Privacy Policy

Last Updated: December 5, 2025

At Agent360 CRM, we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

1. Information We Collect

1.1 Personal Information

We collect personal information that you provide directly to us, including:

  • Name, email address, phone number, and business contact details
  • Account credentials and authentication information
  • Business information related to your organization
  • Customer and lead data you input into the CRM system
  • Communication preferences and marketing opt-ins

1.2 Usage Information

We automatically collect information about your use of our services:

  • Device information, IP address, and browser type
  • Log data, including access times and pages viewed
  • Usage patterns and feature interactions within the CRM
  • Cookies and similar tracking technologies

2. How We Use Your Information

We use your personal information for the following purposes:

  • To provide, maintain, and improve our CRM services
  • To process your account registration and authenticate users
  • To communicate with you about your account, updates, and support
  • To send marketing communications (with your consent)
  • To analyze usage patterns and enhance user experience
  • To ensure security and prevent fraud or unauthorized access
  • To comply with legal obligations and enforce our terms

3. Data Storage and Security

We implement industry-standard security measures to protect your personal information:

  • Data is encrypted in transit using SSL/TLS protocols
  • Encrypted storage of sensitive information at rest
  • Regular security audits and vulnerability assessments
  • Access controls and authentication mechanisms
  • Employee training on privacy and data protection

Your data may be stored on servers located in Canada and other jurisdictions with adequate privacy protections. We ensure that any international data transfers comply with Canadian law.

4. Information Sharing and Disclosure

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

  • Service Providers: With third-party vendors who assist in delivering our services (e.g., hosting, analytics, email delivery)
  • Legal Requirements: When required by law or to respond to legal processes
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you explicitly authorize us to share information

5. Your Privacy Rights

Under Canadian privacy law, you have the following rights:

  • Access: Request access to your personal information we hold
  • Correction: Request corrections to inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal retention requirements)
  • Withdrawal of Consent: Withdraw consent for marketing communications or certain data processing activities
  • Data Portability: Request a copy of your data in a portable format

To exercise any of these rights, please contact us using the information provided below.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we securely delete or anonymize it.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience. You can control cookie preferences through your browser settings. Note that disabling cookies may affect functionality of certain features.

8. Third-Party Links

Our service may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through a prominent notice in our application. Your continued use of our services after changes become effective constitutes acceptance of the revised policy.

10. Contact Us

If you have questions, concerns, or wish to exercise your privacy rights, please contact us:

Email: privacy@agent360.ca

Attention: Privacy Officer

We will respond to your inquiries within 30 days, as required by PIPEDA.

This Privacy Policy is designed to comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation in Canada. If you believe we have not complied with this policy or Canadian privacy law, you may file a complaint with the Office of the Privacy Commissioner of Canada.