Frequently asked
questions.
Everything you need to know about THE CRM — pricing, features, AI, GDPR and setup.
THE CRM is a UK-based SaaS platform that combines CRM (client relationship management), ERP (enterprise resource planning), project management, invoicing and AI-powered automation in one unified system.
Built and hosted on VaultLayer AI infrastructure — UK data centres, GDPR-compliant, 99.9% uptime SLA. Designed for businesses that need more than a basic CRM but don't want the complexity of enterprise software.
THE CRM scales from solo traders to mid-market enterprises. The Drive Free and Drive Core tiers are built for startups and small businesses. Drive Pro suits growing teams. Drive AI and Drive AI+ are designed for businesses that want automation and AI at scale.
Sectors that perform particularly well: financial services, property, professional services, e-commerce, recruitment and accountancy.
The CRM module includes contact and company management, sales pipelines, lead scoring, deal tracking, activity logging, email integration, task management and automated follow-up sequences.
On Drive Pro and above, you also get custom pipeline stages, advanced filters, bulk actions and API access. AI-tier plans add automated lead qualification and intelligent activity suggestions.
Yes. From Drive Core upwards, THE CRM includes invoicing, quotes, expenses, payables, receivables and basic financial reporting. Invoices can be sent directly from the platform with Stripe payment links attached.
The system is MTD (Making Tax Digital) compatible for UK businesses and integrates with Xero for full accounting sync.
THE CRM is a fully responsive web application accessible from any device via app.thecrm.uk. A native iOS and Android app is on the roadmap for Q3 2025.
The mobile web experience covers all core CRM, task and pipeline features with touch-optimised navigation.
There are five tiers, all billed monthly with no long-term contracts:
Drive Free — £0 · 15-day trial · 10 clients · 2 users
Drive Core — £19/mo · 50 clients · 5 users · Full CRM + invoicing
Drive Pro — £49/mo · Unlimited clients · 15 users · CRM + ERP + Analytics
Drive AI — £99/mo · Unlimited · Full platform + Claude AI agents
Drive AI+ — £249/mo · Everything + custom agents + n8n + dedicated server
Yes — no contracts, no cancellation fees. Cancel from your account dashboard at any time. You retain access until the end of your current billing period. Your data is available for export for 30 days after cancellation.
We don't believe in locking customers in. If THE CRM isn't right for your business, we'd rather you leave than stay unhappy.
Annual billing is coming in Q3 2025 with a 2-month discount (equivalent to 10 months paid). Currently all plans are monthly only.
Enterprise clients on Drive AI+ can contact us for custom annual agreements with enhanced SLA terms.
Yes — instantly, from your account settings. Upgrading takes effect immediately and you're billed a prorated amount for the remainder of the month. Downgrading takes effect at the next billing date — your current tier stays active until then.
We accept all major credit and debit cards (Visa, Mastercard, Amex) via Stripe. Bank transfer is available for Drive AI+ enterprise plans. All transactions are in GBP. VAT is charged at the applicable UK rate.
AI features are exclusive to Drive AI (£99/mo) and Drive AI+ (£249/mo). They include:
Customer Service Agent — handles inbound enquiries 24/7 in English and Portuguese
Lead Qualifier — scores and routes inbound leads automatically
Business Intelligence — weekly AI-generated performance reports
Operations Automation — n8n workflow automation (AI+ only)
Custom Agents — bespoke AI trained on your specific business context (AI+ only)
During onboarding for AI tiers, you provide business context documents — product/service descriptions, FAQs, pricing, communication tone, team structure. This is used to configure your Claude AI agents.
Your data is never used to train public AI models. All agent context is stored in your dedicated UK-hosted instance.
Yes. On Drive AI and above, the Customer Service Agent can be deployed as a live chat widget on your website, connected to your email inbox, or integrated via WhatsApp Business API.
You control which interactions are fully automated versus which are flagged for human review. A confidence threshold setting ensures the agent only responds autonomously on queries it can handle with high certainty.
Yes — fully bilingual EN/PT. THE CRM is built for the Lusophone community in the UK, Brazil and Portugal. All AI agents operate natively in both English and Portuguese, switching automatically based on the client's language.
This is a native capability via VaultLayer's bilingual infrastructure — not a translation layer.
All data is stored in UK-based data centres operated through VaultLayer's infrastructure. No data is transferred outside the UK or EU without explicit consent. This applies to all plans including the free trial.
Data centres are ISO 27001 compliant with redundant storage, automated backups and 99.9% availability SLA.
Yes — GDPR compliance is built into the infrastructure, not bolted on. THE CRM provides Data Processing Agreements (DPAs) for all paid plans, right-to-erasure tooling, consent logging and data export in machine-readable formats.
As a UK-registered company operating post-Brexit, we comply with both UK GDPR and EU GDPR for clients operating across both jurisdictions.
Always — your data is yours. You can export all contacts, companies, deals, invoices, projects and activity logs at any time in CSV and JSON formats from your account settings. No restrictions, no fees.
After cancellation, your data remains accessible for export for 30 days, then is permanently deleted from our servers.
Security measures include: AES-256 encryption at rest, TLS 1.3 in transit, Cloudflare DDoS protection, Web Application Firewall (WAF), automated daily backups, two-factor authentication (2FA) and role-based access control (RBAC).
Drive AI+ clients receive a dedicated server instance with additional network isolation.
Drive Free to Drive Pro: under 15 minutes. Create your account, import your contacts (CSV supported), configure your pipeline stages and you're live. No technical knowledge required.
Drive AI and AI+ include a guided onboarding session with our team to configure your AI agents, automation flows and integrations — typically 1–2 hours over a video call.
Yes. THE CRM supports data import from HubSpot, Salesforce, Zoho, Pipedrive, Monday.com and any CRM with CSV export. Our team provides free migration assistance for Drive Pro and above.
For AI+ clients, we offer a fully managed migration service including data mapping, validation and a parallel-run period before cutover.
Support varies by plan:
Drive Free: Email support · 48h response
Drive Core: Email + live chat · 24h response
Drive Pro: Email + live chat + phone · 12h response
Drive AI: Priority multi-channel · 4h response · EN + PT
Drive AI+: 24/7 priority SLA · Dedicated account manager · EN + PT
Yes — white-label is available on Drive AI+. You can deploy THE CRM under your own brand — custom domain, logo, colour scheme and login page. Ideal for agencies and consultancies who want to offer CRM as a service to their clients.
Contact our team to discuss white-label pricing and configuration options.
Our team responds within 2 hours — in English and Portuguese.
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