Privacy Policy

Effective Date: 22/08/25
At CRM PRO, your privacy is important to us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you use our Customer Relationship Management (CRM) platform, including modules such as Leads Management, Telecaller, and other core CRM features.

By accessing or using CRM PRO, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect the following types of information when you use our platform:

a. Personal Information

  • Name: CRM PRO
  • Phone number: 99469 07624
  • Role or designation

b. Lead Information

  • Details of leads including contact information, source, status, notes, follow-ups, and tags
  • Any documents or communications uploaded related to the lead

c. Telecaller Data

  • Call logs (incoming/outgoing)
  • Call duration and timestamps
  • Assigned caller ID and call notes
  • Call recordings (if enabled and consented)

d. Usage Data

  • IP address
  • Browser and device information
  • Time and date of access
  • Pages visited and actions taken on the platform

2. How We Use Your Information

We use your data to:

  • Provide, operate, and maintain the CRM PRO platform
  • Manage leads and track communications
  • Enable telecalling features and monitor call quality and effectiveness
  • Improve user experience and interface performance
  • Provide customer support and respond to your inquiries
  • Send important account-related updates or notifications

3. How We Share Information

We do not sell your personal information. We may share your data with:

  • Authorized team members within your organization for operational purposes
  • Service providers who assist in hosting, data analytics, or communication tools, under strict confidentiality agreements
  • Legal authorities when required by law or to protect our rights and users

4. Data Security

We implement reasonable security practices to protect your data from unauthorized access, misuse, or disclosure. These include:

  • SSL encryption
  • Role-based access control (RBAC)
  • Regular data backups
  • Two-factor authentication (2FA) support

However, no method of transmission over the internet is completely secure. Use the platform responsibly and report any suspicious activity.

5. Data Retention

We retain user and lead data for as long as your account is active or as needed to provide you with our services. You can request deletion of your data by contacting us.

6. Your Rights

You have the right to:

  • Access your personal data
  • Correct inaccurate or outdated data
  • Request deletion of your information (subject to applicable laws)
  • Withdraw consent where processing is based on consent

To exercise any of these rights, email us at [Insert Privacy Contact Email].

7. Third-Party Services

CRM PRO may integrate with third-party services (e.g., dialers, analytics tools, email clients). These services have their own privacy policies and we recommend reviewing them individually.

8. Cookies & Tracking Technologies

We may use cookies or similar tracking technologies to:

  • Store session information
  • Monitor usage patterns
  • Improve platform performance

You can control cookie preferences via your browser settings.

9. Children's Privacy

CRM PRO is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you through your account dashboard or via email.

11. Contact Us

For any questions or concerns regarding this Privacy Policy or our data practices, please contact:

CRM PRO Privacy Officer
Phone: 99469 07624
Address: Mekkamannil Tower,
Near New Bus Stand,
Manjeri. 676121, Kerala.