Client-owned operating data
CRM records, lead data, workflows, and implementation assets are treated as client business infrastructure. Handover documentation is part of delivery.
OG Marka builds CRM, WhatsApp Commerce, ERP, AI automation, and web infrastructure for teams that rely on clean data and controlled access. This page clarifies how we think about trust before implementation begins.
CRM records, lead data, workflows, and implementation assets are treated as client business infrastructure. Handover documentation is part of delivery.
Project access is scoped to the work being delivered. Admin credentials, API keys, and platform roles should be reviewed during onboarding and offboarding.
OG Marka uses modern cloud vendors and security features, but vendor compliance is not the same as OG Marka holding its own SOC 2 certification.
Website forms, WhatsApp, ads, chat, and commerce entry points are mapped before automation is added.
CRM stages, routing rules, AI-agent tasks, escalation paths, and reporting ownership are documented by workflow.
CRM, payment, ERP, inventory, analytics, and storage systems are assigned a system-of-record role where applicable.
Client owners receive access notes, operating checks, training context, and offboarding expectations for critical systems.
Before a production build goes live, the scope should identify data sources, WhatsApp/API approvals, payment and ERP integrations, dashboard roles, backup ownership, escalation contacts, and offboarding steps.
For regulated or higher-risk deployments, OG Marka should document a client-specific data flow, access matrix, and vendor list before implementation.