GDPR
The GDPR is the European Union's General Data Protection Regulation (2016/679), which sets the rules for processing personal data and the rights of the people concerned.
Updated:
What does GDPR mean?
Under the regulation personal data may only be processed on a legal basis (consent, performance of a contract or legitimate interest, for example). People have the right to know what is held about them (access) and in some cases to have it erased.
A CRM holds a great deal of personal data, so data export and erasure must really work in it. This page is general information, not legal advice.
Why does it matter to a small business?
The GDPR is not only for large companies: a two-person business processes personal data too when it stores customers' names, phone numbers or email addresses. When a customer asks what you hold about them, or asks to be erased, answering is much simpler if their data is in one place, not in ten spreadsheets and inboxes. Check your own obligations with a data protection specialist or a lawyer.
What does it look like in practice?
Details
Suppose a client of a hair salon in Sopron asks by email for what is held about her, and then to be erased. The salon downloads her data from her record in one click, sends it and erases it. Erasure reaches the copies; documents that must be kept keep the transaction and lose the person. What must be kept is worth checking with the accountant.
How does HelloCRM handle it?
Details
In HelloCRM everything held about a customer can be exported in one click, and erasure reaches the copies too (shop orders, webhooks, appointments). The consent history is on the contact's record.
A CRM for small businesses in Hungary
HelloCRM is an online CRM made in Hungary for small and mid-sized businesses there, in Hungarian and English: the core CRM is free for good, with no time limit and no card, and it can be tried without signing up in a demo company full of example data.
Questions
What is GDPR, in one sentence?
The GDPR is the European Union's General Data Protection Regulation (2016/679), which sets the rules for processing personal data and the rights of the people concerned.
Sources
This is general information, not legal or tax advice. The rules come from: Az (EU) 2016/679 rendelet (GDPR), EUR-Lex (checked )