{"id":8099,"date":"2026-10-13T13:33:20","date_gmt":"2026-10-13T11:33:20","guid":{"rendered":"https:\/\/eu.klytic.com\/?page_id=8099"},"modified":"2026-10-13T13:33:20","modified_gmt":"2026-10-13T11:33:20","slug":"crm-podaci","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/hr\/vodici\/crm-podaci\/","title":{"rendered":"CRM i poslovni podaci"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"8099\" class=\"elementor elementor-8099 elementor-6261\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1e3901b e-con-full kly-g e-flex e-con e-parent\" data-id=\"1e3901b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-ea08ad5 e-con-full kly-g-hero e-flex e-con e-parent\" data-id=\"ea08ad5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-93b8e22 e-con-full kly-g-hero-in e-flex e-con e-parent\" data-id=\"93b8e22\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-90f38f8 elementor-widget elementor-widget-text-editor\" data-id=\"90f38f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-crumb\"><a href=\"\/hr\/\">Po\u010detna<\/a><span>\u203a<\/span><a href=\"\/hr\/vodici\/\">Vodi\u010di<\/a><\/p><p class=\"kly-g-pill\" style=\"--pill:#fbbf24\">CRM i poslovni podaci<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7293c24 elementor-widget elementor-widget-heading\" data-id=\"7293c24\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM i poslovni podaci<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f66e1a4 elementor-widget elementor-widget-text-editor\" data-id=\"f66e1a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-lead\">Kartice klijenata, ponude i ra\u010duni podaci su poduze\u0107a, jednako kao ra\u010dunovodstvo. Ova rubrika obja\u0161njava kome pripadaju i \u0161to otkrivaju, a zatim pokazuje kako u Klytic CRM-u odrediti tko ih vidi i tko ih mo\u017ee izvesti.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51102e6 elementor-widget elementor-widget-text-editor\" data-id=\"51102e6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-meta\"><span>A\u017eurirano u <b>listopadu 2026.<\/b><\/span><span><b>3 min<\/b> \u010ditanja<\/span><span>Razumjeti i koristiti<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d89de30 e-con-full kly-g-body e-flex e-con e-parent\" data-id=\"d89de30\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-84ee896 e-con-full kly-g-article e-flex e-con e-parent\" data-id=\"84ee896\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9efcb18 elementor-widget elementor-widget-text-editor\" data-id=\"9efcb18\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Kome je namijenjena ova rubrika<\/h2>\n<p>Namijenjena je dvjema vrstama \u010ditatelja.<\/p>\n<ul>\n<li><strong>Direktoru, IT direktoru ili slu\u017ebeniku za za\u0161titu podataka koji jo\u0161 nije odabrao<\/strong>: \u017eeli znati tko dr\u017ei bazu klijenata smje\u0161tenu kod pru\u017eatelja usluge, \u0161to bi tre\u0107a strana saznala \u010ditaju\u0107i je i \u0161to \u0161ifriranje doista \u0161titi. Stranice \u201eRazumjeti\u201c odgovaraju mu, uz izvore, i ostaju to\u010dne i ako ne postane klijent.<\/li>\n<li><strong>Administratoru ili voditelju prodaje koji ve\u0107 koristi Klytic CRM<\/strong>: \u017eeli ograni\u010diti svakog komercijalista na njegove klijente, razdvojiti dva dru\u0161tva iz grupe, ukinuti pravo izvoza, upravljati odlaskom. Stranice \u201eKoristiti\u201c opisuju te postavke u usluzi.<\/li>\n<\/ul>\n<p>CRM sadr\u017ei potencijalne klijente, klijente, kontakte, prilike, ponude, narud\u017ebe i ra\u010dune. Zajedno ti objekti daju prodajni lijevak, koncentraciju prihoda, primijenjene cijene i datume obnove. Zato ova rubrika bazu klijenata tretira kao osjetljivu imovinu, a ne kao adresar.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a274a01 elementor-widget elementor-widget-text-editor\" data-id=\"a274a01\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Razumjeti<\/h2>\n<p>Vodi\u010d s izvorima. Vrijedi bez obzira na odabrani CRM.<\/p>\n<ul>\n<li><a href=\"\/hr\/podaci-crm-vlasnistvo-i-vaznost\/\"><strong>\u010ciji su podaci u CRM-u i za\u0161to su va\u017eni koliko i ra\u010dunovodstvo<\/strong><\/a>: voditelj i izvr\u0161itelj obrade, najosjetljiviji podaci, \u0161to cjelina otkriva, \u0161to \u0161titi \u0161ifriranje u mirovanju i mjesto e-ra\u010duna.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-afabdd4 elementor-widget elementor-widget-text-editor\" data-id=\"afabdd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Koristiti Klytic CRM<\/h2>\n<p>Dvije upute za klijente. Navode tko djeluje (administrator va\u0161e usluge ili podr\u0161ka Klytic) i \u0161to dobivate.<\/p>\n<ul>\n<li><a href=\"\/hr\/prava-crm-timovi-podruznice\/\"><strong>Tko vidi koje klijente u Klytic CRM-u<\/strong><\/a>: jedan korisni\u010dki ra\u010dun po osobi, prava po modulu, opseg komercijalista, voditelja i uprave, podru\u017enice, promjene radnog mjesta i vanjski suradnici.<\/li>\n<li><a href=\"\/hr\/izvoz-i-tragovi-izmjena-crm\/\"><strong>Sprije\u010diti izvoz portfelja i pregledati izmjene<\/strong><\/a>: odvojiti \u010ditanje i izvoz, razlikovati PDF ponude od izvoza baze, \u0161to dnevnik bilje\u017ei i odlazak komercijalista.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1c79a4 elementor-widget elementor-widget-text-editor\" data-id=\"e1c79a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Tri pravila koja treba zapamtiti<\/h2>\n<ol>\n<li><strong>Malo osoba vidi cijelu bazu.<\/strong> Svaki komercijalist vidi svoje klijente; potpuni uvid rezerviran je za nekoliko uloga.<\/li>\n<li><strong>\u010citati nije isto \u0161to i izvoziti.<\/strong> Pravo preuzimanja baze dodjeljuje se poimence, nikada prema zadanim postavkama.<\/li>\n<li><strong>Prava prate osobe.<\/strong> Promjena radnog mjesta ili kraj anga\u017emana rje\u0161ava se istoga dana, a ne pri sljede\u0107oj reviziji.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c009dde elementor-widget elementor-widget-text-editor\" data-id=\"c009dde\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>\u010cime se ove stranice ne bave<\/h2>\n<p>Ne ponavljaju vodi\u010de o mjerodavnom pravu, smje\u0161taju podataka ili odabiru pru\u017eatelja. Za ta pitanja:<\/p>\n<ul>\n<li><a href=\"\/hr\/sto-je-suvereni-oblak\/\">\u0160to je suvereni oblak?<\/a>: tko mo\u017ee otvoriti va\u0161e podatke, koje se pravo primjenjuje, kako iza\u0107i te razlika izme\u0111u \u0161ifriranja u mirovanju i klju\u010da koji dr\u017ei klijent.<\/li>\n<li><a href=\"\/hr\/zastita-tvrtke-od-cloud-acta\/\">Za\u0161tititi poduze\u0107e od CLOUD Acta<\/a>: \u0161to strano pravo mo\u017ee zahtijevati od pru\u017eatelja usluge.<\/li>\n<li><a href=\"\/hr\/hosting-i-suverenost\/\">Smje\u0161taj podataka i suverenost<\/a>: na\u010dini smje\u0161taja Klytica, zone i reverzibilnost.<\/li>\n<li><a href=\"\/hr\/zastita-podataka\/\">GDPR<\/a>: uloga Klytica kao izvr\u0161itelja obrade za podatke povjerene uslugama.<\/li>\n<li><a href=\"\/hr\/sigurnost-i-sigurnosne-kopije\/\">Sigurnost i sigurnosno kopiranje<\/a>: u\u010destalost, rok \u010duvanja i vra\u0107anje sigurnosnih kopija.<\/li>\n<\/ul>\n<p>Sama ponuda, s modulima i e-ra\u010dunima, opisana je na stranici <a href=\"\/hr\/klytic-crm\/\">Klytic CRM<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c3badbf e-con-full kly-g-aside e-flex e-con e-parent\" data-id=\"c3badbf\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-032d09a elementor-widget elementor-widget-html\" data-id=\"032d09a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t\t<nav class=\"kly-g-toc\" aria-label=\"Na ovoj stranici\"><p>Na ovoj stranici<\/p><ol><\/ol><\/nav>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bc2420f elementor-widget elementor-widget-text-editor\" data-id=\"bc2420f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"kly-g-cta\"><h3>Planirate CRM projekt?<\/h3><p>Uvoz va\u0161e baze, prava, smje\u0161taj: opi\u0161ite nam svoju organizaciju.<\/p><p><a class=\"kly-g-btn\" href=\"\/hr\/kontakt\/\">Kontaktirajte nas \u2192<\/a><\/p><p style=\"margin:0\"><a class=\"kly-g-btn ghost\" href=\"\/hr\/klytic-crm\/\">Upoznajte Klytic CRM<\/a><\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-de127fa e-con-full kly-g-related e-flex e-con e-parent\" data-id=\"de127fa\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0049125 elementor-widget elementor-widget-text-editor\" data-id=\"0049125\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Pro\u010ditajte i<\/h2><div class=\"kly-g-grid\"><a class=\"kly-g-card\" href=\"\/hr\/podaci-crm-vlasnistvo-i-vaznost\/\" style=\"--cat:#b45309\"><span class=\"c\">Razumjeti \u00b7 CRM i poslovni podaci<\/span><span class=\"t\">\u010ciji su podaci u CRM-u i za\u0161to su va\u017eni koliko i ra\u010dunovodstvo<\/span><span class=\"q\">Baza klijenata imovina je poduze\u0107a i obrada osobnih podataka. Tko je dr\u017ei, \u0161to otkriva i kako je za\u0161tititi.<\/span><span class=\"m\"><span>8 min \u010ditanja<\/span><b>Pro\u010ditajte \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/hr\/prava-crm-timovi-podruznice\/\" style=\"--cat:#b45309\"><span class=\"c\">Koristiti \u00b7 CRM i poslovni podaci<\/span><span class=\"t\">Tko vidi koje klijente u Klytic CRM-u<\/span><span class=\"q\">Jedan korisni\u010dki ra\u010dun po osobi, prava po modulu, opseg po komercijalistu. A za razdvajanje dvaju dru\u0161tava iz grupe \u2013 zasebna instanca za svako.<\/span><span class=\"m\"><span>6 min \u010ditanja<\/span><b>Pro\u010ditajte \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/hr\/izvoz-i-tragovi-izmjena-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Koristiti \u00b7 CRM i poslovni podaci<\/span><span class=\"t\">Sprije\u010diti izvoz portfelja i pregledati izmjene<\/span><span class=\"q\">\u010citanje kartice i izvoz cijele baze dva su razli\u010dita prava u Klytic CRM-u. Ukinite drugo i saznajte \u0161to dnevnik bilje\u017ei.<\/span><span class=\"m\"><span>6 min \u010ditanja<\/span><b>Pro\u010ditajte \u2192<\/b><\/span><\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-539316dd e-con e-atomic-element e-div-block-base e-default-div e-c9fd865-4a50 \" data-id=\"539316dd\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"539316dd\" data-e-type=\"e-div-block\" data-id=\"539316dd\">\n    <div class=\"elementor-element elementor-element-4f79afcb e-con e-atomic-element e-div-block-base e-default-div e-4fa9fe-ce86 \" data-id=\"4f79afcb\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"4f79afcb\" data-e-type=\"e-div-block\" data-id=\"4f79afcb\">\n    \t\t\t<p class=\"e-4dcf5c70-2ec7 e-paragraph-base e-default-p\" data-interaction-id=\"330a7a35\" data-e-type=\"widget\" data-id=\"330a7a35\">Ponuda dobrodo\u0161lice<\/p>\n\t\t\t\t\t<h2 data-interaction-id=\"56f1f7d5\" class=\"e-347faa43-4e20 e-heading-base e-default-h2\" data-e-type=\"widget\" data-id=\"56f1f7d5\">30 dana besplatne probe, migracija uz podr\u0161ku<\/h2>\n\t\t\t\t\t<p class=\"e-7f6310da-1caa e-paragraph-base e-default-p\" data-interaction-id=\"2ce27288\" data-e-type=\"widget\" data-id=\"2ce27288\">Probna ponuda bez obveze. Savjetnik \u0107e Vas nazvati kako bi razumio Va\u0161e potrebe i pripremio Va\u0161 Klytic prostor.<\/p>\n\t\t<div class=\"elementor-element elementor-element-35ea29a1 e-con e-atomic-element e-div-block-base e-default-div e-1cd48b22-e6da \" data-id=\"35ea29a1\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"35ea29a1\" data-e-type=\"e-div-block\" data-id=\"35ea29a1\">\n    \t\t\t<a href=\"\/essai-gratuit\/\" target=\"_self\" class=\"e-4a7886e3-652d e-button-base e-default-a\" data-interaction-id=\"19bfa8f1\" data-e-type=\"widget\" data-id=\"19bfa8f1\">\n\t\ud83d\ude80 Zapo\u010dnite besplatnu probu\n<\/a>\n\t\t\t\t\t<a href=\"\/tarifs\/\" target=\"_self\" class=\"e-137e863d-dd0d e-button-base e-default-a\" data-interaction-id=\"326d82ab\" data-e-type=\"widget\" data-id=\"326d82ab\">\n\tPogledajte cijene\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":5160,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"CRM i poslovni podaci: vodi\u010di i postavke | Klytic","_seopress_titles_desc":"Dr\u017eanje, osjetljivost i za\u0161tita podataka u CRM-u: vodi\u010d za razumijevanje i dvije upute za postavljanje prava i izvoza u Klytic CRM-u.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"CRM i poslovni podaci: vodi\u010di i postavke | Klytic","_seopress_social_fb_desc":"Dr\u017eanje, osjetljivost i za\u0161tita podataka u CRM-u: vodi\u010d za razumijevanje i dvije upute za postavljanje prava i izvoza u Klytic CRM-u.","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"CRM i poslovni podaci: vodi\u010di i postavke | Klytic","_seopress_social_twitter_desc":"Dr\u017eanje, osjetljivost i za\u0161tita podataka u CRM-u: vodi\u010d za razumijevanje i dvije upute za postavljanje prava i izvoza u Klytic CRM-u.","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"class_list":["post-8099","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/pages\/8099","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/comments?post=8099"}],"version-history":[{"count":0,"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/pages\/8099\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/pages\/5160"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/hr\/wp-json\/wp\/v2\/media?parent=8099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}