Privacy Policy

1. Introduction

This Privacy Policy explains how AutomateNexus CRM ("AutomateNexus," "we," "us") collects, uses, discloses, and safeguards information when you visit our website or use our customer relationship management platform (the "Service"). By using the Service, you agree to the practices described here.

This policy covers personal information about you as a user of AutomateNexus. Where you use the Service to manage data about your own customers, you are the controller of that data and we process it on your behalf under our Terms of Service and any data processing agreement between us.

2. Information we collect

Account information: your name, email address, company name, and password when you create an account.

Billing information: payment details processed by our payment provider; we store only the limited records needed to manage your subscription.

Customer data: the contacts, deals, messages, and other records you import or create inside the Service.

Usage data: log data, device and browser information, and how you interact with features, collected automatically to operate and improve the Service.

Communications: messages you send to our support and sales teams.

3. How we use information

We use information to provide and maintain the Service, authenticate your account, process payments, deliver support, and operate features such as AI lead scoring and follow-up drafting on your data and at your direction.

We also use aggregated and de-identified usage data to improve performance, develop features, and keep the Service secure. We do not sell your personal information.

4. How we share information

We share information only as needed to run the Service: with subprocessors such as hosting, payment, and email providers who are bound by confidentiality and data-protection obligations; when required by law or to respond to valid legal process; and in connection with a merger or acquisition, in which case we will notify you.

We never sell your data or your customers' data, and we do not share it for third-party advertising.

5. Data security

We protect your data with encryption in transit and at rest, role-based access controls, and regular security reviews. We maintain SOC 2-aligned practices and restrict internal access to a need-to-know basis.

No system is perfectly secure. If we become aware of a breach affecting your personal information, we will notify you and the appropriate authorities as required by law.

6. Data retention

We retain your account and customer data for as long as your account is active. After cancellation, we retain data for a limited recovery window described in our Cancellation Policy, after which it is permanently deleted, except where longer retention is required by law.

7. Your rights

Depending on your location, you may have the right to access, correct, export, or delete your personal information, to object to or restrict certain processing, and to withdraw consent where processing is based on consent.

You can exercise most of these rights directly in your account settings, or by contacting us. We will respond within the timeframe required by applicable law.

8. Cookies & tracking

We use essential cookies to keep you signed in and to operate core functionality, and limited analytics cookies to understand and improve usage. You can control non-essential cookies through your browser settings; disabling essential cookies may prevent the Service from working correctly.

9. Contact us

If you have questions about this policy or your data, contact our team and we will help. We will also update this page whenever our practices change and revise the "last updated" date below.