Grupo USA

Master CRM Access & Data Privacy Agreement

Version: 2026.1-Unified | Last Updated: March 1, 2026

1. Purpose & Scope

This agreement governs your access to the Grupo USA Corp CRM. It covers both the protection of your own personal data as a user (Privacy) and your professional obligations to protect company and client data (Security).

2. Data Privacy (Protecting YOU)

We process your login credentials, IP address, and system activity strictly to provide CRM services and maintain system integrity. Your data is stored using industry-standard encryption. You have the right to request access to or deletion of your personal user data.

3. Security & Conduct (Protecting CLIENTS)

Confidentiality: You are strictly prohibited from exporting or sharing client contracts, payment history, or any proprietary data without explicit authorization.

Access: Multi-Factor Authentication (MFA) is mandatory. Sharing your credentials with others is a severe violation of this agreement.

Environment: You must access this CRM only from secured, updated, and authorized devices.

4. Monitoring & Auditing

To comply with SOC 2 standards, all critical actions (contract uploads, payment views, and data exports) are logged and monitored for auditing purposes.

Consent

By clicking "Accept," you provide explicit consent for the processing of your user data and solemnly agree to abide by all client security protocols.

Grupo USA Corp
00:00
Monday, Jan 01
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Welcome to Grupo USA Portal

Select a module from the sidebar to manage Clients or Contratos.

First Name Middle Name Last Name Primary Phone Secondary Phone Email Addresses Type Referral Other Assigned To Status Actions
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Contratos

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Payments

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Call Logs

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Reports Dashboard

Para actualizar estos datos, por favor haga clic en la pestaña del Reporte deseado en el menú principal nuevamente.

Proyección:

Ingresos Totales (Mes Actual)

$0.00
vs. $0.00 Meta (0%)

Valor del Pipeline de Ventas

$0.00
+ $0.00 en Borradores

Cuentas por Cobrar

$0.00
Total Cobrado: $0.00

Base de Clientes

0
Clientes Activos (0 Potenciales)
0%

Tipo de Cliente

0
Principal: --

Referidos

0
Canal Top: --

Clasificación de Agentes (Mes Actual)

Clasificación de agentes por valor de contrato firmado este mes

Posición Nombre del Agente Contratos Firmados Valor Total
Cargando clasificación...

Mi Rendimiento

Cobrado (Pagos Reales)
$0.00
Meta de Cuota
$0.00
0% Alcanzado

Cuotas del Equipo

Agente Meta Cobrado Real % Alcanzado Acción

Pagos Vencidos

Vence hoy o vencido
Fecha de Vencimiento ↑ Cliente Teléfono Información del Contrato Monto Adeudado Último Pago Agente

Administración y Auditoría

Add / Edit Type

Contract Type Services SubServices Cost ($) Actions

Seguimiento de Contratos

All Contracts
Cliente Email Teléfono Información del Contrato Start Date Agente Status Fecha Seguimiento Notas

Seguimiento de Pagos

All Payments
Cliente Email Teléfono Información del Contrato Installment # Agente Payment Date Action Status Notas Next Action Notes

Dispositivos Bloqueados (SOC 2)

Registros de actividad sospechosa y bloqueos automáticos (Últimas 24h).
Fecha/Hora Device ID (Fingerprint) Motivo Acciones

Add New Client

Personal Information

Details

Nuevo Contrato

Documents

Call Log

Record Payment

Edit Due Date

Establecer Cuota Mensual

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