How do you ensure data security and compliance in CRM management?
It depends on the tool. HubSpot sits in your own account, so the licence and the data stay yours. Twenty, which we host, runs on a Hetzner server in Germany with a separate workspace and API key for each client. We agree with you who needs access to what, and keep each lead's source with the record. Whether you're compliant depends on your policies and your adviser, not on a tool.
Where your data lives
When we set up HubSpot, it's your account: the licence and the data stay yours, and HubSpot hosts it. When we set up Twenty, it runs on a Hetzner server in Germany with backups switched on, a separate workspace for each client and a separate API key for each workspace, so one client's contacts are kept apart from another's.
Notifuse, the email platform we run for ourselves, is also on a Hetzner server with backups on.
Who can see what
We agree with you who needs access to what. Each tool does roles differently. On Twenty, roles work by object and field. Record-level rules, single sign-on and audit logs need Twenty's paid Organization plan (check Twenty's pricing page, as plans change).
Keeping the source with the lead
- Forms keep the UTM tags and click ID, so each lead has a recorded source.
- On our own setup, name, email and phone are hashed before they go to Google Ads or Meta as conversions, and GA4 never receives them.
- Consent wiring is built per project, so we'll tell you what yours does rather than assume it.
Compliance is yours to settle
We're not lawyers, and we don't hold a security certification to point to. Your privacy policy, your lawful basis for emailing people and any data processing agreements are for you and your adviser. We'll set the CRM and email tools up to match what you've decided.
For the build itself, see our CRM Management & Email service.
Also worth asking
Other answers about the same tools.
What is CRM and lead flow management?
A CRM is where your contacts and deals live. Lead flow is how an enquiry gets there: the form, the tracking behind it and the follow-up. We connect them so each lead arrives with its source attached.
How do you ensure continuous optimisation of my marketing?
We look at your ads, website and CRM together, then make the biggest fix first. That might be a test, a creative refresh, a landing page change or a tracking repair.
What is a marketing funnel and why does it matter?
A marketing funnel is the route someone takes from first seeing you to becoming a customer: an ad, a landing page, an enquiry, a follow-up, a sale. It matters because you can only fix where people drop out if you can see each step.
What are the key stages of a successful marketing funnel?
A funnel runs from someone first hearing about you, to them getting in touch, to them becoming a customer. We map each step, find where people can drop out, and build the ads, landing pages, tracking and follow-up as one route, so spend goes where it pays back.
How do you migrate from other email platforms to Klaviyo?
The usual steps are: export your lists with their consent status, connect your shop, authenticate your sending domain, rebuild your most important flows first, then switch over. The flows are the part that takes time.
Still have questions?Talk to us
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