Follow Up Boss compliance, automated for SOC 2, ISO 27001 & GDPR
OneClickComply checks how Follow Up Boss is configured, collects the evidence your auditor asks for and maps it to SOC 2, ISO 27001, Cyber Essentials and GDPR. No spreadsheets, no screenshots.
SOC 2 · ISO 27001 · Cyber Essentials · UK GDPR
- Set up in minutes
- No API keys or extra logins
- Evidence collected continuously
- Built for UK teams
Continuous control checks
What OneClickComply checks in Follow Up Boss
Your CRM is one of the biggest stores of personal data in the business. Role-based access and export controls are what auditors look for.
Record access scoped by role
Bulk export restricted to admins
MFA enforced for all users
See it work
Watch OneClickComply check Follow Up Boss
The Companion, our AI browser agent, opens Follow Up Boss with the access you already have, reads the settings that matter, tests them against your controls and files the result as evidence.
Follow Up Boss admin
Security settings
- Record access scoped by role
- Bulk export restricted to admins
- MFA enforced for all users
OneClickComply Companion
- Opened Follow Up Boss with your existing session
- Reading users, roles and permissions, export controls
- Record access scoped by role
- Bulk export restricted to adminsGap found, fix it in one click with OneClickFix
- MFA enforced for all users
Evidence saved and mapped
Follow Up Boss evidence, collected automatically
The Follow Up Boss evidence auditors ask for, captured on a schedule and stored against the right requirement. No more screenshots the week before the audit.
- Users
- Roles and permissions
- Export controls
- MFA status
- Audit log
Mapped to your frameworks
Every Follow Up Boss check is mapped to the controls it satisfies, so one piece of evidence counts everywhere it applies.
- SOC 2 CC6.1, C1.1
- ISO 27001 A.5.15, A.8.3
- UK/EU GDPR Art. 5, 32
Set up in minutes
How to connect Follow Up Boss to OneClickComply
- 1
Add the browser extension
Install the OneClickComply Companion, our AI browser agent. There's no API key to create and nothing to change in your stack.
- 2
Open Follow Up Boss as normal
The Companion reads Follow Up Boss's admin settings that matter for compliance, using the access you already have. No extra logins.
- 3
Fix it in one click
Settings are checked against your controls and the evidence is stored. When something fails, OneClickFix can correct it in Follow Up Boss for you, with the change logged as evidence.
See Follow Up Boss checked live against your controls.
Follow Up Boss security & compliance FAQs
How does OneClickComply connect to Follow Up Boss?
Through the OneClickComply Companion, our AI browser agent. It reads Follow Up Boss's admin settings using the access you already have, so there's no API key to create and no extra login. When a setting fails a check, OneClickFix can correct it for you.
Is Follow Up Boss GDPR compliant?
No tool is GDPR compliant on its own. It comes down to how your organisation configures and uses Follow Up Boss: who can access personal data, how it's shared, how long it's kept and whether you've got a data processing agreement in place. OneClickComply checks those settings in Follow Up Boss and keeps the evidence for you.
Does Follow Up Boss have a SOC 2 report?
Check Follow Up Boss's own trust or security page, and request their report as part of vendor due diligence. Either way, your auditor will still want evidence that you've configured Follow Up Boss securely. OneClickComply collects that evidence and can track Follow Up Boss as a vendor in your risk register.
What Follow Up Boss evidence do auditors ask for?
For CRM & Sales tools, auditors usually want users, roles and permissions, export controls and mfa status. OneClickComply captures it on a schedule, so it's ready before they ask.
Which frameworks does the Follow Up Boss integration cover?
Follow Up Boss evidence is mapped to SOC 2, ISO 27001 and GDPR. Cyber Essentials and the rest of your frameworks are covered by the same platform.
Also connects with
Follow Up Boss alternatives we integrate with
Comparing Follow Up Boss with other CRM & Sales tools, or using more than one? OneClickComply connects to these too, so your evidence stays in one place whichever you choose.
Get Follow Up Boss audit-ready this week
OneClickComply connects to Follow Up Boss and the rest of your stack, collects the evidence and tells you exactly what to fix. If it has a web admin console, we can work with it.
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