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Privacy Policy

Last updated: June 2026

Template notice: This document is a starting point. Replace the bracketed placeholders (e.g. [Company Name]) and have it reviewed by legal counsel before publishing.

This Privacy Policy explains how [Company Name]("we", "us") collects, uses, and safeguards information when you use the Crmzix application and website (the "Service").

1. Information we collect

We collect information you provide directly — such as your name, email address, and the CRM records you create (contacts, leads, companies, deals, invoices). We also collect limited technical data (IP address, browser type, and usage events) to operate and secure the Service.

2. How we use information

We use your information to provide and improve the Service, authenticate you, process payments, send transactional email, and respond to support requests. Where you enable AI features, the relevant content is sent to the AI provider you configure (e.g. Anthropic, OpenAI, or Google) solely to generate the requested output.

3. AI providers and sub-processors

AI features are powered by third-party model providers chosen by the workspace operator. We do not use your data to train models. Payment processing is handled by Stripe and/or PayPal. Email delivery is handled by your configured provider (e.g. Resend).

4. Data retention

We retain your data for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data at any time by contacting us.

5. Security

We use industry-standard measures including encrypted transport (HTTPS), hashed passwords, and access controls. No method of transmission or storage is 100% secure, but we work to protect your information.

6. Your rights

Depending on your jurisdiction (e.g. GDPR/CCPA), you may have the right to access, correct, export, or delete your personal data. To exercise these rights, contact us at [privacy@yourdomain.com].

7. Changes to this policy

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

8. Contact

Questions about this policy? Contact [Company Name] at [privacy@yourdomain.com].