Privacy Policy

Information We Collect

When you work with us, we gather different types of information depending on how you engage with our services. Here's what we typically collect:

Information You Provide Directly

• Contact details including your name, business name, email address, phone number, and business location
• Business information such as industry type, company size, and current systems you're using
• Project requirements and specific CRM needs you discuss with our team
• Payment and billing information when you engage our services
• Communications you send us through email, phone calls, or our contact forms

Information We Collect Automatically

• Website usage data including pages visited, time spent, and navigation patterns
• Technical information such as IP address, browser type, and device information
• Cookies and similar technologies that help us understand how you interact with our website

Information from Third Parties

Sometimes we receive information about you from other sources, like referral partners or publicly available business directories. We only use this information if it's been collected lawfully and you'd reasonably expect us to have it.

How We Use Your Information

We're not in the business of collecting data for the sake of it. Every piece of information serves a specific purpose related to providing you with quality CRM setup services.

How We Share Your Information

There are limited situations where we share your information with others. We're careful about this and only do it when necessary:

• CRM platform providers: When setting up your system, we need to work directly with platforms like Salesforce, HubSpot, or similar providers. They receive the information necessary to create and configure your account.
• Technical service providers: We use hosting services, cloud storage, and communication tools to run our business. These providers have access to data but are bound by strict confidentiality agreements.
• Payment processors: Financial information goes through secure payment gateways to process your transactions.
• Professional advisors: Our accountants, lawyers, and business consultants may access information when providing professional services to us.
• Legal requirements: If Australian law requires us to disclose information, or if we need to protect our legal rights, we'll share what's necessary with relevant authorities.

All third parties we work with are required to maintain the confidentiality and security of your information. We don't just hand over data without proper safeguards in place.

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information. We respect these rights and make it straightforward for you to exercise them.

How We Protect Your Information

Security isn't just a checkbox for us. We implement practical measures to protect your information from unauthorized access, disclosure, or misuse.

• All data transmission occurs over encrypted connections using industry-standard SSL/TLS protocols
• We store information on secure servers with restricted physical and digital access
• Our team receives regular training on privacy and security best practices
• Access to personal information is limited to staff members who genuinely need it for their work
• We use strong authentication methods and regularly update our security protocols
• Regular backups ensure we can restore information if something goes wrong

While we take reasonable precautions, no system is completely foolproof. If we experience a data breach that's likely to cause serious harm, we'll notify affected individuals and the Office of the Australian Information Commissioner as required by law.

Data Retention

We don't keep your information longer than necessary. How long we retain data depends on the type of information and why we collected it:

• Active client information: We keep this for the duration of our working relationship and for a reasonable period afterward to handle any follow-up questions or support needs
• Financial records: Australian tax law requires us to maintain financial records for seven years
• Project documentation: We typically retain project files for three years after completion, unless you request earlier deletion
• Marketing contacts: If you've subscribed to updates, we'll keep your contact information until you unsubscribe
• Website analytics: We generally retain anonymous usage data for 24 months

When we no longer need information, we securely delete or anonymize it so it can't be linked back to you.

International Data Transfers

Most of our data stays within Australia. However, some of the cloud services and tools we use operate internationally, which means your information might be processed or stored overseas.

When this happens, we ensure:

• The overseas provider offers privacy protections comparable to Australian standards
• We have contracts in place requiring them to protect your information appropriately
• We've conducted due diligence on their security practices

Countries where data might be processed include the United States and European Union member states, where our primary software providers maintain data centers.

Cookies and Tracking

Our website uses cookies and similar technologies. These small files help us understand how people use our site and improve your experience.

Essential Cookies

These cookies are necessary for our website to function properly. They enable basic features like security and accessibility.

Analytics Cookies

We use analytics tools to understand website traffic and user behavior. This helps us identify which content is useful and where we need to improve. The information collected is generally aggregated and anonymous.

Managing Cookies

You can control cookies through your browser settings. Keep in mind that disabling certain cookies might affect how our website functions for you.

Children's Privacy

Our services are designed for businesses and we don't knowingly collect information from individuals under 18. If we discover we've inadvertently gathered information from a minor, we'll delete it promptly.

Changes to This Policy

We review and update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you through our website or by email if we have your contact information.

The date at the top of this policy indicates when it was last updated. We encourage you to review it occasionally to stay informed about how we're protecting your information.