Privacy Policy

Last updated: June 2025

EcomSarthi CRM ("we", "our", or "us") is committed to protecting the privacy of our users. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our CRM platform hosted at crm.ecomsarthi.com.

By accessing or using EcomSarthi CRM, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of the platform immediately.

1. Information We Collect

We collect information that you provide directly and information generated through your use of the platform:

  • Account Information: Name, email address, password (stored hashed), and role assigned to you by your organisation.
  • Lead & Customer Data: Contact details, notes, follow-up history, and communication logs entered by your team.
  • Usage Data: Pages visited, actions performed (activity logs), timestamps, and IP addresses for security purposes.
  • Attendance Records: Check-in/check-out times and optional geolocation data (collected only with your consent via browser prompt).
  • Meeting & Task Data: Meeting schedules, assigned employees, and outcomes you record in the platform.
2. How We Use Your Information
  • To provide, operate, and maintain the CRM platform and its features.
  • To send email reminders and notifications (meeting alerts, follow-up reminders) as configured by your organisation.
  • To generate reports and analytics visible to authorised users within your organisation.
  • To detect and prevent fraudulent activity, unauthorised access, and security incidents.
  • To improve platform performance and user experience.
  • To comply with applicable legal obligations.
3. Data Sharing & Disclosure

We do not sell, rent, or trade your personal data. We may share data only in the following circumstances:

  • Within your organisation: Data is visible to users within your EcomSarthi CRM account based on role-based access controls configured by your administrator.
  • Service Providers: We use third-party email delivery services (e.g., SMTP providers) to send notifications. These providers access only the data necessary to deliver messages.
  • Legal Requirements: We may disclose data if required to do so by law or in response to valid requests by public authorities.
4. Data Retention

We retain your data for as long as your organisation's account is active or as needed to provide services. Leads and records are soft-deleted (marked hidden) and may be permanently purged by your administrator. You may request deletion by contacting us at the address below.

5. Cookies & Local Storage

EcomSarthi CRM uses:

  • Session Cookies: Required for login and authentication. These are cleared when you close your browser or log out.
  • localStorage: Used to save your alert tone preferences locally in your browser. No personal data is stored in localStorage.

We do not use third-party advertising or tracking cookies.

6. Security

We implement industry-standard security measures including hashed passwords (bcrypt), CSRF token protection, role-based access control, and encrypted HTTPS connections. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal data we hold about you.
  • Request correction of inaccurate data.
  • Request deletion of your data (subject to your organisation's admin controls).
  • Object to or restrict certain processing activities.

To exercise these rights, contact your CRM Administrator or reach us at support@ecomsarthi.com.

8. Third-Party Integrations

Our platform may integrate with third-party services such as WhatsApp Business API, Instagram Messaging, and email platforms. Data shared with these services is governed by their respective privacy policies. We encourage you to review their policies before enabling integrations.

9. Children's Privacy

EcomSarthi CRM is intended for business use by adults (18+). We do not knowingly collect personal information from children under 18 years of age.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify administrators of significant changes. Continued use of the platform after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

  • Email: support@ecomsarthi.com
  • Website: https://ecomsarthi.com