Your Privacy, Our Commitment

This Privacy Policy governs your access to and use of Flowzo CRM, a cloud-based Customer Relationship Management platform operated by California Software Company Limited ("Calsoft", "we", "our", or "us"). It explains what data we collect, why we collect it, how we use and protect it, and what rights you have over your information.

By accessing or using Flowzo CRM, you acknowledge that you have read, understood, and agree to the practices described in this Privacy Policy. If you do not agree with any part of this policy, you should discontinue use of our services immediately.

Flowzo CRM is a comprehensive business platform designed to help organisations manage customer relationships with efficiency, clarity, and intelligence. Core capabilities include:

• Capturing, organising, and qualifying sales leads
• Logging and tracking calls, emails, and WhatsApp interactions
• Automating follow-up tasks, workflows, and sales sequences
• Monitoring deal pipelines and revenue forecasts in real time
• Generating actionable reports and performance analytics

3.1 — Personal Information

When you register for or use Flowzo CRM, we may collect:

• Full name and professional title
• Business email address and phone number
• Company name and business address
• Login credentials (stored in encrypted form)

3.2 — Business & CRM Data

To deliver core CRM functionality, we collect and store data you input or that is generated through your use of the platform, including:

• Lead and prospect records
• Customer contact details and interaction histories
• Call logs, WhatsApp message threads, and email records
• Sales pipeline stages, deal values, and closing notes
• Tasks, meetings, follow-ups, and calendar events

3.3 — Technical & Usage Information

We may automatically collect technical data to maintain platform performance and security, such as:

• IP address and approximate geographic location
• Browser type, version, and operating system
• Device identifiers and session tokens
• Feature usage patterns and click-stream data

The information we collect is used to:

• Provide, personalise, and continuously improve the Flowzo CRM platform
• Manage your user account and authenticate sessions securely
• Enable integrations with WhatsApp, email, telephony, and other third-party services
• Automate workflows, sequences, and task reminders
• Generate performance analytics, pipeline reports, and usage insights
• Send service-related communications such as account alerts and product updates
• Detect, investigate, and prevent fraudulent activity or policy violations
• Fulfil legal obligations and respond to lawful regulatory requests

We do not sell, rent, or trade your personal data to any third party for marketing or commercial purposes. We may share information only in the following limited circumstances:

• Service Providers: With trusted vendors who support our infrastructure — such as cloud hosting providers, messaging APIs, and analytics tools — under strict data processing agreements.
• Legal Compliance: Where required by applicable law, court order, or regulatory authority; or to defend Calsoft's legal rights, prevent fraud, or protect public safety.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred to the successor entity, subject to the same privacy protections.

We take the protection of your data seriously and implement industry-standard security measures, including:

• Encryption of data in transit (TLS/HTTPS) and at rest
• Secure, access-controlled server environments
• Role-based access controls and audit logging within the platform
• Regular security assessments and vulnerability monitoring

Flowzo CRM uses cookies and similar tracking technologies (such as local storage tokens and session identifiers) to:

• Maintain your authenticated session
• Remember user preferences and interface settings
• Analyse platform usage and diagnose performance issues

You may manage or disable cookies through your browser settings at any time. Note that disabling cookies may impair certain platform features, including the ability to remain logged in.

Flowzo CRM integrates with a range of third-party services to extend platform functionality, including:

• WhatsApp Business API
• Email service providers (e.g., Gmail, SMTP services)
• Telephony and call management systems
• Analytics and reporting tools

These services operate under their own privacy policies and terms of use. We are not responsible for the data practices of third-party providers. We recommend reviewing the privacy policies of any third-party service you connect to Flowzo CRM before enabling the integration.

We retain your data only for as long as is necessary to:

• Provide the services you have subscribed to
• Comply with applicable legal and regulatory obligations
• Resolve disputes and enforce our agreements

When data is no longer required for these purposes, it is securely deleted or irreversibly anonymised. You may request early deletion of your data at any time (see Section 10).

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access — Request a copy of the data we hold about you
• Correction — Request correction of inaccurate or incomplete data
• Deletion — Request erasure of your data, subject to legal retention requirements
• Portability — Request your data in a structured, machine-readable format
• Withdrawal of Consent — Withdraw consent for data processing at any time
• Objection — Object to certain types of data processing, including profiling

To exercise any of these rights, please contact us at info@calsoftgroup.com. We will respond to all verified requests within 30 days.

Flowzo CRM is intended solely for business use by individuals aged 18 and above. We do not knowingly collect or process personal information from minors. If you believe a minor has provided us with personal data, please contact us immediately and we will take prompt steps to delete such information.

We may update this Privacy Policy periodically to reflect changes in our services, technology, or applicable law. When we make material changes, we will notify registered users by email or through a prominent notice on the platform at least 7 days prior to the changes taking effect.

Your continued use of Flowzo CRM following the effective date of any updated policy constitutes your acceptance of the revised terms. We encourage you to review this page regularly.

If you have any questions, concerns, or complaints regarding this Privacy Policy or our data practices, please reach out to us:

We are committed to resolving all privacy-related concerns promptly and transparently. We will acknowledge your request within 72 hours and provide a substantive response within 30 days.