Free checklist
The Client Chat Data Checklist: Questions to Settle Before a CRM Holds Your Clients' Chats
Find where your client conversations sit today, what to ask any vendor, and who on your team should see what, with Malaysia's PDPA as the frame.
- A map of every place client chats live today, from staff phones to cloud backups
- Twenty-plus written questions for any CRM vendor on storage country, encryption, backups, retention, export, breach notice and the AI
- A role-by-role access grid for your own team
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What's inside
- A map of every place client chats live today, from staff phones to cloud backups
- Twenty-plus written questions for any CRM vendor on storage country, encryption, backups, retention, export, breach notice and the AI
- A role-by-role access grid for your own team
- The PDPA's seven principles turned into practical steps, plus the 2024 amendments to check with your adviser
- A privacy line for your first reply in English, Malay and Chinese
- Three timed drills (dispute, access request, leaving) and an illustrative Petaling Jaya lab example
Who this is for
Owners and practice managers at clinics, laboratories, law and accounting firms and insurance agencies in KL and the Klang Valley whose teams talk to clients on WhatsApp and are moving those chats into a shared CRM.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.