Privacy Policy

1. Introduction

Welcome to Leadcentre (“we,” “our,” or “us”). We are committed to protecting your privacy and the security of your personal and business information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our CRM platform and related services, including lead management, pipeline tracking, company and contact management, and collaboration with BD and referral partners.

By using Leadcentre, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our service.

2. Information We Collect

2.1 Account and Profile Information

We may collect the following when you use Leadcentre:

• Name, email address, phone number, and role
• Company or organization information
• Profile and notification preferences
• Authentication and login data

2.2 CRM and Business Data

In the course of using our CRM, we store and process:

• Lead and deal information (names, stages, values, sources)
• Company and contact records
• BD partner and referral partner assignments
• Pipeline and stage history
• Notes, comments, and activity timelines
• Meeting and calendar data

2.3 Usage and Technical Information

We automatically collect certain information about your use of our platform:

• Device information, IP address, and browser type
• Pages visited and features used
• Email and voice lead processing activity (where configured)
• Error logs and performance data

3. How We Use Your Information

We use the collected information to:

• Provide and maintain the Leadcentre CRM and related services
• Manage leads, companies, contacts, and pipelines
• Send notifications (e.g., lead updates, stage changes) to you and associated partners
• Process inbound emails and voice leads where integrated
• Provide analytics and reporting
• Improve our service and user experience
• Send relevant product and security communications
• Ensure security and prevent fraud
• Comply with legal obligations

4. Information Sharing and Disclosure

We do not sell your personal information. We may share information only in these circumstances:

• Within your organization: Lead and contact data may be visible to other users in your tenant (e.g., lead owners, BD partners, referral partners) as configured by your administrators.
• Service providers: We may share information with trusted providers who help us operate our platform (e.g., hosting, email delivery).
• Legal requirements: We may disclose information if required by law or to protect our rights and safety.
• Business transfers: In the event of a merger or acquisition, your information may be transferred.

5. Data Security

We implement appropriate security measures to protect your data:

• Encryption of data in transit and at rest
• Access controls and role-based permissions
• Secure authentication (including OTP where used)
• Regular security assessments and updates
• Secure backup and storage procedures

6. Your Rights and Choices

You have the following rights regarding your information:

• Access: Request access to your personal and account data.
• Correction: Update your profile and preferences within the application.
• Deletion: Request deletion of your personal information, subject to legal and operational requirements.
• Portability: Request a copy of your data in a portable format where applicable.
• Opt-out: Adjust notification and email preferences in settings.
• Complaints: Lodge a complaint with a supervisory authority where applicable.

7. Cookies and Tracking

We use cookies and similar technologies to:

• Essential: Keep you signed in and maintain session security.
• Preferences: Remember your settings (e.g., theme, layout).
• Analytics: Understand how the platform is used to improve our service (where enabled).

You can control cookie settings through your browser.

8. Data Retention

We retain your data for as long as your account is active or as needed to provide services. We may retain certain information after account closure to comply with legal obligations, resolve disputes, and enforce our agreements.

9. Children's Privacy

Leadcentre is not intended for users under 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure that such transfers comply with applicable data protection laws and use appropriate safeguards.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the “Last updated” date. We encourage you to review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at the email or address configured for your Leadcentre instance, or through your account administrator.