Privacy Policy

Effective Date: January 8, 2025

SiloCRM ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our customer relationship management platform and related services (collectively, the "Service").

Please read this Privacy Policy carefully. By accessing or using our Service, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

1. Information We Collect

1.1 Information You Provide to Us

We collect information you voluntarily provide when using our Service, including:

• Account Information: Name, email address, phone number, company name, job title, and password when you create an account.
• Billing Information: Payment card details, billing address, and transaction history (payment processing is handled by our third-party payment processor, Stripe).
• Customer Data: Information you upload or enter into the Service, including contacts, leads, deals, notes, files, and communications related to your customers.
• Communications: Information you provide when you contact us for support, provide feedback, or communicate with us.
• Profile Information: Profile photos, preferences, and settings you configure within the Service.

1.2 Information Collected Automatically

When you access our Service, we automatically collect certain information, including:

• Usage Data: Pages viewed, features used, actions taken, time spent on pages, and interaction patterns within the Service.
• Device Information: Device type, operating system, browser type, browser version, unique device identifiers, and mobile network information.
• Log Data: IP address, access times, referring URLs, and other standard server log information.
• Cookies and Similar Technologies: We use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities. See Section 7 for more details.

1.3 Information from Third Parties

We may receive information about you from third parties, including:

• Integration Partners: If you connect third-party services (such as GoHighLevel, email providers, or calendar applications) to the Service, we receive information from those services as necessary to provide the integration.
• Authentication Providers: If you sign in using a third-party authentication service (such as Google), we receive basic profile information from that provider.

2. How We Use Your Information

We use the information we collect for the following purposes:

2.1 Providing and Improving the Service

• Operate, maintain, and provide the features and functionality of the Service
• Process transactions and send related information
• Respond to your comments, questions, and support requests
• Monitor and analyze usage patterns to improve the Service
• Develop new products, services, features, and functionality

2.2 Communications

• Send administrative information, such as updates, security alerts, and support messages
• Send marketing communications (with your consent where required by law)
• Respond to your inquiries and fulfill your requests

2.3 Security and Compliance

• Detect, prevent, and address technical issues, fraud, and illegal activities
• Enforce our Terms of Service and other policies
• Comply with legal obligations and protect our legal rights

2.4 Analytics and Research

• Conduct research and analysis to better understand how users access and use the Service
• Generate aggregated, de-identified data for statistical and research purposes

3. How We Share Your Information

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

3.1 Service Providers

We share information with third-party vendors, consultants, and service providers who perform services on our behalf, including:

• Cloud hosting and infrastructure (e.g., AWS, Vercel)
• Payment processing (Stripe)
• Email delivery (Resend)
• Analytics and monitoring
• Customer support tools

3.2 Integration Partners

When you enable integrations with third-party services, we share information as necessary to provide those integrations, such as syncing contacts with your connected CRM or calendar.

3.3 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction.

3.4 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, or government regulations).

3.5 Protection of Rights

We may disclose information when we believe disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

3.6 With Your Consent

We may share your information with third parties when you give us explicit consent to do so.

4. Data Retention

We retain your information for as long as your account is active or as needed to provide you with the Service. We also retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

When you delete your account, we will delete or anonymize your personal information within 90 days, except where we are required to retain certain information for legal or legitimate business purposes.

Customer Data that you upload to the Service is retained until you delete it or until your account is terminated. You can export or delete your Customer Data at any time through the Service.

5. Data Security

We implement appropriate technical and organizational security measures designed to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit (TLS/SSL) and at rest
• Regular security assessments and penetration testing
• Access controls and authentication mechanisms
• Employee security training and confidentiality agreements
• Incident response procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

6. Your Rights and Choices

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

6.1 Access and Portability

You can access much of your personal information by logging into your account. You may also request a copy of your personal information in a portable format.

6.2 Correction

You can update or correct your account information at any time by logging into your account settings.

6.3 Deletion

You can request deletion of your personal information by contacting us or deleting your account. Note that we may retain certain information as required by law or for legitimate business purposes.

6.4 Opt-Out of Marketing

You can opt out of receiving marketing emails by clicking the "unsubscribe" link in any marketing email or by updating your email preferences in your account settings.

6.5 Cookie Preferences

You can manage your cookie preferences through your browser settings. See Section 7 for more information.

6.6 Do Not Track

Our Service does not currently respond to "Do Not Track" signals.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and track information about your use of the Service. Cookies are small data files stored on your device.

Types of Cookies We Use

• Essential Cookies: Required for the Service to function properly, such as authentication and security cookies.
• Analytics Cookies: Help us understand how visitors interact with the Service by collecting information anonymously.
• Functional Cookies: Remember your preferences and settings to enhance your experience.

Managing Cookies

Most web browsers allow you to control cookies through their settings. However, disabling certain cookies may limit your ability to use some features of the Service.

8. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence, including the United States. These countries may have data protection laws that are different from the laws of your country.

When we transfer your information internationally, we implement appropriate safeguards to protect your information in accordance with this Privacy Policy and applicable law.

9. Children's Privacy

The Service is not intended for children under the age of 16. We do not knowingly collect personal information from children under 16. If we learn that we have collected personal information from a child under 16, we will take steps to delete that information promptly.

10. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to Know: You can request information about the categories and specific pieces of personal information we have collected about you.
• Right to Delete: You can request deletion of your personal information, subject to certain exceptions.
• Right to Opt-Out: You have the right to opt out of the "sale" of your personal information. We do not sell personal information.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To exercise these rights, please contact us using the information provided in Section 12.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email (sent to the email address specified in your account) or by posting a notice on the Service prior to the change becoming effective.

We encourage you to review this Privacy Policy periodically for any changes. Your continued use of the Service after the posting of changes constitutes your acceptance of such changes.

12. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

SiloCRM 8410 Hwy 90 Alt Suite 140 Sugar Land, TX 77478 United States

Email: legal@silocrm.com Phone: (832) 769-8855