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The Guide to:

Getting Ready for GDPR with OroCRM

This paper is intended to help businesses prepare for GDPR compliance which will be enforced starting May 25, 2018. The guide covers main GDPR checkpoints and describes the steps needed to maintain GDPR compliance for CRM systems.

GDPR Compliance for CRM systems

Who is this guide for?

We’ve gathered the most practical GDPR compliance tips for businesses using OroCRM. However, this paper can also be used as a guide for businesses using other CRM systems

This guide was made for:

  • Information Security Officers and Chief Information Officers
  • Marketing, Sales and customer-facing teams
  • Business Owners
  • Chief Executive Officers/Presidents
GDPR Compliance for CRM Icon

Why GDPR compliance is so important?

If a business can’t show that good data protection is a cornerstone of their practices, they’re leaving themselves open to a fine or other enforcement actions that could damage bank balance or business reputation.

Elizabeth Denham, Information Commissioner at

What will you find in the guide?

We will walk you through the most crucial checkpoints of GDPR compliance and discuss what information in OroCRM is subject to the regulation:

GDPR Compliance for OroCRM

Data Audit

Learn what kind of the systems, components and elements need to be scrutinized and updated inside OroCRM.

Collecting User Consent

Collecting User Consent

Understand how to collect, store and present user consent for proper processing and usage of personal data.

Exercising User Rights

Exercising User Rights

Check how OroCRM can help execute user requests like right to access, right to rectification, and right to erasure.

GDPR Compliance and other checkpoints

Other Important Checkpoints

Explore how OroCRM goes above the standard for GDPR compliance for CRM systems and how it relates to GDPR checkpoints during transfer of personal data, data retention and other processes.

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