Terms & Conditions

Introduction

CloseCRM is a customer relationship management platform built to help businesses organize leads, manage customer relationships, automate sales workflows, and improve team productivity. To provide these services, we collect certain information about you and your organization. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your personal data.

Information We Collect

Account Information: When you create an account, we collect details such as your name, email address, company name, phone number, and billing information to set up and manage your workspace.

CRM Data: Information you upload to CloseCRM, including contacts, leads, customer notes, tasks, emails, and sales records, is securely stored and processed solely to provide our services.

Usage Information: We automatically collect technical information such as your IP address, browser type, operating system, device information, and activity within the platform to improve performance and reliability.

Cookies and Analytics: CloseCRM uses cookies and similar technologies to remember your preferences, enhance security, analyze traffic, and provide a personalized browsing experience.

Data Retention

We retain your information only for as long as necessary to provide our services, fulfill contractual obligations, comply with applicable laws, and resolve disputes. When data is no longer required, it is securely deleted or anonymized.

International Data Transfers

Your information may be processed and stored on secure servers located in different countries. Whenever international data transfers occur, we implement appropriate safeguards to ensure your information remains protected in accordance with applicable privacy regulations.

Third-Party Services

CloseCRM integrates with trusted third-party providers such as payment processors, cloud hosting services, email providers, and analytics platforms. These providers only receive the information necessary to perform their services and are required to maintain appropriate security measures.

Updates to This Policy

We may revise this Privacy Policy from time to time to reflect changes in our services, legal requirements, or business practices. Any updates will be published on this page with the revised "Last Updated" date.

Contact Us

If you have any questions regarding this Privacy Policy or how your information is handled, please contact us.