Privacy Policy

This Privacy Policy explains how crm.software collects, uses, and protects information when you use our public website and hosted CRM platform.

1. Information We Collect

We collect information you provide directly, such as account details, company information, contact records, billing information, and support enquiries. We also collect limited technical data needed to operate the service.

2. How We Use Information

We use personal and business data to provide the service, authenticate users, process billing, operate messaging workflows, improve performance, and respond to support requests.

3. Messaging and Customer Data

Your workspace may store customer records, communications, quotes, and payment-related workflow data. We process this data on your behalf as part of the service you use.

4. Sharing of Information

We do not sell your personal data. Information may be shared only with infrastructure and service providers needed to run the platform, such as payment, hosting, or messaging vendors.

5. Security

We use technical and organizational safeguards to protect the platform and your data, including access controls, encrypted connections, and provider-level security measures.

6. Data Retention

We retain information only as long as needed to provide the service, meet legal obligations, resolve disputes, and enforce agreements.

7. Your Rights

Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal data. Requests can be sent to us directly.

8. Contact

If you have privacy questions or requests, contact hello@crm.software.