The Ultimate "ALL-IN-ONE" Sales Pipeline & Marketing Automation System For Self-Employed Individuals & Business Owner
Preloaded with proven funnels, sales pipelines, templates, emails and so much more!
You have everything you need to start, grow & scale your business to the next level.
Transforming Businesses Worldwide
For the past few years, we’ve had the privilege of working with over 1,000 businesses across various sectors. This extensive experience has provided us with valuable insights into the unique challenges self-employed individuals and business owners face.
Two Types of Business Owners
Throughout our journey, we’ve identified two types of business owners:
The Hands-On Entrepreneur: Still deeply involved in day-to-day operations.
The Visionary CEO: Focused on growth, delegating day-to-day tasks to team members.
Shifting to a CEO mindset is crucial for scaling your business. It ensures payroll is met, suppliers are paid, and cash flow remains strong. At Active CRM, we understand that effective sales and marketing are the cornerstones of this transformation.
Active CRM empowers you to adopt the CEO mindset, providing a robust platform that automates and streamlines your sales and marketing efforts, allowing you to focus on high-level strategy and growth.
Why Choose Active CRM?
Transform Your Sales Process
Streamline sales pipeline. Active CRM enables you to track every lead and manage every opportunity from one central dashboard, ensuring you never miss a chance to close a deal. Our intuitive system helps you move leads through each stage of the sales cycle effortlessly, providing you with a big-picture view of your sales activities & performance.
Revolutionary Email Marketing
Active CRM offers top-tier email marketing features that are designed to boost your engagement and conversion rates. Create emails from scratch, use pre-built templates, or leverage our advanced AI to write compelling content for you. Enhance your campaigns with easy-to-use split testing and industry-leading email deliverability.
Comprehensive Marketing Tools
With Active CRM, you get access to a full suite of marketing tools, including unlimited sales and marketing funnels, form builders, and survey tools. Whether you’re generating leads or collecting customer feedback, our tools integrate seamlessly with your existing systems, making it easier than ever to manage your marketing efforts.
Effortless Workflow Automation
Say goodbye to manual processes with Active CRM’s robust automation capabilities. Automatically follow up with leads, schedule appointments, & send personalised messages across multiple channels. Our drag-and-drop interface makes it simple to create complex workflows, saving you time & increasing efficiency.
Unlimited Sales & Marketing Funnels
With Active CRM, you get access to a full suite of marketing tools, including unlimited sales and marketing funnels, form builders, and survey tools. Whether you’re generating leads or collecting customer feedback, our tools integrate seamlessly with your existing systems, making it easier than ever to manage your marketing efforts.
Two-Way Text Messaging
Engage with your customers like never before with our unique two-way text messaging feature. Send and receive text messages directly within Active CRM, ensuring high engagement and quick responses. Whether you’re broadcasting a message to many or having a one-on-one conversation, our platform supports your communication needs.
Omnichannel Inbox
Centralise all your communications with Active CRM’s omnichannel inbox. Manage messages from social media, email, and text in one place, ensuring you never miss an important customer interaction. Our unified inbox simplifies your workflow and enhances your response times.
Integrated AI for Efficiency
Leverage the power of AI with Active CRM’s integrated tools. Our AI can write emails, create images, and respond to chat messages, automating tasks that typically require significant time and effort. This allows you to focus on strategic activities that grow your business.
Seamless Invoicing and Payments
Streamline your financial operations with Active CRM’s integrated payment systems. Connect with Stripe and PayPal for easy payment processing and link directly to your bookkeeping software, simplifying your financial management.
Robust Reviews Management
Enhance your online reputation with automated review collection and management. Active CRM makes it easy to request, collect, and display reviews, helping you build trust and credibility with your audience.
Website & Landing Page Builder
Create stunning websites and landing pages without any coding skills. Use our drag-and-drop builder to design high-converting pages that capture leads and drive sales. With unlimited pages and templates, you can build your online presence exactly how you want.
Integrated Appointment Calendars
Enhance your online reputation with automated review collection and management. Active CRM makes it easy to request, collect, and display reviews, helping you build trust and credibility with your audience. Send acknowledgement emails and SMS without touching a button.
Pipeline and Analytics
Keep track of your sales and marketing performance with detailed analytics and customisable dashboards. Monitor lead sources, track ROI, and gain insights into your campaigns to make data-driven decisions that boost your bottom line.
Social Media Planner
Plan and schedule your social media posts directly from Active CRM. Our built-in planner allows you to create and schedule posts across multiple platforms, ensuring consistent engagement with your audience across Facebook, Instagram, LinkedIn, & Google My Business.
Courses and Memberships
Build and manage a thriving community with our courses and memberships feature. Offer unlimited video hosting and create comprehensive courses that engage your audience and provide value, all within Active CRM.
Virtual Phone System
Enhance your communication with our virtual phone system, which includes click-to-call technology, call recording, and tracking numbers. Manage your calls efficiently from anywhere, providing better service to your customers.
Advanced Integrations
Connect Active CRM with virtually any platform using our full-service API and Zapier integrations. Our team is ready to assist with integrating your existing tools, ensuring a seamless workflow across your systems.
Customised Features
1. Ready-to-Use Funnel Template
2. Tailored Customer Surveys
3. Prebuilt Sales Pipelines
4. Email Templates for Sales Pipelines
5. Automated Workflows
Active CRM is Your Best Choice!
Our world-leading program puts you in the driver’s seat, enabling you to create a seamless sales and marketing machine.
Active CRM is the fuel that drives your business engine, automating the entire process from lead generation to service delivery.
Imagine a platform that handles:
Lead Generation: Capturing high-quality leads.
Lead Nurturing: Engaging prospects with automated follow-ups.
Booking Calls: Simplifying appointment scheduling.
Closing Deals: Streamlining the sales process.
Onboarding: Ensuring smooth client transitions.
Service Delivery: Managing projects and client interactions efficiently.
You might have heard the term “leaky bucket” in marketing. This refers to missed opportunities and lost revenue due to inefficiencies in your marketing system.
At Active CRM, we’ve teamed up with world-leading software developers to plug those leaks, optimising your entire sales and marketing journey.
Think of your marketing system as a bucket, with leads being the water (or champagne, if you prefer).
The more holes there are in your bucket, the more revenue, clients, and opportunities you lose.
Active CRM is designed to plug those holes, ensuring that your marketing efforts yield maximum returns.
Built for Ease of Use
We didn’t originally create Active CRM for you - it was created for our founders, Gary Das.
If you know Gary, you know how much he loves technology and trying to simplify everything in business.
His frustration with existing tools led us to develop a platform that is incredibly user-friendly.
Our guiding principle is: “If Gary can understand it and use it with ease, then any of our clients can too.”
Cost-Effective and Comprehensive
We understand that new technology can be expensive and challenging to adopt.
What makes it worse is that most marketing and sales platforms are fragmented, requiring numerous tools just to get a sales funnel deployed and hooked up to a pipeline.
The average business spends £2,499 per month on various tools.
With Active CRM, you get everything you need in one place, significantly reducing your tech expenses and streamlining your operations.
The Most Complete Marketing & Sales System in the UK for Business Owners.
FINALLY! An easy to use, all-in-one marketing system that does (almost!) all the hard work to attract, convert and nurture customers so you can properly growth your business - automagically!
7 Day FREE Trial
24/7 & 365 Zoom and Chat Support
Private WhatsApp Community (After The Trial)
Sales Pipeline and Unlimited Automation
Innovative Email Marketing
Integrated AI: Conversations, Workflows, Reviews & Content
World-Class Marketing Systems
Two-Way Text Messaging
Effective Form & Survey Builder
Robust Reviews Management
Integrated Appointment Calendars
And Much More...
Only £150/month.
Web-based. No installation or download required.
Unlimited Growth, No Extra Costs
With ACTIVE CRM, enjoy unlimited domains, websites, emails, texts, funnels, and up to 10 staff accounts. Grow your business without growing your costs.
Frequently Asked Questions
1. Cost Payments
1.1 - How much does it cost?
Active CRM subscriptions are £150 per month including VAT.
Unlike most other systems - where your bill increases as your business grows -Active 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’ which means that for the vast majority of businesses there’ll be nothing more to pay.
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?
For most businesses the answer is ‘None’.
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 Active CRM system once you come on board.
LeadConnector is responsible for all the phone number, call and SMS services in Active 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 Active 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 are a reasonably large business that 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 Active Success Members subscription:
-1,786 minutes of Outbound calls each month, or
-2,941 minutes of Inbound calls each month, or
-1,000 text messages, or
-37,037 emails, or
-10,000 email verifications, or
-2,500 premium action triggers, or
-278,000 words of AI output, or
-833 AI workflows, or
-500 AI-generated conversational messages, or
-any combination of the above.
Your subscription INCLUDES up to £5 of usage every month.
The Usage Tariff is:
-Outbound Calls £0.01680 per minute
-Inbound Calls £0.01020 per minute
-Texts £0.03000 per text
-Emails £0.00081 per email
-Email Verification £0.00300 per verification
-Premium Triggers £0.01200 per trigger
-Content AI *£0.10800 per 1,000 words
-Workflow AI **£0.03600 per ChatGPT interaction
-Conversational AI***£0.06000 per message
* = When you get AI to write emails, web pages etc for you
** = When you use ChatGPT to answer questions or solve problems within a campaign, say
*** = When you get AI to reply to inbound messages for you
So, for instance, if, in any month, you send 400 text messages and 20,000 emails you won't be charged anything other than your £150 subscription because 400 texts plus 20,000 emails cost less than £30 and so are included in your subscription. You only pay additional fees when your usage goes above £30 in any single month.
So, if a business sends, say 750 text messages and 35,000 emails in a month their combined usage costs would be £50.85 and so they would be billed an extra £20.85 that month for their usage overages (i.e £50.85 less £30 inclusive allowance)
Your monthly inclusive usage does not roll over from month to month.
Non-EC Members don’t receive any usage credits each month.
The Text Tariff includes the October 2023 UPDATE and is based on one, 160 character text message.
1.5 - Is there a set-up fee?
No.
1.6 - What’s the Onboarding Service?
An Onboarding service is available to new Active CRM users. There is a small fee to use the Onboarding Service.
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 - Do I have to be a member of Active Success to access Active CRM ?
No
1.9 - 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 Active CRM replace?
If you’re using any marketing software in your business right now there’s a good chance that Active 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 Active 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 Active 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?
2. Functionality
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 Active 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 Active CRM than it is with any other email or CRM tool.
2.3 - What can I do on the mobile app?
You will be able to access multiple features via the mobile app, such as:
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 Active CRM a separate login from other Active Success products?
Yes. As an Active CRM subscriber you will have a unique login to access Active CRM, which is entirely different to our membership area called "Active Gym".
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 Active CRM once you come onboard.
2.6 - Can I integrate WhatsApp with Active 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 Active 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 Active CRM built on?
To ensure resilience and security we have built Active 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 Active 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 Active 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 Active CRM ?
Yes. Active 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.
Active CRM users can now easily use GA4 tracking with their Active 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 Active 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 Active 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 Active CRM inbox – so it’s much easier for you to see and manage and respond.
Omnichannel, see!
3. Users and Accounts
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 Active 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 Active 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 Active CRM account for each of them.
It will make your life much easier!
4. Websites
4.1 - Can I use my own domain?
Yes – you can add as many domains to your Active 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 Active 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 Active 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 Active CRM for everything else?
Yes, you can.
You don’t have to replace or migrate your website to Active CRM if you don’t want to.
You can still build Landing Pages on your domain in Active 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 Active 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.
4.7 - Does WordPress integrate with Active CRM?
Yes. You can create and host websites through WordPress with Active CRM .
You can also connect existing WordPress sites to the system.
4.8 - What does it cost to host Wordpress websites in Active CRM?
Nothing. It’s included in your subscription.
So much of what Active CRM provides is unlimited – and that includes unlimited Wordpress website hosting subject only to ‘Reasonable Use’ and that any/all sites hosted are core to your business. It’s another meaningful cost saving for you.
(NB. Active CRM uses Google Cloud to host your Wordpress website).
4.9 - Are there WordPress plugins?
Yes. Almost every existing Wordpress plugin works perfectly with Active 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 Active CRM.
4.10 - Can Active CRM only host Wordpress sites?
Yes – and the hosting of Wordpress websites is INCLUDED in your subscription so there’s nothing more to pay.
4.11 - Are there any website platforms NOT compatible with Active CRM?
Active 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 Active 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: Active 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 Active CRM.
5. Integration
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.
5.7 - What is an ‘Omnichannel Inbox’?
Your inbox in Active 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 thru Instagram, ALL those messages go to the same place – your Active CRM inbox – so it’s much easier for you to see and manage and respond. Omnichannel, see!
6. Migration
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 Active CRM .
We have a full walk-through Guide to help you.
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 Active 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 your hosting is included in your Active CRM subscription – so its more cost savings for you!
6.4 - Can I move to Active 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. Active 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 Active CRM.
7 Miscellaneous
7.1 Is Active 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 Active 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 harmonizing 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 familiarize 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 GenieAI 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.)
Active 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 familiarize 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 minimize 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 utilizes the Standard Contractual Clauses to provide a mechanism to lawfully send data to the USA.
- 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 Active CRM?
Yes. International law protects creators so anything original that you create belongs to you.
You have a non-exclusive licence to use Active Success created content within your Active CRM account so long as you remain both a subscriber to Active CRM AND a member of Active Success.
If you have a question that isn’t covered on this page enter it below and we’ll answer it within 24 hours!
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