Privacy Policy | LinkArise CRM Software Data Protection

Comprehensive privacy policy detailing how we protect your data across all LinkArise CRM software solutions including Telecalling CRM, Task Management CRM, Overseas Education CRM, Field Service CRM, and Sales CRM.

GDPR-Ready ISO 27001 Standards India IT Act Compliant Enterprise Encryption
Last Updated: March 1, 2024

1. Introduction to Privacy Policy

LinkArise ("we", "our", or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines our practices regarding data collection, usage, and protection across all our CRM software solutions.

SEO Purpose: This policy establishes brand trust and legal clarity for all users of LinkArise CRM products. We adhere to global data protection standards including GDPR principles and India's Information Technology Act, 2000.

By using any LinkArise CRM software, you acknowledge that you have read and understood this Privacy Policy. Our commitment extends across all products including Telecalling CRM, Task Management CRM, Overseas Education CRM, Field Service CRM, and Sales CRM.

2. Scope of This Privacy Policy

This policy applies to all individuals and entities interacting with LinkArise CRM software:

Website Visitors

Individuals browsing linkarise.com

Free Trial Users

Users exploring our CRM software

Paying Customers

Organizations using our CRM solutions

Mobile App Users

Users accessing CRM via mobile applications

3. Types of CRM Products Covered

This Privacy Policy applies to all LinkArise CRM software solutions. Data practices may vary by CRM module:

Telecalling CRM

Intelligent telecalling software with call recording capabilities and lead management

Task Management CRM

Team collaboration and project management software with productivity tracking

Overseas Education CRM

Student visa case management with document tracking and application monitoring

Field Service CRM

Field technician management with location tracking and service scheduling

Sales CRM

Complete sales pipeline management with lead tracking and deal management

Venue Booking CRM

All-in-one venue management platform for banquet halls, wedding venues & event planners in India.

Inventory Management CRM

Unify stock control, sales, purchases, and supplier management in a single enterprise platform.

Real Estate CRM

Manage property leads, site visits, and agent performance in one intelligent platform.

4. Information We Collect (General)

We collect various types of information to provide and improve our CRM software services:

Personal Identification Information
  • Full name and contact details
  • Email address and phone number
  • Company/organization name
  • Job title and role
Technical & Usage Information
  • IP address and browser data
  • Device information and operating system
  • Login credentials (encrypted)
  • Usage patterns and feature preferences
Financial Information
  • Payment information (encrypted)
  • Billing address and tax details
  • Subscription history
  • Invoice and payment records
Business Data
  • Customer/contact databases
  • Business communication records
  • Sales and service history
  • Custom field data specific to your business

5. Telecalling CRM – Data Collection & Usage

Our Telecalling CRM collects specific data to optimize call center operations:

Key Assurance:

All call recordings are encrypted, access is strictly role-based, and we never sell data to third parties.

Data Collected:
  • Call Logs: Date, time, duration, and phone numbers
  • Call Recordings: Audio recordings (when enabled by organization policy)
  • Agent Performance: Call metrics, conversion rates, handling times
  • Lead Information: Contact details, lead source, interaction history
  • Call Dispositions: Outcome categorization and notes
Usage Purpose:
  • Optimize call center operations and routing
  • Quality assurance and training purposes
  • Performance analytics and reporting
  • Lead nurturing and follow-up automation
  • Compliance with telemarketing regulations

6. Task Management CRM – Data Handling

Our Task Management CRM handles project and task-related data:

Data Isolation:

Each organization's data is completely isolated. Data is used internally only for service improvement.

Data Collected:
  • Task Details: Titles, descriptions, deadlines, priorities
  • Project Information: Milestones, dependencies, timelines
  • Team Collaboration: Comments, file attachments, mentions
  • Time Tracking: Hours logged, time estimates vs. actual
  • Progress Analytics: Completion rates, bottlenecks, productivity metrics
Security Measures:
  • Role-based access controls for task visibility
  • End-to-end encryption for file attachments
  • Audit logs for all task modifications
  • Regular security vulnerability assessments
  • Data backup with 99.9% uptime guarantee

7. Overseas Education CRM – Student Data Protection

We treat student data with the highest level of confidentiality in our Overseas Education CRM:

Confidential Handling:

Limited staff access. No sharing with universities without explicit consent. Special protection for minor students.

Student Data Collected:
  • Personal Information: Full name, date of birth, contact details
  • Academic Records: Transcripts, certificates, test scores
  • Application Materials: SOPs, recommendation letters, portfolios
  • Visa Documentation: Passport details, financial documents, sponsorship letters
  • Communication Logs: Counselor-student interactions, university correspondence
Protection Measures:
  • End-to-end encryption for all student documents
  • Two-factor authentication for counselor access
  • Regular data protection training for staff
  • Data minimization - only essential data collected
  • Secure document sharing with expiration links

8. Field Service CRM – Location & Device Data

Our Field Service CRM may collect location and device information for service optimization:

Location Tracking:

Completely optional feature. Used only for route optimization and service scheduling. Customers can disable anytime.

Data Collected:
  • Location Data: GPS coordinates for field technicians (optional)
  • Device Information: Mobile device type, OS version, battery status
  • Service History: Job details, customer feedback, resolution notes
  • Customer Information: Service addresses, contact preferences
  • Inventory Data: Parts used, stock levels, equipment details
Usage Purpose:
  • Route optimization for field technicians
  • Real-time job status updates
  • Predictive maintenance scheduling
  • Customer satisfaction tracking
  • Service performance analytics

9. Sales CRM – Lead & Customer Data Usage

Our Sales CRM manages sales pipeline data with strict privacy controls:

Data Ownership:

Customers retain full ownership of their lead and customer data. No marketing use without explicit permission.

Sales Data Collected:
  • Lead Information: Contact details, lead source, qualification status
  • Deal Pipeline: Opportunity value, stage, probability, close dates
  • Communication Logs: Email exchanges, call summaries, meeting notes
  • Activity Tracking: Touchpoints, follow-ups, engagement metrics
  • Customer Information: Purchase history, preferences, support tickets
Privacy Controls:
  • Granular permission settings for team members
  • Data export capabilities in multiple formats
  • Automated data anonymization for testing environments
  • Compliance with sales regulations and anti-spam laws
  • Regular privacy impact assessments

10.Venue Booking CRM – Event, Client & Booking Data Usage

Our Venue Booking CRM manages event, venue, and client data with specialized security controls designed for the events and hospitality industry across India:

Data Security Commitment:

All booking, client, and venue data is encrypted end-to-end with AES-256 encryption. We never share sensitive event or client information with third parties without explicit business need and customer consent.

Event & Venue Data Collected:
  • Venue Information: Capacity, amenities, pricing, availability status, location details
  • Booking Data: Event dates, time slots, event type, guest counts, package selections
  • Client Information: Contact details, event requirements, preferences, budget constraints
  • Vendor Management: Caterer, decorator, DJ, photographer details and coordination records
  • Payment Records: Advance payments, balances, due dates, payment methods, GST invoices
  • Communication History: WhatsApp chats, email exchanges, call logs, site visit notes India
  • Event Documentation: Contracts, agreements, menus, floor plans, special requests
Security & Privacy Controls:
  • AES-256 encryption for all booking and client data (SSL/TLS 1.3)
  • Role-based access control with venue-specific permissions for staff
  • Two-factor authentication for all account logins
  • Automated daily backups with 30-day retention period
  • Complete audit trails for all booking modifications and client interactions
  • GDPR compliance with Indian data protection standards
  • Regular security audits and vulnerability assessments
  • Data anonymization for training and development purposes
Venue & Event Industry Specific Features:
Seasonal Booking Management

Special handling for Indian wedding seasons and festival periods with compliance to seasonal demand patterns and pricing regulations India.

WhatsApp Business Integration

Secure WhatsApp Business API integration for booking confirmations, reminders, and client communications with encrypted message storage and consent management.

Data Retention & Export

Venue booking data is retained according to your business cycle requirements with configurable retention policies. Full booking history and client data can be exported in multiple formats (CSV, Excel, PDF) for compliance reporting, business analysis, and continuity planning.

11. Inventory Management CRM – Stock, Sales & Supplier Data Usage

Our Inventory Management CRM manages operational data with enterprise-grade security and compliance controls:

Data Security Commitment:

All inventory, sales, and supplier data is encrypted end-to-end with AES-256 encryption. We never share operational data with third parties without explicit business need and customer consent.

Inventory & Operational Data Collected:
  • Product Information: SKUs, descriptions, variants, bundles, custom attributes
  • Stock Data: Real-time inventory levels across all warehouses and locations
  • Sales & Purchase Data: Transaction history, pricing, discounts, payment terms
  • Supplier Information: Vendor details, performance metrics, payment history
  • Logistics Data: Shipping details, tracking information, delivery status
  • Tax & Compliance Data: GST/HSN codes, e-invoice details, compliance records India
  • Warehouse Operations: Location data, barcode scans, pick/pack workflows
Security & Privacy Controls:
  • AES-256 encryption for data at rest and in transit (SSL/TLS 1.3)
  • Granular role-based access control (RBAC) with location-specific permissions
  • Two-factor authentication and single sign-on (SSO) support
  • Automated daily backups with point-in-time recovery capabilities
  • Complete audit trails for all inventory movements and transactions
  • GDPR compliance, ISO 27001 certified, SOC 2 Type II audited
  • Regular third-party security audits and penetration testing
  • Data anonymization for test environments and analytics
Data Processing & Compliance Features:
GST Compliance Handling

All GST calculations, e-invoicing, and tax reporting comply with Indian regulations. Data is processed locally with regional compliance checks and validation.

Multi-Location Data Synchronization

Real-time sync across warehouses maintains data consistency while preserving location-specific privacy controls and access restrictions.

Data Retention & Export

Inventory data is retained as per your business requirements with configurable retention policies. Full data export capabilities are available in multiple formats (CSV, Excel, JSON) for compliance and business continuity.

12. Real Estate CRM – Property, Client & Sales Data Usage

Our Real Estate CRM manages property sales data with enterprise-grade security and specialized compliance controls for the real estate industry:

Data Security Commitment:

All property, client, and sales data is encrypted end-to-end with AES-256 encryption. We never share sensitive property or client information with third parties without explicit business need and customer consent.

Real Estate & Sales Data Collected:
  • Property Information: Listing details, specifications, prices, availability status
  • Lead & Client Data: Contact details, preferences, budget, timeline requirements
  • Site Visit Information: Visit schedules, agent assignments, feedback, follow-up status
  • Sales Pipeline Data: Deal stages, probability scores, negotiation history, closure dates
  • Communication Records: WhatsApp chats, call logs, email exchanges, meeting notes
  • Agent Performance Data: Activity metrics, conversion rates, revenue generated India
  • Documentation: Property papers, agreements, booking forms, payment receipts
Security & Privacy Controls:
  • AES-256 encryption for all client and property data (SSL/TLS 1.3)
  • Granular role-based access control (RBAC) with project-specific permissions
  • Two-factor authentication and single sign-on (SSO) support
  • Automated daily backups with point-in-time recovery capabilities
  • Complete audit trails for all client interactions and property viewings
  • GDPR compliance, ISO 27001 certified, SOC 2 Type II audited
  • Regular third-party security audits and penetration testing
  • Data anonymization for test environments and training purposes
Real Estate Specific Compliance Features:
RERA Compliance Support

Built-in features to maintain RERA compliance records, project registration details, and mandatory disclosures for Indian real estate regulations India.

WhatsApp Integration Security

Secure WhatsApp Business API integration with encrypted message storage, consent management, and compliance with communication regulations.

Data Retention & Export

Real estate data is retained according to your business needs with configurable retention policies. Full data export capabilities are available in multiple formats (CSV, Excel, PDF) for compliance, reporting, and business continuity planning.

13. Cookies & Tracking Technologies

We use cookies and similar technologies to enhance your CRM experience:

Essential Cookies

Required for CRM functionality, login sessions, and security

Analytics Cookies

Help us understand usage patterns and improve software

Preference Cookies

Remember your settings and preferences across sessions

Managing Cookies:

You can control cookie settings through your browser preferences. However, disabling essential cookies may impact CRM functionality. Our cookie consent banner allows granular control over non-essential cookies.

14. How We Use Collected Information

We use collected information for specific, legitimate purposes:

CRM Functionality

Providing core CRM features, customization, and integration capabilities

Customer Support

Responding to queries, troubleshooting, and providing technical assistance

Product Improvement

Enhancing features, fixing bugs, and developing new functionality

Legal Compliance

Meeting regulatory requirements and responding to legal requests

15. Data Storage & Security Measures

We implement enterprise-grade security measures to protect your data:

SSL Encryption

256-bit SSL encryption for data in transit and at rest

Secure Servers

Enterprise-grade servers with 24/7 monitoring and DDoS protection

Access Control

Role-based access, two-factor authentication, and IP whitelisting


Regular Audits

Quarterly security audits and penetration testing

Automated Backups

Daily encrypted backups with 30-day retention

Staff Training

Regular data protection training for all employees

16. Data Sharing & Third-Party Integrations

We only share data with third parties for specific, necessary purposes:

Third-Party Services:
  • Payment Gateways: Razorpay, PayPal for secure payment processing
  • Cloud Hosting: AWS, Google Cloud for reliable infrastructure
  • Communication: Twilio, SendGrid for SMS and email delivery
  • Analytics: Google Analytics for usage insights (anonymized)
  • Support: Zendesk for customer service management
Data Protection Measures:
  • Data Processing Agreements with all third parties
  • Regular vendor security assessments
  • Data minimization principles applied
  • Transparent disclosure of all integrations
  • No unauthorized data sharing or selling

17. Data Retention Policy

We retain data only as long as necessary for legitimate business purposes:

Active Accounts

Data retained for duration of active subscription plus 90 days grace period

Account Deletion

Complete data deletion within 30 days of account termination request

Backup Retention

Encrypted backups retained for 30 days for disaster recovery

Legal Requirements

Certain data retained longer when required by law or regulation

18. User Rights & Data Control

You have comprehensive rights over your personal data:

Right to Access

Request a copy of all personal data we hold about you

Right to Rectification

Update or correct inaccurate personal information

Right to Erasure

Request deletion of your personal data ("right to be forgotten")

Right to Portability

Receive your data in a structured, machine-readable format

Right to Object

Object to processing of your personal data

Right to Restrict

Restrict processing of your personal data

GDPR & Global Compliance:

LinkArise CRM software is GDPR-ready and complies with India's Information Technology Act, 2000. We support data subject rights regardless of location.

19. Children's Data Protection

We take special care with children's data:

Age Restriction

Our CRM software is not intended for children under 18 years of age

Student Data Exception

Overseas Education CRM may process student data with parental consent

For Overseas Education CRM users handling minor student data:

  • Parental consent required for students under 18
  • Special encryption protocols for minor data
  • Limited access to authorized counselors only
  • Regular audits of minor data handling practices

20. International Data Transfers

We ensure secure international data transfers:

Cloud Hosting

Primary data storage in secure Indian data centers with backup in compliant international locations

Legal Compliance

Adherence to data protection laws in all jurisdictions where we operate

For European users: We comply with GDPR requirements for international data transfers, including Standard Contractual Clauses where applicable.

21. Policy Updates & Changes

We may update this Privacy Policy periodically:

Notification Process

Email notification 30 days before significant changes take effect

Last Updated

Current version effective from March 1, 2024

We encourage you to review this policy periodically. Continued use of LinkArise CRM software after changes constitutes acceptance of the updated policy.

22. Contact Information

For privacy-related inquiries or to exercise your data rights:

Response Time: We aim to respond to all privacy inquiries within 48 hours.

23. Acceptance of Privacy Policy

Consent Acknowledgment:

By accessing or using LinkArise CRM software, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

Implied Consent

Use of our website or CRM software implies acceptance of this policy

Non-Acceptance

If you do not agree, please discontinue use of our software

Final Note

This Privacy Policy is part of our Terms of Service. We reserve the right to modify this policy at any time. Your continued use of LinkArise CRM software constitutes acceptance of any changes.

Frequently Asked Questions

Common questions about our privacy practices

Yes. We use enterprise-grade security measures including 256-bit SSL encryption, secure servers with 24/7 monitoring, regular security audits, and role-based access controls to protect your data across all CRM products.

We retain your data for as long as your account is active or as needed to provide services. Upon account termination, we delete all data within 30 days. Backups are retained for an additional 30 days for disaster recovery purposes.

No. We do not sell, trade, or rent your personal information to third parties for marketing purposes. We only share data with trusted service providers for essential functions like payment processing and hosting, under strict data protection agreements.

Yes. You can request a complete export of your data in machine-readable formats (CSV, JSON, XML) by contacting our privacy team at privacy@linkarise.com. We process data export requests within 7 business days.

Yes. LinkArise CRM software is GDPR-ready and follows data protection principles including data minimization, purpose limitation, and accountability. We support all data subject rights required under GDPR regardless of user location.

Student data receives the highest level of protection. We use end-to-end encryption for documents, require two-factor authentication for counselor access, conduct regular security training, and never share student data with universities without explicit consent.

Absolutely. Call recordings are encrypted using AES-256 encryption, stored in secure access-controlled environments, and only accessible to authorized personnel based on strict role permissions. Organizations can enable/disable recording features as per their policy.

Have Privacy Questions?

Our dedicated privacy team is here to address your concerns and answer any questions about data protection.