Privacy Policy

Privacy Policy for TargetCRM

Effective Date: September 17, 2024

TargetCRM is a brand product of Excellence Consultancy Services. We are committed to safeguarding the privacy and security of the personal and customer data we collect in the course of providing our SaaS-based CRM solution. This Privacy Policy outlines how we handle your information in compliance with GDPR, CCPA, and other global data protection regulations.


1. Data Collection

We collect various types of data to offer and improve our services. The data we collect includes:

  • Personal Information: This includes names, email addresses, phone numbers, job titles, and business information provided by users during account sign-up or through API integrations.
  • Customer Data: Information about your customers, contacts, leads, sales data, communication history, and other data you store within the TargetCRM platform.
  • Usage Data: Details regarding your interaction with the TargetCRM platform, such as login times, pages viewed, and features accessed. This may be collected via cookies or tracking technologies.
  • Third-Party Data Sources: Data may also be collected from external sources such as integrations with third-party services (e.g., payment processors, email services) or through business partners.

2. Data Usage

We use the data collected for the following purposes:

  • Service Delivery: To provide and maintain the functionality of TargetCRM, including managing customer relationships, processing transactions, and offering support.
  • Product Improvements: Analyze usage patterns to identify areas for improvement and introduce new features that enhance user experience.
  • Marketing and Communications: With your consent, we may use your information to send newsletters, promotional materials, or relevant product updates.
  • Analytics: We use aggregated data for internal analytics to track service performance and enhance the platform.

3. Data Sharing

We do not sell or rent your personal information to third parties. However, we may share data in the following situations:

  • Service Providers: We may share data with trusted third-party vendors who provide services like cloud hosting, payment processing, and customer support tools. These vendors only access data necessary for their tasks and are bound by confidentiality agreements.
  • Business Partners: We may share anonymized or aggregated data with business partners for joint offerings or collaboration purposes.
  • Legal Obligations: If required by law, we may disclose personal data to governmental authorities or regulatory bodies for compliance with legal obligations.

4. Data Security

We prioritize the security of your data and take industry-standard measures to protect it. Our security practices include:

  • Encryption: Data is encrypted both at rest and in transit using secure protocols (e.g., SSL/TLS).
  • Access Control: We implement strict access controls and regularly review access permissions to ensure only authorized personnel can access sensitive data.
  • Compliance: We comply with global data protection standards, including GDPR and CCPA, and regularly update our security measures to reflect current industry practices.

5. Data Retention

We retain your data for as long as your account is active or as necessary to provide our services. Data retention periods are based on:

  • Legal Requirements: We may retain data to comply with legal obligations or resolve disputes.
  • User Preferences: You may request data deletion at any time, subject to legal and contractual obligations.
  • Inactive Accounts: If your account remains inactive for a prolonged period, we may delete or anonymize the data after notifying you.

6. User Rights

In accordance with GDPR, CCPA, and other applicable regulations, you have the following rights regarding your data:

  • Access: Request a copy of the data we hold about you.
  • Correction: Update or correct inaccurate or incomplete information.
  • Deletion: Request the deletion of your personal data, subject to legal obligations.
  • Data Portability: Receive your data in a structured, commonly used format for transfer to another service.
  • Opt-Out: You can opt out of marketing communications at any time by following the unsubscribe instructions in emails or contacting us directly.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website and platform. These include:

  • Essential Cookies: Necessary for the functioning of our platform.
  • Analytics Cookies: Used to collect information about how users interact with our services, allowing us to improve performance.
  • Marketing Cookies: Used to track your browsing habits to deliver more relevant ads and marketing content.

You can manage your cookie preferences through your browser settings or via our website’s cookie consent tool.


8. Third-Party Integrations

TargetCRM integrates with various third-party services, such as:

  • Payment Processors: To process payments securely.
  • Email Providers: To enable communication features within the platform.

Data shared with these integrations is protected under agreements that ensure third-party compliance with privacy standards. We only share the necessary data required for each service to perform its function.


9. International Data Transfers

As a global service provider, we may transfer your personal data to countries outside the European Economic Area (EEA) or your jurisdiction. We ensure that such transfers comply with data protection regulations by using:

  • Standard Contractual Clauses (SCCs): Approved by the European Commission for international data transfers.
  • Privacy Shield Frameworks: Where applicable, for data transfers to the U.S. or other non-EEA countries.

These mechanisms ensure that your data remains protected, no matter where it is processed.


10. Changes to the Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for legal, operational, or regulatory reasons. If any significant changes are made, we will notify you via email or through a prominent notice on our platform. Please review this Privacy Policy regularly for any updates.


11. Contact Information

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

Excellence Consultancy Services (TargetCRM)


B – 204 , Ratnaakar Nine Square , Opp ITC Narmada , Mansi Road ,Vastrapur , Ahmedabad , Gujarat – 380015 ( India )

Email: connect@targetcrm.cloud

Phone: +91-8200866691

We are committed to resolving any privacy-related issues swiftly and efficiently.