OneClickComply
    OneClickComplyVtiger CRM logo

    Vtiger CRM compliance, automated for SOC 2, ISO 27001 & GDPR

    OneClickComply connects to Vtiger CRM 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 Vtiger CRM

    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 Vtiger CRM

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

    vtiger.com/admin/security
    Vtiger CRM logo

    Vtiger CRM admin

    Security settings

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

    OneClickComply Companion

    1. Opened Vtiger CRM 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 Vtiger CRM. Real checks depend on your plan and configuration.

    Vtiger CRM evidence, collected automatically

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

    Set up in minutes

    How to connect Vtiger CRM 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 Vtiger CRM as normal

      The Companion reads Vtiger CRM'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 Vtiger CRM for you, with the change logged as evidence.

    See Vtiger CRM checked live against your controls.

    Vtiger CRM security & compliance FAQs

    How does OneClickComply connect to Vtiger CRM?

    Through the OneClickComply Companion, our AI browser agent. It reads Vtiger CRM'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 Vtiger CRM?

    Its checks for Vtiger CRM 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 Vtiger CRM GDPR compliant?

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

    What Vtiger CRM 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 Vtiger CRM integration cover?

    Vtiger CRM 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 Vtiger CRM audit-ready this week

    OneClickComply connects to Vtiger CRM 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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