Privacy Policy

1 Information We Collect

We collect information in the following ways:

• Account Information: Name, email address, company name, and role — shared with your MyHR account, since PatrixelCRM uses the same login.
• Lead & Client Data: Names, contact details, company names, GSTIN, deal notes, quotations, and invoices entered by your sales team.
• Usage Data: Pages visited, features used, and interactions within the application for improving the product.
• Device & Log Data: IP address, browser type, operating system, and timestamps for security and debugging purposes.
• Payment Information: Billing is handled entirely through your MyHR subscription (Stripe). We do not store card numbers or payment credentials.
• Communications: Messages sent through our contact form or email support channels.

2 How We Use Your Information

We use the collected information to:

• Provide and operate the PatrixelCRM platform and its features.
• Generate AI-drafted quotations on your behalf using the data you provide.
• Calculate GST on invoices and process commission payouts through MyHR payroll.
• Send transactional emails — lead notifications, invoice reminders, payment confirmations.
• Respond to support requests and contact form submissions.
• Monitor system performance, security, and prevent abuse.

We do not use your data for advertising, selling, or sharing with third parties for their own marketing purposes.

3 Lead & Client Data

PatrixelCRM processes sensitive sales data on behalf of your organisation. As the organisation using our platform, you are the data controller and we act as a data processor. This means:

• Lead, quotation, and invoice data belongs entirely to your organisation.
• We access this data only to provide the service — generating quotations, invoices, or commission reports within your account.
• We do not use lead or client data across different customer accounts (tenant-isolated by design).
• When you terminate your subscription, your data can be exported and then deleted upon request.
• AI-generated quotations use only the data you explicitly provide during generation and are stored only in your account.

4 Data Storage & Security

• Data is stored on the same secured servers as MyHR, with industry-standard encryption in transit (HTTPS/TLS) and at rest.
• Access to production databases is restricted to authorised Patrixel engineers only.
• Generated PDFs (quotations, invoices) are stored with tenant-scoped access.
• We perform regular security audits and keep dependencies updated.
• In the event of a data breach, we will notify affected users within 72 hours of discovery.

5 Sharing of Information

We share data only in the following limited circumstances:

• Service Providers: Stripe (billing, via MyHR), OpenRouter (AI quotation drafting), and cloud hosting providers — each bound by strict data processing agreements.
• Legal Requirements: When required by applicable Indian law, court orders, or governmental authorities.
• Business Transfers: If Patrixel is acquired or merges, your data may be transferred. You will be notified in advance.

We never sell your personal data, lead data, or client data to any third party.

6 Cookies & Tracking

• We use session cookies to keep you logged in — separate from MyHR's cookie, since the two apps run on different domains until a shared custom domain is configured.
• We may use first-party analytics to understand how features are used — this data is anonymised and aggregated.
• We do not use third-party advertising cookies or tracking pixels.

7 Your Rights

You have the following rights regarding your data:

• Access: Request a copy of all personal data we hold about you.
• Correction: Update or correct inaccurate information.
• Deletion: Request deletion of your account and associated data.
• Portability: Export your data in a machine-readable format.
• Objection: Object to specific types of processing.

To exercise any of these rights, email hr@patrixel.com. We will respond within 30 days.

8 Data Retention

• Active account data is retained for as long as your MyHR/PatrixelCRM subscription is active.
• On account termination, data is retained for 30 days to allow export, then permanently deleted.
• Invoice records may be retained for 7 years as required by Indian financial/GST regulations.
• Log files are purged after 90 days.

9 Third-Party Services

• Stripe — Payment processing, via your MyHR billing subscription. Subject to Stripe's Privacy Policy.
• OpenRouter — AI text generation for quotations. Only the text you provide for generation is sent; no client PII beyond what you include.
• Google Fonts — Font loading. Subject to Google's privacy terms.

10 Children's Privacy

PatrixelCRM is a business tool not intended for use by persons under 18 years of age. We do not knowingly collect personal data from minors. If you believe a minor's data has been entered, contact us for immediate deletion.

11 Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top. For significant changes, we will notify active users by email at least 14 days before the change takes effect.

12 Contact Us

For any privacy-related questions, requests, or concerns:

• Email: hr@patrixel.com
• Company: Patrixel Digital Solutions
• Location: Vadodara, Gujarat, India