Privacy Policy

When you create a Clientri account, we collect your name, email address, organization name, and password (stored in hashed form). If you connect a third-party email provider, we store the necessary authentication tokens to maintain that connection.

As you use the platform, we collect data you input — contacts, companies, deals, tasks, emails, and any custom fields you configure. This is your business data and remains under your control.

We automatically collect usage information such as IP address, browser type, device information, pages visited, and feature usage patterns. This helps us improve the platform and diagnose issues.

We use your information to provide and operate the Clientri CRM platform, including contact management, deal tracking, email integration, workflow automation, and reporting features.

We use usage data to improve platform performance, fix bugs, develop new features, and understand how teams use Clientri. We may send you service-related communications such as security alerts, product updates, and account notifications.

We do not sell your personal data to third parties. We do not use your business data (contacts, deals, emails) for advertising or marketing purposes.

Your data is stored in secure PostgreSQL databases with encryption at rest and in transit. We use industry-standard security measures including TLS encryption, hashed passwords, role-based access controls, and regular security audits.

We implement row-level security policies to ensure multi-tenant data isolation — your organization's data is strictly separated from other organizations on the platform.

We maintain comprehensive audit logs of account activity to support compliance requirements and help you monitor access to your data.

We share data with infrastructure providers (hosting, database, email delivery) strictly as needed to operate the service. These providers are contractually bound to protect your data.

We may disclose information if required by law, subpoena, or court order, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

If Clientri is involved in a merger or acquisition, your data may be transferred as part of that transaction. We will notify you before your data becomes subject to a different privacy policy.

You can access, update, or delete your personal information through your account settings at any time. Organization administrators can export all organization data.

You can request a complete copy of your data or request deletion of your account by contacting us. We will process these requests within 30 days.

If you are in the European Economic Area, you have additional rights under GDPR including the right to data portability, the right to restrict processing, and the right to object to processing.

We use essential cookies to maintain your authentication session and remember your preferences. These are necessary for the platform to function.

We do not use third-party advertising cookies or tracking pixels. We do not participate in cross-site tracking or behavioral advertising networks.

We retain your data for as long as your account is active. If you delete your account, we remove your personal data within 30 days and purge backups within 90 days.

We may retain anonymized, aggregated data (which cannot identify you) for analytics and service improvement purposes.

We may update this policy to reflect changes in our practices or legal requirements. We will notify you of material changes via email or through the platform before they take effect.

If you have questions about this privacy policy or how we handle your data, contact us at privacy@clientri.com.