Legal Policy

Privacy Policy

Last updated: August 08, 2026

1 Introduction

Trade Matrix CRM ("we," "our," or "us") is dedicated to protecting the confidentiality of your database configurations. This Privacy Policy details how our SaaS services collect, deploy, process, and safeguard information accumulated when operating the client platform.

2 Information We Collect

We capture the following categories of workspace details:

  • Personal Metadata: Contact details (names, billing addresses, support emails) compiled during registration.
  • Workspace Records: Client registry profiles, HR details, clock records, projects, and payment structures compiled inside the tenant dashboard.
  • Usage Analytics: Anonymized telemetry details, session keys, access timestamps, and browser configurations.

3 How We Use Your Information

Collected metadata is utilized to:

Provide, maintain, and secure the global SaaS portal infrastructure.
Validate offline deposit receipts and manage Stripe invoice sequences.
Deliver SMTP alerts, clock reminders, and webhook updates.
Examine platform logs to optimize operational loading speeds.

4 Data Protection

We deploy layered security structures. Core database configurations, API keys, and user tokens are encrypted. Submissions made to signature paths are contained in restricted folders to ensure maximum security.

5 Third-Party Services

We cooperate with selected third-party service gateways to perform core operations, including Stripe for payment processing, Zoom for video webinars, and configured SMTP details for transactional campaigns. These integrations process metadata in alignment with their individual secure encryption guidelines.

6 Data Retention

We retain company settings and client registry files for the duration of your active subscription plan. If a company deletes its account, related data is removed from the active database in accordance with standard data cleanup procedures.

7 Your Rights

Workspace owners can request, export, or permanently delete client/staff records from the portal settings menu. Support requests regarding account deletion will be processed within the standard timeframe.

8 Contact Us

For any compliance questions or specific requests regarding database security, contact us at: support@tradematrixcrm.com.