FinCRM's Privacy Policy

Effective Date
May 25, 2020

At FinCRM, accessible from, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by FinCRM and how we use it.

This Privacy Policy applies to the every FinCRM product and website that links here and is valid for visitors to our website with regards to the information that they shared and/or collect in FinCRM. This Notice applies to individuals or entities, including Users and End-Users, subscribing to our service(s) and has agreed to the terms and conditions.

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us through our Contact Us page.


By using our product or website, you hereby agree to our Privacy Policy and its terms.

Information we collect

We only gather information that we put in use. When you register for an Account, we may ask for your contact information, including items such as name, address, company name, phone number, and email address. The information can be collected while signing up for an event, buying any product, or asking for customer support.

We don’t save your credit card numbers or any of your payment sensitive information which you use to make payment on our website to buy our products. However, we are not responsible for the information that you allow your browser to save for you.

While you visit our website or use our software, we automatically log some information, including source of reaching our website, features used by you, settings preferred by you, and your navigation points. This information can be used by us to enhance our services, website, and new product development.

We also capture your information from some other sources. Your interaction with our product through a reseller or referral program to help us get your contact information. We utilize that information to serve you. We can access your interactions and profile information if you interact with our brand through social media via retweets, follow, mentions, like, or comments. Even if you remove that information from your social media site, we will still have that information with us.

How we use your information

We utilize the information we gather in numerous ways, including to:

Provide, operate, and maintain our services

Improve, personalize, and expand our services

Understand and analyze how you use our website

Develop new products, services, features, and functionality

Be in touch with you, either any of our partners or directly we can contact you for customer service, to offer updates, and other information relating to the website, and for promotional and marketing purposes.

Send you emails

Find and prevent fraud

Log Files

FinCRM follows a standard procedure of using log files. These files log visitors when they visit website. This is to be done as a part of hosting services' analytics. The data gathered by log files include browser type, internet protocol (IP) addresses, date and time stamp, Internet Service Provider (ISP), referring/exit pages, and the number of clicks. These are not associated to any information that is individually identifiable. The purpose of the information is for administering the site, analyzing trends, gathering demographic information, and tracking users' movement on the website.

We're required to possess a legal basis for collecting and processing your information. In most cases, we either have your consent or need the knowledge to supply the service you've requested from us. When that's not the case, we must demonstrate that we've another legal basis.

You can decline certain sorts of information use either by not providing the knowledge within the first place or by opting out later. You may also disable cookies to stop your browser from giving us information, but if you are doing so, certain website features might not work properly. We completely put third-party cookies out of action from all FinCRM websites and products.

We limit access to your personal information to our employees and contractors who have a legitimate requirement to know it. If we share your information with other parties (like developers, service providers, domain registrars, and reselling partners), they need to have appropriate security measures and a legitimate reason for using your information, typically to serve you.

The European Economic Area (EEA) provides certain rights to data subjects (including access, rectification, erasure, and restriction of processing, data portability, and therefore the right to object and to complain). FinCRM undertakes to supply you an equivalent rights regardless of where you select to measure.

We keep your personal information for as long because it is required for the needs stated during this Privacy Policy. Once we do not have a legitimate need to process your information, we'll delete, anonymize, or isolate your information, whichever is acceptable.

What information we process on your behalf?

You own your service data. We protect it, limit access to it, and only process it consistent with your instructions. You will access it, share it through third-party integrations, and request that we export or delete it.

We hold the info in your account as long as you select to use FinCRM Services. After you terminate your account, your data is going to be automatically deleted from our active database within 6 months and from our backups within 3 months.

If you are within the European Economic Area and you think that somebody has entrusted your information to us for processing (for instance, your employer or a corporation whose services you use), you will request certain actions from us regarding your data. To exercise those data rights, please contact the person or company that entrusted the info to us and that we will work with them on your request.


There are some limitations to the privacy we can promise you. We will disclose personal information if it's necessary to comply with a legal obligation, prevent fraud, enforce an agreement, or protect our users' safety. We do not currently honor Do Not Track signals from internet browsers; when a universal standard for processing them emerges, we will follow it.

Third-party websites and social media widgets have their own separate privacy policies. Always check the relevant privacy policy before sharing personal information with third parties.

You can always contact us to: ask questions about our privacy practices, request a GDPR-compliant Data Processing Addendum, alert us if you believe we have collected personal data from a minor, or ask to have your personal information removed from our blogs or forums.

We will contact you to let you know if we make any major changes to our privacy policy, or in the highly unlikely event that we ever decide to sell our business.

Privacy Policy

This Privacy Policy statement is made by the FINCRM TECHNOLOGIES PRIVATE LIMITED consisting of all the entities listed here (collectively, "FinCRM", "we", "us" or "our") and is effective as of 13 April 2020.

FinCRM’s Privacy Commitment

FinCRM worries about customer and user privacy from the very start. We ask for only the least amount of information necessary, gathering only what we believe is essential for doing business, or for the specific transaction at hand. We let customers know the information we have on them and allow them to opt out of specific engagements.

The goal of this policy is to make explicit the information we gather on our customers and users, how we will use it, and how we will not. This policy is unfortunately longer than we would like, but we must unambiguously address all the relevant cases. We will try and keep the language simple and direct as much as possible.

Extent of Our Privacy Policy

Our Privacy Policy is bifurcated into three parts:

1. What information FinCRM collects and controls

This part deals with the way FinCRM collects and uses information about potential customers, website visitors, users of FinCRM's products contacting FinCRM through forms or email addresses published on or linked to our websites.

2. What information FinCRM processes on your behalf

This part deals with how FinCRM handles data that you simply entrust to FinCRM once you use our products and services, or once you share any personal or tip with us while requesting customer support.

3. General

This part deals with topics that are relevant to both Parts I and II, and other general topics like FinCRM's security commitments and the way we'll inform you once we change this Privacy Policy.

Let us brief

What information FinCRM collects

We collect information about you only if we need the information for some legitimate purpose. FinCRM will have information about you only if (a) you have provided the information yourself, (b) FinCRM has automatically collected the information, or (c) FinCRM has obtained the information from a third party. Below we describe the various scenarios that fall under each of those three categories and the information collected in each one.

Information that you provide us

Account signup: Once you check in for an account to access one or more of our services, we invite information, such as your name, contact number, email address, name and country to finish the account signup process. You will even be required to settle on a singular username and a password for accessing the created account. You will also provide us with more information like your photo, zone and language, but we don’t require that information to check in for an account. After signing up, you will have the choice of selecting a security question and a solution to the safety question — if you provide these, they're going to be used only while resetting your password.

Registrations and form submissions: We trace information that you simply submit once you (i) subscribe our newsletter or the other list, (ii) register for any event, including webinars or seminars, (iii) submit a form so as to download any product, whitepaper, or other materials, (iv) submit a form to request customer support or to contact FinCRM for the other purpose, or (v) participate in contests or answer surveys.

Payment processing: Once you buy something from us, we ask you to supply your name, contact information, and payment mode related required information. While processing payments, we don’t intend to store any of your information. However, if you wish, you may save your name and contact details, or other payment mode related information which will be saved with the payment gateway and you are advised to read their Terms & policies before using the payment gateway or saving your details therein or before making a successful payment transaction.

Testimonials: By agreeing, you authorize us to post testimonials about our products and services on websites, we may include your name and other personal information within the testimonial. Testimonials are a part of user generated content and we may use it to make available to public at our discretion.

Communications with FinCRM: We may note, analyze and use your interactions with us, including email, telephone, and chat conversations with our sales and customer support professionals, for enhancing our interactions with you and other customers.

Information that we collect automatically:

i. Information from devices, servers, and browsers: When you come to pay a visit on our websites, we collect information that servers and web browsers make available, just like the web protocol address, language preference, browser type, time zone, date and time of access, referring URL, and OS. We add in these to our log files for understanding more about visitors to our website.

ii. Data from tracking technologies and first-party cookies: We make use of temporary and permanent cookies to identify users and improve user experience. We embed unique identifiers in our products to trace usage of the products. We don’t use third-party cookies or other third-party tracking technologies on our websites, but we use first-party cookies. We also use first-party Local Storage Objects (LSOs), such as HTML5 to save content information and preferences for offering certain features.

iii. Data from logs and analytics: We gather information about your use of our products and services from logs and in-house usage analytics tools. We use this information to understand the way your business usage and needs can improve our products. This information includes scrolls, clicks, features accessed, errors generated, interval & frequency, performance data, user settings & configurations, storage utilized, and devices used to access and their locations.

Information that we collect from third parties

i. Signups using authentication measures: You'll log in to FinCRM Services using supported authentication measures either offered directly by us or through our Selling partners, if you buy a subscription through them, in case. These measures will authenticate your identity and provides you the choice to share certain personal information with us, like your name and email address.

ii. Referrals: If you come to see our products or services through someone’s referral, that person may have provided us your name, phone number, email address and other personal information. You'll contact us to request that we remove your information from our database. If you provide us information about another person, or if another person gives us your information, we'll only use that information for the precise reason that it had been provided to us.

iii. Data from our repair providers and reselling partners: If you get in touch with any of our reselling partners, or otherwise express interest in any of our products or services to them, the reselling partner may pass your name, email address, name and other information to FinCRM. If you register for or attend an occasion that's sponsored by FinCRM, the event organizer may share your information with us. FinCRM can also receive information about you from review sites if you discuss any review of our products and services, and from other third-party service providers that we engage for marketing our products and services.

iv. Data from publicly available sources and social media sites: After you interact or engage with us on social media sites, such as LinkedIn, Facebook, and Google through comments, posts, questions and other interactions, we may gather such publicly available information, including profile information, to permit us to connect with you, perk up our products, or better understand user reactions and issues. We must tell you that when collected, this information may remain with us even though you delete it from the social media sites. FinCRM can also add and update information about you, from other publicly available sources.

Reason behind using this information

Apart from the purposes that we have mentioned above, your information can be used for following purposes:

We may communicate with you using your information via email or call about our product/services. We may get in touch with you to discuss about product/services downloaded or signed up by you. We may also use your information to discuss about changes in this Privacy Policy, Terms of Service, or other important notices.

We may get in touch to keep you posted on our latest launches, upcoming services, promotions, offers, or other information that we consider may interest you.

We may communicate with you to ask for your participation in surveys, or to ask for feedback on our products.

We may speak with you for setting up & maintaining your account and to improve our services by offering mail & website hosting, enabling collaboration, restoring & backing up your data.

We may use your information to understand the way our users utilize our products & services. We may use your information to check & prevent problems and to enhance our products & services.

We may communicate with you to offer customer support, analyze & improve our relation with our customers.

We may use your information to identify and prevent fraudulent activities and various other illegal activities. We may report spam and protect the interests and rights of FinCRM, its users, public, and third parties using your information.

We may use your information to update, develop, and analyze our records, spot new customers, and offer products & services of your interest.

We may use your information to explore trends, track visitor navigations, and administer our websites to help our users in a better way.

We may use your information to monitor and improve our marketing campaigns.

We may use your information to administer our website, analyze trends, and trace visitor navigations on our website for identifying what visitors are looking for and improve their experience.

We may use your information to supervise and improve our marketing campaigns and suggest information to the users that is relevant to them.

Legal bases for collecting and using information

Legal processing bases applicable to FinCRM: If you are an individual from the European Economic Area (EEA), our legal basis for information collection and use depends on the personal information concerned and the context in which we collect it. Most of our information collection and processing activities are typically based on (i) contractual necessity, (ii) one or more legitimate interests of FinCRM or a third party that are not overridden by your data protection interests, or (iii) your consent. Sometimes, we may be legally required to collect your information, or may need your personal information to protect your vital interests or those of another person.

Withdrawal of consent: Where we rely on your consent as the legal basis, you have the right to withdraw your consent at any time, but this will not affect any processing that has already taken place.

Legitimate interests notice: Where we rely on legitimate interests as the legal basis and those legitimate interests are not specified above, we will clearly explain to you what those legitimate interests are at the time that we collect your information.

Your choice in information use

Opt out of non-essential electronic communications: You may opt out of receiving newsletters and other non-essential messages by using the ‘unsubscribe’ function included in all such messages. However, you will continue to receive notices and essential transactional emails.

Disable cookies: You can disable browser cookies before visiting our websites. However, if you do so, you may not be able to use certain features of the websites properly.

Optional information: You can choose not to provide optional profile information such as your photo. You can also delete or change your optional profile information. You can always choose not to fill in non-mandatory fields when you submit any form linked to our websites.

Who we share your information with

FINCRM TECHNOLOGIES PVT LTD has access to the information covered in Part I. We do not sell any personal information. We share your information only in the ways that are described in this Privacy Policy, and only with parties who adopt appropriate confidentiality and security measures.

Employees: Only authorized employees of FINCRM TECHNOLOGIES PVT LTD have access to the information covered in Part I on a need-to-know basis. We require all employees to follow this Privacy Policy for personal information that we share with them.

Third-party service providers: We may need to share your personal information and aggregated or de-identified information with third-party service providers that we engage, such as marketing and advertising partners, event organizers, web analytics providers and payment processors. These service providers are authorized to use your personal information only as necessary to provide these services to us.

Reselling partners: We may share your personal information with our authorized reselling partners in your region, solely for the purpose of contacting you about products that you have downloaded or services that you have signed up for. We will give you an option to opt out of continuing to work with that partner.

Other cases: Other scenarios in which we may share the same information covered under Parts I and II are described in Part III.

Your rights with respect to information we hold about you as a controller

If you are in the European Economic Area (EEA), you have the following rights with respect to information that FinCRM holds about you. FinCRM undertakes to provide you the same rights no matter where you choose to live.

Right to access: You have the right to access (and obtain a copy of, if required) the categories of personal information that we hold about you, including the information's source, purpose and period of processing, and the persons to whom the information is shared.

Right to rectification: You have the right to update the information we hold about you or to rectify any inaccuracies. Based on the purpose for which we use your information, you can instruct us to add supplemental information about you in our database.

Right to erasure: You have the right to request that we delete your personal information in certain circumstances, such as when it is no longer necessary for the purpose for which it was originally collected.

Right to restriction of processing: You may also have the right to request to restrict the use of your information in certain circumstances, such as when you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

Right to data portability: You have the right to transfer your information to a third party in a structured, commonly used and machine-readable format, in circumstances where the information is processed with your consent or by automated means.

Right to object: You have the right to object to the use of your information in certain circumstances, such as the use of your personal information for direct marketing.

Right to complain: You have the right to complain to the appropriate supervisory authority if you have any grievance against the way we collect, use or share your information. This right may not be available to you if there is no supervisory authority dealing with data protection in your country.

Retention of information

We retain your personal information for as long as it is required for the purposes stated in this Privacy Policy. Sometimes, we may retain your information for longer periods as permitted or required by law, such as to maintain suppression lists, prevent abuse, if required in connection with a legal claim or proceeding, to enforce our agreements, for tax, accounting, or to comply with other legal obligations. When we no longer have a legitimate need to process your information, we will delete or anonymize your information from our active databases. We will also securely store the information and isolate it from further processing on backup discs until deletion is possible.

How FinCRM processes information on your behalf

Information entrusted to FinCRM and purpose

Information provided in connection with services: You may entrust information that you or your organization (“you”) control, to FinCRM in connection with use of our services or for requesting technical support for our products. This includes information regarding your customers and your employees (if you are a controller) or data that you hold and use on behalf of another person for a specific purpose, such as a customer to whom you provide services (if you are a processor). The data may either be stored on our servers when you use our services, or transferred or shared to us as part of a request for technical support or other services.

(All the information entrusted to FinCRM is collectively termed “service data”)

Ownership and control of your service data

We recognize that you own your service data. We provide you complete control of your service data by providing you the ability to (i) access your service data, (ii) share your service data through supported third-party integrations, and (iii) request export or deletion of your service data.

How we use service data

We process your service data when you provide us instructions through the various modules of our services. For example, when you generate an invoice, information such as the name and address of your customer will be used to generate the invoice; and when you use our campaign management service for email marketing, the email addresses of the persons on your mailing list will be used for sending the emails.

Push notifications

Who we share service data with

FinCRM and third party sub-processors: In order to provide services and technical support for our products, FinCRM might engage other group entities and third parties.

Employees: We may provide access to your service data to our employees and individuals who are involved in providing the services (collectively our “employees”) so that they can (i) identify, analyze and resolve errors, (ii) manually verify emails reported as spam to improve spam detection, or (iii) manually verify scanned images that you submit to us to verify the accuracy of optical character recognition. We ensure that access by our employees to your service data is restricted to specific individuals, and is logged and audited. Our employees will also have access to data that you knowingly share with us for technical support or to import data into our products or services. We communicate our privacy and security guidelines to our employees and strictly enforce privacy safeguards within the FinCRM group.

Collaborators and other users: Some of our products or services allow you to collaborate with other users or third parties. Initiating collaboration may enable other collaborators to view some or all of your profile information. For example, when you edit a document that you have shared with other persons for collaboration, your name and profile picture will be displayed next to your edits to allow your collaborators to know that you made those edits.

Third-party integrations you have enabled: Most of our products and services support integrations with third-party products and services. If you choose to enable any third-party integrations, you may be allowing the third party to access your service information and personal information about you. We encourage you to review the privacy practices of the third-party services and products before you enable integrations with them.

Other cases: Other scenarios in which we may share information that are common to information covered under Parts I and II are described in Part III.

Retention of information

We hold the data in your account as long as you choose to use FinCRM Services. Once you terminate your FinCRM user account, your data will eventually get deleted from active database during the next 24 hours. We don’t hold on to or store your data in an unauthorized manner.


Children’s personal information

FinCRM does not knowingly collect personal information from children, the age limit which is mentioned in our Terms & Conditions. If we become aware that a child has provided us with personal information, we will take steps to delete such information. If you believe that a child has provided personal information to us, please contact us through our Contact Us page with the details, and we will take the necessary steps to delete the information we hold about that child.

How secure is your information?

At FinCRM, we take data security very seriously. We have taken steps to implement appropriate administrative, technical & physical safeguards to prevent unauthorized access, use, modification, disclosure or destruction of the information you entrust to us. If you have any concerns regarding the security of your data, we encourage you to contact us through our Contact Us page with any questions.

Data Protection Officer

We have appointed a Data Protection Officer to oversee our management of your personal information in accordance with this Privacy Policy. If you have any questions or concerns about our privacy practices with respect to your personal information, you can reach out to our Data Protection Officer by contacting us through our Contact Us page.

Locations and international transfers

We share your personal information and service data within FINCRM TECHNOLOGIES PRIVATE LIMITED only on a need-to-know basis. By accessing or using our products and services or otherwise providing personal information or service data to us, you consent to the processing, transfer, and storage of your personal information or Service Data within India and other countries where FinCRM operates.

Do Not Track (DNT) requests

Some internet browsers have enabled 'Do Not Track' (DNT) features, which send out a signal (called the DNT signal) to the websites that you visit indicating that you don't wish to be tracked. Currently, there is no standard that governs what websites can or should do when they receive these signals. For now, we do not take action in response to these signals.

External links on our websites

Some pages of our websites may contain links to websites that are not linked to this Privacy Policy. If you submit your personal information to any of these third-party sites, your personal information is governed by their privacy policies. As a safety measure, we recommend that you do not share any personal information with these third parties unless you've checked their privacy policies and assured yourself of their privacy practices.

Blogs and forums

We offer publicly accessible blogs and forums on our websites. Please be aware that any information you provide on these blogs and forums may be used to contact you with unsolicited messages. We urge you to be cautious in disclosing personal information in our blogs and forums. FINCRM TECHNOLOGIES PVT LTD is not responsible for the personal information you elect to disclose publicly. Your posts and certain profile information may remain even after you terminate your account with FinCRM. To request the removal of your information from our blogs and forums, you can write to us through our Contact Us page.

Social media widgets

Our websites include social media widgets such as Facebook, Linked IN and Twitter buttons that let you share articles and other information. These widgets may collect information such as your IP address and the pages you navigate in the website, and may set a cookie to enable the widgets to function properly. Your interactions with these widgets are governed by the privacy policies of the companies providing them.

Disclosures in compliance with legal obligations

We may be required by law to preserve or disclose your personal information and service data to comply with any applicable law, regulation, legal process or governmental request, including to meet national security requirements.

Enforcement of our rights

We may disclose personal information and service data to a third party if we believe that such disclosure is necessary for preventing fraud, investigating any suspected illegal activity, enforcing our agreements or policies, or protecting the safety of our users.

Compliance with this Privacy Policy

We make every effort, including periodic reviews, to ensure that personal information you provide is used in conformity with this Privacy Policy. If you have any concerns about our adherence to this Privacy Policy or the manner in which your personal information is used, kindly write to us on our Contact Us page. We'll contact you, and if required, coordinate with the appropriate regulatory authorities to effectively address your concerns.

Notification of changes

We may modify the Privacy Policy at any time, upon notifying you through a notification or by sending an email to your primary email address. If you think that the updated Privacy Policy affects your rights with respect to your use of our products or services, you may terminate your use by sending us an email within 7 days of the change. Your continued use after the effective date of changes to the Privacy Policy will be deemed to be your agreement to the modified Privacy Policy. You will not receive email notification of minor changes to the Privacy Policy. If you are concerned about how your personal information is used, you should check back at periodically.