CRM System Security Plan Template for CMMC: What to Document
A practical SSP documentation template for your CRM's CMMC assessment. Covers exactly what assessors need to see for CUI handling, access controls, and audit trails.
Cabrillo Club
Editorial Team · February 5, 2026

Your System Security Plan (SSP) is the document that tells your C3PAO assessor how you meet each NIST 800-171 control. For your CRM, this means documenting exactly how CUI is handled, who has access, and what controls are in place. This template covers the CRM-specific sections you need.
This template supports our CUI-Safe CRM guide and CMMC CRM checklist. Use the checklist to verify controls, then document them here.
Section 1: System Description
Document these items for your CRM system:
- System Name: [Your CRM platform name and version]
- Deployment Model: [Cloud SaaS / Self-hosted / Hybrid]
- FedRAMP Authorization: [Authorization level, package ID, or N/A with justification]
- Data Location: [Data center region, cloud provider, GovCloud designation]
- System Boundary: [List all connected systems: email, ERP, document management, AI services]
- CUI Categories Present: [List specific CUI categories handled: CTI, ITAR, source selection, etc.]
Section 2: Authorization Boundary
Define the CUI boundary for your CRM:
- CUI Ingress Points: [Email sync, manual entry, API integrations, file uploads]
- CUI Egress Points: [Reports, exports, API calls, email sending, AI processing]
- Connected Systems: [List every system the CRM exchanges data with and the direction of CUI flow]
For detailed CUI flow mapping, reference our CUI Data Flow analysis.
Section 3: Access Control Documentation (AC)
For each role in your CRM, document:
- Role name and description: [e.g., 'BD Manager - Can view/edit opportunities assigned to their division']
- Object-level permissions: [What records can this role see? Contacts, opportunities, accounts?]
- Field-level permissions: [Which fields are visible/editable for this role?]
- Export permissions: [Can this role export data? In what formats?]
- MFA requirement: [MFA method, enforcement status]
Section 4: Audit & Accountability (AU)
Document your audit logging implementation:
- Events logged: [Login, record view, record edit, export, delete, search, AI query]
- Log detail: [User ID, timestamp, action, record ID, field changed, old/new value]
- Retention period: [How long are logs retained? Minimum 1 year recommended]
- Log protection: [How are logs protected from tampering? Read-only, separate storage?]
- Monitoring: [SIEM integration, alerting rules, review cadence]
Section 5: System & Communications Protection (SC)
- Encryption at rest: [Algorithm, FIPS validation certificate number]
- Encryption in transit: [TLS version, cipher suites, certificate management]
- Key management: [Who controls encryption keys? Customer-managed or vendor-managed?]
Section 6: AI & Automation Controls
If your CRM uses AI features, document:
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Editorial Team
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