Privacy Policy

1. Information we collect

We collect information that you provide, information created through your use of Territorial CRM, and limited technical information needed to operate and protect the service.

• Account information, such as your name, email address, profile image, role, and authentication details.
• CRM content, such as leads, contacts, notes, activities, reminders, routes, team assignments, sales records, commission information, and files or text you submit.
• Usage and device information, such as browser type, device type, IP address, timestamps, pages used, diagnostic records, and security events.
• Communications you send to our support email.

2. How we use information

• Provide, maintain, secure, and improve Territorial CRM.
• Authenticate users and manage account permissions.
• Store, organize, and display CRM records as directed by authorized users.
• Respond to support requests and service-related communications.
• Detect fraud, abuse, security incidents, and technical problems.
• Comply with applicable law and enforce our Terms of Service.

3. How information is shared

We do not sell personal information. Information may be shared with authorized members of your Territorial CRM team according to the roles and permissions configured for the account. We may also share information with vendors that process data on our behalf for hosting, authentication, infrastructure, communications, and security.

• With your organization and authorized team members as needed to provide the CRM service.
• With service providers subject to appropriate contractual and confidentiality obligations.
• When required by law, legal process, or a valid government request.
• To protect the rights, safety, and security of Territorial CRM, our users, or others.
• As part of a merger, acquisition, financing, reorganization, or sale of assets, subject to applicable notice requirements.

4. Authentication and service providers

Territorial CRM relies on third-party infrastructure and authentication providers, including Replit-hosted services and Clerk authentication. If you choose Google sign-in, Google processes authentication information according to its own privacy terms. These providers may process account identifiers, technical data, and service content only as needed to perform their services.

5. Cookies and similar technologies

We and our service providers may use cookies and similar local storage technologies that are necessary for sign-in, session management, security, preferences, and reliable service operation. Territorial CRM does not use this policy to authorize third-party behavioral advertising.

6. Data retention

We retain information for as long as needed to provide the service, maintain legitimate business and security records, resolve disputes, and meet legal obligations. Retention periods may vary by data type. Account or record deletion requests may be subject to backup cycles, legal holds, fraud prevention, and records that another authorized organization member controls.

7. Data security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No online service can guarantee absolute security, and you are responsible for protecting your credentials, devices, and account access.

8. Your choices and rights

Depending on your location, you may have rights to access, correct, delete, restrict, or export certain personal information, or object to certain processing. You may also update some account information directly in the service. To make a privacy request, email territorialCRM@gmail.com. We may need to verify your identity and authority before completing a request.

9. Children’s privacy

Territorial CRM is a business service and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so we can review and delete it where appropriate.

10. International use

Your information may be processed in countries other than the country where you live. Those countries may have different data protection laws. Where required, we use appropriate safeguards for cross-border processing.

11. Changes to this policy

We may update this Privacy Policy as Territorial CRM or applicable requirements change. We will post the updated policy with a revised effective date and provide additional notice when required by law.

12. Contact

For privacy questions, requests, or support, contact Territorial CRM only by email at territorialCRM@gmail.com.