Compliance and Regulations Advisory

A visual overview showing what the service includes and how it works.

Benefits

Key advantages like saving time, cutting costs, or improving results.

Don’t risk your WhatsApp Business account or customer trust. Our Compliance & Regulations Advisory ensures your WACRM, workflows, and AI messaging meet GDPR, CCPA, and Meta standards — from data collection to deletion. Stay secure, audit-ready, and fully approved to scale globally.

Description

A brief explanation of the service, who it's for, and what it solves.

Achieve 100% Data Compliance in 7 Days — WhatsApp CRM Audits & Regulation Advisory by Cloodo WACRM

1. The Hidden Risk Behind Every WhatsApp Chat

Every WhatsApp conversation holds sensitive data — client names, invoices, contracts, even payment details.

But without proper compliance, your WhatsApp Business or WACRM integration could unintentionally violate GDPR, CCPA, or Meta’s Business Policy.

One wrong broadcast, one stored message without consent, and your number can be flagged or banned permanently.

A 2024 PwC report shows 42% of SMEs using messaging platforms are not fully compliant with privacy regulations.

This exposes them to data breaches, fines, and client distrust.

2. Why It Happens

Most small and mid-sized businesses using WhatsApp for client communication lack:

  • A clear data retention and deletion policy
  • Proper consent tracking and opt-in verification
  • Awareness of Meta Business API terms
  • Secure data transfer between WhatsApp, CRM, email, and cloud storage

Even if you use WACRM, compliance depends on how workflows are configured and how your team handles data access.

3. What Clients Actually Need

You need a WhatsApp CRM compliance framework that ensures:

  • GDPR and CCPA readiness for every stored chat or contact
  • Encrypted, auditable data flow between WhatsApp and your CRM
  • Opt-in consent automation for new WhatsApp leads
  • Team audit trails and user permission logs
  • Data retention and deletion workflows powered by AI

That’s what Cloodo’s Compliance & Regulations Advisory delivers — a complete audit, documentation, and implementation blueprint tailored for your business.

4. Real-World Compliance Transformations

Case 1 – European E-Commerce Brand (France)

Before: WhatsApp sales reps exported CSVs manually with customer info.

After: Implemented GDPR-compliant consent check via WACRM Workflow and auto-delete after 90 days, achieving zero violations during audit.

Case 2 – Legal Consultancy (Germany)

Before: WhatsApp ticket messages stored without encryption.

After: Migrated all ticket logs to WorkSuite Secure Storage and achieved ISO-aligned compliance certification.

Case 3 – Healthcare Startup (India)

Before: WhatsApp used for patient follow-ups without documented consent.

After: Integrated AI consent reminders and opt-in tracking inside WACRM Contact Book, passing internal compliance review in 6 days.

Read more verified results on Cloodo Case Studies.

5. How Our Compliance Advisory Works

  1. Discovery: Audit your WhatsApp and CRM data flow, identify compliance gaps.
  2. Mapping: Design a GDPR and CCPA framework specific to your workflow.
  3. Documentation: Generate privacy policy, consent log, and data map.
  4. Implementation: Configure compliant WACRM automations and permissions.
  5. Certification: Issue audit report and compliance checklist for your records.

Each step is handled by certified compliance consultants and WACRM specialists.

6. Outcomes You’ll Experience

  • Full audit readiness for GDPR, CCPA, and Meta API reviews
  • Data encryption and retention control directly within WACRM
  • Improved customer trust through transparent consent messaging
  • Higher deliverability thanks to verified Meta Business compliance
  • Fast deployment — complete compliance setup in 7 days or less

Visit the official Cloodo Compliance & Regulations Advisory page or contact us via WhatsApp to begin your audit.

Terms of Service

Terms and conditions for using the service.

Terms of Service – WACRM Compliance & Regulations Advisory

1. Scope of Work for Compliance and Regulations Advisory

Cloodo WACRM provides professional consulting and implementation services focused on WhatsApp CRM data protection and compliance.

The service scope includes:

  • Comprehensive audit of your WhatsApp CRM, AI automation, and contact workflows
  • Development of GDPR and CCPA compliance frameworks
  • Configuration of consent tracking and data deletion automations
  • Documentation support for audits, certifications, or legal reviews

The exact deliverables depend on your selected package tier.

For full details, visit Cloodo Compliance & Regulations Advisory.

2. Delivery Timeline and Milestones

Each compliance project follows a milestone-based delivery:

  1. Discovery & Audit (1–2 days): Review of your WhatsApp and CRM data flow.
  2. Compliance Framework (2–4 days): Creation of GDPR/CCPA alignment documents and consent flow mapping.
  3. Implementation (3–5 days): Apply workflow automation, encryption, and opt-in tracking.
  4. Certification (1 day): Generate compliance checklist and issue audit report.

Total estimated duration: 7–10 business days.

Delays due to client data submission or third-party dependencies (e.g., Meta or CRM integrations) may affect this timeline.

3. Communication and Support

All project communication and document sharing occur via the Cloodo WACRM Project Dashboard and Ticket System.

Clients can also reach out via WhatsApp Support or email.

Support SLA:

  • 24 hours for active compliance audits
  • 48 hours for post-delivery clarifications

4. Payment Terms

  • Starter Package: 100% upfront
  • Growth & Pro Packages: 50% upfront, 50% upon final audit approval

Invoices are managed through the Cloodo WorkSuite billing system.

Accepted methods: Stripe, PayPal, or direct bank transfer.

Late payments exceeding seven (7) business days may cause temporary suspension of project activities.

5. Warranty and Compliance Guarantee

Cloodo WACRM provides a 30-day limited warranty after final delivery.

Within this period, any configuration or automation errors caused by implementation will be corrected at no extra charge.

Warranty does not cover third-party policy changes (Meta, GDPR authority updates, etc.).

Extended compliance monitoring can be purchased through the Cloodo Support & Maintenance Plan.

6. Customization and Regulation Updates

Our compliance solutions are designed for your business and operational region.

When new regulations or Meta Business API policies are released, updates may require reconfiguration.

Such updates fall outside the original contract and may incur additional fees under the Custom Maintenance Service.

7. Refund and Cancellation Policy

Cloodo WACRM offers a 30-day refund for unused or non-started compliance projects.

Refunds apply only when:

  • The project cannot be initiated due to technical or regulatory constraints confirmed by Cloodo.
  • No deliverables have been provided within the agreed timeframe.

If a project is canceled mid-way, charges will be applied proportionally to the completed milestones.

For complete refund terms, refer to our Refund Policy.

8. Client Responsibilities

Clients must:

  • Provide accurate and up-to-date information on their WhatsApp Business setup, data policies, and team access.
  • Maintain lawful use of WhatsApp Business and comply with Meta’s Business Policy.
  • Approve deliverables in a timely manner.
  • Ensure team members follow internal data handling procedures after training.

Cloodo is not liable for compliance breaches resulting from client negligence, unauthorized data sharing, or misuse of WhatsApp accounts.

9. Third-Party Licenses and Integrations

Certain automations or tools (n8n, Zapier, API connectors) may require separate licensing.

These licenses remain the client’s responsibility unless explicitly included in the proposal.

Cloodo ensures full transparency of such dependencies before implementation.

Learn more at Cloodo Custom Integration & Automation.

10. Change Requests and Scope Adjustments

Once the compliance plan is approved, any new request beyond the original scope will be treated as a change request.

Minor textual or logic adjustments within seven (7) days of project delivery are free of charge.

Substantial modifications or new compliance requirements will require a revised quotation through the Cloodo Project Dashboard.

These terms ensure every WACRM Compliance & Regulations Advisory project is delivered transparently, securely, and in full alignment with international data protection standards.

Step by Step

A simple outline of how the service is delivered from start to finish.

Step 1
Regulatory Assessment: Review current WhatsApp practices against regulations.
Step 2
Compliance Setup: Assist in setting up compliant processes for consent and messaging.
Step 3
Training: Provide training on data privacy and regulatory requirements.
Step 4
Documentation: Help create necessary documentation for compliance audits.
Step 5
Ongoing Support: Offer support for regulatory updates.

Request Services Deal

STARTER

Freelancers and small businesses using WACRM Basic WhatsApp CRM .
$248
One-time payment

On Going Support $"0 / month

    What You Get:

    Full WhatsApp CRM data audit (chats, contact logs, storage)
    Compliance checklist aligned with GDPR and CCPA requirements
    1 consent and data-deletion automation setup
    Privacy policy template + opt-in/out wording review
    1 revision cycle for documentation updates
    30-day post-delivery support (Support Policy)

Categories & Tags

Service classification and relevant tags for better discovery.

Categories

Business Business Strategy

Tags

compliance whatsapp

Service Pricing

Pricing That Scales with Your Business

 Starter

  •  Freelancers and small businesses using WACRM Basic WhatsApp CRM .

$ 248
One-time payment

    What You Get:

     Full WhatsApp CRM data audit (chats, contact logs, storage)
     Compliance checklist aligned with GDPR and CCPA requirements
     1 consent and data-deletion automation setup
     Privacy policy template + opt-in/out wording review
     1 revision cycle for documentation updates
     30-day post-delivery support (Support Policy)

 Growth

  •  Agencies and SMEs with multiple WhatsApp agents or CRM links.

$ 549
One-time payment

    What You Get:

     Comprehensive GDPR, CCPA, and Meta Business Policy alignment audit
     Setup of 3–5 automated compliance workflows via WACRM Workflows
     Consent capture automation for new WhatsApp leads
     Data encryption and retention policy documentation
     Integration with CRM for compliant data syncing (WorkSuite CRM)
     Compliance certificate and internal audit report
     45-day warranty and bug-fix support

 Pro

  •  Enterprises managing sensitive or regulated client data.

$ 999
One-time payment

    What You Get:

     End-to-end compliance solution with GDPR, CCPA, and regional data laws
     Integration with WACRM Business API
     for secure communication
     AI monitoring for message retention, consent verification, and alerts
     Secure audit trail setup via WorkSuite File Manager
     Staff compliance training and internal SOP design
     Custom risk report + legal documentation package (PDF + editable templates)
     60-day extended warranty and dedicated compliance advisor

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