Privacy Policy

Last updated: December 29, 2025

Introduction

Vision CRM ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our customer relationship management platform.

Information We Collect

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

  • Account information (name, email address, password)
  • Profile information (phone number, company details, role)
  • Client and property data you enter into the system
  • Communication preferences and settings
  • Payment and billing information

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Send technical notices, updates, and support messages
  • Respond to your comments and questions
  • Analyze usage patterns and optimize user experience
  • Detect, prevent, and address technical issues and security threats

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of data in transit and at rest, regular security assessments, and strict access controls.

Data Sharing and Disclosure

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

  • With your consent or at your direction
  • With service providers who perform services on our behalf
  • To comply with legal obligations or protect rights and safety
  • In connection with a merger, sale, or acquisition of all or part of our company

Your Rights and Choices

You have the right to:

  • Access, update, or delete your personal information
  • Object to or restrict certain processing of your data
  • Export your data in a portable format
  • Opt-out of marketing communications
  • Withdraw consent where we rely on it for processing

Cookies and Tracking

We use cookies and similar tracking technologies to collect information about your browsing activities. You can control cookies through your browser settings. Note that disabling cookies may affect the functionality of our services.

Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this policy. When you delete your account, we will delete or anonymize your information within 90 days, except where we are required to retain it by law.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal information, we will take steps to delete such information.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

Email: privacy@visioncrm.com

Address: 123 Business Ave, Suite 100, San Francisco, CA 94105