Privacy Policy

This Privacy Policy applies to the website and SaaS services operated by Intellax. It describes how we collect, use, store, transmit and protect personal information of all users visiting and using our AI-powered sales CRM platform, including registered users, free trial users, demo visitors and enterprise clients. This policy complies with GDPR, CCPA and other global data protection regulations applicable to overseas SaaS products.

By accessing our website, registering an account or using any functional modules of our sales CRM system, you confirm that you have fully read, understood and agreed to all clauses of this Privacy Policy. If you disagree with any content herein, please stop using our services immediately.

1.Information We Collect

1.1 Personal Information You Submit Actively

We collect information you voluntarily provide during account registration, service activation, business communication and after-sales support, including:

• Account information: user name, login email address, login password, company affiliation, job position.
• Business sales data: customer contact details, sales follow-up records, business opportunity data, call recording transcripts, CRM business notes created by our AI system.
• Billing information: billing address, payment order records, invoice receiving information (we will never store complete credit card core sensitive information).
• Feedback content: consultation messages, function feedback and service requirements sent to our official support channel.

1.2 Automatically Collected Technical Data

When you browse our official website and log in to the CRM backend system, we automatically collect anonymous device and access data through server logs and cookies to ensure system operation safety and optimize product experience, including IP address, browser version, device system type, website access path, function click records and login time. We will not match such anonymous data with your personal real identity without authorization.

2.How We Use Your Personal Data

We only use your collected information for the following legitimate service purposes, and will not expand the scope of data use without your additional consent:

• Complete user account verification, login authentication and daily operation maintenance of the sales CRM platform.
• Provide core functions including customer management, sales data statistics, AI call transcription and intelligent sales note generation.
• Send necessary system notifications, account security reminders, service upgrade announcements and after-sales reply messages.
• Detect abnormal login behaviors, prevent account theft, network attacks and illegal data crawling to protect user business data security.
• Optimize product functions and upgrade service experience based on overall anonymous user usage data.
• Send product update newsletters and industry sales market content only when you agree to receive marketing emails; you can unsubscribe at any time with one click.

3.Information Sharing and Disclosure

We will never sell, rent or trade your personal business data to any third party for commercial purposes. We only share your data in the following limited scenarios:

• Trusted third-party service vendors: We cooperate with compliant cloud server providers, payment service providers and CDN acceleration vendors. All third parties have signed strict data confidentiality agreements and can only process data following our instructions.
• Legal compliance requirements: We may disclose user data when required by court subpoenas, government regulatory investigations and mandatory legal procedures.
• Company asset transaction: In case of company merger, acquisition or business transfer, user data will be transferred along with business assets, and consistent data protection commitments will be maintained.
• User active authorization: We will share your data only when you take the initiative to authorize data docking with third-party CRM systems.

4.Data Storage and Retention Rules

• User account data and business sales data: retained during your valid use of the platform.
• After account cancellation: all your personal identifiable data and business customer data will be completely deleted within 30 days.
• System operation logs: retained for 12 months for security audit and fault troubleshooting, and automatically destroyed after expiration.
• Data storage location: all user data is stored in compliant American cloud servers, complying with US local data storage specifications.

5.User Legal Rights

In accordance with GDPR, CCPA and other global privacy laws, you enjoy the following data rights:

• Right to access: Request to view all your personal data stored in our system.
• Right to correction: Modify incorrect personal account information and wrong AI-generated sales notes.
• Right to deletion: Apply for full deletion of your account and all matching business data.
• Right to data portability: Export your CRM sales data in standard format for your independent use.
• Right to withdraw consent: Cancel your previous authorization for marketing emails or data processing at any time.

You can submit all rights applications via our official email, and we will reply and complete relevant processing within 30 calendar days.

6.Cookie Usage Statement

Our website uses necessary cookies to keep your login status, remember your system operation preferences and stabilize website access. You can turn off the cookie function through browser settings, but partial functions of the sales CRM website may be unavailable after closing. We will not use cookies to obtain sensitive private information without your permission.

7.Third-Party Website Links

Our website may contain links to third-party official websites and cooperative CRM docking platforms. This privacy policy only applies to services operated by Intellax. We are not responsible for the data processing rules and privacy policies of external third-party websites. Please check the privacy statement of third-party platforms independently before visiting.

8.Policy Updates

We have the right to update this privacy policy irregularly to adapt to service iteration and new legal regulatory requirements. The updated policy will be published on our official website homepage with the latest effective date. Your continued use of our platform after policy update means you accept the revised clauses.

9.Contact Information

If you have any questions, complaints or data rights requests about this Privacy Policy, please contact us via the following contact methods:

10.Governing Law

This Privacy Policy is governed by the laws of California, United States. All disputes related to user data protection shall be resolved through negotiation first; unresolved disputes shall be submitted to the courts of California for jurisdiction.