Privacy Policy

Last updated: April 4, 2026

1. Introduction

Welcome to CRM Trimed33 (also referred to as 33CRM, "we", "our", or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Customer Relationship Management platform and associated services, including AI-powered features, messaging integrations, and analytics tools.

By accessing or using CRM Trimed33, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this policy, please do not access or use our services.

2. Information We Collect

2.1 Information You Provide Directly

• Account Information: Name, email address, phone number, username, password, and company details when you register or update your profile.
• Client and Lead Data: Contact information, communication history, deal details, financial records, and notes that you enter into the CRM system.
• Communication Content: Messages, conversations, and media exchanged through integrated messaging platforms (WhatsApp, Meta Messenger, and other connected channels).
• Payment Information: Billing details and transaction records related to your subscription and financial module usage.

2.2 Information Collected Automatically

• Usage Data: Pages visited, features used, actions taken, timestamps, and session duration.
• Device Information: Browser type, operating system, IP address, and device identifiers.
• Log Data: Server logs, error reports, and performance metrics.

2.3 Information from Third-Party Integrations

• Meta/WhatsApp: Messages, contact details, and conversation metadata received through connected business accounts.
• AI Processing: Conversation data processed by our AI agent for automated responses, lead generation, and analytics.

3. How We Use Your Information

We use the information we collect for the following purposes:

• Provide, operate, and maintain our CRM platform and all associated features.
• Process and manage leads, deals, clients, and financial records on your behalf.
• Power AI-driven features including automated conversations, lead scoring, sentiment analysis, and intelligent recommendations.
• Facilitate messaging through integrated channels (WhatsApp, Meta) and manage conversation workflows.
• Generate analytics, reports, and dashboards to help you understand your business performance.
• Authenticate users, manage roles and permissions, and maintain platform security.
• Send administrative notifications, service updates, and security alerts.
• Improve our services through usage analysis and feedback.
• Comply with legal obligations and enforce our terms.

4. Data Sharing and Third Parties

We do not sell, rent, or trade your personal data. We may share information in the following circumstances:

• Service Providers: We use trusted third-party services to operate our platform, including cloud hosting providers, AI language model providers (for example, OpenAI), and messaging platform APIs (Meta, WhatsApp Business API). These providers process data only as necessary to deliver their services and are bound by confidentiality obligations.
• Within Your Organization: Data you enter into CRM Trimed33 is accessible to authorized users within your company based on their assigned roles and permissions.
• Legal Requirements: We may disclose information if required by law, regulation, legal process, or governmental request.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of the transaction.

5. Data Retention

We retain your personal data for as long as your account is active or as needed to provide services. Specific retention periods include:

• Account Data: Retained until account deletion is requested.
• CRM Records: Retained for the duration of your subscription plus 90 days after cancellation.
• Conversation Data: Retained in accordance with the messaging platform's policies and your configured retention settings.
• Audit Logs: Retained for a minimum of 12 months for security and compliance purposes.

6. Your Rights

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

• Access: Request a copy of the personal data we hold about you.
• Rectification: Request correction of inaccurate or incomplete data.
• Deletion: Request deletion of your personal data, subject to legal retention requirements.
• Data Portability: Request your data in a structured, commonly used format.
• Restriction: Request that we limit the processing of your data under certain circumstances.
• Objection: Object to the processing of your data for specific purposes.

To exercise any of these rights, please contact us using the information provided below.

7. Data Security

We implement industry-standard security measures to protect your data, including:

• Encryption of data in transit (TLS/SSL) and at rest.
• Secure authentication with JWT tokens and session management.
• Role-based access controls to limit data access to authorized personnel.
• Regular security assessments and monitoring.
• Audit logging of sensitive actions and access events.

While we strive to protect your information, no method of electronic storage or transmission is 100% secure. We cannot guarantee absolute security.

8. Cookies and Tracking

We use essential cookies and local storage to maintain your session, remember your preferences, and ensure the proper functioning of the platform. We do not use third-party advertising or tracking cookies.

9. Children's Privacy

CRM Trimed33 is not intended for use by individuals under the age of 16. We do not knowingly collect personal data from children. If we become aware that we have collected data from a child, we will take steps to delete it promptly.

10. International Data Transfers

Your data may be processed in countries other than your own. We ensure that appropriate safeguards are in place to protect your data in accordance with applicable data protection laws.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of material changes by posting the updated policy on this page and updating the "Last updated" date. Your continued use of our services after changes are posted constitutes acceptance of the revised policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

• Email: privacy@crm.trimed33.com
• Support: Available through the Help section in your CRM Trimed33 dashboard.