OneClickComply
    OneClickComplyUberflip logo

    Uberflip compliance, automated for SOC 2, ISO 27001 & GDPR

    OneClickComply connects to Uberflip through the OneClickComply Companion, our AI browser agent, and checks how it is configured against SOC 2, ISO 27001 and GDPR. Checks include: record access scoped by role, bulk export restricted to admins and MFA enforced for all users. Every result is stored as audit evidence, so there are no screenshots to collect.

    SOC 2 · ISO 27001 · 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 Uberflip

    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 Uberflip

    The Companion, our AI browser agent, opens Uberflip with the access you already have, reads the settings that matter, tests them against your controls and files the result as evidence.

    uberflip.com/admin/security
    Uberflip logo

    Uberflip admin

    Security settings

    • Record access scoped by role
    • Bulk export restricted to admins
    • MFA enforced for all users

    OneClickComply Companion

    1. Opened Uberflip with your existing session
    2. Reading users, roles and permissions, export controls
    3. Record access scoped by role
    4. Bulk export restricted to adminsGap found, fix it in one click with OneClickFix
    5. MFA enforced for all users

    Evidence saved and mapped

    SOC 2ISO 27001GDPR
    Illustration of OneClickComply Companion checking Uberflip. Real checks depend on your plan and configuration.

    Uberflip evidence, collected automatically

    The Uberflip 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 Uberflip check is mapped to the controls it satisfies, so one piece of evidence counts everywhere it applies.

    Set up in minutes

    How to connect Uberflip to OneClickComply

    1. 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. 2

      Open Uberflip as normal

      The Companion reads Uberflip's admin settings that matter for compliance, using the access you already have. No extra logins.

    3. 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 Uberflip for you, with the change logged as evidence.

    See Uberflip checked live against your controls.

    Uberflip security & compliance FAQs

    How does OneClickComply connect to Uberflip?

    Through the OneClickComply Companion, our AI browser agent. It reads Uberflip'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.

    What does OneClickComply check in Uberflip?

    Its checks for Uberflip include: record access scoped by role, bulk export restricted to admins and MFA enforced for all users. Each result is stored as evidence against the requirement it satisfies.

    Is Uberflip GDPR compliant?

    No tool is GDPR compliant on its own. It comes down to how your organisation configures and uses Uberflip: 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 Uberflip and keeps the evidence for you.

    What Uberflip evidence do auditors ask for?

    For CRM and 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 Uberflip integration cover?

    Uberflip evidence is mapped to SOC 2, ISO 27001 and GDPR. Cyber Essentials and your other frameworks are managed in the same platform.

    Also connects with

    Other CRM and sales tools we connect to

    Using more than one CRM and sales tool? OneClickComply connects to these too, so your evidence stays in one place.

    All CRM & Sales integrations

    Get Uberflip audit-ready this week

    OneClickComply connects to Uberflip 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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