ManagedCRM.org

Privacy Policy

Last updated: August 19, 2026

Introduction

ManagedCRM.org ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our managed CRM services. Please read this policy carefully. If you do not agree with the terms of this privacy policy, please do not access our services.

Information We Collect

We collect several types of information to provide and improve our services:

Personal Information

When you engage with our services, we may collect personally identifiable information including:

  • Name and contact information (email, phone, address)
  • Business information (company name, industry, size)
  • Payment and billing information
  • Account credentials and authentication data
  • Communications with our support team

Client Data

As a CRM service, we process data on behalf of our clients, including:

  • Customer contact information and communication history
  • Booking and scheduling data
  • Marketing campaign data and analytics
  • Integration data from third-party booking and field-service software

Technical Information

We automatically collect certain technical information when you access our services:

  • IP address and device information
  • Browser type and operating system
  • Usage patterns and service interaction data
  • Cookies and similar tracking technologies

How We Use Your Information

We use the collected information for various purposes:

  • Service Delivery: To provide, maintain, and improve our managed CRM services
  • Account Management: To manage your account, billing, and subscription
  • Communication: To send you service updates, security alerts, and support communications
  • Integration: To enable real-time sync with your booking and field-service software
  • Analytics: To analyze usage patterns and improve service performance
  • Compliance: To comply with legal obligations and industry regulations
  • Security: To detect, prevent, and address technical issues and security threats

Data Sharing and Disclosure

We may share your information in the following circumstances:

Service Providers

We engage third-party service providers to perform functions on our behalf, such as:

  • Cloud hosting and infrastructure providers
  • Payment processing services
  • Email and SMS delivery platforms
  • Analytics and monitoring tools
  • Customer support platforms

Integration Partners

With your explicit authorization, we share data with third-party booking and field-service software to enable real-time synchronization and integrated workflows.

Legal Requirements

We may disclose information when required by law or to protect our rights, property, or safety, or that of our users or others. This includes responding to legal processes, court orders, or government requests.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Access controls and authentication systems
  • Regular security assessments and monitoring
  • Employee training and confidentiality agreements
  • Secure data storage and backup procedures

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your information for as long as necessary to provide our services, fulfill legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of data and the purpose for which it was collected. When data is no longer needed, we securely delete or anonymize it.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request access to your personal information
  • Correction: Request correction of inaccurate information
  • Deletion: Request deletion of your personal information
  • Portability: Request transfer of your data to another service
  • Objection: Object to certain processing activities
  • Restriction: Request restriction of processing activities

To exercise these rights, please contact us using the information provided below. We may request verification of your identity before fulfilling your request.

Marketing Communications

With your consent, we may send you marketing communications about our services, promotions, and relevant content. You can opt out of marketing communications at any time by following the unsubscribe instructions in our messages or contacting us directly.

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 information from a minor, we will take steps to delete it.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on our website and updating the "Last updated" date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us through: