Vitally compliance, automated for SOC 2, ISO 27001 & GDPR
OneClickComply checks how Vitally 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 Vitally
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 Vitally
The Companion, our AI browser agent, opens Vitally with the access you already have, reads the settings that matter, tests them against your controls and files the result as evidence.
Vitally admin
Security settings
- Record access scoped by role
- Bulk export restricted to admins
- MFA enforced for all users
OneClickComply Companion
- Opened Vitally 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
Vitally evidence, collected automatically
The Vitally 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 Vitally 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 Vitally 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 Vitally as normal
The Companion reads Vitally'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 Vitally for you, with the change logged as evidence.
See Vitally checked live against your controls.
Vitally security & compliance FAQs
How does OneClickComply connect to Vitally?
Through the OneClickComply Companion, our AI browser agent. It reads Vitally'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 Vitally GDPR compliant?
No tool is GDPR compliant on its own. It comes down to how your organisation configures and uses Vitally: 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 Vitally and keeps the evidence for you.
Does Vitally have a SOC 2 report?
Check Vitally'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 Vitally securely. OneClickComply collects that evidence and can track Vitally as a vendor in your risk register.
What Vitally 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 Vitally integration cover?
Vitally 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
Vitally alternatives we integrate with
Comparing Vitally 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 Vitally audit-ready this week
OneClickComply connects to Vitally 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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