CRM development in Calgary: build custom or set up HubSpot, remotely from India

In this rule, the service provider outside Canada is us. If our team in India sees your customers' records during a migration or live support, PIPA s.13.1 probably applies; your counsel confirms it. Each person must then be told, in writing or orally, before or at collection or transfer, how to get written information about your policies on such providers, and the name or title of someone who can answer questions. The CRM stores that as a notice record per contact: date, channel, text version. You can ask us to build and test on dummy or anonymized records, with live access only when the migration or support needs it.

Under s.6(2), those policies must name the countries outside Canada where collection, use, disclosure or storage happens or may happen, and the purposes the provider is authorized for; s.6(3) makes written information about them available on request. The CRM dates each version and links every notice record to the version that contact saw.

PIPA s.28 gives you 45 days from receiving a written request to answer it, unless the period is extended under s.31. The request log holds who asked, the arrival and due dates, what was sent back and which fields changed.

Under s.34.1, an organization must tell Alberta's Information and Privacy Commissioner, without unreasonable delay, of any incident involving the loss of, or unauthorized access to or disclosure of, personal information where a reasonable person would see a real risk of significant harm; under s.37.1 the Commissioner can require notice to the people affected. The CRM holds the facts: what happened, when it was found, which records were involved and who was told when.

An Alberta sale carries 5% GST and no PST. The CRA's rate table, covering every province, puts Ontario at 13% HST, Nova Scotia at 14% HST and British Columbia at 5% GST plus 7% PST. A CRM that issues quotes picks the rate from where the supply is made, using rates your accountant confirms.

Both systems create a customer and one company ends up with two records. The scope names the system that creates customers and the matching key: email, account or business number.

A quote taxed at 5% GST lands in the books as 13% HST. Each CRM tax rate maps to a named tax code, signed off by your accountant.

If both sides can edit a billing address, the last save wins. The field map says which system owns each field.

An accounting API can throttle a large sync, and its token can expire or be revoked. The sync queues and retries, and an admin is alerted when the connection drops.

The scope says whether an invoice voided in the books voids, archives or flags the open CRM quote.