Privacy Policy - Sales CRM

1. Introduction

Sales CRM ("we," "our," or "us") operates the salescrm.click platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services. By accessing or using Sales CRM, you agree to the terms of this Privacy Policy.

2. Information We Collect

Personal Information

We collect information you provide directly when creating an account or using our services, including:

Name and email address
Phone number
Company name and business information
Billing and payment information (processed securely via Stripe)

Business Data

In the course of using Sales CRM, you may store the following types of business data:

Contact and company records
Deal and pipeline information
Invoice, quote, and proposal data
Project details, tasks, and milestones
Time entries and activity logs
Communication records (emails, SMS, call logs)
Documents and electronic signatures

Automatically Collected Information

We may automatically collect certain technical information when you access our platform, including your IP address, browser type, operating system, and usage patterns. This information is used to maintain security, improve performance, and provide audit trails for electronic signatures.

3. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain the Sales CRM platform
Process transactions and send related notifications
Send invoices, payment reminders, and project updates
Facilitate communication via email, SMS, and voice calls
Provide AI-powered features such as deal scoring and content suggestions
Authenticate users and secure accounts
Respond to support inquiries and provide customer service
Improve and optimize our platform
Comply with legal obligations

4. Third-Party Services

We integrate with the following third-party services to provide our platform features. Each service has its own privacy policy governing the data they process:

Stripe

We use Stripe for payment processing. When you make or receive payments through Sales CRM, your payment information is transmitted directly to Stripe and processed in accordance with their Privacy Policy. We do not store complete credit card numbers on our servers.

Twilio

We use Twilio to enable SMS messaging and voice calling features. Phone numbers and message content are processed through Twilio's infrastructure in accordance with their Privacy Policy.

Resend

We use Resend for transactional email delivery, including magic link authentication, invoice notifications, and system alerts. Email addresses and message content are processed through Resend's infrastructure in accordance with their Privacy Policy.

OpenAI

We use OpenAI's API to power AI features such as deal scoring, content drafting, and revenue opportunity analysis. Data sent to OpenAI is processed in accordance with their Privacy Policy. We send only the minimum data necessary to provide these features, and we do not use your data to train AI models.

5. Data Storage and Security

Your data is stored in a self-hosted SQLite database on our secured infrastructure. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted authentication sessions (JWT), secure password hashing, and access controls.

6. Data Retention

We retain your personal information and business data for as long as your account is active or as needed to provide you with our services. If you request account deletion, we will delete your personal data within 30 days, except where we are required to retain it for legal, accounting, or regulatory purposes. Activity logs and audit trails related to electronic signatures may be retained for longer periods as required by applicable law.

7. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data:

Right to Access: Request a copy of the personal data we hold about you.
Right to Rectification: Request correction of inaccurate or incomplete personal data.
Right to Deletion: Request deletion of your personal data, subject to legal retention requirements.
Right to Data Portability: Request an export of your data in a structured, commonly used format.
Right to Object: Object to the processing of your personal data for certain purposes.
Right to Restrict Processing: Request that we limit how we use your data.
Right to Withdraw Consent: Withdraw consent at any time where processing is based on consent.

To exercise any of these rights, please contact us at support@salescrm.click. We will respond to your request within 30 days.

8. CCPA Disclosure (California Residents)

If you are a California resident, you have the right to know what personal information we collect, request its deletion, and opt out of any sale of your personal information. We do not sell personal information to third parties. To submit a request, contact us at support@salescrm.click.

9. Cookies and Tracking

Sales CRM uses essential cookies to maintain your authentication session and ensure the platform functions correctly. We do not use third-party advertising cookies or tracking pixels. Session cookies are automatically deleted when you close your browser or when your session expires.

10. Children's Privacy

Sales CRM is not intended for use by individuals under the age of 16. We do not knowingly collect personal information from children. If we become aware that we have collected personal data from a child, we will take steps to delete it promptly.

11. 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 updated policy on this page with a revised effective date. Your continued use of Sales CRM after any changes constitutes your acceptance of the updated Privacy Policy.

12. Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: support@salescrm.click
Website: https://salescrm.click