01Introduction

SalesFunnelCRM ("SalesFunnelCRM", "we", "us", "our") is a Startup India recognized Sales CRM software platform, operated by a business software firm headquartered in Noida, Delhi NCR, India, offering lead management, sales pipeline tracking, customer management, WhatsApp integration, ticketing and related services (the "Service").

This Privacy Policy explains how we collect, use, disclose and safeguard your information when you visit salesfunnelcrm.in, request a demo, download our brochure, raise a support ticket, or use the SalesFunnelCRM web and mobile application. It is published in accordance with the Information Technology Act, 2000, the IT (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and the Digital Personal Data Protection Act, 2023 ("DPDP Act") of India.

By accessing our website or using the Service, you agree to the collection and use of information as described in this policy. If you do not agree with these terms, please do not use the Service.

02Information we collect

Information you give us

  • Contact details — name, company name, email address, phone number and city, submitted through the "Request a Demo", "Request a Brochure", contact or support ticket forms.
  • Account and business data — leads, accounts, opportunities, contacts, products, price books, orders and invoices that you or your team enter into the modules of the CRM (Lead, Account, Opportunity, Contact, Activity, Ticket, Product, Order and Dashboard management).
  • Communications — messages sent to us via email, WhatsApp (+91 98217 48399), support tickets or phone, including call notes where disclosed at the time.
  • Payment information — billing name, address and transaction details processed for subscription payments. Card and payment instrument details are handled by our payment gateway partners and are not stored on our servers.

Information collected automatically

  • Usage data — pages visited, modules used, time spent, click patterns and referring URLs, including data captured by our website analytics tools (such as Cloudflare Web Analytics).
  • Device and log data — IP address, browser type, operating system, device identifiers and mobile app diagnostics.
  • Cookies and similar technologies — as described in Section 6 below.

Information from third parties

We may receive information about you from partners, resellers, lead-generation sources, or publicly available business directories, which we combine with information collected directly from you.

03How we use information

  • To provide, operate, maintain and improve the SalesFunnelCRM platform and mobile app across all nine modules.
  • To respond to demo requests, brochure downloads, support tickets and other enquiries.
  • To process subscription payments, invoices and account renewals.
  • To send service updates, product notifications, and — where you have consented — marketing communications via email or WhatsApp.
  • To monitor usage, diagnose technical issues, and maintain the security and integrity of our systems.
  • To comply with applicable law, regulatory requirements and lawful requests from government authorities.
  • To detect, investigate and prevent fraud, abuse or unauthorised access.
Data you store within the CRM about your own customers and leads (such as names, phone numbers and deal information) is processed by us solely as a service provider acting on your instructions, for the purpose of operating the Service for your business.

05Sharing of information

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

  • Service providers — hosting, payment gateway, email/SMS/WhatsApp delivery and analytics partners, who process data on our behalf under confidentiality obligations.
  • Our business affiliate — SoftwareTrade.in, our associated software trade and business consulting firm, for coordinated support and account management.
  • Legal and regulatory authorities — where required to comply with a legal obligation, court order, or lawful request from Indian government or law enforcement agencies.
  • Successors — in connection with a merger, acquisition or sale of business assets, subject to equivalent privacy protections.

06Cookies & tracking

Our website uses cookies and similar technologies to remember your preferences, understand how visitors use the site, and improve performance. This includes strictly necessary cookies (required for the site to function) and analytics cookies (to measure traffic and usage patterns, including through Cloudflare's privacy-respecting analytics beacon).

You can control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of the website or Service.

07Data security

We implement reasonable security practices and procedures, including access controls, encrypted transmission (HTTPS/TLS), and restricted internal access to personal data, in line with the standards prescribed under the IT (Reasonable Security Practices) Rules, 2011. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

If you become aware of any unauthorised access to your account, please contact us immediately using the details in Section 13.

08Data retention

We retain personal data for as long as your account is active or as needed to provide the Service, and thereafter for the period necessary to comply with our legal, accounting and tax obligations, resolve disputes, and enforce our agreements. Business data stored in the CRM is retained for the duration of your subscription and for a reasonable period afterward to allow reactivation or export, unless you request earlier deletion.

09Your rights

Subject to applicable law, you have the right to:

RightWhat it means
AccessRequest a copy of the personal data we hold about you.
CorrectionAsk us to correct inaccurate or incomplete data.
ErasureRequest deletion of your personal data, subject to legal retention requirements.
Withdraw consentOpt out of marketing emails, calls or WhatsApp messages at any time.
Grievance redressalRaise a complaint with our Grievance Officer (see Section 11).

To exercise any of these rights, write to us using the contact details in Section 13. We will respond within a reasonable timeframe as required under applicable Indian law.

10Children's privacy

The Service is intended for business use by organisations and individuals over the age of 18. We do not knowingly collect personal data from children. If we become aware that we have inadvertently collected data from a minor, we will take steps to delete it.

11Grievance officer

In accordance with the Information Technology Act, 2000 and rules made thereunder, the details of the Grievance Officer are provided below. Any complaint or grievance regarding the processing of your personal data may be addressed to the Grievance Officer, who will acknowledge and work to resolve it within the timelines prescribed by law.

Grievance Officer

SalesFunnelCRM, Noida, Delhi NCR, India

Phone: +91 98217 48399

Support: Raise a ticket

12Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or applicable law. The "Effective date" at the top of this page will be updated accordingly. We encourage you to review this page periodically. Continued use of the Service after changes are posted constitutes acceptance of the revised policy.

13Contact us

If you have questions about this Privacy Policy or how your data is handled, reach out to us:

SalesFunnelCRM — CRM/ERP Software Provider

B Block, Sector 6, Noida, Uttar Pradesh 201301, India

Phone: +91 98217 48399

WhatsApp: Chat on WhatsApp

Support portal: salesfunnelcrm.in/ticket.html

Get Started

Ready to streamline your sales pipeline?

Join businesses across Delhi NCR using SalesFunnelCRM to automate their sales process and close more deals, faster.

Request a Demo Download Brochure
Chat on WhatsApp