Privacy Policy

1. Overview

LinkUp CRM is a customer relationship management platform used by organizations and their authorized staff. The platform may process customer and employee information on behalf of the organization using LinkUp CRM.

In many cases, the organization using LinkUp CRM determines why and how customer information is processed. LinkUp CRM provides the technical platform used to store, organize and process that information.

2. Information we process

Depending on how an organization uses LinkUp CRM, the platform may process:

• Name and customer profile information.
• Phone numbers, email addresses and other contact information.
• CRM records, notes, questionnaires, call records and follow-up information.
• Account and authentication information for authorized CRM users.
• Team, role, permission and work-related CRM information.
• Messages exchanged through connected communication services.
• Message metadata such as timestamps, delivery state and sender/recipient identifiers.
• Media or documents sent through supported messaging integrations when required to provide the service.
• Technical information such as IP address, request logs, security events and diagnostic information.

3. How information is used

• Provide and operate LinkUp CRM.
• Display and manage customer conversations and CRM records.
• Enable authorized staff to communicate with customers.
• Maintain customer history, notes and business workflows.
• Authenticate users and enforce roles and permissions.
• Detect abuse, investigate errors and maintain system security.
• Maintain service reliability, audit history and operational records.
• Meet applicable legal or contractual requirements.

4. WhatsApp Business integration

LinkUp CRM may integrate with the WhatsApp Business Platform provided by Meta. When an organization connects a WhatsApp Business account, LinkUp CRM may receive and process WhatsApp messages and related metadata through Meta's APIs and webhook services.

This information can include phone numbers, message text, timestamps, message status information, media identifiers and media or documents sent as part of a conversation.

LinkUp CRM uses this information to provide connected CRM messaging functionality, maintain conversation history, support authorized customer-service workflows and provide related security and operational functionality.

5. Sharing and service providers

Information may be processed by infrastructure and technology providers when required to operate LinkUp CRM, including hosting, database, networking, logging, security and communication-platform providers.

When WhatsApp Business functionality is used, data is also processed through Meta's WhatsApp Business Platform according to applicable Meta and WhatsApp terms and privacy documentation.

Information may also be disclosed when required by law, regulation, legal process or a valid governmental request.

6. Data retention

Information is retained for as long as reasonably necessary to provide the CRM service, maintain business records, meet contractual requirements, resolve disputes, prevent abuse and comply with applicable legal obligations.

Retention periods can vary depending on the type of information and the instructions or requirements of the organization using LinkUp CRM.

7. Security

LinkUp CRM uses technical and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration or disclosure.

Measures may include authenticated access, permission controls, encrypted network transport, security logging, infrastructure access restrictions and database protection. No system can guarantee absolute security.

8. Your rights

Depending on applicable law and the context in which your information is processed, you may have rights to request access, correction, deletion, restriction or other information regarding personal data associated with you.

If your information was provided to LinkUp CRM by an organization that you interact with, that organization may be the appropriate first point of contact for requests concerning its CRM records.

9. Data deletion requests

You may request deletion of personal information associated with LinkUp CRM by contacting privacy@linkupcrm.net.

Please include enough information for us to identify the relevant account, organization or CRM record. We may request additional information where necessary to verify the request and protect against unauthorized deletion.

See the dedicated Data Deletion Instructions.

10. Children

LinkUp CRM is designed for organizational and business use and is not intended to be used directly by children. Organizations using the platform are responsible for ensuring that their use of customer information complies with applicable requirements.

11. Changes to this policy

This Privacy Policy may be updated as LinkUp CRM, its integrations or applicable requirements change. The current version will be published on this page and the “Last updated” date will be revised when material changes are made.

12. Contact

LinkUp CRM
Email: privacy@linkupcrm.net
Website: https://linkupcrm.net