Quick answer: India’s Digital Personal Data Protection Act, 2023 sets expectations for lawful processing, notices, and rights for data principals. Your CRM is part of your processing stack—governance, retention, and subprocessors must align with your legal program.
India’s Digital Personal Data Protection Act, 2023 & your CRM
The DPDP Act frames obligations around lawful processing, notice, consent where required, data principal rights, security safeguards, and breach reporting for digital personal data in India. Your CRM stores names, emails, phone numbers, and often sensitive commercial context—so it is in scope for governance even when the vendor hosts the application.
What product teams should document
- Lawful basis for each data element you collect in CRM
- Retention schedules aligned to sales vs delivery use
- Subprocessor list (hosting, email, analytics) with DPAs
- Role-based access and break-glass admin policy
- Export and erasure runbooks for data principal requests
How Vertex CRM fits architecturally
Vertex CRM provides access control, authenticated APIs, and operational surfaces your administrators govern. Compliance is never “checkbox complete” because your policies, contracts, and incident response define outcomes. Pair this overview with your privacy counsel; read our Privacy Policy for product-level statements.
Operational links
FAQ
- Does using Vertex CRM make us compliant?
- No software alone guarantees compliance; you need policies, contracts, and operational controls.
- What should legal review in a CRM?
- Subprocessors, data residency statements, access logs, retention, and breach notification workflows.