Privacy Policy

Last Updated: June 28, 2025

NexGen CRM & AI LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our Software as a Service (SaaS) platform and related services (collectively, the "Services"). By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our Services.

1. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked to you ("Personal Information") in the following ways:

a. Information You Provide

Account Information: When you sign up for our Services, we collect information such as your name, email address, company name, billing information, and account credentials.

User Content: Data you input into our Services, such as customer data, contact lists, or other business-related information you provide to use our CRM and AI tools.

Communications: Information you share when you contact us via email, support tickets, or other communication channels.

b. Information Collected Automatically

Usage Data: We collect information about your interactions with our Services, including IP address, browser type, device information, operating system, pages visited, and timestamps.

Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to enhance your experience, analyze usage, and deliver personalized content. You can manage cookie preferences through your browser settings.

Analytics: We use third-party analytics tools to collect aggregated data about how users interact with our Services.

c. Information from Third Parties

We may receive information about you from third-party partners, such as payment processors, marketing partners, or integration providers, when you connect their services to ours.

2. How We Use Your Information

We use your Personal Information for the following purposes:

- To Provide and Improve Our Services: To create and manage your account, process payments, deliver CRM and AI functionality, and improve our platform’s performance.

- To Communicate with You: To send transactional emails (e.g., account updates, billing confirmations), respond to support requests, and provide updates about our Services.

- For Marketing and Personalization: To send promotional materials, tailored recommendations, or personalized content (you may opt out of marketing communications at any time).

- For Security and Compliance: To protect our Services, prevent fraud, enforce our Terms of Service, and comply with legal obligations.

- For Analytics and Research: To analyze usage trends and improve our Services’ functionality and user experience.

3. How We Share Your Information

We do not sell your Personal Information. We may share your information in the following circumstances:

Service Providers: We share information with third-party vendors (e.g., hosting providers, payment processors, analytics providers) who perform services on our behalf, under strict confidentiality agreements.

Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Legal Requirements: We may disclose your information to comply with applicable laws, regulations, or legal processes (e.g., subpoenas, court orders).

With Your Consent: We may share your information with third parties when you explicitly consent to such sharing.

4. Your Choices and Rights

a. General Choices

Account Information: You can update or delete your account information by logging into your account or contacting us at [insert contact email].

Marketing Communications: You can opt out of marketing emails by clicking the "unsubscribe" link in our emails or contacting us.

Cookies: You can disable cookies through your browser settings, though this may affect the functionality of our Services.

b. California Residents (CCPA Rights)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

Right to Know: You may request details about the Personal Information we collect, use, or disclose about you.

Right to Delete: You may request the deletion of your Personal Information, subject to certain exceptions.

Right to Opt-Out of Sale: We do not sell your Personal Information, so this right does not apply.

Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights.

To exercise these rights, please contact us at [insert contact email] or [insert toll-free number]. We will verify your identity before processing your request.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your Personal Information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your Personal Information for as long as necessary to provide our Services, comply with legal obligations, resolve disputes, or enforce our agreements. When your information is no longer needed, we securely delete or anonymize it.

7. International Users

Our Services are hosted in the United States and are intended for users in the U.S. If you access our Services from outside the U.S., your information may be transferred to, stored, and processed in the U.S., where data protection laws may differ from those in your country. By using our Services, you consent to this transfer.

8. Third-Party Links and Integrations

Our Services may contain links to or integrations with third-party websites, applications, or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information.

9. Children’s Privacy

Our Services are not intended for individuals under the age of 16. We do not knowingly collect Personal Information from children under 16. If we learn that we have collected such information, we will take steps to delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website or by emailing you. The “Last Updated” date at the top of this policy indicates when it was last revised.

11. Contact Us

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

NexGen CRM & AI LLC

[Insert physical address]

Email: [Insert contact email]

Phone: [Insert toll-free number]

State-Specific Laws: If you operate in states other than California with specific privacy laws (e.g., Virginia’s VCDPA, Colorado’s CPA), you may need to include additional provisions.

International Compliance: If your SaaS serves users in the EU/UK (GDPR) or other regions, you must add provisions for those regulations (e.g., lawful basis for processing, data subject rights).

Industry Regulations: If your CRM handles sensitive data (e.g., health or financial information), you may need to address compliance with laws like HIPAA or GLBA.

Legal Review: Have a qualified attorney review this policy to ensure it meets your specific business needs and complies with all applicable laws.