At PEX CRM, your privacy is a priority. This Privacy Policy explains how we collect, use, and protect your personal data when you use our website, software, and services (collectively, the “Services”).

By accessing or using PEX CRM, you agree to the practices described in this policy.

1. Information We Collect

We collect the following types of information:

a. Information You Provide

• Name, email, phone number

• Company details

• Billing address, tax information

• Content submitted through the CRM (e.g., tasks, leads, clients, invoices)

b. Automatically Collected Data

• IP address, browser type, and language

• Device information

• Usage statistics (page views, clicks, time spent)

• Log data and error reports

c. Cookies & Tracking Technologies

We use cookies and similar technologies for:

• Session management

• User preferences

• Analytics and performance optimization

You can control cookies in your browser settings.

2. How We Use Your Information

We use your information to:

• Provide, maintain, and improve our Services

• Personalize user experience

• Process payments and manage billing

• Communicate service updates or system notifications

• Analyze performance and usage

• Provide customer support

• Comply with legal requirements

We never sell your personal data to third parties.

3. Data Storage and Security

We store data on secure servers located in reputable data centers. Security measures include:

• SSL/TLS encryption

• Two-factor authentication (2FA)

• Role-based access controls

• Regular backups and monitoring

• Strict internal access policies

For Self-Hosted users: You are fully responsible for securing your own server and data.

4. Data Retention

We retain your data as long as your account is active. Upon cancellation:

• For SaaS: data will be deleted 30 days after termination.

• For Self-Hosted: we do not store or access your data after license activation.

You can also request immediate deletion at any time.

5. Third-Party Services

PEX CRM integrates with third-party tools (e.g., payment gateways, email services). While we only work with trusted providers, their data handling is governed by their own privacy policies.

Examples:

• Stripe (payments)

• Google (login, analytics)

• Mailgun or SendGrid (email delivery)

6. Your Rights

Depending on your location, you may have the right to:

• Access your personal data

• Request correction or deletion

• Withdraw consent

• Object to processing

• Export your data (Data Portability)

Contact us at privacy@pexcrm.com to submit any requests.

7. International Data Transfers

PEX CRM operates globally. Your data may be processed outside your country of residence. We comply with all applicable laws (e.g., GDPR, CCPA) and use standard contractual clauses where necessary.

8. Children’s Privacy

PEX CRM is not intended for children under the age of 16. We do not knowingly collect personal data from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we’ll notify you via email or through the platform.

10. Contact Us

If you have questions about this policy or your data, please contact:

PEX CRM – Privacy Office
📧 Email: privacy@pexcrm.com
🌐 Website: www.pexcrm.com