Frequently asked questions

Clear answers — including where a decision is still open.

These answers reflect the approved subscription link and the current product boundaries. Where scope, rates or assurances are not approved, we say so plainly.

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Customer Thread

Choose the right source for the question

Illustrative example

Price
Verified checkout
Configuration
Agreed scope
Data
Shared responsibilities
Decision
Confirm before relying
Human decision

Commercial facts come from the checkout; service and data responsibilities need an agreed scope.

Decision finder

Match each question to the right source of truth.

Some answers come from the live checkout. Others can only come from an agreed configuration, data plan or service scope.

121 CRM · Decision finder

Price and users

Source of truth

Live checkout

Configuration

Source of truth

Agreed scope

Migration and data

Source of truth

Data plan

Service assurance

Source of truth

Approved evidence

Illustrative exampleUse the cited authority for each answer; an open scope decision is not a product promise.

Inside the working system

See what each part contributes.

The CRM is easier to plan when contacts, conversations, work, access and automation are treated as separate capabilities with clear responsibilities.

Capability 01

Contacts

Stores a person or lead with contact details, activity, ownership and related records.

How it works: Stores or organises supported business data under configured fields, permissions and record rules.
Why use it: Gives a team one place to understand who a customer is and what has happened.
Plan for: The platform does not make imported, duplicated or incomplete data accurate without review.
Your team owns: A data owner must define the record model and resolve quality, ownership and access exceptions.

Capability 02

Workflow builder

Combines a start event with an ordered sequence of configurable actions.

How it works: Runs an ordered sequence only after its configured trigger and conditions are met.
Why use it: Turns a repeatable customer process into a visible, reviewable flow.
Plan for: Automation follows its configuration; it cannot repair poor data, unclear rules or an unavailable external service.
Your team owns: A process owner must approve, test, monitor and pause or correct faulty automation.

Capability 03

Native integrations

Connects supported external providers through dedicated HighLevel settings and authorisation flows.

How it works: Exchanges supported data or events through an authorised connection, scope or documented interface.
Why use it: Provides a maintained connection path for common services without a bespoke integration.
Plan for: External availability, rate limits, schema changes, permissions and data-controller duties still apply.
Your team owns: An owner must approve access, monitor failures and remove connections that are no longer needed.

Capability 04

Usage billing and wallets

Charges eligible communications, AI, premium workflow and other usage through configured wallet and rebilling rules.

How it works: Controls agency or sub-account configuration that determines access, packaging, governance or billing.
Why use it: Separates a recurring platform fee from variable services that need monitoring and disclosure.
Plan for: Availability and control depth depend on agency plan, role and current account configuration.
Your team owns: An authorised administrator must review, approve and audit material changes.

Plans and billing

The subscription facts are short and specific.

The supplied checkout is the authority for the current CRM payment action.

What does it cost?

The checkout shows £250/month (no VAT charged) for 121 CRM.

How many users?

The checkout description states unlimited users; roles and permissions still require configuration.

Confirm separately

What about setup?

No setup fee or included setup work is stated by the checkout.

Features and integrations

Availability depends on configuration, connection and scope.

General platform capability does not mean a feature or integration is enabled, included or supported in every 121 CRM account.

Channels

Advertise a channel only after its account, consent, identity, approval and cost requirements are checked.

Automation and AI

Use only tested workflows with clear failure paths and human escalation.

Integrations

Agree the connection owner, data direction, limits, support and removal process.

Migration, data and exit

Plan the whole lifecycle, not only the first import.

Data quality, retention, export and deletion responsibilities should be resolved before go-live.

Migration

Scope objects, field mapping, samples, reconciliation and cutover.

Permissions

Give people the access needed for their role and review it when responsibilities change.

Decision required

Exit

Export formats, timing, post-cancellation access and deletion remain to be contractually confirmed.

Questions about this page

Useful answers, without the sales fog.

1. What does 121 CRM cost?

The supplied secure checkout shows £250/month (no VAT charged) for 121 CRM with unlimited users.

2. Is setup or migration included?

The checkout does not state that setup, migration, training or managed operation is included. Agree any required work separately before purchase.

3. Are phone, messages, email, AI or payment costs included?

The checkout does not specify usage allowances or customer rates. The relevant channels and connected services must be confirmed for your configuration.

4. Can we connect our existing systems?

Potential integrations need a specific review of the system, account ownership, data flow, permissions, limits, costs and support responsibilities.

5. How is our data protected?

Security and privacy depend on the complete service chain, account configuration and operating responsibilities. No certification, residency, backup or availability claim is made here without approved evidence.

6. Can we export our data if we leave?

The exact export assistance, formats, timing, access after cancellation and deletion responsibilities have not yet been approved and should be confirmed contractually.

7. Does AI respond to customers automatically?

Only where a specific, tested workflow is enabled. Consent, message content, exceptions and human takeover need explicit configuration and oversight.

Continue the journey

Compare pricing Understand onboarding Review data responsibilities

Delegate the work. Keep the human.

Ready to organise the customer journey?

Subscribe through the approved secure checkout, or review pricing and responsibilities before you decide.

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