GDPR for CRM

GDPR for CRM helps sales and CRM teams respond to customer data requests without leaving Bitrix24. It is built for businesses that need a practical way to anonymize personal data and document what was processed. This keeps compliance work tied to CRM records instead of manual cleanup.

Why businesses use it

When customers request data deletion or anonymization, teams need a clear, repeatable process inside CRM to avoid delays and manual errors.

Business value

• Faster handling of GDPR anonymization requests in CRM
  
• Less manual work by anonymizing data directly in the record
  
• Clear documentation with downloadable PDF reports
  
• Better control with notifications when anonymization is completed
  

Common use cases

• Anonymize a contact’s personal data after a GDPR request
  
• Review the list of fields to be anonymized before processing
  
• Generate a PDF report of current personal data
  
• Confirm anonymization via system notification
  

How it works

Install the app fr om Bitrix24.Market, accept the terms, and finish setup in the app settings. After setup, a GDPR tab appears in CRM items (e.g., contacts), wh ere you can view the data list, start anonymization, and create a PDF report. If you generate a report before anonymization, it shows real data; after anonymization it shows randomized values. A system notification confirms when the item has  been anonymized.

Learn more about the app.

FAQ

• We need to anonymize a customer’s CRM data. Where do we do it?
  

Use the GDPR tab inside the CRM item to review the data list and start anonymization.

• We must provide a record of processed data. Is there a report?
  

Yes. You can download a PDF report of the personal data, before or after anonymization.

• How do we know the anonymization is complete?
  

Bitrix24 sends a system notification when the item has been anonymized.