Jacktrade – Privacy Policy

Effective Date: February 12, 2025

1. Introduction

At Jacktrade Inc. (“Jacktrade,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you interact with our websites, services, applications, products, and digital platforms (collectively, the “Services”).

This policy complies with applicable data protection laws, including but not limited to the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), UK Data Protection Act, and other regional privacy frameworks.

Jacktrade is a comprehensive CRM SaaS platform designed for businesses to manage sales, marketing, operations, customer service, and financial workflows. Due to the business-critical nature of our platform, this policy includes specific provisions for customer data ownership, automation, integrations, and security measures to safeguard sensitive business information.

2. Scope of This Privacy Policy

This policy applies to:

  • Users of our website and digital platforms.
  • Customers who subscribe to our CRM SaaS platform.
  • Business partners, vendors, and third-party integrations.
  • Job applicants, employees, and independent contractors.
  • Any other individuals whose personal data we collect, use, or store.

By using our Services, you consent to the collection and processing of your personal data as described in this policy.

3. Personal Data We Collect

We may collect the following categories of personal data:

A. Information You Provide Directly

  • Identity and Contact Information: Name, business name, email, phone number, job title, company information.
  • Account and Authentication Data: Login credentials, security questions, user preferences.
  • Financial and Transaction Data: Payment information, billing details, invoices, transaction history.
  • Business Data: Customer lists, lead data, sales pipeline details, order history, and workflow data input into the CRM platform.

B. Automatically Collected Data

  • Device and Usage Information: IP address, browser type, operating system, device identifiers.
  • Activity Logs & Analytics: Login timestamps, workflow automation logs, interactions with features.
  • Cookies and Tracking Technologies: Behavioral insights, session details, feature engagement tracking.

C. Data from Third Parties

  • Business Integrations: Data imported from third-party applications such as email marketing tools, financial software, and messaging services.
  • Public Databases & Social Media: Information from public sources or third-party platforms.
  • AI & Automation Data Processing: Data collected from Jacktrade AI-powered automation tools for customer engagement, lead management, and workflow optimizations.

D. Customer Data & Business Confidentiality

  • Confidentiality of Stored Business Data: Any data entered by customers into Jacktrade’s CRM system remains their proprietary information and will not be accessed, modified, or shared by Jacktrade unless required for support or legal compliance.
  • Encryption & Security Measures: All customer data is encrypted using industry-standard protocols, ensuring end-to-end protection for stored and transmitted data.
  • Workflow & Process Automation Protection: Business workflows, automation scripts, and AI-based decision-making within Jacktrade will not be shared externally.
  • Prohibited Use of Customer Data: Jacktrade strictly prohibits using customer data for advertising, sales prospecting, or business intelligence unrelated to the services provided.

4. Legal Basis for Processing Personal Data

We process your personal data based on:

  • Consent: When you provide explicit consent (e.g., subscribing to newsletters, enabling integrations).
  • Contractual Necessity: When processing is required to fulfill contractual obligations under the Jacktrade SaaS agreement.
  • Legitimate Interests: When processing is necessary for improving platform security, user experience, and fraud prevention.
  • Legal Obligations: When compliance with laws and regulations requires data processing.

5. How We Use Your Data

Jacktrade may use personal information for:

  • Service Delivery: Providing, maintaining, and improving the CRM platform and services.
  • User Authentication & Security: Ensuring secure logins, access controls, and fraud prevention.
  • Automation & AI Services: Delivering automated workflows, AI-powered customer engagement, and lead management tools.
  • Marketing & Communications: Sending newsletters, feature updates, and CRM best practices (with opt-out options).
  • Customer Support & Training: Assisting with troubleshooting, onboarding, and training services.
  • Compliance & Legal Purposes: Ensuring data retention policies align with regulatory requirements.

6. Data Sharing & Disclosures

We do not sell personal data. However, we may share it with:

  • Third-Party Integrations: When users connect external tools (e.g., payment processors, email services, messaging APIs) with their Jacktrade CRM instance.
  • Legal Authorities: When required by law, regulatory requests, or to enforce platform policies.
  • Corporate Transactions: In cases of mergers, acquisitions, or restructuring.
  • Affiliated Entities: Within Jacktrade and its parent company for operational purposes.

7. International Data Transfers

Jacktrade may process and store personal data in different countries. We implement:

  • Standard Contractual Clauses (SCCs) for non-EU data transfers.
  • Binding Corporate Rules (BCRs) ensuring GDPR compliance.
  • Adequate Safeguards for global data processing.

8. Data Security & Protection

We implement advanced security measures to protect your data:

  • Encryption: AES-256 encryption for stored data, TLS 1.2+ for transmission.
  • Access Controls: Role-based permissions, multi-factor authentication (MFA), session timeouts.
  • Threat Monitoring: AI-driven anomaly detection, real-time security alerts.
  • Incident Response: Dedicated teams for breach mitigation and forensic analysis.

9. Data Retention Policy

We retain personal data based on:

  • Legal and Contractual Requirements: Financial records (7 years), employment data (as required).
  • User Preferences: CRM data retained for active accounts, deletable upon request.
  • Marketing Data: Retained for 24 months, unless opted out.

10. Independent Policy Agreements

Jacktrade recognizes that some customers may have custom compliance, security, or operational requirements. Customers may request an independent policy agreement during the contractual sales process, which will be reviewed and mutually agreed upon before execution. Requesting independent agreements may change the cost of the proposed project.

11. Contact Information & Data Protection Office (DPO)

For privacy inquiries, contact:

Jacktrade Inc. www.jacktrade.co +1 (732) 986-7902

[email protected]

This document was last updated on February 12, 2025.

By using our Services, you acknowledge and accept this Privacy Policy.