Save 20% on accredited ISO 27001 course exams.
Limited-time offer – ends February 29, 2024
Use promo code:
EXAM20

Expert Advice Community

Guest

CRM Document Management

  Quote
Guest
Guest user Created:   Feb 06, 2023 Last commented:   Feb 06, 2023

CRM Document Management

As it is a small company it would be beneficial to complete most document management within the CRM to enable embedding security in all aspects of service delivery.  What is the likely view of auditors of such an approach? This would of course be reflected in the Records Management document.

Assign topic to the user

ISO 27001 DOCUMENTATION TOOLKIT

Step-by-step implementation for smaller companies.

ISO 27001 DOCUMENTATION TOOLKIT

Step-by-step implementation for smaller companies.

Expert
Rhand Leal Feb 06, 2023

Your approach for embedding document management into your CRM will be acceptable by the auditor provided you comply with the standard’s requirements (clause 7.5):

  • How, and by whom, documents are approved?
  • Who needs to access the documents and how do they do that
  • How documents are protected
  • How documents are changed
  • For how long documents are kept and how they are disposed of when do not need anymore

Please note that if it is not possible to use the CRM to comply with all requirements you can still use a combination of CRM and Conformio to achieve compliance.

For further information, see:

Quote
0 0

Comment as guest or Sign in

HTML tags are not allowed

Feb 06, 2023

Feb 06, 2023

Suggested Topics

Guest user Created:   Mar 21, 2019 ISO 27001 & 22301
Replies: 1
0 0

Templates content

Guest user Created:   Jul 15, 2018 ISO 27001 & 22301
Replies: 1
0 0

Document control template