Privacy Policy

1. Introduction

QuikCRM ("we", "us", "our") provides a customer relationship management platform, including contact and deal management, email marketing, and automations, for businesses ("you", "your organization"). This policy explains what information we collect, how we use it, and the choices you have.

2. Information We Collect

We collect information you provide directly, including: account details (name, email, company name), contact and deal records you create within the CRM, information submitted through lead capture forms connected to your account, and the content of email campaigns and automations you create. We also collect basic technical information (IP address, browser type, device information) for security and performance purposes.

3. Email Marketing & Recipient Data

If you use QuikCRM's email marketing or automation features, we process the email addresses and other contact details of the recipients you send to, on your behalf and at your direction. We use a third-party email delivery provider to send these emails, and standard tracking (such as an open-tracking pixel and link tracking) is included so you can see delivery, open, and click statistics. Every marketing email includes an unsubscribe link; recipients who unsubscribe are excluded from future sends. You are responsible for having a lawful basis to email the contacts you upload or add, and for honoring unsubscribe requests.

4. AI Features & Processing

QuikCRM includes AI-powered features - a floating assistant, email drafting, note summarization, natural- language data lookups, and proposing new contacts, deals, or automations - which are powered by a third-party AI service provider (such as Anthropic, the provider of the Claude models we use). To provide these features, relevant information is sent to that provider for processing, which may include contact names and details, notes, custom field values, email template content, and the instructions or questions you type. This information is sent only to generate the requested output and is processed under that provider's own data handling and security terms. We do not use your data to train AI models, and under our agreement with our AI provider, they do not use data sent through QuikCRM to train their models either.

If you use the AI assistant, your conversation history with it is saved so it can be shown to you again later. This history is private to your own user account - other members of your organization, including account owners, cannot view it. You can permanently delete your AI assistant history at any time from within the assistant.

AI-generated content is provided as a starting point and may contain inaccuracies. Any action proposed by an AI feature that would create, send, or change data requires your explicit confirmation before it is carried out, as described in our Terms of Service.

5. How We Use Information

We use collected information to: provide and operate the CRM service (including sending emails and running automations you configure), authenticate users and secure accounts, process payments for paid subscriptions, respond to support requests, and improve the platform. We do not sell your data or your contacts' data to third parties.

6. Payments & Billing Data

If you subscribe to a paid plan or purchase email sending credits, your payment is processed by a third-party payment processor. We do not store your full card, UPI, or bank account details ourselves - that information is handled directly by our payment processor in accordance with their own security standards and privacy policy.

7. Data Storage & Security

Your organization's data is stored using industry-standard cloud infrastructure with encryption in transit and access controls that keep each organization's data isolated from others. While we take reasonable measures to protect information, no system is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain your data for as long as your account is active. Uploaded images used in email templates are automatically deleted 30 days after upload, as noted in the template editor at the time of upload. AI assistant conversation history is retained until you delete it or close your account. If you close your account, we will delete or anonymize your data within a reasonable period, except where retention is required by law.

9. Your Rights

You may access, correct, export, or request deletion of your organization's data at any time by contacting us. Team members added by an account owner have their data managed according to that organization's controls. Recipients of your email campaigns can unsubscribe at any time using the link included in every marketing email.

10. Cookies

We use essential cookies required for login sessions and basic functionality. We do not use cookies for third-party advertising.

11. Changes to This Policy

We may update this policy from time to time. Material changes will be reflected by updating the "Last updated" date above.

12. Contact Us

If you have questions about this Privacy Policy, please contact us through your account administrator, at support@quikbench.com, or via our contact form.