Privacy Policy

This is a template privacy policy provided as a starting point. Review it with a qualified lawyer before publishing — in particular, confirm it satisfies India's Digital Personal Data Protection Act, 2023 (DPDP Act) and any other jurisdiction your customers are in, and fill in the placeholders marked in brackets.

1. Who we are

Claudphic CRM ("we," "us," "our") provides a lead management and sales pipeline software-as-a-service product, including integrations with Google Ads and Meta for ad conversion reporting. This policy explains what data we collect, why, and how it's handled. The legal entity operating this service is [Company Legal Name], registered at [Registered Address].

2. Data we collect

When you create a workspace, we collect the account information you provide: name, email address, company name, and billing details processed by our payment partner, Razorpay. When your team uses the product, the CRM stores the lead and customer data you or your integrations submit — names, emails, phone numbers, and any custom fields you configure — under your company's own isolated workspace.

When a visitor submits a form through a registered landing page's embed script, we capture the submitted field values along with ad-attribution data present in the page URL, such as Google's gclid and Meta's fbclid click identifiers, and UTM parameters.

3. How we use data

Account and billing data is used to provide the service, process payments, and communicate with you about your subscription. Lead and customer data submitted into a workspace belongs to that company and is used only to power the CRM's own features — pipeline management, dashboards, and conversion reporting back to the ad platforms you connect. We do not sell customer data, and we do not use one company's lead data to benefit another company on the platform.

4. Ad platform conversion reporting

If you enable Google Ads or Meta conversion tracking, and a lead's record contains data required by those platforms (such as a hashed email for Meta's Conversions API, or a click ID for Google's offline conversions), that data is sent to Google and/or Meta strictly to report the conversion event you've configured. This only happens for workspaces that have explicitly connected those integrations and mapped a pipeline stage to trigger it.

5. Data storage and isolation

Each company's data is logically isolated within a shared database, scoped by company on every read and write. We do not provide cross-company access to lead or customer data under any circumstances.

6. Cookies and tracking on this site

This marketing website itself does not set any tracking or advertising cookies. Once you sign in to a workspace, the application sets a strictly necessary session cookie (to keep you logged in) and a CSRF-protection cookie (to prevent cross-site request forgery on forms) — both are functional, not used for tracking, and are not shared with third parties. We do not set third-party advertising or analytics cookies unless you have separately configured analytics for your own workspace.

7. Data retention

Account and lead data is retained for as long as your workspace remains active. If you cancel your subscription, data is retained for [retention period] to allow reactivation, after which it may be deleted upon request or per our standard deletion schedule.

8. Your rights

Depending on your jurisdiction, you may have rights to access, correct, export, or delete personal data we hold about you. To exercise these rights, contact us at crmclaudphic@gmail.com.

9. Grievance Officer

In accordance with applicable Indian law, including the Information Technology Act, 2000 and the Consumer Protection (E-Commerce) Rules, 2020, the contact details of our Grievance Officer are published below. If you have a complaint about how your data has been handled, you can escalate it here after first trying crmclaudphic@gmail.com.

[Grievance Officer Name]
[Designation]
[Company Legal Name]
[Registered Address]
Email: [grievance@yourdomain.com]
Phone: [Phone number]

10. Changes to this policy

We may update this policy from time to time. Material changes will be posted on this page with an updated "last updated" date.

11. Contact

Questions about this policy can be sent to crmclaudphic@gmail.com or via our contact page.