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Privacy Policy

App: CFM (Customer Follow-ups Management)
Version: 1.0.0
Effective date: 2026-07-02
Last updated: 2026-07-02

1. Introduction

This Privacy Policy explains how CFM (Customer Follow-ups Management) ("the Service", "we", "us") collects, uses, and protects information when you use the Service. By using the Service, you agree to the practices described here.

2. Information We Collect

  • Account information — name, email, phone number, and role (Super Admin, Admin, or Staff) for each user of a company account.
  • Company information — company name, contact details, and subscription plan.
  • Customer & lead data — the customer, lead, and follow-up records you create and manage within the Service.
  • Usage & device data — log data, IP address, device identifiers, and push-notification tokens used to deliver notifications.

3. How We Use Information

We use the information we collect to:

  • Provide, operate, and maintain the Service.
  • Authenticate users and enforce role-based permissions and plan limits.
  • Send transactional messages and notifications (in-app and push).
  • Improve the Service and provide customer support.
  • Comply with legal obligations.

4. Data Ownership & Your Role

You retain ownership of the lead and customer data you upload. Where you upload data about your own customers, you act as the data controller and we act as a processor on your behalf. You are responsible for ensuring you have a lawful basis to collect and process that data.

5. Sharing & Disclosure

We do not sell your personal information. We may share information with:

  • Service providers who help us operate the Service (e.g. hosting, email, SMS, and push-notification providers), bound by confidentiality obligations.
  • Authorities, where required by law or to protect our legal rights.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide the Service. You may export your data before account termination. We may retain certain records where required to comply with legal obligations.

7. Security

We implement reasonable technical and organizational measures to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, export, or delete your personal information. You can exercise many of these rights directly within the Service or by contacting our support team.

9. Children's Privacy

The Service is intended for business use and is not directed to children. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the Service. Continued use of the Service after changes take effect constitutes acceptance of the revised policy.

11. Contact

If you have any questions about this Privacy Policy, please contact our support team through the Service.