Privacy Policy

Effective Date: July 9, 2026

1. Introduction

Welcome to TradeOne CRM ("TradeOne", "we", "our", or "us").

TradeOne CRM is a cloud-based Business Operations Platform designed to help organizations manage customer relationships, field sales, employee attendance, inventory, purchases, deliveries, invoices, and business operations.

Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, store, and protect your information when you use the TradeOne CRM mobile application and related services.

By using TradeOne CRM, you agree to the practices described in this Privacy Policy.

2. Information We Collect

Depending on your organization's implementation and your role within the application, we may collect the following categories of information.

A. Account Information

  • Mobile Number
  • Name
  • Employee ID
  • Organization Details
  • User Role
  • Login Credentials (encrypted)

B. Customer & Business Information

TradeOne CRM may collect and store:

  • Customer Names
  • Company Details
  • Contact Information
  • Addresses
  • Sales Activities
  • Inquiries
  • Quotations
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Payment Information
  • Inventory Records

This information is entered and managed by your organization.

C. Employee Information

Your organization may store:

  • Employee Profile
  • Attendance
  • Leave Records
  • Assigned Tasks
  • Department Information
  • Reporting Manager
  • Working Hours

D. Location Information

TradeOne CRM uses location services to support business operations.

The application may collect:

  • Live GPS Location
  • Background Location
  • Visit Location
  • Check-In / Check-Out Location
  • Route History
  • Delivery Tracking
  • Distance Travelled

Background location may continue to be collected while the application is running in the background where permitted by your organization and device settings.

Location data is collected solely for legitimate business purposes such as attendance verification, field sales tracking, delivery management, and operational reporting.

E. Photos, Camera & Media

With your permission, TradeOne CRM may access:

  • Camera
  • Photos
  • Media Files
  • Storage

These permissions are used for:

  • Attendance Selfies
  • Delivery Proof
  • Customer Visit Images
  • Expense Receipts
  • Product Images
  • Supporting Documents

TradeOne CRM does not access your media without your permission.

F. Documents

The application may store:

  • PDF Files
  • Invoices
  • Quotations
  • Purchase Documents
  • Delivery Documents
  • Images
  • Attachments uploaded by users

G. Microphone

If enabled by your organization, microphone access may be used for features such as voice notes, voice-based updates, or other business communication features.

Microphone access is only used after your permission has been granted.

H. Analytics Information

TradeOne CRM uses PostHog to understand application performance and improve the user experience.

Analytics may include:

  • Device Information
  • Session Information
  • Feature Usage
  • Performance Metrics
  • Crash Diagnostics
  • Anonymous Usage Statistics

Analytics data is used solely to improve product quality and user experience.

3. How We Use Your Information

We use collected information to:

  • Provide CRM functionality
  • Manage employee attendance
  • Track field activities
  • Manage deliveries
  • Maintain inventory
  • Generate invoices
  • Improve operational efficiency
  • Authenticate users
  • Send notifications
  • Improve application performance
  • Detect fraud and unauthorized access
  • Maintain audit logs
  • Comply with legal obligations

Notifications

TradeOne CRM uses Firebase Cloud Messaging (FCM) to send:

  • Task Notifications
  • Attendance Alerts
  • Sales Updates
  • Delivery Updates
  • Business Notifications
  • System Announcements

Notification permissions may be disabled through your device settings; however, some application functionality may be affected.

5. Maps & Location Services

TradeOne CRM integrates with Google Maps to provide:

  • Navigation
  • Customer Location
  • Delivery Routes
  • Employee Visit Tracking
  • Route Optimization
  • Distance Calculation

Location information is processed only for authorized business purposes.

6. Data Sharing

We do not sell your personal information.

Information may be shared only:

  • With your employer or organization
  • With authorized administrators
  • With trusted service providers supporting TradeOne CRM
  • To comply with legal obligations
  • To protect our legal rights
  • During business transfers or mergers where legally permitted

Data Security

We implement appropriate technical and organizational safeguards including:

  • Secure Authentication
  • Encrypted Communication (HTTPS/TLS)
  • Role-Based Access Control
  • Access Logging
  • Regular Security Updates
  • Database Security Controls
  • Backup Procedures

The accessed data will not be automatically deleted and will be retained for auditing and compliance purposes. If any user wishes to request the removal of their data, they may contact to their concerned team or the relevant authorized personnel for assistance.

While we strive to protect your information, no method of electronic transmission or storage is completely secure.

8. Data Retention

We retain information only as long as necessary to:

  • Provide services
  • Meet contractual obligations
  • Comply with legal requirements
  • Resolve disputes
  • Maintain audit records

Retention periods may vary depending on your organization's policies.

9. Your Rights

Depending on applicable laws, you may have the right to:

  • Access your information
  • Correct inaccurate information
  • Request deletion where applicable
  • Restrict certain processing
  • Object to processing where permitted
  • Receive a copy of your data where applicable

Requests should generally be made through your organization's administrator.

10. Children's Privacy

TradeOne CRM is intended solely for business and organizational use.

The application is not designed for children under 18 years of age.

We do not knowingly collect personal information from children.

11. International Data Transfers

Your information may be processed or stored in data centers located in different jurisdictions depending on your organization's deployment and cloud infrastructure.

Appropriate safeguards are implemented where required by applicable law.

12. Third-Party Services

TradeOne CRM may use trusted third-party services, including:

  • Google Maps
  • Firebase Cloud Messaging (FCM)
  • PostHog

These providers process information in accordance with their own privacy policies.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Material changes will be communicated through the application, website, or other appropriate communication channels.

Continued use of TradeOne CRM after changes become effective constitutes acceptance of the updated Privacy Policy.

14. Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

TradeOne CRM Support

Email: support@tradeonecrm.com

Website: www.tradeonecrm.com

Phone: +91 99090-22418