1. Introduction
Welcome to Genesis CRM. 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 visit our website, use our services, or interact with us in any way.
By using our services, you consent to the data practices described in this policy. If you do not agree with the practices described in this policy, please do not use our services.
Important: This policy applies to all Genesis CRM services, including our CRM software platform, marketing solutions, virtual assistant services, and strategic planning consultations.
2. Information We Collect
We collect information you provide directly to us, information we obtain automatically when you use our services, and information from third-party sources.
Personal Information You Provide
- Contact information (name, email address, phone number, business address)
- Business information (company name, industry, size, role)
- Account credentials (username, password)
- Payment information (credit card details, billing address)
- Communication preferences and marketing opt-ins
- Support requests and correspondence
Automatically Collected Information
- Device information (IP address, browser type, operating system)
- Usage data (pages visited, time spent, click patterns)
- Log files and analytics data
- Location information (general geographic location)
- Cookies and similar tracking technologies
Information from Third Parties
- Social media platforms (when you connect your accounts)
- Business partners and referral sources
- Public databases and data aggregators
- Marketing and advertising partners
3. How We Use Your Information
We use the information we collect for various purposes, including providing and improving our services, communicating with you, and ensuring security.
Service Provision
- Providing access to our CRM platform and related services
- Processing transactions and managing your account
- Delivering virtual assistant and strategic planning services
- Customizing your experience based on your preferences
Communication
- Responding to your inquiries and support requests
- Sending service-related notifications and updates
- Providing marketing communications (with your consent)
- Conducting surveys and collecting feedback
Business Operations
- Analyzing usage patterns to improve our services
- Preventing fraud and ensuring security
- Complying with legal obligations
- Protecting our rights and interests
5. Data Storage and Security
We implement robust security measures to protect your personal information and maintain data integrity.
Security Measures
- End-to-end encryption for data transmission
- Advanced firewall protection and intrusion detection
- Regular security audits and vulnerability assessments
- Multi-factor authentication for account access
- Employee training on data protection best practices
- Secure data centers with physical access controls
Data Retention
We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Specific retention periods vary based on the type of information and applicable legal requirements.
International Data Transfers
Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.
6. Third-Party Services
We work with trusted third-party service providers to deliver our services effectively. These partners have access to your information only as necessary to perform their functions.
Service Categories
Payment Processing
Secure payment gateways for subscription and service payments
Cloud Infrastructure
Reliable hosting and data storage solutions
Analytics & Marketing
Tools for website analytics and marketing automation
Customer Support
Help desk and communication platforms
All third-party providers are contractually bound to protect your information and use it only for the specified purposes. We regularly review and audit our partners to ensure compliance.
7. Your Privacy Rights
You have several rights regarding your personal information. We are committed to honoring these rights and providing you with control over your data.
Right to Access
Request a copy of the personal information we hold about you
Right to Rectification
Request correction of inaccurate or incomplete information
Right to Erasure
Request deletion of your personal information under certain circumstances
Right to Portability
Request transfer of your data to another service provider
Right to Object
Object to processing of your information for marketing purposes
How to Exercise Your Rights
To exercise any of these rights, please contact us using the information provided in the Contact section. We will respond to your request within 30 days and may require verification of your identity.
8. Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes through email or by posting a notice on our website.
We encourage you to review this policy periodically to stay informed about how we protect your information. Your continued use of our services after any changes indicates your acceptance of the updated policy.
Version History: This is version 2.1 of our Privacy Policy, updated on January 15, 2025. Previous versions are available upon request.
9. Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us using the information below.
Mailing Address
Genesis CRM
4835 Hallmark Dr
San Bernardino, CA 92407
10. Genesis CRM & Marketing Program
You can expect to receive these messages upon opting in. "Hi John! This is Jay from Genesis CRM. Our appointment for July 20 11:00 AM is confirmed." Reply STOP to unsubscribe. You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you. If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to {support email address or toll-free number}. Carriers are not liable for delayed or undelivered messages. As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.