CF ClientFlow
Legal & Compliance

Privacy Policy

How ClientFlow collects, uses, stores, and protects the information you share with our CRM platform.

Last updated: January 2026

01Introduction

At ClientFlow, we value your privacy and are committed to protecting the personal and business information you share while using our Customer Relationship Management (CRM) platform. This Privacy Policy explains how we collect, use, store, process, disclose, and safeguard your information whenever you access or use the ClientFlow mobile application, web application, or any related services. By creating an account, accessing the platform, or continuing to use ClientFlow, you acknowledge that you have read, understood, and agreed to the practices described in this Privacy Policy.

02Information we collect

ClientFlow is designed to help organizations efficiently manage customer relationships, client communications, follow-up activities, employee productivity, sales pipelines, referrals, appointments, reminders, reports, and other business operations. To provide these services, we may collect information that you voluntarily provide, including your name, email address, phone number, company details, employee information, client records, business addresses, notes, attachments, communication history, follow-up schedules, and other information entered into the platform. Depending on your organization's configuration, additional information necessary for business management may also be collected.

03Technical data

When you use ClientFlow, we may automatically collect technical information such as your device model, operating system version, application version, device identifiers, IP address, browser information, crash logs, performance statistics, network information, language preferences, and diagnostic data. This information helps us maintain platform stability, improve application performance, troubleshoot issues, enhance security, and deliver a better user experience.

04How we use information

ClientFlow uses your information solely for legitimate business purposes. Your information may be used to create and manage your account, authenticate your identity, synchronize data across authorized devices, maintain customer records, schedule reminders, generate business reports, send notifications, provide technical support, improve application features, detect fraudulent activities, ensure compliance with legal obligations, and maintain the security and integrity of our platform. We do not sell, rent, trade, or otherwise disclose your personal information to third-party advertisers for marketing purposes.

05Security measures

All information stored within ClientFlow is protected using industry-standard administrative, technical, and organizational security measures. We implement authentication controls, encrypted communication, secure storage mechanisms, access restrictions, audit logging, regular monitoring, and security updates to reduce the risk of unauthorized access, disclosure, alteration, or destruction of information. Although no electronic storage system or internet transmission can be guaranteed to be completely secure, we continuously work to maintain a high level of security appropriate for the sensitivity of the information processed.

06Access controls

Access to information within ClientFlow is restricted to authorized users based on organizational permissions and role-based access controls. Administrators within an organization may manage employee accounts, assign permissions, review business data, and perform administrative functions necessary for business operations. Users are responsible for maintaining the confidentiality of their login credentials and should immediately report any suspected unauthorized access or security incident.

07Third-party providers

ClientFlow may integrate with trusted third-party service providers that assist in delivering application functionality, including cloud hosting, authentication, push notifications, analytics, backup services, and customer support tools. These service providers are contractually obligated to protect your information and may only process information as necessary to provide services on our behalf.

08Data retention

We retain your information only for as long as necessary to provide our services, comply with legal obligations, resolve disputes, enforce agreements, maintain business records, and support legitimate operational requirements. When information is no longer required, we take reasonable measures to securely delete, anonymize, or archive the data in accordance with applicable laws and organizational policies.

09Your rights

Depending on applicable laws and your organization's policies, you may have the right to access, review, correct, update, export, restrict, or request deletion of your personal information. Requests relating to your information may be submitted through your organization administrator or directly to our support team where applicable. Certain information may be retained where required by law, regulatory obligations, contractual commitments, or legitimate business interests.

10Children's privacy

ClientFlow is intended for use by businesses, organizations, and authorized personnel. Our services are not directed toward children under the applicable minimum legal age, and we do not knowingly collect personal information from children. If we become aware that such information has been collected without appropriate authorization, reasonable steps will be taken to remove the information promptly.

11Policy updates

We may update this Privacy Policy periodically to reflect changes in technology, legal requirements, business practices, or service improvements. Updated versions will become effective immediately upon publication within the application or on our official website. Continued use of ClientFlow following the publication of an updated Privacy Policy constitutes your acceptance of the revised terms.

12Contact us

If you have questions, concerns, or requests regarding this Privacy Policy or the handling of your information, please contact your organization administrator or the ClientFlow support team. We are committed to protecting your privacy, maintaining transparency, and ensuring that your information is handled responsibly, securely, and in accordance with applicable privacy and data protection laws.