Is this a consulting service?

No, this is a free, interactive software tool that calculates your potential liability under the DPDP Act 2023 in 30 seconds. It provides an instant risk score and automated action plan.

What are common DPDP violations in Sales CRM Pipeline Audit?

Common violations include: Sales reps adding contact details from public sources (e.g., LinkedIn) to CRM without valid consent or notice to the Data Principal., Not purging old, inactive lead data from the CRM database long after the legitimate business purpose (e.g., 5 years) has expired., Third-party sales enablement or enrichment tools (e.g., ZoomInfo, Lusha) integrating with CRM without a Data Processing Agreement (DPA) or vendor due diligence..

The DPDP Audit Tool

Compliance for Sales CRM Pipeline Audit

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Sales CRM Pipeline Audit
Liability Check

Your sales CRM pipeline is a goldmine of personal data – names, numbers, emails, company roles. But every lead, every prospect in your Salesforce, Zoho, or HubSpot, without clear consent or a legitimate purpose, exposes your business to DPDP penalties up to ₹250 Crore.

Why Sales CRM Pipeline Audit is at Risk

From the moment a lead enters your CRM (be it from a website form, a trade show at HITEC City, or LinkedIn Sales Navigator), it's **personal data** under DPDP. Without robust consent logs, clearly defined data retention policies for inactive leads, and strict access controls for your sales team, you're building a compliance time bomb. Imagine data from your sales enrichment tools like ZoomInfo or Clearbit being processed without proper due diligence. The DPDP Act mandates **fair and lawful processing**, purpose limitation, and strict data minimisation – areas often overlooked in the aggressive pursuit of sales targets.

Common Violations

1.Sales reps adding contact details from public sources (e.g., LinkedIn) to CRM without valid consent or notice to the Data Principal.
2.Not purging old, inactive lead data from the CRM database long after the legitimate business purpose (e.g., 5 years) has expired.
3.Third-party sales enablement or enrichment tools (e.g., ZoomInfo, Lusha) integrating with CRM without a Data Processing Agreement (DPA) or vendor due diligence.

The Immediate Fix

Conduct an immediate audit of your CRM's data fields and lead sources. Map out *where* data comes from, *how* consent is obtained (or what legal basis applies), and *who* in your sales team has access. Prioritise implementing a data retention policy for inactive leads, ensuring old data doesn't sit indefinitely.