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Privacy Policy

Last Updated: March 23, 2025

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  1. 1. Introduction

    This Privacy Policy describes how we collect, use, protect, and share your personal information when you use our SaaS CRM platform ("Service"). We are committed to protecting your privacy and maintaining the security of your personal data and business information. This policy applies to all users of our Service, including CEOs, founders, sales teams, and other business professionals who utilize our customer relationship management, task management, and project coordination features.

    We understand that as a business user, you entrust us with sensitive customer data and business information. This Privacy Policy explains our practices regarding data collection, processing, storage, and protection to help you make informed decisions about using our Service. By using our platform, you acknowledge that you have read and understood this Privacy Policy and consent to the collection and use of information as described herein.

  2. 2. Information We Collect

    2.1 Information You Provide Directly

    When you register for an account, use our Service, or communicate with us, you may provide various types of personal information. This includes your name, email address, phone number, company name, job title, and billing information when you subscribe to our Service. You may also provide business contact information, customer data, sales records, project details, and other business-related information that you choose to store in our CRM platform. We collect information when you create customer profiles, add contact details, record sales activities, manage tasks and projects, generate reports, communicate through our platform, participate in surveys or feedback requests, and interact with our customer support team. The information you provide helps us deliver personalized service and improve our platform's functionality to better serve your business needs.

    2.2 Information We Collect Automatically

    When you access and use our Service, we automatically collect certain technical information about your device and how you interact with our platform. This includes your IP address, browser type and version, operating system, device identifiers, and information about your internet connection. We also collect usage data such as pages visited, features accessed, time spent on the platform, click patterns, and search queries within the Service. Our platform uses cookies and similar tracking technologies to enhance your user experience, remember your preferences, maintain your session, and analyze how our Service is used. We collect performance data about how our platform operates on your device, including load times, error reports, and feature usage statistics. This technical information helps us maintain and improve our Service while ensuring optimal performance across different devices and browsers.

    2.3 Information from Third-Party Sources

    We may receive information about you from third-party services that integrate with our platform. This includes data from email marketing platforms, social media networks, business intelligence tools, and other software applications that you choose to connect with our CRM. When you integrate these services, we may receive contact information, interaction data, and other relevant business information in accordance with your integration settings and the third party's privacy practices. We may also collect publicly available business information to enhance your customer profiles and provide additional context for your business relationships. This might include company information, professional profiles, and other publicly accessible data that helps improve the accuracy and completeness of your CRM data.

  3. 3. How We Use Your Information

    3.1 Providing and Improving Our Service

    We use your information primarily to provide, maintain, and improve our CRM platform. This includes processing your customer data to generate reports and analytics, managing your sales pipelines and task assignments, facilitating team collaboration and project coordination, synchronizing data across your devices and team members, and providing personalized recommendations to optimize your business processes. We analyze usage patterns and performance data to identify areas for improvement, develop new features, fix bugs and technical issues, optimize our platform's performance, and ensure compatibility across different devices and operating systems. Your information helps us understand how businesses use our platform and what features are most valuable to our users.

    3.2 Communication and Support

    We use your contact information to communicate with you about your account, provide customer support, send important service announcements, share product updates and new features, deliver educational content and best practices, and respond to your inquiries and feedback. We may also send you marketing communications about our Service, though you can opt out of these at any time. Our customer support team uses your information to troubleshoot issues, provide technical assistance, understand your business needs, and offer personalized recommendations for using our platform more effectively. We maintain records of our communications to ensure consistent and effective support over time.

    3.3 Security and Compliance

    We use your information to maintain the security and integrity of our Service, detect and prevent fraudulent activities, monitor for suspicious behavior or unauthorized access, comply with legal obligations and regulatory requirements, and protect the rights and safety of our users and our company. This includes analyzing login patterns, monitoring for unusual activity, and implementing security measures to protect your data. We may also use aggregated and anonymized data for research purposes, industry analysis, and to better understand trends in customer relationship management and business operations. This helps us contribute to industry knowledge while maintaining your privacy and confidentiality.

  4. 4. How We Share Your Information

    4.1 Information Sharing Principles

    We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We only share your information in specific circumstances outlined in this policy, and we always strive to limit sharing to what is necessary to provide our Service or comply with legal requirements. Your customer data and business information remain under your control, and we act as a processor of this data on your behalf.

    4.2 Service Providers and Partners

    We may share your information with trusted service providers who help us operate our platform and provide services to you. This includes cloud hosting providers who store your data, payment processors who handle billing transactions, email service providers who help us communicate with you, analytics providers who help us understand platform usage, and security services that help protect our systems and your data. These service providers are contractually obligated to protect your information and use it only for the specific purposes we authorize. We carefully vet our service providers and require them to maintain appropriate security measures and privacy protections. We also limit their access to your information to only what is necessary for them to perform their designated functions.

    4.3 Legal Requirements and Business Transfers

    We may disclose your information if required by law, court order, or government regulation, or if we believe such disclosure is necessary to comply with legal processes, protect our rights or the rights of others, investigate fraud or security issues, or respond to emergency situations. In such cases, we will make reasonable efforts to notify you of the disclosure unless prohibited by law or court order. If our company is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. In such cases, we will provide notice before your information is transferred and becomes subject to a different privacy policy. We will ensure that any acquiring party agrees to protect your information in accordance with this Privacy Policy until you are notified of any changes.

    4.4 Your Authorized Sharing

    We share information within your organization according to the permissions and access controls you establish. This includes sharing customer data, project information, and task details with team members you designate, synchronizing information across user accounts within your organization, and providing access to reports and analytics based on user roles you define. When you integrate third-party applications with our platform, we share relevant information with those services according to your integration settings and authorization. You control these integrations and can revoke access at any time through your account settings.

  5. 5. Data Security and Protection

    5.1 Security Measures

    We implement comprehensive security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. Our security framework includes encryption of data both in transit and at rest using industry-standard protocols, secure data centers with physical access controls and environmental protections, regular security audits and vulnerability assessments, multi-factor authentication options for user accounts, and continuous monitoring for suspicious activities and potential threats. We employ dedicated security professionals who monitor our systems around the clock and respond to potential security incidents. Our security measures are designed to meet or exceed industry standards for SaaS platforms handling business data. We regularly update our security protocols to address emerging threats and maintain the highest level of protection for your information.

    5.2 Data Backup and Recovery

    We maintain regular backups of your data to ensure availability and prevent data loss. Our backup systems are geographically distributed and encrypted to provide redundancy and protection against various types of failures or disasters. We test our backup and recovery procedures regularly to ensure we can restore your data quickly in the event of an incident. While we implement robust backup and recovery systems, we encourage you to regularly export your data as an additional precaution. You can access and export your data at any time through your account settings, ensuring you always have access to your business information regardless of any service issues.

    5.3 Access Controls and Monitoring

    We limit access to your personal information to employees and contractors who need it to provide our Service to you. All personnel with access to user data undergo background checks and receive regular training on privacy and security best practices. We maintain detailed logs of who accesses what information and when, and we regularly review these access logs to ensure appropriate use. Our platform includes comprehensive access controls that allow you to manage who within your organization can access different types of information. You can set role-based permissions, restrict access to sensitive data, and monitor user activity within your account to maintain control over your business information.

  6. 6. Data Retention and Deletion

    6.1 Retention Periods

    We retain your personal information for as long as necessary to provide our Service to you and fulfill the purposes outlined in this Privacy Policy. For active accounts, we retain your data throughout your subscription period to ensure consistent service delivery and historical reporting capabilities. We also retain certain information for specific periods to comply with legal obligations, resolve disputes, and enforce our agreements. Account information and basic profile data are retained throughout your relationship with us and for a reasonable period afterward to facilitate potential account reactivation and provide historical context for any ongoing business relationships. Customer data and business information you store in our platform

    6.2 Data Deletion

    When you delete specific information from your account, we remove it from our active systems, though it may remain in our backup systems for a limited period. When you terminate your account, we provide a thirty-day period during which you can export your data. After this period, we delete your information from our active systems, though some data may persist in our backup systems for security and legal compliance purposes. You can request deletion of your personal information at any time by contacting our privacy team. We will respond to such requests within thirty days and delete your information unless we have a legitimate business need or legal obligation to retain it. We will inform you of any information we cannot delete and the reasons for retention.

    6.3 Data Portability

    You have the right to export your data from our platform at any time during your subscription. We provide tools and APIs that allow you to download your customer data, business information, and account details in commonly used formats. This ensures you maintain control over your information and can migrate to other systems if needed. We facilitate data portability by providing clear export functions, supporting standard data formats, offering API access for automated data retrieval, and providing assistance with data migration when you terminate your account. Our goal is to ensure you never feel locked into our platform due to data accessibility concerns.

  7. 7. Your Privacy Rights and Choices

    7.1 Access and Control

    You have the right to access, review, and control the personal information we maintain about you. Through your account settings, you can view and update your profile information, modify your privacy preferences, manage email communication settings, control data sharing with third-party integrations, and configure access permissions for your team members. You can also request a copy of all personal information we have about you, including data we've collected automatically and information from third-party sources. We will provide this information in a readable format within thirty days of your request, unless technical limitations require additional time.

    7.2 Communication Preferences

    You can control how we communicate with you by updating your notification settings in your account. This includes choosing which types of emails you receive, setting frequency preferences for updates and notifications, managing SMS notifications if applicable, and opting out of marketing communications while still receiving important service announcements. Even if you opt out of marketing communications, we may still send you essential service-related messages such as security alerts, billing notifications, and important updates about our Service. You cannot opt out of these communications as they are necessary for maintaining your account and providing our Service.

    7.3 Regional Privacy Rights

    Depending on your location, you may have additional privacy rights under local laws such as the General Data Protection Regulation (GDPR) in Europe or the California Consumer Privacy Act (CCPA). These rights may include the right to know what personal information we collect and how we use it, the right to delete your personal information subject to certain exceptions, the right to correct inaccurate personal information, and the right to limit how we use or share your information. If you are located in a jurisdiction with specific privacy rights, you can exercise these rights by contacting our privacy team. We will respond to your requests within the timeframes required by applicable law and provide assistance to help you understand and exercise your rights.

  8. 8. International Data Transfers

    8.1 Cross-Border Data Processing

    Our Service is provided globally, and we may process and store your information in countries other than where you are located. This includes using cloud infrastructure and service providers in various jurisdictions to ensure optimal performance and reliability of our platform. When we transfer your information internationally, we implement appropriate safeguards to protect your data according to applicable privacy laws. We ensure that international data transfers comply with applicable legal requirements through various mechanisms such as adequacy decisions, standard contractual clauses, binding corporate rules, and other approved transfer mechanisms. We carefully evaluate the privacy laws and practices of countries where your data may be processed to ensure adequate protection.

    8.2 Data Processing Agreements

    For customers in jurisdictions with specific data protection requirements, we offer data processing agreements that outline our responsibilities as a data processor and your rights as a data controller. These agreements specify how we handle your data, what security measures we implement, how we respond to data subject requests, and our obligations in case of data breaches. We work with our customers to ensure compliance with local privacy laws and regulations, providing necessary documentation and cooperation for your compliance obligations. Our legal team stays current with privacy law developments worldwide to ensure our practices meet evolving requirements.

  9. 9. Cookies and Tracking Technologies

    9.1 Types of Cookies We Use

    Our platform uses various types of cookies and similar technologies to enhance your experience and improve our Service. Essential cookies are necessary for our platform to function properly and cannot be disabled without affecting core functionality. These cookies manage your login session, remember your preferences, and ensure security features work correctly. We also use analytics cookies to understand how users interact with our platform, performance cookies to monitor and improve system performance, and functional cookies to provide enhanced features and personalization. Marketing cookies may be used to deliver relevant content and measure the effectiveness of our communications, though you can control these through your browser settings.

    9.2 Managing Cookie Preferences

    You can control cookie settings through your browser preferences, though disabling certain cookies may affect the functionality of our Service. Most browsers allow you to view, delete, and block cookies, and you can set preferences for different types of cookies. We provide information about essential cookies that cannot be disabled and explain how disabling other cookies might affect your experience. We also offer cookie preference settings within our platform where you can control non-essential cookies and tracking technologies. These settings allow you to customize your privacy preferences while maintaining the core functionality you need to use our Service effectively.

  10. 10. Children's Privacy

    Our Service is designed for business use and is not intended for children under the age of 18. We do not knowingly collect personal information from children, and our terms of service require users to be at least 18 years old or have legal capacity to enter into contracts. If we become aware that we have collected personal information from a child, we will take steps to delete that information promptly.

    If you are a parent or guardian and believe your child has provided personal information to us, please contact our privacy team immediately. We will investigate and take appropriate action to protect the child's privacy and comply with applicable laws regarding children's personal information.

  11. 11. Changes to This Privacy Policy

    We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or business operations. When we make material changes, we will notify you through prominent notice on our platform, email notification to your registered address, or other appropriate communication methods. We encourage you to review this Privacy Policy regularly to stay informed about how we protect your information.

    For significant changes that affect how we collect, use, or share your personal information, we will provide advance notice and, where required by law, obtain your consent before implementing the changes. The effective date at the top of this policy indicates when the current version was last updated, and we maintain archives of previous versions for reference.

  12. 12. Contact Information

    If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact our privacy team. We are committed to addressing your privacy concerns promptly and thoroughly.

    Privacy Officer: privacy@[yourcompany].com
    Data Protection Officer: dpo@[yourcompany].com
    General Support: support@[yourcompany].com
    Mailing Address: [Your Company Address]
    Phone: [Your Phone Number]

    For privacy-related inquiries, please include relevant details about your concern and your account information to help us respond effectively. We typically respond to privacy inquiries within five business days and will work with you to resolve any concerns about your personal information or our privacy practices.

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