Welcome to Automatez ("we", "our", "us"). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our CRM and marketing automation platform at automatez.app.
By using Automatez, you agree to the collection and use of information in accordance with this policy.
1. Information We Collect
1.1 Account & Profile Information
- Full name, email address, phone number
- Username, password (stored encrypted), profile picture
- Business name, team and organization details
- Subscription plan and billing information
1.2 Contact & Lead Data
- Names, phone numbers, email addresses of your contacts and leads
- Lead source, tags, labels, and custom fields
- Lead scores, pipeline stage, and deal values
- Notes, reminders, and scheduled activities linked to contacts
1.3 Communication Data
- WhatsApp messages, templates, and broadcast campaigns
- Email campaigns, templates, open and click tracking data
- Live chat transcripts and support ticket conversations
- Call logs, IVR recordings, and voice call details
- Meta (Facebook/Instagram) messages and interactions
1.4 Facebook Lead Ads Data
- Lead information submitted through Facebook Lead Ad forms (name, phone, email, city, and other form fields)
- Campaign name, ad name, ad set name, and form name associated with the lead
- Facebook Page ID and access tokens (stored encrypted)
- Webhook event logs from Facebook
1.5 Technical & Usage Data
- IP address, browser type, device type, and operating system
- Session data, cookies, and login timestamps
- API logs, webhook logs, and system audit logs
- Feature usage analytics and error logs
2. How We Use Your Information
- To provide, operate, and maintain our CRM platform and its features
- To sync and display Facebook Lead Ads data within your CRM dashboard
- To send WhatsApp messages, emails, and other communications on your behalf
- To process payments and manage your subscription
- To power AI chatbots, automation workflows, and campaign tools
- To provide customer support and respond to inquiries
- To monitor and improve platform performance and security
- To comply with legal obligations and enforce our Terms
- To send important service notifications and product updates
3. Data Sharing & Third-Party Services
We do not sell your personal data. We may share data with trusted third parties only as necessary to operate our platform:
- Meta (Facebook/Instagram): To sync Lead Ads, send messages via WhatsApp Business API, and manage Facebook page interactions.
- WhatsApp Business API Providers: To deliver WhatsApp messages and campaigns on your behalf.
- Email Service Providers (SMTP): To send email campaigns and system notifications.
- Google: For Google Sheets integration and Google Ads lead sync.
- Payment Gateways: For processing subscription payments securely.
- AI Providers (OpenAI etc.): For AI content generation, chatbot responses, and intelligence features.
- Legal Authorities: If required by law, court order, or to protect our rights.
4. Facebook Data Usage
When you connect your Facebook account or Page to Automatez:
- We access your Facebook Page access tokens solely to retrieve Lead Ad submissions and subscribe to leadgen webhook events.
- Lead data received from Facebook (name, phone, email, and form responses) is stored in our database and used only to populate your CRM leads dashboard.
- We do not share Facebook lead data with any third parties beyond what is required to operate the platform.
- You can disconnect Facebook at any time from the Sources settings page.
- Our use of Facebook data complies with Meta Platform Terms and the Facebook Data Policy.
5. Data Retention
- Account data is retained for the duration of your subscription and up to 90 days after cancellation.
- Lead and contact data is retained as long as your account is active.
- Communication logs (WhatsApp, email, calls) are retained for up to 12 months by default.
- Webhook and API logs are retained for 30 days.
- You may request deletion of your data at any time by contacting us.
6. Data Security
- All data is transmitted over HTTPS/TLS encryption.
- Passwords are stored using strong one-way hashing algorithms.
- API tokens and access tokens are stored encrypted in the database.
- Access to production systems is restricted to authorized personnel only.
While we take all reasonable measures to protect your data, no method of electronic storage is 100% secure.
7. Cookies
We use cookies and similar tracking technologies to:
- Maintain your login session
- Remember your preferences and settings
- Analyze platform usage and performance
You can control cookie settings through your browser. Disabling cookies may affect platform functionality.
8. Your Rights (GDPR)
Depending on your location, you may have the following rights:
- Access: Request a copy of your personal data
- Correction: Request correction of inaccurate data
- Deletion: Request deletion of your personal data ("right to be forgotten")
- Portability: Export your data in a machine-readable format
- Objection: Object to certain types of data processing
- Withdraw Consent: Withdraw consent for marketing communications at any time
To exercise any of these rights, contact us at support@automatez.app.
9. Children's Privacy
Automatez is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal data, please contact us immediately.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes by email or by posting a notice on the platform. Continued use of the platform after changes constitutes acceptance of the updated policy.
11. Contact Us
If you have any questions about this Privacy Policy, please contact us: