Privacy Policy

2.1 Personal Information

We collect personal information that you provide directly, including:

• Name, email address, phone number
• Company name and job title
• Billing and payment information
• Account credentials and security information
• Profile photos and other account details

2.2 Customer and Business Data

Through your use of our CRM platform, we process:

• Contact information of your customers and leads
• Sales data, deal information, and transaction records
• Marketing campaign data and customer interactions
• Support tickets and customer service communications
• Custom fields and notes you create in the system
• Email and communication logs within the platform

2.3 Technical Information

We automatically collect technical data including:

• IP address, browser type, and device information
• Usage patterns, feature interactions, and session data
• Log files, error reports, and performance metrics
• Location data (if location services are enabled)

3.1 Service Provision

• Providing and maintaining our CRM platform
• Processing transactions and managing your account
• Enabling communication and collaboration features
• Generating reports and analytics for your business

3.2 Communication

• Sending service updates and important notifications
• Providing customer support and technical assistance
• Responding to your inquiries and requests
• Sending marketing communications (with your consent)

3.3 Improvement and Security

• Improving our services and developing new features
• Monitoring for security threats and fraud prevention
• Conducting analytics to understand usage patterns
• Ensuring compliance with legal obligations

Cookie Types

• Essential Cookies: Required for basic platform functionality
• Analytical Cookies: Help us understand how users interact with our service
• Functional Cookies: Remember your preferences and settings
• Marketing Cookies: Used for targeted advertising (with your consent)

5.1 Service Providers

We work with trusted third-party providers for:

• Cloud hosting and data storage
• Payment processing and billing
• Email delivery and communication services
• Analytics and monitoring tools
• Customer support platforms

5.2 Business Transfers

Information may be transferred in connection with mergers, acquisitions, or asset sales.

5.3 Legal Requirements

We may disclose information when required by law, legal process, or to protect our rights and safety.

5.4 Integrations

When you connect third-party applications, data may be shared according to your integration settings.

Retention Periods

• Account Data: Retained while your account is active
• Customer Data: Retained according to your data management settings
• Billing Records: Retained for 7 years for tax and legal compliance
• Marketing Data: Retained until you withdraw consent
• Technical Logs: Retained for 90 days for security and performance monitoring

7.1 Access and Portability

• Request a copy of your personal data
• Export your data in a machine-readable format
• Access information about how your data is processed

7.2 Correction and Deletion

• Correct inaccurate or incomplete personal data
• Request deletion of your personal data
• Object to processing for direct marketing

7.3 Control and Restriction

• Restrict processing of your personal data
• Withdraw consent for data processing
• Opt-out of marketing communications

Technical Safeguards

• AES-256 encryption for data at rest
• TLS 1.3 encryption for data in transit
• Multi-factor authentication and access controls
• Regular security audits and penetration testing
• Automated backup and disaster recovery systems

Organizational Measures

• Employee security training and background checks
• Principle of least privilege access
• Incident response and breach notification procedures
• Regular security policy reviews and updates

Compliance Certifications

• SOC 2 Type II compliance
• ISO 27001 certification
• GDPR compliance framework
• Industry-specific security standards

11.1 European Union (GDPR)

Under GDPR, you have additional rights including:

• Right to be informed about data processing
• Right of access to your personal data
• Right to rectification of inaccurate data
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Rights related to automated decision making

11.2 California (CCPA/CPRA)

California residents have the right to:

• Know what personal information is collected and how it's used
• Delete personal information held by businesses
• Opt-out of the sale of personal information
• Non-discrimination for exercising privacy rights
• Correct inaccurate personal information
• Limit use of sensitive personal information