Privacy Policy

1. Introduction

At CleverBox:CRM, we respect the privacy of our users and are committed to protecting personal data.

This Privacy Policy explains what information we collect, how we use, store, disclose, and protect it when you use our website and services, and outlines your rights regarding such information.

By using CleverBox:CRM, you agree to the terms of this Privacy Policy.

2. About CleverBox:CRM

CleverBox:CRM is a software-as-a-service (SaaS) platform designed to help businesses manage customer relationships, automate workflows, improve communications, and organize business operations.

CleverBox:CRM is operated by: FOP Berozina Olena Registered in Ukraine

If you have any questions regarding privacy or personal data protection, please contact us:

Email: support@cleverbox-crm.com

Website: www.cleverbox-crm.com

3. Information We Collect

3.1 Account Owner Information

When registering and using a CleverBox:CRM account, we may collect and process the following information relating to the account owner:

• Full name;
• Email address;
• Phone number;
• Company or business name;
• Login credentials;
• Billing and payment information;
• Customer support requests and communications;
• Information submitted through contact forms;
• Any other information voluntarily provided by the user while using the Services.

This information is used solely for account registration, account administration, service delivery, billing, security, customer support, and communication with users.

3.2 Automatically Collected Information

• IP address;
• Browser type and version;
• Device information;
• Operating system;
• Usage statistics;
• Cookies and similar technologies.

3.3 Information from Third-Party Services

Where integrations are enabled, CleverBox:CRM may receive information from Facebook, Instagram, Google Calendar, email providers, messaging platforms, and other third-party services required for the operation of the Services.

When using Facebook Login or Meta integrations, CleverBox:CRM may receive information such as public profile information, email address (where permission is granted), Page identifiers, messaging permissions, and other information required to provide requested functionality.

4. How We Use Information

We use information to:

• Provide access to the Services;
• Create and manage user accounts;
• Process payments;
• Provide customer support;
• Operate integrations and connected services;
• Improve platform functionality and user experience;
• Ensure platform security;
• Prevent fraud, abuse, and unauthorized access;
• Comply with legal obligations.

We do not sell personal data.

5. Legal Basis for Processing

Where applicable, personal data is processed on one or more of the following legal bases:

• User consent;
• Performance of a contract;
• Compliance with legal obligations;
• Legitimate interests, including service improvement, platform security, fraud prevention, and business operations.

6. Customer Data Processed Through CleverBox:CRM

CleverBox:CRM is a software platform used by businesses to manage information relating to their own customers, leads, patients, employees, contractors, and other contacts.

With respect to personal data entered into the CRM by a customer:

• The customer independently determines the purposes of processing such data;
• The customer independently determines what personal data is collected;
• The customer independently determines retention periods for such data;
• The customer independently determines the legal basis for processing such data.

CleverBox:CRM does not determine:

• What personal data is collected by the customer;
• Why such data is collected;
• How long such data is retained;
• How such data is used by the customer.

CleverBox:CRM processes such data solely for the purpose of providing, maintaining, supporting, securing, and operating the Services.

The customer is solely responsible for:

• Compliance with applicable data protection laws;
• Obtaining any required consents from data subjects;
• Providing privacy notices where required;
• Responding to requests from data subjects;
• Compliance with GDPR and any other applicable privacy legislation.

For the purposes of GDPR, the customer acts as the Data Controller with respect to personal data entered into the CRM, and CleverBox:CRM acts solely as a Data Processor for the provision of the Services.

7. Sharing and Disclosure

We may share information with:

• Hosting providers;
• Payment processors;
• Analytics providers;
• Infrastructure and cloud service providers;
• Communication service providers;
• Government authorities where required by law.

Information is shared only to the extent necessary for providing the Services or complying with legal requirements.

All third-party providers are required to maintain appropriate technical and organizational safeguards to protect personal data.

8. Data Retention

We retain information only for as long as necessary to:

• Provide the Services;
• Comply with legal obligations;
• Resolve disputes;
• Enforce contractual rights and obligations.

Typical retention periods include:

• Account information: during the lifetime of the account and up to 12 months after account deletion;
• Billing and accounting records: as required by applicable law;
• Security and audit logs: up to 12 months;
• Marketing-related information: until consent is withdrawn or the user unsubscribes.

Where no specific retention period applies, information is retained only for as long as reasonably necessary for the relevant processing purpose.

Users may request deletion of their personal data, subject to applicable legal requirements.

9. International Data Transfers

Information may be processed through service providers located outside the user's country of residence.

Where required by law, appropriate safeguards, including Standard Contractual Clauses (SCCs) or equivalent legal mechanisms, are implemented to protect transferred personal data.

10. Your Rights

Depending on applicable law, users may have the right to:

• Access their personal data;
• Correct inaccurate personal data;
• Request deletion of personal data;
• Request restriction of processing;
• Object to processing;
• Receive personal data in a portable format;
• Withdraw consent at any time.

Users may also have the right to lodge a complaint with a competent data protection supervisory authority.

To exercise any of these rights, please contact:

support@cleverbox-crm.com

11. Cookies and Tracking Technologies

CleverBox:CRM uses cookies and similar technologies to:

• Ensure proper operation of the Services;
• Remember user preferences;
• Analyze platform usage;
• Improve functionality and user experience.

Users may disable cookies through their browser settings, although certain features of the Services may become unavailable.

12. Information Security

We implement technical and organizational security measures designed to protect information against unauthorized access, disclosure, alteration, or destruction.

Such measures include:

• Access controls;
• Encryption technologies;
• Security monitoring;
• Security audits and reviews;
• Protected infrastructure.

While we strive to protect information, no method of transmission or storage can guarantee absolute security.

13. Children's Privacy

CleverBox:CRM is not intended for individuals under the age of 16.

We do not knowingly collect personal data from children.

If we become aware that personal data of a child has been collected without appropriate authorization, we will take reasonable steps to remove such information.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Material changes may be communicated through website notices, platform notifications, or email communications.

Continued use of the Services following the effective date of any updates constitutes acceptance of the revised Privacy Policy.