Privacy Policy

ZCRM stores business information required to operate CRM, ERP, billing, communication, and company workspace features.

Information We Process

This may include names, email addresses, phone numbers, country codes, company details, GST/tax details, city, role, company size, lead records, customer profiles, invoices, payments, call history, notes, tasks, documents, media files, staff records, project records, inventory records, activity logs, and notification history.

Enquiry And Website Data

When a visitor submits an enquiry, we may process package interest, billing interest, company name, city, company size, user role, phone number, email, and requirements so the sales or support team can respond with suitable package guidance.

How Data Is Used

Data is used to deliver CRM and ERP features, create company workspaces, manage subscriptions, calculate pricing, generate reports, send notifications, record communication progress, process payments, provide support, maintain security logs, and improve operational workflows.

Tenant Data Separation

Company data is separated by workspace and controlled by roles, privileges, package permissions, and company restrictions. A Super Admin may access company workspaces for support, audit, subscription, backup, or configuration work.

Communication Data

Email, WhatsApp, SMS, and call-related information may be stored for business follow-ups, reminders, onboarding, payment alerts, subscription updates, and customer support. Companies are responsible for ensuring they have the right consent to contact their customers.

Files And Media

Uploaded logos, documents, templates, media files, agreements, invoices, and other attachments are stored for use inside the relevant company workspace. Users should avoid uploading sensitive data that is not required for business processing.

Payment And Subscription Records

We may store invoice numbers, package details, payment status, references, due dates, renewal dates, concessions, taxes, and payment notes. Actual payment gateway processing may be subject to the payment provider's own terms and privacy practices.

Security And Activity Logs

The system may record login activity, user actions, role changes, record changes, import/export logs, backup logs, and deployment actions to help investigate issues and protect company data.

Retention

Business records are retained while the workspace is active or as required for billing, legal, audit, backup, and support purposes. Deletion or restoration may depend on user privileges, company policy, and backup availability.

Data Sharing

Data may be shared with authorized users inside the relevant company, technical support providers, hosting services, email/SMS/WhatsApp providers, payment gateways, or legal authorities where required. We do not intentionally expose one company's private records to another company.

Your Controls

Authorized users can update records, restrict access, manage users, request backups, update branding, configure SMTP, and manage notification templates according to their privileges.

Contact

For privacy questions, correction requests, or access concerns, email admin@thezetaa.com.