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Security: your leads, stored in the EU and under your control

Your prospects’ data deserves the same care as your customers’. This is what Kubo CRM does with it, explained without the fine print.

The database, in the EU (Ireland)

Kubo CRM’s database is in Ireland, inside the European Union. That’s where your leads, their messages, their notes and their history are stored.

Every company, isolated in the database itself

It isn’t the screen that hides other companies’ leads: the database itself doesn’t hand them over. Each company sees only its own.

Everyone, with their role

Each person on your team signs in with their role: owner, manager or sales rep. You decide what each role can do, module by module: view or edit leads, export them, touch the integrations, the team or the settings, and view the activity log.

The owner can do everything, so nobody gets locked out of their own account. Anything that hasn’t been granted can’t be done: a module without permission is a no.

The permissions every company starts with
OwnerManagerSales rep
LeadsView and editView and editView and edit
ExportYesYesNo
IntegrationsView and editView onlyNo
TeamView and editView onlyNo
SettingsView and editView onlyNo
Activity logView onlyNoNo

Configurable roles come with the Team and Pro plans.

An activity log that can’t be deleted

Who logged in and who failed to, who created, changed, deleted or exported, when and from which IP address. Every row is immutable: it can’t be edited or deleted.

It doesn’t store leads’ personal data, only a reference to them: so if someone asks for their data to be deleted, it can be deleted without touching the log.

Sample activity log
WhenWhoWhatFrom
2 min agoAnnaExported 120 leads: name, email and phone203.0.113.24
9 min agoJamesMoved a lead to “Proposal sent”203.0.113.57
15 min agoUniversal webhookCreated a lead from “Website form”198.51.100.12
1 h ago—Failed login attempt198.51.100.80
2 h agoSarahChanged the Sales rep role’s permissions203.0.113.24
Sample data.

The activity log comes with the Team and Pro plans.

Exports, under control

  • Exporting has its own permission: by default, sales reps work the leads but don’t walk away with the pipeline.
  • With a limit on exports per person per hour.
  • It records who exported, how many rows and which columns, without copying anyone’s data.
  • Whatever a stranger types into a form doesn’t run as a formula when the CSV is opened in Excel: it’s written as text.

Logins and sessions

  • Your session ends on its own after an hour of inactivity, and each company can adjust that.
  • Login attempts are rate-limited: trying passwords one after another doesn’t work.
  • Two-step verification with an authenticator app: each person can turn it on, and the company can require it from the whole team.
  • Logging out on your computer doesn’t log you out on your phone, and vice versa.
  • A deactivated account is logged out of all its devices.

Integrations with no keys in plain sight

  • When a connection gives you a secret address to paste into another service, it’s shown only once, when it’s created, and Kubo CRM doesn’t store it in full.
  • If one leaks, you replace it or reconnect, and the old one stops working right away.

Frequently asked questions

Where is my data stored?

In Kubo CRM’s database, which is in Ireland, inside the European Union.

Can a sales rep see another rep’s leads?

Yes: permissions are by module, not by lead. Anyone who can view leads sees the whole company’s; what changes from one role to another is who can edit them, export them or touch the settings.

Can I take my data with me?

Yes, on every plan: export your leads to CSV whenever you want.

Who can see the activity log?

Anyone with permission to view it. By default, only the owner.

Keep reading

  • Lead management

    What it is, what it’s made of and how to do it without losing a single contact.

  • Universal webhook

    Send your forms to Kubo CRM, or whatever goes through Zapier or Make: every submission with an email or a phone number is a lead.

  • Pricing

    Free, Team and Pro: what each plan includes and what it costs, billed yearly or monthly.

Never leave a lead unanswered

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