Privacy Policy

Task CRM ("Task CRM," "we," "us," or "our") provides customer relationship management and project management tools for signage businesses and teams. Task CRM supports businesses operating in New Zealand, Australia, and the United States.

[To confirm: the legal entity that operates Task CRM, and its registered address.]

Depending on how you use the service, information may include:

• Account details, such as your name, email address, and login-related information.
• Business and team details, such as company name, contact information, team roles, and workspace settings.
• Information you enter into the service, such as customer and supplier details, project records, tasks, schedules, notes, files, estimates, and safety documents.
• Subscription and transaction-related information. Payments are processed through our payment provider.

  [To confirm: exactly what payment details Task CRM receives or retains.]

• Technical and usage information, such as device, browser, and service activity, where collected by the service or its providers.

  [To confirm: which analytics, logs, and cookies are used.]

Please avoid entering information into the service unless you are permitted to provide it. If you enter personal information about customers, staff, or other people, your business is responsible for having an appropriate basis to do so and for providing any notices required by law.

We may use information to:

• Provide, maintain, and support Task CRM.
• Create and administer accounts, workspaces, and team access.
• Store and display the records your business manages in the service.
• Process subscriptions, payments, and related account requests.
• Respond to enquiries and provide service communications.
• Protect the service, investigate misuse, and meet legal obligations.
• Improve the service, where permitted and using appropriate safeguards.

We may share information with service providers that help us operate the product, such as hosting, payment, email, and technical-service providers. They may process information on our behalf to provide their services.

[To confirm: your providers, their locations, and any contractual privacy safeguards in place.]

We may also disclose information if required by law, to protect users or the service, or in connection with a business transfer.

[To confirm: whether personal information is used for advertising or shared with advertising partners — nothing here should assert practices you do not follow.]

Information may be stored or processed in countries where Task CRM or its service providers operate. Because Task CRM supports businesses in New Zealand, Australia, and the United States, cross-border processing may apply.

[To confirm: hosting and provider locations, and the applicable transfer safeguards.]

We use safeguards intended to protect information, but no online service can guarantee complete security.

[To add only verified details: access controls, encryption, backups, retention, and security processes.]

We keep information for as long as needed to provide the service, meet legal obligations, resolve disputes, and enforce agreements.

[To confirm: how long customer records and backups are retained, what happens after account cancellation, and whether customers can export or request deletion of their data.]

Depending on your location and applicable law, you may have rights to access, correct, delete, or restrict certain personal information. Contact us to make a request. If the information belongs to a business customer's workspace, we may refer the request to that business as the account controller.

You can also contact your business administrator about information entered into that business's workspace.

[To confirm: the process and timelines for privacy requests and complaints.]

Task CRM is intended for business use, not for children.

[To confirm: the minimum age, and whether any information about minors is knowingly collected.]

We may update this policy as the service changes. We will post the current version here and update the "Last updated" date.

[To confirm: whether users will also be notified of material changes.]

For privacy questions or requests, contact info@task-crm.com.