Privacy Policy

1. Information We Collect

1.1 Information You Provide to Us

• Account Information: Name, email address, phone number, company name, job title, and billing information
• Profile Information: Profile picture, bio, preferences, and settings
• Customer Data: Contact information, interaction history, notes, and files you upload to our platform
• Communication Data: Messages, emails, and other communications sent through our platform
• Support Information: Information provided when contacting customer support

1.2 Information We Collect Automatically

• Usage Data: How you interact with our platform, features used, time spent, and click patterns
• Device Information: IP address, browser type, operating system, device identifiers
• Location Data: General geographic location based on IP address
• Cookies and Tracking: Information collected through cookies, web beacons, and similar technologies

1.3 Information from Third Parties

• Integration Data: Information from connected third-party services (email providers, calendar apps, etc.)
• Social Media: Information from social media platforms when you connect your accounts
• Business Partners: Information from our authorized partners and resellers

2. How We Use Your Information

2.1 Service Provision

• Provide, operate, and maintain our CRM platform
• Process transactions and manage billing
• Enable communication and collaboration features
• Provide customer support and technical assistance
• Sync data across your connected devices and accounts

2.2 Platform Improvement

• Analyze usage patterns to improve our services
• Develop new features and functionality
• Conduct research and analytics
• Perform testing and quality assurance

2.3 Communication

• Send service-related notifications and updates
• Provide customer support responses
• Send marketing communications (with your consent)
• Notify you about changes to our services or policies

3. Information Sharing and Disclosure

3.1 We Do Not Sell Your Information

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

3.2 When We May Share Information

• Service Providers: Trusted third-party vendors who help us operate our platform
• Business Transfers: In connection with mergers, acquisitions, or asset sales
• Legal Requirements: When required by law or to protect our rights and safety
• With Your Consent: When you explicitly authorize us to share your information

4. Data Security and Protection

4.1 Security Measures

• Encryption: All data is encrypted in transit and at rest using industry-standard protocols
• Access Controls: Strict access controls and authentication requirements
• Regular Audits: Regular security audits and penetration testing
• Employee Training: Comprehensive security training for all employees
• Incident Response: Established procedures for security incident response

4.2 Data Centers

Our data is stored in secure, SOC 2 Type II certified data centers with 24/7 monitoring, redundant systems, and physical security controls.

5. Your Rights and Choices

5.1 Access and Control

• Access: Request access to your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Request a copy of your data in a portable format
• Restriction: Request restriction of processing in certain circumstances

5.2 Marketing Communications

You can opt-out of marketing communications at any time by clicking the unsubscribe link in emails or updating your preferences in your account settings.

6. Data Retention

We retain your information for as long as necessary to:

• Provide our services to you
• Comply with legal obligations
• Resolve disputes and enforce agreements
• Maintain business records for legitimate business purposes

7. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including Standard Contractual Clauses and adequacy decisions where applicable.

8. Children's Privacy

Our services are not intended for children under 16 years of age. We do not knowingly collect personal information from children under 16. If we become aware that we have collected such information, we will take steps to delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and sending you an email notification. Your continued use of our services after such changes constitutes acceptance of the updated policy.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: