Your data. Your choice.
Clearly explained.

Depending on how you interact with SelfCRM, information may include:

Contact and inquiry details

Name, work email, phone number, company name, and the content of a sales, demo or support request that you choose to send us.

Account and sign-in details

Your name and email address, and, if you sign in with Google, the basic profile Google shares with us (see “Signing in with Google” below). SelfCRM does not use passwords: you sign in with Google or with a one-time code we email you, and we keep only a scrambled form of each code until it expires.

Account and subscription details

Company and billing information, your plan, subscription and payment status, invoices, transaction references and account records needed to provide the Service.

Website and device information

Basic technical logs, browser and device information, referral information, pages visited, cookie or preference data, and analytics events where enabled.

WhatsApp account information

When you choose to connect a WhatsApp Business Account, identifiers such as the WhatsApp Business Account ID and phone number ID, connection status, business profile or phone-number information, templates, permissions and other data available under the access you authorize.

Messaging data

Where the connected SelfCRM features require it, message content and metadata, contacts, attachments, delivery or read statuses, message echoes and synchronization events supplied through the WhatsApp Business Platform.

Support and troubleshooting

Messages and diagnostic details you voluntarily share, and data made available if you expressly grant the team access to an environment for support.

The exact data processed depends on the features you enable, the permissions you grant through Meta, and, for Enterprise customers, the setup agreed in writing.

We use information as reasonably necessary to:

• Provide and maintain SelfCRM. Run your workspace, provide the features of your plan, troubleshoot problems and respond to requests.
• Connect authorized WhatsApp assets. Complete onboarding that you initiate, maintain the connection you authorize, display connected-account information and deliver messaging features you have enabled.
• Process transactions. Bill your subscription, maintain billing records, and handle refunds or related questions.
• Protect our services. Detect abuse, investigate security issues, enforce our terms and maintain records required by law.
• Communicate with you. Send service, security, purchase or support messages and respond to inquiries.
• Improve the product. Understand site and product performance using analytics or feedback where those tools are enabled and permitted.

We do not use WhatsApp platform data for unrelated advertising, sell message content, or access a customer's WhatsApp assets outside the permissions and purpose the customer authorizes.

When a business chooses to connect WhatsApp to SelfCRM, it is directed through the relevant Meta authorization or Embedded Signup flow. By completing that flow, the business grants the permissions shown by Meta for the selected business assets.

Depending on the permissions and features enabled, SelfCRM may process WhatsApp Business Account and phone-number identifiers, profile details, message templates, messages, contacts and messaging events needed to show or operate the connected CRM features. We use this information to provide the functionality the business requested and do not claim ownership of the business's Meta account, phone number or message content.

A business can stop future access by disconnecting the integration or revoking the relevant authorization in Meta's settings, where available. Disconnecting an integration does not itself delete data already stored in your workspace or other systems; see our Data Deletion Instructions.

WhatsApp and Meta services are provided by Meta under their own terms and privacy notices. The business using SelfCRM is responsible for obtaining any required notices, permissions and lawful consent from people it messages, and for complying with applicable WhatsApp Business Platform policies.

SelfCRM can be configured to work with third-party services, including AI providers. If you enable an integration, the data needed to provide that feature may be sent to the provider you select or configure. This can include prompts, message context, files or other content you choose to pass to that feature.

Review the settings and privacy terms for each configured provider before enabling it. If you bring your own AI key, the provider account and its terms are yours. For Enterprise setups managed by the customer, the customer is responsible for the integration credentials and configuration used there.

We may share limited information with vendors that help operate the website, customer app, payments, communications, analytics, hosting, security or customer support. Those vendors may process information on our behalf according to their roles and agreements. We may also disclose information where required by law, to protect users or our rights, or as part of a business transfer permitted by law.

Meta / WhatsApp

Operate the WhatsApp Business Platform and the account connection and messaging features you authorize.

Payment providers

Process subscription payments and related transactions.

Hosting and infrastructure vendors

Host and operate the website and the SelfCRM service, including your workspace data.

Configured integrations

Provide only the external functions you choose to enable, which may include AI or analytics services.

We do not sell personal information or provide WhatsApp message content to data brokers.

The website may use necessary browser storage and cookies to support core site functions, remember preferences, measure traffic or understand how visitors use the site. The exact cookies or analytics tags in use can change as the website changes. You can manage cookies through your browser and any consent controls made available on the site.

Some site infrastructure and analytics providers may receive technical information such as IP address, browser details, referral URL and page events. We do not describe analytics as anonymous unless the particular tool is configured to provide that result.

We retain information for as long as reasonably needed for the purposes described here, including providing the Service, managing subscriptions, answering support requests, resolving disputes and meeting legal, tax, accounting or security obligations. Retention periods differ by data type and by the service or system in which it is stored.

We use reasonable administrative and technical measures appropriate to the systems we operate. No method of storage or transmission can be guaranteed to be completely secure. Enterprise customers who run SelfCRM on infrastructure they manage are responsible for access controls, updates, backups and security measures for that environment.

Depending on applicable law, you may ask to access, correct or delete personal information that Codeintelli holds about you. Email privacy@selfcrm.in and describe your request. We may ask for reasonable information to verify your identity and locate the relevant records before acting.

For instructions on account deletion and WhatsApp disconnection, see the Data Deletion Instructions. Certain transaction, tax, fraud-prevention or security records may need to be retained where required or permitted by law.

We may update this policy to reflect changes in SelfCRM, enabled integrations or legal requirements. The revised version will be published on this page with a new "Last updated" date. If a change materially affects how we handle information, we will provide any additional notice required by law.

Privacy questions and requests can be sent to privacy@selfcrm.in. General contact and support details are available on our Contact page.