Privacy Policy

This Privacy Policy explains how SimpleClient CRM handles information when you use the website and CRM service. The service is designed to use information only as needed to provide, secure, maintain and support CRM functionality.

1. Information you provide

We process account information such as your name, email address and password hash; CRM information you enter such as customers, additional applicants, deals, reminders, tags, comments and activity; and information you submit through the Contact Us form.

2. How information is used

Information is used to authenticate accounts, provide CRM features, store and retrieve your records, send account-verification and password-reset messages, create requested reminders and exports, prevent abuse, troubleshoot the service and respond to support requests. We do not use CRM content for advertising.

3. Sharing and third parties

We do not sell, rent or share your CRM content with third parties for their independent advertising, marketing or data-broker purposes. Providers necessary to operate the service, such as hosting, network/security infrastructure and outbound email delivery, may process limited information on our behalf only as required to provide those technical services. We may also disclose information when legally required to do so.

4. Cookies and local storage

SimpleClient CRM may use essential cookies or similar browser storage for authentication, session security, CSRF protection, theme preferences and other CRM functionality. We do not use advertising cookies.

5. Data isolation and security

Authenticated CRM records are associated with the signed-in account and server-side ownership checks are used when records are viewed or changed. Passwords are stored using one-way password hashing. We use reasonable administrative and technical safeguards, but no internet service can guarantee absolute security.

6. Retention

CRM information is retained while needed to provide the service or until it is deleted through available CRM functionality or the account is terminated. Technical backups and logs may remain for a limited period as part of normal operations, security and disaster recovery.

7. Your responsibilities

You are responsible for having an appropriate lawful basis to enter personal information about customers, applicants or other people into the CRM and for using that information in accordance with applicable privacy laws and your own business obligations.

8. Access, correction and deletion

You can update customer and applicant information directly in the CRM. For account-level privacy questions or deletion requests that cannot be completed through available CRM controls, contact us.

9. Children

The service is intended for business users and is not directed to children under 18.

10. Changes to this policy

We may update this Privacy Policy when the service, legal requirements or operating practices change. The effective date above identifies the current version.

11. Contact

Questions about this Privacy Policy may be submitted through the Contact Us form or by email to [email protected].