Dravyashala CRM Privacy Policy

1. Who this policy applies to

This policy applies to employees, agents, tele-callers, managers, case processors, clients, and other authorized users who access Dravyashala CRM through the website, mobile application, or connected business workflows.

2. Information we collect

• Account details such as name, email address, phone number, role, and assigned locations.
• Lead, client, visit, and case information entered into the CRM as part of business operations.
• Attendance records including clock-in time, clock-out time, and related work-session details.
• Location data when location-enabled features such as attendance tracking, field activity, and route logging are used.
• Uploaded files and supporting documents, including images, PDFs, and business-related records.
• Notification identifiers such as device tokens for push notifications.
• Technical information such as app version, platform, device session metadata, and error logs needed for security and support.

3. How we use information

• To provide CRM features such as lead management, follow-ups, attendance, visits, document upload, notifications, and reporting.
• To manage user access based on roles, locations, assignments, and security requirements.
• To track field operations, attendance, and work activity where these features are enabled for business use.
• To verify, review, and process documents and operational records.
• To improve service reliability, detect misuse, investigate incidents, and maintain platform security.
• To send operational alerts, reminders, and push notifications relevant to assigned work.

4. Location data

Dravyashala CRM may collect location data when users perform attendance, field visit, route, or tracking-related actions. Location sharing is used for operational purposes such as attendance validation, field movement logs, visit records, and location-based reporting.

Location features are only intended for authorized business workflows. Depending on role and configuration, location collection may occur only while attendance is active or while specific field operations are being performed.

5. Documents and uploaded files

Documents uploaded through Dravyashala CRM are stored for business processing, verification, underwriting, operational review, and audit history. Uploaded files may include identity, business, financial, and visit-related documents.

Users should upload only information necessary for legitimate business operations and authorized customer servicing.

6. Data sharing

Information in Dravyashala CRM may be shared internally with authorized team members based on role, assigned location, reporting hierarchy, lead allocation, and business workflow needs.

We do not sell personal information. Data may be shared with service providers or integrated systems only where necessary to support notifications, hosting, document handling, analytics, security, or lawful business operations.

7. Data retention

We retain information for as long as needed for business operations, reporting, compliance, fraud prevention, dispute resolution, audit requirements, and platform security. Retention periods may vary depending on the type of record, role, and regulatory or operational needs.

8. Security

We take reasonable technical and administrative measures to protect data, including access controls, authenticated sessions, role-based permissions, secure storage practices, and activity logging.

No system can guarantee absolute security, but we work to protect data against unauthorized access, misuse, alteration, and loss.

9. User choices and rights

Depending on business role and applicable law, users may request correction or review of their account information through the organization that manages Dravyashala CRM.

If you are a customer and believe your information has been submitted incorrectly, please contact the organization or representative handling your case.

10. Contact

For privacy or data-related questions about Dravyashala CRM, please contact the organization operating this platform through the official contact page:

https://crm.dravyashala.com/contact