Attention: Advisers, Accountants, Bookkeepers, CPAs, & Ambitious Business Owners…
Transform Your Financial Services Business With Effortless CRM Automation – Boost Productivity, Save Time, & Sign More Clients
Here’s how the most profitable accounting and finance professionals have filled their diaries, saved £2,499 a month, removed stress, and stabilised monthly revenue. And, the best part? YOU can do the same…
Press Play Below To Watch The 45 Minute Demo
BOOK YOUR LIVE ZOOM DEMO AND A GET 7 DAY FREE TRIAL
Transforming Financial Services
If you want to free yourself from tedious admin tasks, save thousands on expensive software, and finally have the time to work on your business rather than in it, keep reading.
I’ve worked with over 1,000 firms and understand the difference between a struggling accounting / financial services business owner and one that’s thriving.
The difference?
Uplevel CRM.
Imagine your diary packed with quality sales meetings, your admin tasks automatically handled, and the peace of mind knowing your business won’t fall apart if you take a day off.
It would feel pretty damn good, wouldn’t it?
With Uplevel CRM, this can become your reality.
Here’s how Uplevel CRM is different:
Effortless Automation:
Say goodbye to tedious admin tasks. Uplevel CRM automates your workflow, freeing up hours to focus on growth.
Cost Savings:
You can save up to £2,499 a month on software expenses and invest that money back into your business… Or take that holiday to Morocco you’ve always wanted.
Seamless Client Management:
Keep your diary packed with high-value client meetings and ensure your revenue remains stable, even when you’re not in the office.
Revolutionary Email Marketing:
Craft engaging emails with easy-to-use AI tools and pre-built templates to boost engagement and conversion rates.
Comprehensive Marketing Tools:
You’ll gain access to a full suite of marketing tools, including unlimited sales and marketing funnels, form builders, survey tools, and more, all integrated seamlessly to enhance your business’s marketing.
Effortless Workflow Automation:
Eliminate manual work with robust automation so you can do less tedious stuff and focus on growing your business.
Two-Way Text Messaging
Contact your customers directly within Uplevel CRM, ensuring high engagement and quick responses.
Omnichannel Inbox
Manage messages from social media, email, and text in one place, allowing you to keep engagement and response rates high.
Integrated AI for Efficiency
Use AI to write emails, create images, and respond to chat messages, automating tasks that usually take time and effort.
Yeah, you get a hell of a lot.
If you split all of this up into separate software, you’d spend well over £2,499 a month.
But with Uplevel CRM, you’ll get it for a fraction of the cost; we’ll talk more about that in a minute.
First, meet Kevin.
Kevin is a business advisor who was overworked, underpaid, and struggling to handle the everyday admin that comes with the job title.
He spent countless hours a week hoping between software and couldn’t find time to get ahead. The time he could spend working on building his business.
Here’s what he had to say about using Uplevel CRM:
“Great piece of software that deals with so many things. I have created multiple websites, funnels and marketing campaigns with the software and it is certainly easy to use. Support is amazing, quick response and ability to actually go through things on video, sharing screens. Before, I was using 3–4 different systems that didn’t talk to each other to do half of what I can do on Uplevel CRM. Now all of that is systemised and automated to make my life easy."
– Kevin at Insights Accounts
But Kevin isn’t the only example of how Uplevel CRM can revolutionise your business.
Many other financial services professionals are using Uplevel CRM, and they’re thriving. Here’s what they have to say:
“Uplevel has been an easy and great CRM software to use to set up marketing campaigns, landing pages for webinars and set up automations to build relationships with our clients. I’ve received constant support from Matthew and the team through emails, loom videos and during the weekly support sessions so my queries and problems have always been resolved quickly."
– Elizabeth at Bluewater Accountants
“Perfect software for achieving my desired outcomes with website building, lead generating, bulk email campaigns and Uplevel is overall a great advancement within the business!"
– Duncan at Profit Genie Group & Profit First UK
…Yet, It Wasn’t Built For You (Not At The Start)
That’s right. It wasn’t meant to be for you…Well, not initially, anyway.
It was for the co-founder of Uplevel CRM, Amanda C. Watts.
If you’re reading this, then you probably know a little bit about Amanda. If you don’t… Then you should know she LOVES technology.
Yet, she grew frustrated with the tools he used to run her advisory services business.
She found them:
Frustrating to use
Time-consuming
Inefficient
Lacked Integration
Expensive
So, together with her business partner Matthew, Amanda set out to solve that problem. That’s why Uplevel CRM was developed.
However, after using Uplevel CRM to simplify and scale her business, Amanda realised one thing.
She needed to share Uplevel CRM… It was too good not to.
After all, having a powerful tool that can transform businesses but hoarding it for yourself is just selfish.
And that’s not Amanda.
Now, if you’re a bit of a technophobe, you don’t need to worry.
Our guiding principle is: “If Amanda can understand it and use it easily, then any of our clients can too.”
That includes YOU.
When you sign up to Uplevel CRM, you’ll even get access to 1000+ help desk articles and 24/7 human support.
You’ll never be left in the dark.
Customised Features
Prebuilt Sales Pipelines
Email & SMS Templates for Sales Pipelines
Automated Workflows
Calendars For Booking Appointments
Forms, Surveys, & Custom Fields
“So What’s Does Uplevel CRM Cost?”
If you were to purchase software that could:
Manage Sales Funnels
Automate Email Marketing
Nurture Leads
Set Appointments
Manage Multi-Channel communication
Customise Workflows
Use AI For Content
Manage Reviews
Build Website & Landing Pages
And more…
You’d be looking at roughly £2,499 a month.
That’s what the average financial service provider can expect to pay for the perks of a smoothly run business.
The only problem is the business is never that smooth… And the cost… Well, it’s pretty extortionate if you ask us.
So instead of paying £2,499 a month on software, you’d be happy paying £1500, right?
I mean, that’s an extra £1k in your pocket each month…
But…
What if I told you Uplevel CRM is 10x more affordable than that…?
You see, we want to help as many financial service professionals as possible.
We want your business to scale to new All-Time-Highs, minus the stress that usually comes with it.
That’s why we’ve decided to keep the price as affordable as possible.
You can get access to Uplevel CRM for £150/month.
Yeah, £150 A MONTH.
It’s a bargain for what you’re getting.
Imagine what you’ll be able to do with all the money you’ll save. Flights abroad? Upgraded hotel? Present for your partner? New car?
To top it off, you’re not just saving money; you’re saving a lot of time, too. And you’ll be able to step away from your business without losing revenue or feeling guilty for taking time off.
If you’re still not 100% certain Uplevel CRM is for you, we get it.
There are tonnes of software options out there and many of them don’t deliver on what they promise. The industry is pretty frustrating in that department.
That’s why we offer a 7-Day Free Trial, so you can put Uplevel CRM to the test RISK-FREE.
You can try and test the software all you like without paying a penny.
Ready to make your financial services business a well-oiled revenue-producing machine without needing to manually do everything yourself?
Click the link below to book a live demo on Zoom and access your 7-day Free Trial of Uplevel CRM.
Frequently Asked Questions
1.1 - How much does it cost?
Uplevel CRM subscriptions are £150 per month including VAT.
Unlike most other systems - where your bill increases as your business grows - Uplevel CRM gives you UNLIMITED domains, websites, emails, texts, funnels, hosting, automation AND up to 10 seats/staff members.
Your subscription also includes $5 per month of ‘usage’.
Your subscription will commence on the day you sign-up and will continue until cancelled by you. You’ll be billed automatically each month or year (depending on which subscription you choose) unless or until you cancel in accordance with our terms and condition.
1.2 - What other costs are there?
If you want to use the SMS texting features or the outbound calling feature then you will need to purchase a dedicated phone number from LeadConnector. The cost of these do vary but they start from as little as $1/month. You will purchase them within the Uplevel CRM system once you come on board.
LeadConnector is responsible for all the phone number, call and SMS services in Uplevel CRM.
Apart from that, for most businesses, there will be no other costs.
If you are a reasonably large business that exceeds the generous inclusive usage allowance each month then you will have to pay Usage fees but these are not onerous. In truth they’re tiny. Full details are given in the Usage Costs question 1.4.
1.3 - Do I have to pay extra depending on how many contacts I have in the system?
No
We know this is how most CRM-type systems charge but we think it is fundamentally unfair so your Uplevel CRM subscription will be the same whether you have 100 or 100,000 contacts.
You may, however, be charged additional sums based on your USAGE of the system, although we expect the standard subscription to include enough ‘usage’ for the vast majority of clients.
1.4 - What are the usage costs in addition to the monthly subscription?
For the vast majority of businesses there will be no additional usage costs.
You’ll only pay usage fees if you exceeds your inclusive usage allowance each month. Even in this scenario, the amounts involved are tiny.
The Usage Tariff is set out below but your subscription already INCLUDES up to £5 of usage every month which means that the following are INCLUDED in Uplevel CRM Members subscription (all amounts below are in $):
- Making Calls: 0.0147/min
- Receiving Calls: 0.0089/min
- Text Messages: 0.0083/segment
- Email: 0.0007/email
- Premium Triggers & Actions: 0.0105/workflow actions
- Email Verification: 0.0026/email
- Content AI: 0.0945/1000 Words & 0.063/Image
- Workflow AI: 0.0315/GPT 4 and 4o execution and 0.0158/ GPT 3.5 & 4o Mini executions
- Conversation AI: 0.021/Message
- WhatsApp Conversation: 0.0777/WhatsApp Conversation
- Reviews AI: 0.084/review response
- Funnel AI: 1.0395/funnelAI
1.5 - Is there a set-up fee?
No. If you would like help with your set up please email [email protected]
We have a variety of set up packages available from one off payments to rolling monthly contracts.
1.6 - What’s the Onboarding Service?
There is recorded training to help you get set up in our Fast Start section. There is a 1:1 Live Onboarding service available to new Uplevel CRM users. There is a small fee to use the Onboarding Service.
please email [email protected] for support.
1.7 - Is there a contract or notice period?
No. You can cancel at any time and your subscription will end 30 days after your last subscription payment was received.
1.8 - Is there a free trial available?
Yes, your first 7 Days are a free trial, and payments commence on the 8th day.
1.10 - What platforms and services can Uplevel CRM replace?
If you’re using any marketing software in your business right now there’s a good chance that Uplevel CRM can replace it - cheaper and with more features, all in one place!
Obviously, it’s up to individual business owners to decide what services to cancel but Uplevel CRM has been designed as an all-in-one solution which eliminates the need for many software applications, including all of the following:
-CRM
-Email marketing
-Pipeline management software
-Sales funnel building software
-Website building tools
-Surveys and form creators
-2-way SMS marketing
-Calendar bookings and appointments
-Course membership software and hosting
-Call and analytics tracking
-Reputation and review management
We expect, for many businesses, they’ll save way more in monthly subscriptions than Uplevel CRM will cost them so not only will you have what we believe is the best platform in the world, but your costs will also go down.
1.11 - What are the terms and conditions?
You can see them listed here.
2.1 - Is there a limit on the number of emails or texts I can send?
No – your usage is unlimited.
2.2 - What is email deliverability like when sent via Uplevel CRM ?
You can expect email deliverability to be similar to that which you experience with any other CRM or email tool.
There are a lot of factors that influence whether an email makes it to the recipient's inbox – or not. In general, mailbox providers are trying to determine three things:
-Is the message safe?
-Is the message wanted by most Subscribers?
-Is the message wanted by this particular Subscriber?
If the answer to all three questions is Yes, the message belongs in the Inbox. But, if it believes any of the answers above are No, then your message will likely end up in the spam folder.
This is neither more nor less likely to happen with Uplevel CRM than it is with any other email or CRM tool.
2.3 - What can I do on the mobile app?
your ongoing conversations with prospects and clients
your calendar and to-do lists
high-level dashboard analytics
raise invoices
request reviews
check your pipeline and much more...
2.4 - Is Uplevel CRM a separate login from other Oompf Global products?
Yes. As an Uplevel CRM subscriber you will have a unique login to access Uplevel CRM, which is entirely different to our membership area.
2.5 - How are the text messages sent?
Text messages are sent through Lead Connector. In order to fully use the SMS functionality, you will need to purchase a Lead Connector phone number which start at just $1 per month. You can do this within Uplevel CRM once you come onboard.
2.6 - Can I integrate WhatsApp with Uplevel CRM ?
Yes! At the moment there is an additional fee of $29.99 per month for this connection.
But we're hoping to reduce that in the near future.
2.7 - Can you embed videos?
Yes. Videos can be added to the landing pages and funnels created in Uplevel CRM.
You can do so by either hosting a video up to 4GB in the system (there’s no charge – you have unlimited video hosting) or through a view link for any of the following video hosting sites:
-Wistia
-YouTube
-Vimeo
2.8 - What are the limits on video hosting?
The maximum size for any single video is 4GB (to put in context, that’s about the same as a DVD disc) but you can
host as many as you need, subject only to ‘reasonable use’.
2.9 - What platform is Uplevel CRM built on?
To ensure resilience and security we have built Uplevel CRM on the GoHighLevel platform which has millions of users across the globe and the infrastructure needed for a system like this.
We have customised the platform a great deal to make it a bespoke content and workflow experience for Uplevel CRM subscribers, and, we believe it to be the best, most complete marketing system in the world for businesses.
2.10 - Are emails mobile-friendly?
Yes, emails are mobile-friendly.
If you decide to use HTML emails and email templates, you have the option to view these in a mobile view to ensure they are optimised and make amendments.
Plain text emails are automatically mobile-friendly, provided any images are not too large.
2.11 - Does Uplevel CRM offer an analytics/stats dashboard?
You bet! We believe it’s the most user-friendly, easy-to-use dashboard available anywhere and it gives you up-to-the-minute information on everything you need to know with your marketing, from lead gen to conversion, to lead source, to pipeline and more.
It’s very cool!
2.12 - Does Google Analytics connect to Uplevel CRM ?
Yes. Uplevel CRM is all set up to work with Google Analytics 4 (GA4) - the latest version of the Google Analytics platform – that provides a more advanced and comprehensive view of user behaviour across different platforms and devices. It offers cross-device tracking, machine learning-powered insights, and enhanced event-tracking capabilities.
Uplevel CRM users can now easily use GA4 tracking with their Uplevel CRM accounts. This will allow you to track and analyse user behaviour and engagement across different channels, including your website, mobile app, and social media platforms.
2.13 - Can it create To Do lists?
Yes. The ‘Task List’ feature in Uplevel CRM allows you and/or your team to keep track of any manual tasks that are required from your campaigns and automations. For instance, it will tell you who you should be calling today as part of your follow up...
2.14 - What is an ‘Omnichannel Inbox’?
Your inbox in Uplevel CRM receives ALL your messages from ALL of your lead sources – that’s why we call it ‘Omnichannel’.
What that means is when your customers or prospects contact you through Facebook Messenger, say, or your Google Business Profile, or via text message or email or they DM you through Instagram, ALL those messages go to the same place – your Uplevel CRM inbox – so it’s much easier for you to see and manage and respond.
Omnichannel, see!
3.1 - How many team members, staff or other users can I have on my account?
Your first 10 (TEN) users are included in your core subscription.
We think it’s wrong that other systems charge you extra for every member of your team that has a login because there are fundamentally no additional costs for extra staff members which is why you can have up to 10 users all included with Uplevel CRM .
Talk to us if you need more than 10 users.
3.2 - Can I add my staff or virtual assistant?
Yes. You get 10 individual logins included as part of your subscription.
3.3 - Can I limit what my team members can access?
As the account holder, you will be able to control the permission levels of each of your users. So you can tailor access to your system based on individual roles and requirements.
3.4 - Can my staff share a login or do they need their own?
It’s much better for you that every team member has their own login – and you get TEN user logins included as part of your subscription so we recommend that you use them and give each person their own login.
The benefit to you of doing that is that everything is tracked back to an individual – so if someone makes a
change you’ll be able to see who did it.
3.5 - How much does it cost for additional seats (for staff)?
Your first TEN seats (or users) are included as part of your subscription.
If you need more than 10 seats, please talk to us.
3.6 - Can I have two different businesses in a single account?
No – not normally.
Each Uplevel CRM account is designed for a single business.
3.7 - Can I have more than one account?
Yes – if you have multiple businesses – or brands – you’ll probably want to have an Uplevel CRM account for each of them.
It will make your life much easier!
4.1 - Can I use my own domain?
Yes – you can add as many domains to your Uplevel CRM account as you want.
4.2 - Can it build websites?
Yes – you can create full-featured websites with custom menus along with high-performing and captivating landing pages all within Uplevel CRM using our super-cool ‘drag and drop’ software.
You don’t need any coding skills!
4.3 - Can I customise the web pages with my brand?
Yes. The Uplevel CRM platform includes a website builder where you can create unlimited websites.
You can select a template or start from scratch and customise everything using the drag-and-drop interface.
4.4 - Can I keep my website as it is but use Uplevel CRM for everything else?
Yes, you can.
You don’t have to replace or migrate your website to Uplevel CRM if you don’t want to.
You can still build Landing Pages on your domain in Uplevel CRM and you can embed Forms and other features into your existing Site with ease.
4.5 - How many funnels can I have?
There’s no limit. You can create as many funnels as you like.
4.6 - How many domains can I have?
As many as you need. Each funnel or landing page you create in Uplevel CRM can be allocated to a domain and these domains can each be different so, in practice, there’s no limit to the number of domains you can have. In fact, if you want a domain that you don't own, you can purchase inside your Uplevel CRM account.
4.7 - Does WordPress integrate with Uplevel CRM?
Yes. You can create and host websites through WordPress with Uplevel CRM .
You can also connect existing WordPress sites to the system.
4.8 - What does it cost to host Wordpress websites in Uplevel CRM?
Wordpress websites are £15/month, per site.
(NB. Uplevel CRM uses Google Cloud to host your Wordpress website).
4.9 - Are there WordPress plugins?
Yes. Almost every existing Wordpress plugin works perfectly with Uplevel CRM.
The only exceptions are plugins that replicate features that are built into the system (and are therefore unnecessary) or plugins which risk the security of the platform, and we recommend you do your due diligence before utilising any plugin with your Uplevel CRM.
4.10 - Can Uplevel CRM only host Wordpress sites?
Yes.
4.11 - Are there any website platforms NOT compatible with Uplevel CRM?
Uplevel CRM works with 99.9% of websites out there.
The only 'bump in the road' is if you're trying to integrate your website hosting or email domain and either of those are set-up in Wix or SquareSpace.
Wix and SquareSpace are 'basic' website builders and so don't let you migrate or edit your DNS records to work in ANY exterior platform - including Uplevel CRM.
The best solution is to move your website to a 'proper' / 'professional' website platform which allows you to edit your settings (e.g. you can get an expert on UpWork to move your Wix site to Wordpress for $150).
REMEMBER: Uplevel CRM has a complete Website Builder and 100% FREE hosting - so if you have a simple website, you'd save virtually every cost of running it by moving/building it in Uplevel CRM.
5.1 - What integrations does Active CRM have?
The following integrations are built into Active CRM:
-Stripe
-Business Profile
-Google Analytics
-Gmail-Google Calendar
-Outlook Calendar
-Slack
-QuickBooks
-Shopify
-Clio
-TikTok
-Zoom
Importantly, Active CRM connects really easily with Zapier which means you can link pretty much any other software you might use with the system.
Plus, you’ll have your very own API key (if you’re technical enough to know how to use it!).
5.2 - What Social Media platforms will it connect to?
It’s easy to connect Active CRM to Facebook, Instagram, LinkedIn and TikTok.
Connecting is very easy and can be completed in a click or two.
Once connected you can see stats, schedule posts and pull messages from those platforms through into your Omnichannel Inbox.
Active CRM can connect directly with Facebook, for instance, and pull all your Facebook Ads lead data over onto the Active CRM platform. Then, you can set up a trigger to add the lead contact to your campaign workflows.
For example, if you receive a lead from Facebook, you can create a trigger that automatically sends out an SMS, say, inviting the recipient to book an appointment.
5.3 - What payment gateways integrate with Active CRM?
For businesses based in the UK, Stripe, PayPal, and NMI integrations are all built into Active CRM.
Businesses located in North America can also use Authorize.net.
For most businesses, Stripe is our recommended solution for taking payments through the system.
5.4 - Can you create and manage ads from the platform?
No. You can’t create and set up Ads from Active CRM but you can link your Ad accounts so you can see all your Reports on your Dashboard IN the Active CRM system.
It’s pretty cool having everything all in one place.
5.5 - Does Active CRM connect to accounting software?
Yes – there is a QuickBooks integration built in.
You can also connect it to Xero using Zapier.
5.6 - Does it have a WhatsApp integration?
Yes! At the moment there is an additional fee of $29.99 per month for this connection. But we're hoping to
reduce that in the near future.
6.1 - Can I import my existing list?
Yes. It’s obviously best practice to clean your list and check for duplicates before importing but once you’re ready it’s pretty straightforward to do.
You’ll export your data from your existing CRM into a CSV file and then import that CSV file into Uplevel CRM .
We have a full walk-through Guide to help you with this in side your Uplevel CRM account.
If you require assistance or bespoke support please email [email protected] for information on our support packages.
6.2 - Does it import all details e.g. notes etc when migrating data?
Yes - you can import whatever fields you require. You’ll just need to make sure that both your export and your import are set up properly and that you assign/map the correct fields in your CSV file to the fields in Active CRM.
Don’t worry, you can create Custom Fields in the system so all your data will have a home.
6.3 - Can you move websites from other platforms?
Yes - There are 2 ways to move funnels and websites into Uplevel CRM:
- Import Funnels &/or Websites via a Share link
- Clone Funnels &/or Websites
Both ways are very straightforward to do providing the site is built on a system/platform that allows it.
If your website is built in Wordpress then it’s very easy to move and host inside your Uplevel CRM account.
6.4 - Can I move to Uplevel CRM from an existing GoHighLevel account and migrate all my stuff?
Yes. Just talk to us and we can help you make this happen.
6.5 - Can I import an existing funnel that I built in ClickFunnels?
Yes. Uplevel CRM has a unique feature that lets you enter the URL of a funnel step, and it will automatically duplicate
all of the elements and add them to your new funnel in Uplevel CRM.
7.1 Is Uplevel CRM GDPR compliant?
Yes, we are fully compliant with GDPR.
This answer is intended to explain what the rules are, how they apply to your use of the Uplevel CRM platform and the steps we have taken to comply. This is not intended to comprise legal advice.
You should review this document in conjunction with our Privacy Policy and contact a specialist legal professional if you require advice or more information.
General Data Protection Regulation (GDPR)
Regulation (EU) 2016/679, more commonly known as the General Data Protection Regulation (EU GDPR), is an EU regulation aimed at harmonising data protection laws across the EU.
The EU GDPR is focused on giving individuals more control over how their data is used by companies and making the collection and processing of data more transparent.
The EU GDPR was incorporated directly into UK law following the end of the Brexit transition period, meaning that UK-based businesses and other entities subject to UK law still have to comply with its provisions through the ‘UK GDPR’.
Basic GDPR concepts
Controller and Processor
The GDPR imposes various obligations on a person depending on whether they are a controller or a processor of personal data.
A controller is an entity which decides to process personal data and makes decisions regarding the basis of processing and the methods which will be used. Controllers have certain obligations regarding personal data, which you should familiarise yourself with before collecting personal data from your customers.
A Processor is an entity which processes data for and on behalf of a controller. They make no independent decisions regarding the data or its processing, as they only process it on behalf of the controller and must comply with all instructions given by the controller.
When you use the Uplevel CRM platform you are a controller. You are in control of the data you upload to the platform, what you do with that data, and why. As a result, you are responsible for ensuring that you have a legal basis on which to process the data and that you do not retain the data for any longer than is necessary.
You should ensure that you understand your obligations as a Controller, and update your own systems and policies to allow the lawful transfer of personal data to Active CRM (or any other data processor you may use.)
Uplevel CRM is a data processor. We, through the GoHighLevel platform, store and otherwise process the data you have collected under your instructions. We will never use any personal data which you have uploaded to the system for our own purposes or without your instruction.
Legal basis for processing
Personal data may only be collected and processed if there is a legal basis for doing so. The allowable legal bases are set out in the GDPR.
As a processor, we rely on our customers to select the correct basis under which they will be collecting and processing personal data, and to put the appropriate notices or consents in place. Before you use the platform, you should take time to identify which legal bases may be available to you, and only collect and otherwise process personal data to the extent necessary to carry out that basis. You should not change the basis under which you have collected personal data without very good reason, so it is important to understand the requirements of the different bases and make sure you select the right one at the start.
Data subject access rights
The GDPR grants data subjects (i.e., your customers) certain rights relating to their personal data, including the right to access, correct and/or delete any data relating to them.
We have put in place systems for you to inform us if you receive such a request from a data subject, and for us to inform you if we receive such a request. You should familiarise yourself with the obligations which will be imposed on you, including relating to any personal data you hold on your own systems, or services other than Active CRM.
Data Security
We have put in place security safeguards and measures to help ensure that any personal data we hold is stored securely. We regularly test our products for bugs and vulnerabilities.
We have regular backup systems in place as well as data recovery and data integrity systems and processes to help minimise the risk of corruption or loss of personal data.
Steps we have taken to help ensure GDPR compliance
We take our duties as a processor very seriously. We have put in place a number of procedures and taken a number of steps to help ensure that we comply with the GDPR such as:
- Our data processing agreement utilises the Standard Contractual Clauses to provide a mechanism to lawfully send data to the USA as the tech team is based in the states.
- We have tools designed to detect personal breaches and to inform our customers as soon as possible.
- We are able to deal with subject access requests and rights of erasure requests, and to inform you when a data subject has made such a request to us.
- We have assessed and documented the personal data processed by us on your behalf.
- We encrypt personal data at rest and in transit and have implemented other security measures to ensure a level of security appropriate to the risk of processing your personal data.
7.2 Do I have ownership of any content I create in Uplevel CRM?
Yes. International law protects creators so anything original that you create belongs to you.
You have a non-exclusive licence to use content within your Uplevel CRM account so long as you remain a subscriber to Uplevel CRM.
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