The question is not whether you get audited, but whether your CRM survives the audit. Consent sits somewhere, nobody knows the deletion deadlines exactly, and access is undocumented. When compliance in the CRM is left to chance, a sales system becomes a legal risk.
Compliance & GDPR
A Compliant, GDPR-Ready CRM Under Audit
We set up your CRM so consent, access and deletion deadlines are documented for audit. Independent of the system you use.
Does this sound familiar?
Unsure about compliance
Uncertainty whether data processing is compliant.
No record of consent
No traceable record of consent.
Requirements not in the CRM
Industry-specific requirements are not reflected in the CRM.
Fear of audits
Fear of audits and their consequences.
The turning point
We set up your CRM so consent, access and deletion deadlines are documented and traceable. An open flank becomes a system that holds up under audit.
How we deliver
1
Consulting
Clarifies the requirements relevant to your industry.
2
Implementation
Reflects consent management, an access model and deletion rules technically in the right system.
3
Scope
We set up the technology to be audit-ready, but we do not replace legal advice.
Results
22 %
B2B contact data decays by more than this each year, so undocumented consent and missing deletion deadlines quickly become an audit risk.
Marketing Sherpa
In regulated industries, rules such as GDPR, NIS2, DORA or MDR apply on top.
Traceable consent management, a clear access model, documented deletion deadlines, calm ahead of the next audit.
Common objections
Compliance slows sales down.
Only poorly implemented compliance does. Set up cleanly, it runs in the background and protects without hindering.
That is our legal team's job.
The legal assessment, yes; the technical implementation in the CRM, no. We close exactly that gap.
What makes a CRM GDPR-compliant?
A compliant CRM documents consent, controls access and applies deletion deadlines traceably, so data processing holds up under audit. In regulated industries, specific requirements are added. Plan Digital Now sets up this technology vendor-neutrally and audit-ready. The technical implementation does not replace a legal assessment; it closes the gap between the rule and the system.
Frequently asked questions
Who is responsible for CRM compliance?
The legal assessment sits with your legal team or data-protection officer. The technical implementation in the CRM is separate and often overlooked. Plan Digital Now sets up the technical side to be audit-ready and closes the gap between the legal requirement and the system.
Does compliance slow sales down?
Poorly implemented compliance slows sales; well-implemented compliance does not. When consent management, access and deletion rules run cleanly in the background, compliance protects without hindering daily selling. The effort is one-time at setup, not ongoing in operation.
