{"id":7301,"date":"2026-10-12T13:02:41","date_gmt":"2026-10-12T11:02:41","guid":{"rendered":"https:\/\/eu.klytic.com\/date-crm-proprietate-si-miza\/"},"modified":"2026-10-12T16:09:41","modified_gmt":"2026-10-12T14:09:41","slug":"date-crm-proprietate-si-miza","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/ro\/date-crm-proprietate-si-miza\/","title":{"rendered":"Cui apar\u021bin datele dintr-un CRM \u0219i de ce conteaz\u0103 la fel de mult ca eviden\u021ba contabil\u0103"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"7301\" class=\"elementor elementor-7301 elementor-6268\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-36619fa e-con-full kly-g e-flex e-con e-parent\" data-id=\"36619fa\" 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-a11e6fa e-con-full kly-g-hero e-flex e-con e-parent\" data-id=\"a11e6fa\" 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-60f6ddf e-con-full kly-g-hero-in e-flex e-con e-parent\" data-id=\"60f6ddf\" 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-f3a8bb3 elementor-widget elementor-widget-text-editor\" data-id=\"f3a8bb3\" 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=\"\/\">Acas\u0103<\/a><span>\u203a<\/span>Ghiduri<span>\u203a<\/span>CRM \u0219i date comerciale<\/p><p class=\"kly-g-pill\" style=\"--pill:#fbbf24\">CRM \u0219i date comerciale \u00b7 \u00cen\u021belege\u021bi<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7bc13b0 elementor-widget elementor-widget-heading\" data-id=\"7bc13b0\" 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\">Cui apar\u021bin datele dintr-un CRM \u0219i de ce conteaz\u0103 la fel de mult ca eviden\u021ba contabil\u0103<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-782369c elementor-widget elementor-widget-text-editor\" data-id=\"782369c\" 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\">Datele dintr-un CRM apar\u021bin companiei care le colecteaz\u0103: \u00een sensul RGPD, ea este operatorul, iar editorul sau furnizorul de g\u0103zduire care le prelucreaz\u0103 pentru ea este persoana \u00eemputernicit\u0103 de operator. Aceast\u0103 baz\u0103 nu este o simpl\u0103 agend\u0103 de adrese. Fi\u0219ele, ofertele \u0219i facturile formeaz\u0103 o imagine a activit\u0103\u021bii la fel de gr\u0103itoare ca o carte mare \u0219i merit\u0103 acela\u0219i nivel de protec\u021bie.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f30b20 elementor-widget elementor-widget-text-editor\" data-id=\"0f30b20\" 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>Actualizat \u00een <b>octombrie 2026<\/b><\/span><span><b>8 min<\/b><\/span><span>Surse oficiale citate<\/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-4d2b05a e-con-full kly-g-body e-flex e-con e-parent\" data-id=\"4d2b05a\" 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-023063b e-con-full kly-g-article e-flex e-con e-parent\" data-id=\"023063b\" 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-e8a1d95 elementor-widget elementor-widget-text-editor\" data-id=\"e8a1d95\" 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>Cine de\u021bine baza de clien\u021bi<\/h2>\n<p>Vorbim despre \u201eproprietatea\u201d asupra datelor din comoditate. Pentru datele cu caracter personal, dreptul ra\u021bioneaz\u0103 altfel: \u00eentreab\u0103 cine decide \u0219i cine execut\u0103. RGPD nume\u0219te <strong>operator<\/strong> organismul care \u201estabile\u0219te scopurile \u0219i mijloacele de prelucrare a datelor cu caracter personal\u201d \u0219i <strong>persoan\u0103 \u00eemputernicit\u0103 de operator<\/strong> pe cel care \u201eprelucreaz\u0103 datele cu caracter personal \u00een numele operatorului\u201d (articolul 4 punctele 7 \u0219i 8).<\/p>\n<div class=\"kly-def\"><p><strong>\u00centr-un CRM g\u0103zduit<\/strong>, compania care face prospectare \u0219i factureaz\u0103 este operatorul. Furnizorul care ruleaz\u0103 software-ul este persoana \u00eemputernicit\u0103 de operator: ac\u021bioneaz\u0103 pe baz\u0103 de instruc\u021biuni \u0219i nu alege utilizarea bazei.<\/p><\/div>\n<p>De aici decurg trei consecin\u021be practice:<\/p>\n<ul>\n<li><strong>Furnizorul ac\u021bioneaz\u0103 doar pe baz\u0103 de instruc\u021biuni.<\/strong> Articolul 28 impune ca persoana \u00eemputernicit\u0103 s\u0103 prelucreze datele \u201enumai pe baza unor instruc\u021biuni documentate din partea operatorului\u201d. Un CRM al c\u0103rui editor ar refolosi fi\u0219ele dumneavoastr\u0103 \u00een scopuri proprii iese din acest cadru.<\/li>\n<li><strong>Ie\u0219irea este un drept, nu o favoare.<\/strong> La \u00eencheierea contractului, persoana \u00eemputernicit\u0103 trebuie, \u201ela alegerea operatorului\u201d, s\u0103 \u0219tearg\u0103 datele sau s\u0103 le returneze \u0219i s\u0103 distrug\u0103 copiile existente, cu excep\u021bia unei obliga\u021bii legale de p\u0103strare.<\/li>\n<li><strong>Contractul spune cine exploateaz\u0103 datele.<\/strong> Contractul de prelucrare (numit adesea DPA) stabile\u0219te instruc\u021biunile, m\u0103surile de securitate, persoanele \u00eemputernicite ulterioare \u0219i restituirea. Pe acesta trebuie s\u0103-l citi\u021bi \u00eenainte de a alege un CRM, nu pagina principal\u0103.<\/li>\n<\/ul>\n<p>\u00centrebarea \u201ecine \u00eemi poate deschide datele, ce lege se aplic\u0103, cum ies\u201d este tratat\u0103 \u00een detaliu \u00een ghidul <a href=\"\/ro\/ce-este-cloudul-suveran\/\">Ce este un cloud suveran?<\/a>. Re\u021bine\u021bi o regul\u0103: reversibilitatea se scrie la semnare, cu formatul, termenul \u0219i \u0219tergerea, nu \u00een momentul rezilierii.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a758e1 elementor-widget elementor-widget-text-editor\" data-id=\"3a758e1\" 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>Ce con\u021bine sensibil un CRM<\/h2>\n<p>Porni\u021bi de la obiectele pe care le gestioneaz\u0103 orice CRM comercial, mai degrab\u0103 dec\u00e2t de la o list\u0103 teoretic\u0103 de c\u00e2mpuri: prospec\u021bi, clien\u021bi, contacte, oportunit\u0103\u021bi, oferte de pre\u021b, comenzi, facturi, note de credit \u0219i reamintiri de plat\u0103. Fiecare poart\u0103 un alt tip de informa\u021bie.<\/p>\n<div class=\"kly-table\"><table>\n<tr><th>Obiect<\/th><th>Ce con\u021bine<\/th><th>De ce este sensibil<\/th><\/tr>\n<tr><td>Contacte<\/td><td>Nume, func\u021bii, e-mailuri, telefoane<\/td><td>Date cu caracter personal \u00een sensul RGPD, utile oricui vrea s\u0103 v\u0103 abordeze interlocutorii<\/td><\/tr>\n<tr><td>Istoricul rela\u021biei<\/td><td>Apeluri, \u00eent\u00e2lniri, note, reveniri<\/td><td>Dezv\u0103luie starea fiec\u0103rei rela\u021bii, uneori un litigiu sau o nemul\u021bumire<\/td><\/tr>\n<tr><td>Oportunit\u0103\u021bi<\/td><td>Sume, probabilit\u0103\u021bi, termene<\/td><td>Arat\u0103 unde urmeaz\u0103 s\u0103 semna\u021bi \u0219i la ce pre\u021b<\/td><\/tr>\n<tr><td>Oferte \u0219i comenzi<\/td><td>Pre\u021buri, reduceri, condi\u021bii<\/td><td>Expune politica dumneavoastr\u0103 tarifar\u0103, client cu client<\/td><\/tr>\n<tr><td>Facturi, note de credit, reamintiri de plat\u0103<\/td><td>Cifr\u0103 de afaceri, \u00eent\u00e2rzieri la plat\u0103<\/td><td>Las\u0103 s\u0103 se ghiceasc\u0103 s\u0103n\u0103tatea financiar\u0103 a unui cont de client<\/td><\/tr>\n<\/table><\/div>\n<p>Notele libere cer o aten\u021bie deosebit\u0103. Un agent de v\u00e2nz\u0103ri scrie uneori acolo mai mult dec\u00e2t ar trebui. RGPD cere date adecvate \u0219i limitate la ceea ce este necesar: o not\u0103 care nu ajut\u0103 rela\u021bia comercial\u0103 nu \u00ee\u0219i are locul \u00een fi\u0219\u0103.<\/p>\n<p>Persoanele ale c\u0103ror date de contact figureaz\u0103 \u00een baz\u0103 au drepturi: acces, rectificare, \u0219tergere, restric\u021bionare, opozi\u021bie \u0219i, \u00een cazurile prev\u0103zute, portabilitate (articolele 15\u201321 din RGPD). Un prospect care \u00eentreab\u0103 ce \u0219ti\u021bi despre el trebuie s\u0103 primeasc\u0103 un r\u0103spuns complet. Trebuie deci s\u0103-i pute\u021bi reg\u0103si \u0219i extrage datele f\u0103r\u0103 s\u0103 c\u0103uta\u021bi \u00een zece instrumente.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bceeef elementor-widget elementor-widget-text-editor\" data-id=\"3bceeef\" 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>Ce dezv\u0103luie ansamblul<\/h2>\n<p>O fi\u0219\u0103 izolat\u0103 spune pu\u021bin. \u00centreaga baz\u0103 spune aproape totul despre activitatea comercial\u0103 a companiei:<\/p>\n<ul>\n<li><strong>Pipeline-ul<\/strong>: ce urmeaz\u0103 s\u0103 semna\u021bi, c\u00e2nd \u0219i cu ce probabilitate.<\/li>\n<li><strong>Concentrarea<\/strong>: c\u00e2\u021bi clien\u021bi aduc cea mai mare parte a cifrei de afaceri \u0219i care sunt ace\u0219tia.<\/li>\n<li><strong>Sezonalitatea<\/strong>: \u00een ce moment al anului vinde\u021bi, reveni\u021bi la clien\u021bi, \u00eencasa\u021bi.<\/li>\n<li><strong>Condi\u021biile comerciale<\/strong>: reduceri, termene de plat\u0103, pre\u021buri negociate.<\/li>\n<\/ul>\n<p>Este o imagine a activit\u0103\u021bii, la fel ca o carte mare. Contabilitatea spune c\u00e2t a c\u00e2\u0219tigat compania. CRM-ul spune cu cine, cum \u0219i ce urmeaz\u0103. Pentru un concurent care preg\u0103te\u0219te o ofert\u0103 \u021bintit\u0103 sau pentru un angajat care pleac\u0103 cu g\u00e2ndul de a atrage o echip\u0103 sau un portofoliu, al doilea este adesea mai util dec\u00e2t prima.<\/p>\n<p><strong>Exemplu.<\/strong> Un IMM de mentenan\u021b\u0103 industrial\u0103 cu 40 de angaja\u021bi realizeaz\u0103 60% din cifra de afaceri cu doisprezece clien\u021bi. Un export complet al CRM-ului ofer\u0103, \u00eentr-un singur fi\u0219ier, cele dou\u0103sprezece nume, interlocutorii, pre\u021burile practicate \u0219i datele de re\u00eennoire a contractelor. Niciun document contabil nu furnizeaz\u0103 aceste patru informa\u021bii \u00eempreun\u0103.<\/p>\n<p>CRM-ul trebuie deci tratat cu acelea\u0219i reguli ca finan\u021bele: pu\u021bine persoane autorizate s\u0103 vad\u0103 totul, drepturi revizuite atunci c\u00e2nd cineva \u00ee\u0219i schimb\u0103 postul \u0219i o urm\u0103 a modific\u0103rilor.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8d497b elementor-widget elementor-widget-text-editor\" data-id=\"d8d497b\" 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>Protec\u021bia: cine vede, cine export\u0103, cine \u00ee\u0219i schimb\u0103 postul<\/h2>\n<p>Protec\u021bia bazei de clien\u021bi se bazeaz\u0103 mai pu\u021bin pe o setare tehnic\u0103 \u0219i mai mult pe trei \u00eentreb\u0103ri puse regulat: cine vede ce fi\u0219e, cine are dreptul de a exporta \u0219i cine este prestator extern sau pe cale s\u0103 \u00ee\u0219i schimbe postul. Clien\u021bii Klytic CRM vor g\u0103si set\u0103rile corespunz\u0103toare \u00een <a href=\"\/ro\/drepturi-crm-echipe-filiale\/\">Cine vede ce clien\u021bi \u00een Klytic CRM<\/a> \u0219i <a href=\"\/ro\/export-si-istoric-crm\/\">\u00cempiedica\u021bi exportul portofoliului \u0219i verifica\u021bi modific\u0103rile<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccd35f3 elementor-widget elementor-widget-text-editor\" data-id=\"ccd35f3\" 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>Criptarea: ce protejeaz\u0103 \u00eentr-un CRM<\/h2>\n<p>Un CRM trebuie s\u0103 citeasc\u0103 fi\u0219ele pentru a func\u021biona: s\u0103 caute un client, s\u0103 calculeze un tablou de bord, s\u0103 genereze o ofert\u0103, s\u0103 trimit\u0103 o factur\u0103. Datele sale sunt deci criptate <strong>\u00een repaus<\/strong>, cu chei pe care serviciul le poate utiliza.<\/p>\n<p>Ghidul <a href=\"\/ro\/ce-este-cloudul-suveran\/\">Ce este un cloud suveran?<\/a> distinge dou\u0103 regimuri:<\/p>\n<ul>\n<li><strong>Criptare \u00een repaus, cu chei gestionate de furnizor.<\/strong> Protejeaz\u0103 discurile \u0219i suporturile furate sau reciclate necorespunz\u0103tor. Nu face datele ilizibile pentru serviciul \u00eensu\u0219i. Acesta este regimul unui CRM.<\/li>\n<li><strong>Criptare a c\u0103rei cheie o de\u021bine doar clientul.<\/strong> Este cazul documentelor criptate la surs\u0103 sau al mesajelor semnate \u0219i criptate cu S\/MIME. Furnizorul nu poate citi con\u021binutul, dar nici nu \u00eel poate prelucra.<\/li>\n<\/ul>\n<p>A prezenta un CRM ca fiind \u201ecriptat end-to-end\u201d ar fi \u00een\u0219el\u0103tor. Ceea ce protejeaz\u0103 baza de clien\u021bi, dincolo de criptarea \u00een repaus, sunt drepturile de acces, jurnalele, contractul \u0219i legisla\u021bia aplicabil\u0103 furnizorului.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52b2b0c elementor-widget elementor-widget-text-editor\" data-id=\"52b2b0c\" 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>Facturarea electronic\u0103: o ie\u0219ire dorit\u0103 \u0219i reglementat\u0103<\/h2>\n<p>\u00cen Fran\u021ba, reforma factur\u0103rii electronice oblig\u0103 companiile s\u0103 transmit\u0103 facturile dintre companii printr-o <strong>platform\u0103 autorizat\u0103<\/strong>, \u00eenmatriculat\u0103 de administra\u021bia fiscal\u0103. Aceast\u0103 platform\u0103 emite, transmite \u0219i prime\u0219te facturile \u0219i transmite anumite date administra\u021biei.<\/p>\n<p>Calendarul publicat de Ministerul Economiei este urm\u0103torul:<\/p>\n<ul>\n<li><strong>1 septembrie 2026<\/strong>: toate companiile, indiferent de dimensiune, trebuie s\u0103 poat\u0103 primi facturi electronice. Companiile mari \u0219i companiile de dimensiune intermediar\u0103 trebuie \u0219i s\u0103 le emit\u0103.<\/li>\n<li><strong>1 septembrie 2027<\/strong>: obliga\u021bia de emitere se extinde la IMM-uri \u0219i micro\u00eentreprinderi.<\/li>\n<\/ul>\n<p>Pentru CRM, aceasta \u00eenseamn\u0103 c\u0103 date de facturare p\u0103r\u0103sesc \u00een mod voit instrumentul c\u0103tre un ter\u021b desemnat de lege. Nu este o scurgere: destina\u021bia, formatul \u0219i con\u021binutul sunt stabilite. Formatele structurate uzuale sunt CII, UBL \u0219i Factur-X. \u00cenainte de a alege, verifica\u021bi la ce platform\u0103 se conecteaz\u0103 CRM-ul, cine o opereaz\u0103 \u0219i unde sunt returnate st\u0103rile facturii (depus\u0103, respins\u0103, pl\u0103tit\u0103).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-292e9b4 elementor-widget elementor-widget-text-editor\" data-id=\"292e9b4\" 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>Gre\u0219eli frecvente<\/h2>\n<ul>\n<li><strong>Confuzia dintre g\u0103zduire \u0219i de\u021binere.<\/strong> G\u0103zduirea la un ter\u021b nu transfer\u0103 responsabilitatea: compania r\u0103m\u00e2ne operatorul.<\/li>\n<li><strong>Acordarea tuturor agen\u021bilor de v\u00e2nz\u0103ri a vizibilit\u0103\u021bii asupra \u00eentregii baze<\/strong>, din comoditate, la \u00eenceputul proiectului, f\u0103r\u0103 a mai reveni vreodat\u0103 asupra ei.<\/li>\n<li><strong>L\u0103sarea dreptului de export tuturor.<\/strong> A citi o fi\u0219\u0103 \u0219i a desc\u0103rca \u00eentregul portofoliu sunt dou\u0103 drepturi diferite.<\/li>\n<li><strong>Uitarea copiilor<\/strong>: exporturi pe calculatoare, copii de rezerv\u0103, ata\u0219amente la tichete. La sf\u00e2r\u0219itul unui contract conteaz\u0103 \u0219i ele.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd917a2 elementor-widget elementor-widget-text-editor\" data-id=\"bd917a2\" 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>\u00centreb\u0103ri frecvente<\/h2>\n<h3>Poate furnizorul meu de CRM s\u0103 \u00eemi foloseasc\u0103 fi\u0219ele de clien\u021bi?<\/h3><p>Ca persoan\u0103 \u00eemputernicit\u0103 de operator, nu trebuie s\u0103 le prelucreze dec\u00e2t pe baza instruc\u021biunilor dumneavoastr\u0103 documentate. Verifica\u021bi acest lucru \u00een contractul de prelucrare \u0219i citi\u021bi pagina noastr\u0103 <a href=\"\/ro\/protectia-datelor\/\">RGPD<\/a>.<\/p>\n<h3>Este suficient\u0103 criptarea pentru a proteja un CRM?<\/h3><p>Nu. Ea protejeaz\u0103 suporturile. Drepturile \u0219i contractul protejeaz\u0103 utilizarea. Ghidul <a href=\"\/ro\/ce-este-cloudul-suveran\/\">cloud suveran<\/a> detaliaz\u0103 diferen\u021ba.<\/p>\n<h3>Cum \u00eempiedic un agent de v\u00e2nz\u0103ri s\u0103 plece cu portofoliul?<\/h3><p>Separ\u00e2nd dreptul de a citi de cel de a exporta. Vede\u021bi <a href=\"\/ro\/export-si-istoric-crm\/\">\u00cempiedica\u021bi exportul portofoliului<\/a>.<\/p>\n<h3>Cum separ clien\u021bii a dou\u0103 societ\u0103\u021bi dintr-un grup?<\/h3><p>Vede\u021bi <a href=\"\/ro\/drepturi-crm-echipe-filiale\/\">Cine vede ce clien\u021bi \u00een Klytic CRM<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a481205 kly-g-klytic elementor-widget elementor-widget-text-editor\" data-id=\"a481205\" 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>Unde se situeaz\u0103 Klytic<\/h2>\n<p>Klytic CRM gestioneaz\u0103 prospec\u021bi, clien\u021bi, contacte, oportunit\u0103\u021bi, oferte de pre\u021b, comenzi, facturi, note de credit \u0219i reamintiri de plat\u0103. Stocurile, achizi\u021biile, proiectele \u0219i decont\u0103rile de cheltuieli se adaug\u0103 \u00een func\u021bie de nevoie. Serviciul se poate folosi singur, f\u0103r\u0103 Klytic Mail sau Klytic Docs.<\/p>\n<ul>\n<li><strong>Rol.<\/strong> Pentru fi\u0219ele CRM \u00eencredin\u021bate serviciului, Klytic ac\u021bioneaz\u0103 ca persoan\u0103 \u00eemputernicit\u0103 de operator \u00een sensul articolului 28 din RGPD. Cu fiecare client se semneaz\u0103 un acord de prelucrare a datelor.<\/li>\n<li><strong>Utilizarea datelor.<\/strong> Klytic precizeaz\u0103 c\u0103 datele nu sunt niciodat\u0103 utilizate \u00een scopuri comerciale \u0219i nici de ter\u021bi.<\/li>\n<li><strong>G\u0103zduire.<\/strong> \u00cen orice zon\u0103 geografic\u0103 corespunz\u0103toare jurisdic\u021biei aplicabile, sub rezerva disponibilit\u0103\u021bii serviciilor, \u00een special \u00een Europa sau \u00een Mauritius, ori pe serverele clientului. Vede\u021bi <a href=\"\/ro\/gazduire-si-suveranitate\/\">G\u0103zduire \u0219i suveranitate<\/a>.<\/li>\n<li><strong>Criptare.<\/strong> \u00cen repaus, cu chei pe care le utilizeaz\u0103 serviciul. Nu este o criptare a c\u0103rei cheie o de\u021bine doar clientul.<\/li>\n<li><strong>Intrare \u0219i ie\u0219ire.<\/strong> Import asistat dintr-o foaie de calcul sau din alt software. La sf\u00e2r\u0219itul contractului, datele r\u0103m\u00e2n exportabile 30 de zile \u00een formate standard, cu asisten\u021b\u0103, apoi sunt \u0219terse.<\/li>\n<li><strong>Facturare electronic\u0103.<\/strong> Formatele CII, Factur-X \u0219i UBL, conectare la EsaLink (Hubtimize) \u0219i SuperPDP. Detalii pe pagina <a href=\"\/ro\/klytic-crm\/\">Klytic CRM<\/a>.<\/li>\n<li><strong>Backup.<\/strong> \u00cen fiecare or\u0103, p\u0103strat 30 de zile, restaurare prin suport, inclus\u0103 sau facturat\u0103 \u00een func\u021bie de cauz\u0103. Klytic CRM nu are co\u0219 de gunoi \u00een mod implicit: extensia \u201eco\u0219 de gunoi\u201d, op\u021bional\u0103, permite recuperarea de c\u0103tre dumneavoastr\u0103 a unei fi\u0219e \u0219terse \u0219i contribuie la sus\u021binerea proiectului open source pe care se bazeaz\u0103. Vede\u021bi <a href=\"\/ro\/securitate-si-backup\/\">Securitate \u0219i backup<\/a>.<\/li>\n<\/ul>\n<p class=\"kly-fit no\">Klytic nu este calificat SecNumCloud. Dac\u0103 sectorul dumneavoastr\u0103 o cere, nu este alegerea potrivit\u0103.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9196398 kly-g-disclaimer elementor-widget elementor-widget-text-editor\" data-id=\"9196398\" 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>Aceast\u0103 pagin\u0103 descrie un cadru general. Nu \u00eenlocuie\u0219te analiza contractului dumneavoastr\u0103 \u0219i nici o consultan\u021b\u0103 juridic\u0103.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5908b17 kly-g-legal elementor-widget elementor-widget-text-editor\" data-id=\"5908b17\" 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><b>Situa\u021bia juridic\u0103 la 11 octombrie 2026.<\/b> Calendarul factur\u0103rii electronice citat aici este cel publicat de Ministerul Economiei. A mai fost modificat \u00een trecut: verifica\u021bi pagina oficial\u0103 \u00eenainte de orice decizie.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f626fe6 kly-g-sources elementor-widget elementor-widget-text-editor\" data-id=\"f626fe6\" 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>Surse<\/h2><p>Consultate \u00een octombrie 2026.<\/p><ul>\n<li>RGPD, articolul 4 punctele 7 \u0219i 8: defini\u021biile operatorului \u0219i ale persoanei \u00eemputernicite de operator. <a href='https:\/\/www.cnil.fr\/fr\/reglement-europeen-protection-donnees\/chapitre1' rel='noopener' target='_blank'>cnil.fr<\/a><\/li>\n<li>RGPD, articolele 15\u201321: dreptul de acces, de rectificare, de \u0219tergere, de restric\u021bionare, de portabilitate \u0219i de opozi\u021bie. <a href='https:\/\/www.cnil.fr\/fr\/reglement-europeen-protection-donnees\/chapitre3' rel='noopener' target='_blank'>cnil.fr<\/a><\/li>\n<li>RGPD, articolul 28: instruc\u021biuni documentate, \u0219tergerea sau returnarea datelor la sf\u00e2r\u0219itul prest\u0103rii serviciilor; articolul 32: criptarea printre m\u0103surile de securitate. <a href='https:\/\/www.cnil.fr\/fr\/reglement-europeen-protection-donnees\/chapitre4' rel='noopener' target='_blank'>cnil.fr<\/a><\/li>\n<li>Regulamentul (UE) 2016\/679, text oficial, considerentele 81 (returnarea sau \u0219tergerea de c\u0103tre persoana \u00eemputernicit\u0103) \u0219i 83 (criptarea). <a href='https:\/\/eur-lex.europa.eu\/legal-content\/FR\/TXT\/HTML\/?uri=CELEX:32016R0679' rel='noopener' target='_blank'>eur-lex.europa.eu<\/a><\/li>\n<li>Calendarul factur\u0103rii electronice: primirea de c\u0103tre toate companiile la 1 septembrie 2026, emiterea de c\u0103tre IMM-uri \u0219i micro\u00eentreprinderi la 1 septembrie 2027. <a href='https:\/\/www.economie.gouv.fr\/tout-savoir-sur-la-facturation-electronique-pour-les-entreprises' rel='noopener' target='_blank'>economie.gouv.fr<\/a><\/li>\n<li>Rolul platformelor autorizate: emiterea, transmiterea \u0219i primirea facturilor \u0219i transmiterea de date c\u0103tre administra\u021bie. <a href='https:\/\/www.impots.gouv.fr\/facturation-electronique-et-plateformes-agreees' rel='noopener' target='_blank'>impots.gouv.fr<\/a><\/li>\n<li>Klytic CRM: obiecte gestionate, module, formate \u0219i platforme de facturare electronic\u0103, g\u0103zduire. <a href='https:\/\/www.klytic.com\/klytic-crm\/' rel='noopener' target='_blank'>klytic.com<\/a><\/li>\n<li>Criptarea \u00een repaus a datelor CRM \u0219i diferen\u021ba fa\u021b\u0103 de cheia de\u021binut\u0103 de client; reversibilitate. <a href='https:\/\/www.klytic.com\/cloud-souverain\/' rel='noopener' target='_blank'>klytic.com<\/a><\/li>\n<li>Rolul Klytic de persoan\u0103 \u00eemputernicit\u0103 de operator, acordul de prelucrare, reversibilitatea de 30 de zile. <a href='https:\/\/www.klytic.com\/rgpd\/' rel='noopener' target='_blank'>klytic.com<\/a><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-62fd347 e-con-full kly-g-aside e-flex e-con e-parent\" data-id=\"62fd347\" 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-dcc1abe elementor-widget elementor-widget-html\" data-id=\"dcc1abe\" 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=\"Pe aceast\u0103 pagin\u0103\"><p>Pe aceast\u0103 pagin\u0103<\/p><ol><\/ol><\/nav>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1774ffd elementor-widget elementor-widget-text-editor\" data-id=\"1774ffd\" 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>Face\u021bi bilan\u021bul bazei dumneavoastr\u0103 de clien\u021bi<\/h3><p>Import, drepturi, g\u0103zduire \u0219i facturare electronic\u0103: descrie\u021bi-ne situa\u021bia dumneavoastr\u0103, iar noi v\u0103 r\u0103spundem cu ce acoper\u0103 \u0219i ce nu acoper\u0103 Klytic CRM.<\/p><p><a class=\"kly-g-btn\" href=\"\/ro\/contact\/\">Contacta\u021bi-ne \u2192<\/a><\/p><p style=\"margin:0\"><a class=\"kly-g-btn ghost\" href=\"\/ro\/klytic-crm\/\">Descoperi\u021bi 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-29fd831 e-con-full kly-g-related e-flex e-con e-parent\" data-id=\"29fd831\" 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-102a483 elementor-widget elementor-widget-text-editor\" data-id=\"102a483\" 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>Citi\u021bi \u0219i<\/h2><div class=\"kly-g-grid\"><a class=\"kly-g-card\" href=\"\/ro\/drepturi-crm-echipe-filiale\/\" style=\"--cat:#b45309\"><span class=\"c\">Utiliza\u021bi \u00b7 CRM \u0219i date comerciale<\/span><span class=\"t\">Cine vede ce clien\u021bi \u00een Klytic CRM<\/span><span class=\"q\">Un cont pentru fiecare persoan\u0103, drepturi pe module, un perimetru pentru fiecare agent de v\u00e2nz\u0103ri. Pentru a separa dou\u0103 societ\u0103\u021bi dintr-un grup, c\u00e2te o instan\u021b\u0103 dedicat\u0103.<\/span><span class=\"m\"><span>6 min de lectur\u0103<\/span><b>Citi\u021bi \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/ro\/export-si-istoric-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Utiliza\u021bi \u00b7 CRM \u0219i date comerciale<\/span><span class=\"t\">\u00cempiedica\u021bi exportul portofoliului \u0219i verifica\u021bi modific\u0103rile<\/span><span class=\"q\">A citi o fi\u0219\u0103 \u0219i a exporta \u00eentreaga baz\u0103 sunt dou\u0103 drepturi distincte \u00een Klytic CRM. Retrage\u021bi-l pe al doilea \u0219i afla\u021bi ce \u00eenregistreaz\u0103 jurnalul.<\/span><span class=\"m\"><span>6 min de lectur\u0103<\/span><b>Citi\u021bi \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/ro\/ce-este-cloudul-suveran\/\" style=\"--cat:#0077cc\"><span class=\"c\">Ghiduri<\/span><span class=\"t\">Ce este un cloud suveran?<\/span><span class=\"q\">Un cloud suveran se evalueaz\u0103 dup\u0103 operatorul serviciului, dreptul aplicabil, controlul accesului \u0219i recuperarea datelor. Loca\u021bia centrului de date nu ajunge.<\/span><span class=\"m\"><span>Ghiduri<\/span><b>Citi\u021bi \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\">Ofert\u0103 de bun venit<\/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 de zile de prob\u0103 gratuit\u0103, migrare asistat\u0103<\/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\">Ofert\u0103 de prob\u0103 f\u0103r\u0103 angajament. Un consilier v\u0103 sun\u0103 \u00eenapoi pentru a v\u0103 \u00een\u021belege nevoile \u0219i a v\u0103 preg\u0103ti spa\u021biul Klytic.<\/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 \u00cencepe\u021bi proba gratuit\u0103\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\tVede\u021bi pre\u021burile\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":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"Datele dintr-un CRM: cine le de\u021bine, ce dezv\u0103luie? | Klytic","_seopress_titles_desc":"Operator \u0219i persoan\u0103 \u00eemputernicit\u0103 conform RGPD, date sensibile dintr-un CRM, criptare, facturare electronic\u0103: ce trebuie s\u0103 \u0219ti\u021bi despre baza de clien\u021bi.","_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":"Datele dintr-un CRM: cine le de\u021bine, ce dezv\u0103luie? | Klytic","_seopress_social_fb_desc":"Operator \u0219i persoan\u0103 \u00eemputernicit\u0103 conform RGPD, date sensibile dintr-un CRM, criptare, facturare electronic\u0103: ce trebuie s\u0103 \u0219ti\u021bi despre baza de clien\u021bi.","_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":"Datele dintr-un CRM: cine le de\u021bine, ce dezv\u0103luie? | Klytic","_seopress_social_twitter_desc":"Operator \u0219i persoan\u0103 \u00eemputernicit\u0103 conform RGPD, date sensibile dintr-un CRM, criptare, facturare electronic\u0103: ce trebuie s\u0103 \u0219ti\u021bi despre baza de clien\u021bi.","_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-7301","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/pages\/7301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/comments?post=7301"}],"version-history":[{"count":0,"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/pages\/7301\/revisions"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/ro\/wp-json\/wp\/v2\/media?parent=7301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}