In a modern CRM ecosystem, data is as precious as honey—yet its collection and usage are subject to strict regulations. Our CRM GDPR Consulting ensures that legal certainty becomes the solid foundation for flourishing customer relationships. Even the most efficient sales processes are worthless if they do not strengthen data protection and withstand legal scrutiny.
At KL-CRM, we support you as the experienced ‘beekeepers’ of your data landscape: we ensure your CRM beehive is securely protected against legal stings, allowing your teams to nurture valuable customer relationships undisturbed. As an integral component of our CRM Implementation, we ensure that compliance is built-in from the start.
The GDPR does not have to be a barrier to innovation; when designed cleverly, it becomes a competitive advantage and bolsters your customers' trust.
Specialised CRM GDPR consulting translates complex legal requirements into technical system specifications and operative workflows. The focus lies on implementing "Privacy by Design" and "Privacy by Default," ensuring clean documentation of opt-ins, and creating automated deletion concepts. The goal is to establish data protection not as a hurdle, but as a quality feature and an anchor of trust in customer communication.
Harmonising Data Protection and Business Requirements: a CRM system is only as strong as its connections and the security of its data flows. We show you how to design your processes to satisfy both data protection requirements and the practical needs of your business.
Together, we develop concepts for data storage and renewal, manage opt-in processes, and ensure that your marketing automation operates in a GDPR-compliant manner. We find ways to optimise the flow of information without infringing on the privacy of the individuals concerned.
Where data flows, clear responsibilities are essential. This begins as early as the CRM Quotation and Contract review, where we set the course for legally sound agreements with software vendors and external service providers. In the context of data processing agreements, we support you in establishing legally sound arrangements with service providers to guarantee the integrity of your data. For more complex scenarios, such as cross-company data responsibility (Joint Controllership), we coordinate the necessary alignment between partners.
We develop bespoke solutions that ensure data protection standards are maintained and the rights of data subjects are upheld, allowing your entire network to collaborate securely.
Purely legal advice is often insufficient to overcome the technical hurdles within a CRM system. As a boutique consultancy, we combine deep knowledge of CRM IT architectures with the requirements of the GDPR. We examine your existing infrastructure for vulnerabilities and design technical foundations that guarantee data security and scalability.
We assist you in breaking down data silos and directing the flow of information so that it remains transparent and compliant at all times.
Absolutely. Clean data structures significantly improve data quality. By only processing information with clear consent, marketing waste is reduced. Our CRM GDPR consulting turns compliance into a genuine competitive edge. KL-CRM-Consulting helps establish data protection as a foundation for excellent customer relationships, strengthening brand trust while ensuring your datasets remain reliable and high-performing for sustainable long-term business growth.
Often, there is a lack of seamless documentation or automated links between opt-in timestamps and CRM records. Professional CRM GDPR consulting ensures smooth technical integration. This allows you to provide proof of consent instantly at the touch of a button. KL-CRM-Consulting protects you from legal risks while automating tedious tasks, ensuring your marketing always operates on a legally compliant and transparent basis.
Manual deletion is error-prone and time-consuming. We help you define automated workflows that identify expired data based on retention periods and remove it in a GDPR-compliant manner. Our CRM GDPR consulting ensures the historical integrity of your revenue reports is maintained while strictly adhering to legal deadlines. KL-CRM-Consulting efficiently balances regulatory requirements with the operational needs of your daily reporting and analytics.
If multiple companies jointly decide on data processing purposes, they often share liability. Through our CRM GDPR consulting, we help define transparent processes and practical contracts according to Art. 26 GDPR. KL-CRM-Consulting provides clarity in complex group structures or partnerships, ensuring responsibilities are clearly defined so that every party involved remains legally and operationally secure within the shared CRM environment.
No, we work alongside your DPO or legal department. We provide the specific CRM expertise needed to translate legal requirements into concrete IT configurations. Our CRM GDPR consulting bridges the gap between theory and practice. KL-CRM-Consulting ensures that legal mandates are efficiently implemented within the system without restricting the usability or the daily productivity of your sales and service teams.
It means considering data protection during the architecture phase. By using role-based access, data minimisation, and field encryption, we create a secure system from the ground up. Our CRM GDPR consulting integrates these mechanisms directly into your workflows. KL-CRM-Consulting ensures your CRM solution meets the highest security standards from day one, significantly increasing acceptance among both customers and your internal employees.
This is critical for cloud solutions. We review adequacy decisions and assist in implementing necessary safeguards, such as Standard Contractual Clauses. Our CRM GDPR consulting ensures your global data exchange rests on a solid legal foundation. KL-CRM-Consulting guides you safely through complex requirements for transfers to third countries, allowing your international business to expand without legal uncertainty or sanction risks.
Legal certainty creates the foundation, but people determine the success: Learn how we anchor the acceptance of your new standards within the team through targeted Change Management Consulting.