This Privacy Policy explains how [COMPANY NAME] ("we," "us") collects, uses and shares information through the SRM CRM website at www.srmcrm.com (the "Site") and the SRM CRM application at app.srmcrm.com (the "Service").
1. Who we are
SRM CRM is a customer relationship management tool for B2B field sales teams, operated by [COMPANY NAME], a company organized in [STATE]. Our mailing address is [MAILING ADDRESS].
2. Information we collect
Information you give us
- Waitlist signups: your name, work email, company name and, if you choose, your sales team size, the plan you're interested in and a note about what you sell.
- Account information: when you get access to the Service, your name, email address, sign-in details and role on your team.
- Customer Data: the records you and your team put into the Service, such as companies, contacts, leads, projects, bids, notes, tasks and activity history (see Section 4).
- Communications: messages you send us, such as support requests or feedback.
Information collected automatically
- Technical data: like most websites, our hosting provider receives your IP address, browser type, the pages requested and the time of the request, which appear in server logs used for security and troubleshooting.
- Essential cookies in the Service: to keep you signed in. See our Cookie Policy.
The Site does not currently use advertising or analytics trackers. If that changes, we will update this policy and the Cookie Policy first.
3. How we use information
- To respond to your waitlist signup and contact you about early access to SRM CRM.
- To provide, maintain, secure and support the Service.
- To communicate with you about your account, billing, changes to the Service and our policies.
- To understand how the Service is used and improve it.
- To detect and prevent fraud, abuse and security incidents, and to comply with law.
We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
4. Customer Data in the Service
Customer Data belongs to the customer (the company or individual that holds the SRM CRM subscription). We process Customer Data on the customer's behalf and according to their instructions, only to provide the Service. We do not use Customer Data to market to the people in your records.
If your information is stored in an SRM CRM customer's account (for example, you are a contact of one of our customers), please contact that customer directly. We will help them respond to your request where required.
Records are private to the user who created them by default. They become visible to other users on the same team only when shared or when an account administrator has access.
5. Service providers
We use trusted third parties to run the Site and the Service. They receive only the information needed to perform their function:
| Provider | Purpose | When |
|---|---|---|
| Railway | Hosting and database for the Site and the Service | Always |
| Clerk | Sign-in and account authentication | When you sign in to the Service |
| Formspree | Emails us a copy of waitlist signups | When you join the waitlist |
| Google Fonts | Delivers the fonts used on the Site | When you load a page |
| Anthropic | Powers the optional AI features (see our AI Disclosure) | Only when an AI feature is used |
| Microsoft | Outlook / Microsoft 365 email connection | Only if a user connects their mailbox |
| OpenStreetMap services (Nominatim, Overpass) | Turning addresses into map locations; nearby places | When addresses are mapped or nearby places are shown |
| Foursquare, Yelp | Optional "nearby spots" suggestions | Only if an administrator turns this feature on |
| Google News | Industry news feed | When the news feed is viewed |
| Public code libraries (jsDelivr, unpkg) | Deliver map and interface code to your browser | When Service pages load |
6. How we share information
We share information only:
- with the service providers above, under obligations to protect it;
- within your team's SRM CRM account, according to its sharing settings;
- when required by law, legal process or to protect the rights, safety and property of our users, the public or us;
- as part of a merger, acquisition or sale of assets, in which case this policy continues to apply to your information; or
- with your consent.
7. Cookies
The Site does not set cookies. The Service uses a small number of essential cookies to keep you signed in. Details are in our Cookie Policy.
8. Data retention
We keep waitlist information until you ask us to remove it or until it's no longer needed for early-access outreach. We keep account information and Customer Data while the customer's subscription is active. After a subscription ends, we delete or de-identify Customer Data within a reasonable period, except where we must keep it longer to comply with law or resolve disputes. Customers can export their data to CSV at any time before closing their account.
9. Security
We use reasonable technical and organizational measures to protect information, including encryption in transit (HTTPS), encrypted storage of connected-mailbox access tokens, and access controls that keep records private by default. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
10. Your rights and choices
- Access, correction and deletion: email us at [EMAIL] to request a copy of your personal information, correct it or delete it.
- Waitlist removal: reply to any of our emails or contact us and we'll remove you.
- Marketing emails: you can opt out at any time using the link or instructions in the email.
- Connected services: you can disconnect your Outlook mailbox from the Service at any time.
We will respond within the time required by applicable law. We may need to verify your identity first.
11. U.S. state privacy rights
Depending on where you live (for example, California, Colorado, Connecticut, Virginia, Texas and other states with consumer privacy laws), you may have the right to know what personal information we collect, to access, correct or delete it, to get a portable copy, and to opt out of its sale, targeted advertising or certain profiling. We do not sell personal information or use it for targeted advertising. To exercise your rights, contact us at [EMAIL]. You may use an authorized agent, and we will not discriminate against you for exercising your rights. If we deny your request, you may appeal by replying to our decision.
12. Children
The Site and the Service are for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.
13. International users
We are based in the United States, and information is processed and stored in the United States. If you access the Site from outside the U.S., you understand that your information will be transferred to the U.S.
14. Changes to this policy
We may update this policy from time to time. When we do, we'll change the "Last updated" date above and, for significant changes, notify customers by email or in the Service.
15. Contact us
[COMPANY NAME]
[MAILING ADDRESS]
Email: [EMAIL]