Privacy Policy

Last Updated: April 13, 2025

Introduction

Welcome to CRMwiz.ai ("we," "our," or "us"), an AI-powered CRM assistant mobile application owned by Roenic Natarelli and operated by Virtual Horizons LLC. This Privacy Policy is designed to help you understand how we collect, use, disclose, and safeguard your information when you use our mobile application and services.

We are committed to protecting your privacy and ensuring the security of your personal information. By accessing or using our mobile application, you agree to the terms of this Privacy Policy.

Contact Information

Information We Collect

Personal Information

We may collect the following types of personal information:

• Account Information: Name, email address, phone number, username, and password when you create an account
• Contact Information: Information you provide when adding contacts to the CRM system
• Business Information: Company name, job title, industry, and business address
• Device Information: Device type, operating system, unique device identifiers, IP address, and mobile network information
• Usage Data: How you interact with our application, features you use, and time spent on various sections
• Communications: Information you provide when contacting our customer support
• Location Data: Approximate location based on IP address or precise location with your consent

Information Collected Automatically

When you use our application, we automatically collect certain information, including:

• Log data (IP address, browser type, pages visited)
• Device information
• Usage patterns and preferences
• Performance data and error reports

Information From Third Parties

We may receive information about you from third parties, including:

• Information from High Level integration
• Information from other CRM or business tools you connect to our service
• Information from our business partners

How We Use Your Information

We use the information we collect for the following purposes:

• Provide and Maintain Our Service: To deliver the features and functionality of CRMwiz.ai
• Improve and Personalize: To understand how you use our app and improve its features
• Communication: To respond to your inquiries and provide customer support
• Security and Fraud Prevention: To protect our services and users
• Legal Compliance: To comply with applicable laws and regulations
• Analytics: To analyze usage patterns and optimize performance
• Marketing: With your consent, to provide information about our services
• AI-Powered Features: To power the AI functionality within our app, including personalized recommendations and automated tasks

Data Processing with Artificial Intelligence

CRMwiz.ai uses artificial intelligence, specifically integration with Claude AI technology, to enhance your CRM experience. Here's how AI is used in our application:

• Customer Interaction Analysis: AI analyzes communication patterns to provide insights and suggestions
• Lead Scoring and Prioritization: AI evaluates lead potential based on available data
• Automated Task Management: AI helps organize and prioritize tasks
• Personalized Recommendations: AI provides customized suggestions based on your usage patterns
• Natural Language Processing: AI interprets your queries and commands to provide relevant responses

AI Training and Data Use

We use anonymized and aggregated data to improve our AI systems. Personal information is processed in accordance with this Privacy Policy and applicable data protection laws. At no point do we use your personal information to train AI systems without appropriate safeguards and compliance with relevant regulations.

Data Sharing and Disclosure

We may share your information with the following categories of third parties:

Service Providers

We work with third-party service providers who perform services on our behalf, such as:

• Cloud storage providers
• Payment processors
• Customer support tools
• Analytics services
• Email communication platforms
• AI service providers (including Anthropic's Claude)
• High Level CRM platform

These service providers are contractually obligated to use your information only for the purpose of providing services to us and in compliance with this Privacy Policy.

Business Partners

We may share information with business partners to provide specific services or features within our application.

Legal Requirements

We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect our rights, privacy, safety, or property, or that of our users or others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, user information may be transferred as part of the transaction. We will notify you via email and/or a prominent notice on our application of any change in ownership or uses of your information.

Integrations with Third-Party Services

High Level Integration

Our application integrates with High Level CRM services. When you connect your High Level account to CRMwiz.ai:

• We access information stored in your High Level account necessary to provide our services
• We may sync information between our platform and High Level
• Your use of High Level through our service is subject to both this Privacy Policy and High Level's privacy policy

Claude AI Integration

Our application leverages Claude AI (by Anthropic) to power certain features. When using AI-powered features:

• Text inputs may be processed by Claude AI
• Our AI features are designed to maintain privacy while providing useful functionality
• We have contractual agreements with Anthropic to protect your data

Data Security

We implement appropriate technical and organizational measures to protect the security, integrity, and confidentiality of your information. However, no electronic transmission or storage method is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Security Measures

Our security measures include:

• Encryption of sensitive data both in transit and at rest
• Regular security assessments and penetration testing
• Access controls for our systems and databases
• Employee training on privacy and security best practices
• Monitoring for suspicious activities and unauthorized access attempts
• Data breach response procedures

Data Breach Notification

In the event of a data breach that affects your personal information, we will:

1. Investigate the incident promptly
2. Take necessary measures to mitigate potential harm
3. Notify affected users as required by applicable laws
4. Provide information about steps you can take to protect yourself
5. Implement measures to prevent similar incidents in the future

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

Access and Portability

You have the right to request a copy of the personal information we hold about you and to receive it in a structured, commonly used format.

Correction

You have the right to request that we correct inaccurate or incomplete information about you.

Deletion

You have the right to request that we delete your personal information, subject to certain exceptions.

Objection and Restriction

You have the right to object to or request restriction of the processing of your personal information in certain circumstances.

Consent Withdrawal

Where we process your information based on consent, you have the right to withdraw your consent at any time.

Do Not Sell or Share

You have the right to opt out of the sale or sharing of your personal information for targeted advertising purposes.

Non-Discrimination

We will not discriminate against you for exercising any of your rights.

To exercise your rights, please contact us using the contact information provided above.

Children's Privacy

Our application is not intended for children under the age of 13, and we do not knowingly collect information from children under 13. If we learn that we have collected information from a child under 13, we will take steps to delete such information as soon as possible.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. We will securely delete or anonymize your information when it is no longer needed for these purposes.

International Data Transfers

We operate globally and may transfer your information to countries other than your country of residence, including the United States. These countries may have different data protection laws. When we transfer your information, we take appropriate safeguards to protect your information in accordance with this Privacy Policy and applicable laws.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Last Updated" date at the top of this Privacy Policy. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

If we make material changes to this Privacy Policy, we will notify you either through the email address you have provided or by placing a prominent notice on our application.

California Privacy Rights

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). Please see our California Privacy Notice for more information.

European Privacy Rights

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have certain rights under the General Data Protection Regulation (GDPR) and applicable data protection laws. Please see our European Privacy Notice for more information.

Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of Arizona, without giving effect to any principles of conflicts of law.

Contact Us

If you have any questions, concerns, or comments about this Privacy Policy or our privacy practices, please contact us at:

We will respond to your request within a reasonable timeframe.