1. Introduction

Welcome to TaskCRMPro. We are committed to protecting your personal information and your right to privacy. This Privacy Policy applies to all information collected through our website, our SaaS platform applications, and any related services, sales, marketing, or events. TaskCRMPro provides AI-powered ticketing, live chat, automation, and knowledge base services. By accessing or using our services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect information that you provide directly to us when you register for an account, create or modify your profile, set up a tenant organization, or communicate with us.

• Account Information: Name, email address, password, job title, and company name.
• Billing Information: We collect data necessary to process your payments if you purchase a subscription, such as your credit card number and the security code associated with your payment instrument. All payment data is stored professionally by Stripe and Razorpay.
• Support Data: Information you provide when you contact TaskCRMPro for support, including the content of your communications.
• Uploaded Files: Documents, images, and other files uploaded by Tenants and Agents to the ticketing and knowledge base systems.
• AI-Processed Data: Interactions with our AI Ticketing Assistant and automation engine.
• Usage Analytics: IP addresses, browser types, device identifiers, and information on how you interact with our platform.
• Cookies: We use cookies and similar tracking technologies to access or store information.

3. How We Use Information

We use the information we collect for several purposes:

• To provide, operate, and maintain our platform.
• To improve, personalize, and expand our services.
• To understand and analyze how you use our platform.
• To develop new products, services, features, and functionality.
• To process your transactions and send you related information.
• To communicate with you regarding customer service, platform updates, and marketing.
• To maintain the security and integrity of our platform.

4. AI & Automated Processing Disclosure

TaskCRMPro utilizes artificial intelligence and machine learning algorithms to assist in ticket categorization, response suggestions, and workflow automation. While these systems are designed to improve efficiency, the data processed by AI is handled with the same level of confidentiality as all other data. We do not use your tenant-specific data to train global AI models without explicit consent.

5. Payment Processing

Payment processing services are provided by Stripe and Razorpay. These platforms adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council. Your payment information is handled securely by these providers and is not stored on TaskCRMPro servers.

6. Data Storage & Security

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

7. Data Retention Policy

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

8. Data Sharing & Third Parties

We may share data with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work. This includes cloud hosting providers, analytics services, and authentication providers.

9. International Data Transfers

Our servers are located in various cloud regions globally. If you are accessing our services from outside these regions, please be aware that your information may be transferred to, stored, and processed by us in our facilities and by those third parties with whom we may share your personal information.

10. User Rights

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

• The right to access your data.
• The right to rectify incorrect data.
• The right to request erasure of your data.
• The right to restrict processing.
• The right to data portability.
• The right to object to processing.

11. Cookies & Tracking Technologies

TaskCRMPro uses cookies to enhance user experience, remember user preferences, and navigate the platform efficiently. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.

12. API & Webhook Data Handling

Data transmitted via TaskCRMPro APIs and Webhooks is subject to the same security standards as data entered through our web interface. API keys should be treated as sensitive credentials and never shared.

13. SSO Authentication Handling

If you use Enterprise SSO (Single Sign-On), we collect identity information provided by your identity provider to facilitate secure access to your organization’s tenant.

14. Children's Privacy

Our services are not intended for use by children under the age of 18. We do not knowingly collect personal identifiable information from children.

15. Changes to Policy

We may update this privacy policy from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible.

16. Contact Information

If you have questions or comments about this policy, you may email us at support@taskcrmpro.com.