Privacy Policy

Last updated January 1, 2025

Your privacy is important to us. This privacy policy explains how we collect, use, and protect your information.

Data Protection

We use industry-standard encryption and security measures to protect your data.

Your Control

You have full control over your data and can request deletion at any time.

Transparency

We are transparent about how we use your data and why we collect it.

No Data Selling

We will never sell your personal information to third parties.

1. Information We Collect

Information You Provide

  • Personal information (name, email, company details)
  • Account credentials (username and password)
  • Communication preferences and settings
  • Billing and payment information
  • Support inquiries and feedback

Automatically Collected Information

  • Device information (browser type, operating system)
  • Usage data and analytics
  • IP address and location data
  • Cookies and similar tracking technologies
  • Log data and error reports

2. How We Use Your Information

Service Delivery

  • Provide, maintain, and improve our CRM services
  • Process transactions and send you order confirmations
  • Respond to your comments, questions, and requests
  • Send you technical notices and support messages
  • Provide updates about new features and changes

Communication

  • Send you product updates and promotional materials
  • Conduct surveys and collect feedback for improvements
  • Respond to feedback and resolve support
  • Send newsletters and study materials
  • Notify you with our blog, email, SMS, or any form

3. Data Sharing and Disclosure

We May Share Your Information With

  • Service providers who assist in our operations
  • Payment processors for billing purposes
  • Analytics providers to improve our services
  • Legal authorities when required by law
  • Business partners with your explicit consent

We Never

  • Sell your personal information to third parties
  • Share your customer data with competitors
  • Use your data for purposes not outlined in this policy
  • Share identifiable information without consent
  • Engage in unauthorized data mining or profiling

4. Data Security

Security Measures

  • Industry-standard SSL/TLS encryption for data at rest
  • Secure data centers with physical access controls
  • Regular security audits and penetration testing
  • Multi-factor authentication
  • SOC 2 security monitoring and incident response

Data Center Security

  • 24/7 monitoring and surveillance of the premises
  • Individual backup systems
  • Plans to handle threats and emergencies
  • Monthly security audits and system updates
  • Regular security training and audits

5. Your Privacy Rights

You Have the Right To

  • Access your personal data at any time
  • Know how data is collected, stored and used, GDPR
  • Request rectification or correction data
  • Object to processing of your personal data
  • Ask us to erase or permanently delete your data
  • Withdraw consent at any time

GDPR Rights (EU Users)

  • Right to data portability
  • Right to restrict processing
  • Right to lodge a complaint
  • Right to not be subject to automated decision-making
  • Right to withdraw consent at any time

6. Cookies and Tracking

We Use Cookies For

  • Authentication and security
  • Storing site preferences and settings
  • Analytics to understand how you use our platform
  • Marketing and promotional efforts
  • Technical grid queries to apply session states
  • You can clear your cookie preferences in your browser

7. Data Retention

Retention Periods

  • Active account data: Retained until you close your account or 3 years
  • Deleted account data: Maximum within 30 days of deletion request
  • Billing records: Retained for 7 years in tax purposes
  • Marketing data: Removed within 30 days of opt-out
  • Support data: Maintained for 2 years after case closure

8. International Data Transfers

Global Operations

  • Our servers are hosted in secure EU and US data centers
  • We comply with applicable cross-border transfer regulations
  • We use Standard Contractual Clauses for international transfers
  • Privacy Shield Framework compliance where applicable
  • Your rights remain with data residency location

9. Children's Privacy

Age Requirements

  • Our services are not intended for users under 16
  • We do not knowingly collect data from children
  • Parents can contact us to request removal
  • If we discover underage data, we delete it immediately

10. Changes to This Policy

Policy Updates

  • We may update this policy from time to time
  • Material changes will be notified by email
  • Continued use after changes indicates acceptance
  • Previous versions available upon request
  • Last updated date is displayed at the top of this page

Data Protection Officer

For privacy-related questions or to exercise your rights, contact our Data Protection Officer:

Mail: CRMSoftware.ai, Privacy Department, 123 Tech Street, San Francisco, CA 94105