind how we operate and evolve.

This milestone belongs to you as much as it does to us.