Privacy Policy

1. Information We Collect

We collect information that you provide directly to us, information automatically when you use our services, and information from third parties.

Information You Provide

• Account Information: Name, email address, phone number, company name, and password when you create an account.
• Profile Information: Profile photo, job title, department, and other information you choose to add to your profile.
• Communication Data: Messages, chat conversations, and any other content you send through our platform.
• Customer Data: Information about your customers, leads, and contacts that you input into our CRM.
• Payment Information: Billing details, payment method information (processed securely by our payment partners).
• Support Communications: Information you provide when contacting our support team.

Information Automatically Collected

• Usage Data: How you interact with our platform, features used, time spent, and navigation paths.
• Device Information: IP address, browser type, operating system, device type, and device identifiers.
• Location Data: Approximate geographic location based on IP address.
• Log Data: Server logs, access times, and pages viewed.

2. How We Use Your Information

We use your information to provide, maintain, and improve our services, as well as to communicate with you.

Primary Uses

• Service Delivery: To provide, operate, and maintain our WhatsApp CRM platform.
• Account Management: To create and manage your account, process payments, and provide customer support.
• Communication: To send you service updates, security alerts, and respond to your inquiries.
• Improvements: To analyze usage patterns and improve our platform features and user experience.
• Security: To detect, prevent, and address technical issues and security vulnerabilities.
• Legal Compliance: To comply with applicable laws, regulations, and legal processes.

Marketing Communications

With your consent, we may send you marketing emails about new features, product updates, and special offers. You can opt out at any time by clicking the "unsubscribe" link in our emails or contacting us.

3. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our platform.

Types of Cookies We Use

Your Cookie Choices

Most browsers automatically accept cookies, but you can modify your browser settings to decline cookies. However, disabling essential cookies may affect platform functionality.

4. Data Sharing & Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers

We share information with third-party vendors who help us operate our business, including:

• Cloud hosting providers (AWS, DigitalOcean)
• Payment processors (Razorpay, Stripe)
• Email service providers
• Customer support platforms
• Analytics providers

Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to protect the rights, property, or safety of Surely, our users, or others.

With Your Consent

We may share your information with third parties when we have your explicit consent to do so.

5. Data Security

We take data security seriously and implement industry-standard measures to protect your information.

Security Measures

• Encryption: All data is encrypted in transit (TLS/SSL) and at rest.
• Access Controls: Strict access controls and authentication mechanisms.
• Regular Audits: Regular security audits and vulnerability assessments.
• Employee Training: All employees undergo security awareness training.
• Incident Response: Documented incident response procedures.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide you services.

Retention Periods

• Account Information: Retained while your account is active, plus up to 30 days after account deletion.
• Communication Data: Retained as needed to provide services, typically up to 24 months.
• Usage Data: Aggregated and anonymized for analytics, raw data retained for up to 12 months.
• Backups: Archived data may be retained in backups for up to 90 days.

Account Deletion

When you delete your account, we will delete or anonymize your personal information within 30 days, except where we are required to retain it for legal compliance or legitimate business purposes.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information.

Your Rights Include

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your personal information (subject to legal exceptions).
• Restriction: Request restriction of processing of your personal information.
• Portability: Request transfer of your personal information to another service.
• Objection: Object to processing of your personal information for direct marketing.
• Withdraw Consent: Withdraw consent at any time where we rely on consent to process your information.

How to Exercise Your Rights

To exercise any of these rights, please contact us at privacy@surely.co.in. We will respond within 30 days.

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child under 18, please contact us and we will delete it promptly.

9. Third-Party Links

Our platform may contain links to third-party websites, products, or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information.

10. Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of any material changes by:

• Posting the new policy on this page
• Sending an email to your registered email address
• Displaying a notice within the platform

The "Last Updated" date at the top of this policy indicates when it was last revised. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this privacy policy or our data practices, please contact us: