fbpx

Sanchay CRM Privacy Policy

Effective Date: 16th Dec, 2024

With Sanchay CRM, we respect your privacy and are committed to protecting your personal data in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR). This Privacy Policy explains how we collect, use, and protect your personal data when you use our Services, including Sanchay CRM and Sanchay Mobile CRM applications (collectively referred to as “Services”). The product is available on the web, Android, and iOS platforms. By accessing or using our Services, you agree to the practices described in this policy.

1. Information We Collect

We collect different types of information in order to provide and improve our Services. The types of information we collect include:

1.1 Personal Information

Account Information: When you sign up for an account on our Services, we may collect personal details such as your name, email address, contact details, and payment information (if applicable).

Communication Data: Information you provide when you communicate with us, such as email, phone calls, or messages through the app.

1.2 Usage Data

Log Data: When you use our Services, we automatically collect certain information about your device and usage. This includes your IP address, device type, browser type, operating system, device ID, and the pages you visit on our Services.

Cookies and Tracking Technologies: We use cookies and similar technologies to enhance user experience, analyze usage patterns, and gather information to improve our Services. You may choose to disable cookies through your browser settings, though this may affect the functionality of some features.

1.3 User-Generated Data

Customer Data: If you use Sanchay CRM to manage customer relationships, we may store data related to your customers, including but not limited to names, email addresses, and contact details. This data is stored securely and is your responsibility to manage in accordance with applicable laws.

2. Permissions and Features

Sanchay Mobile CRM for Android and iOS may request access to certain features on your device. These permissions allow us to provide enhanced functionalities within the app. All permissions are granted based on your consent. If you do not grant the requested permissions, certain features of the app may not function as intended.

2.1 Call Logs

Access to Call Logs: Our application may request permission to access your call logs in order to record calls, track interaction history, and integrate call-related data with your CRM for a comprehensive view of customer communication. If you choose not to grant this permission, call-related data will not be tracked or stored.

2.2 Location

Location Data: Our app may request access to your device’s location to provide location-based services, such as identifying nearby customers or field team management. This data is used only if you provide permission. If you deny access, location-based features will not be available.

2.3 Contacts

Access to Contacts: We may request permission to access your contacts to allow you to easily integrate customer information into the CRM and enhance communication. If you deny access, this feature will be unavailable, and customer data will need to be manually added.

2.4 Attachments

Access to Attachments: Our app may request access to your device’s storage to upload or download files, such as documents, images, and other attachments related to CRM interactions. If you do not grant this permission, file attachment functionality will not be available.

2.5 Camera

Camera Permission: Sanchay Mobile CRM may request access to your device’s camera to capture images or scan documents that can be attached to customer records in the CRM. If you choose not to grant camera access, you will not be able to use camera-based features within the app.

2.6 Notifications

Push Notifications: Our app may request permission to send push notifications, such as reminders, alerts, or updates related to your CRM activities. You can control your notification preferences at any time through your device’s settings. If you deny this permission, you will not receive push notifications from the app.

2.7 Tracking Device Details

Device Information and IP Address: When you use our app, we may collect certain device information, including device type, operating system, device ID, and IP address. This data is used to analyze usage patterns, improve app performance, and troubleshoot issues. This information is collected only with your consent, and you may revoke it at any time. If you do not grant permission for tracking, your device-related information will not be collected.

3. Integration with Third-Party Services

Sanchay CRM integrates with third-party services to enhance functionality, improve performance, and offer features like crash reporting and analytics.

3.1 Firebase

We use Firebase by Google to collect analytics data, such as user interactions, sessions, and app performance metrics. This helps us understand how you use the app and improve your experience. Firebase also assists with push notifications and app messaging.

3.2 Google Analytics

Google Analytics is used to collect and analyze app usage data, such as user demographics, device information, session length, and interactions with features. This data helps us optimize and personalize your experience. Google Analytics collects non-personal data, including IP addresses and usage statistics.

3.3 Crashlytics

Crashlytics is integrated into our app to report crashes and errors. This helps us monitor app stability and resolve issues quickly. Crashlytics collects non-personal data about crashes, such as device type, operating system version, and crash stack traces.

4. How We Use Your Information

Under the GDPR, we rely on the following legal bases for processing your personal data:

To Provide and Maintain Our Services: We use your data to provide, personalize, and improve our Services.

Customer Support: We use your contact information to respond to inquiries, provide support, and resolve issues.

Analytics and Research: We analyze data to understand usage trends, enhance functionality, and improve the overall performance of our Services.

Marketing and Communications: With your consent, we may send you promotional messages, updates, and news about Sanchay CRM.

Compliance and Legal Obligations: To comply with legal requirements and enforce our terms and agreements.

5. Legal Basis for Data Processing (GDPR)

We use the information we collect for the following purposes:

Consent: We process data based on your explicit consent (e.g., permissions for camera, location, call logs, etc.). You can withdraw consent at any time, but this will not affect the legality of processing before the withdrawal.

Contractual Necessity: We process personal data to perform our contractual obligations with you (e.g., providing CRM services).

Legitimate Interests: We process data based on our legitimate interests in improving and securing our Services, ensuring customer support, and conducting analytics.

Legal Obligation: We may process your data when required to comply with legal obligations, such as tax and legal reporting.

6. Data Sharing and Disclosure

We do not sell your personal information. However, we may share your data in the following cases:

Service Providers: Trusted third-party providers who help us operate our Services (e.g., hosting, analytics, customer support).

Legal Requirements: If required by law, we may disclose your data to authorities or as part of a legal process.

Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of that transaction.

7. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy. Once the data is no longer needed, we will securely delete or anonymize it, in accordance with our data retention policy.

8. Your Data Protection Rights under GDPR

If you are a resident of the European Economic Area (EEA) or the United Kingdom (UK), you have the following rights under the GDPR:

Right to Access: You can request a copy of the personal data we hold about you.

Right to Rectification: You can request that we correct any inaccuracies or complete incomplete data.

Right to Erasure: You can request that we delete your personal data, subject to certain conditions (e.g., for legal compliance).

Right to Restrict Processing: You can request that we limit how we use your data under certain circumstances.

Right to Data Portability: You can request your data in a structured, commonly used, and machine-readable format for transfer to another service.

Right to Object: You can object to the processing of your personal data, including for direct marketing purposes.

Right to Withdraw Consent: If we are processing data based on your consent, you can withdraw that consent at any time.

To exercise these rights, please contact us using the contact information below. We will respond to your request as soon as possible, but no later than one month from the receipt of your request.

9. Security of Your Data

We use a variety of security measures to protect your personal data, including encryption, access controls, and secure storage. However, no method of data transmission over the internet or electronic storage is completely secure, and we cannot guarantee its absolute security.We retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy. Once the data is no longer needed, we will securely delete or anonymize it, in accordance with our data retention policy.

10. Third-Party Links

Our Services may contain links to third-party websites. These third-party sites have their own privacy policies, and we are not responsible for their content or practices. We encourage you to review the privacy policies of any third-party websites you visit.

11. Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

13. Contact Us

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

Book a Call

Our CRM expert will call you shortly

Banner Girl