Privacy Policy

ClientForge is a CRM and business automation service operated by Teemers Global, a venture of SatyaPran Institute of Medical Sciences. This policy applies to the ClientForge website, CRM application and connected integrations.

Information we process

Depending on the features you use, ClientForge may process:

• account and profile information such as name, email address, mobile number, role and account membership;
• business information, CRM records, contacts, enquiries, opportunities, activities, quotations and customer communication history;
• integration configuration and identifiers needed to connect services such as email providers, Meta/WhatsApp, SMS, RCS, Telegram or other enabled communications providers;
• message content and communication metadata where required to provide an enabled channel or keep communication history in the CRM;
• technical, security and audit information such as timestamps, IP/device information, authentication events, webhook events, delivery events, error logs and activity records.

Meta and WhatsApp Business Platform data

When an authorized business connects Meta or the WhatsApp Business Platform to ClientForge, we may process information required to provide that integration. Depending on the connection and permissions granted, this can include business account identifiers, WhatsApp Business Account identifiers, phone-number identifiers, business profile information, message-template information, webhook events, message identifiers, sender/recipient phone numbers, message content, timestamps, delivery/read/error status and other messaging metadata.

Authorization credentials or access tokens may also be processed where required to operate an authorized integration. ClientForge does not ask users to provide their Meta password or other Meta login credentials to us.

SMS and RCS data

Where SMS or RCS is enabled, ClientForge may process phone numbers, sender/agent identifiers, consent or suppression information, message content, message identifiers, timestamps, capability information, delivery status, read or interaction events where supported, and provider error information. Applicable providers or carriers may also process communication data under their own terms and policies.

Telegram data

Where a Telegram integration is enabled, ClientForge may process Telegram user, chat or bot identifiers, messages, commands, interaction events and related metadata needed to provide the configured bot or business workflow. Telegram integrations must only use data necessary for their stated purpose and are subject to Telegram's applicable terms and privacy requirements.

AI-assisted processing

Where AI features are enabled, relevant CRM or communication context may be processed to perform the requested task, such as extracting enquiry details, summarizing a conversation, drafting content, suggesting a next action or running a configured AI-assisted workflow. Depending on the account configuration, this processing may involve a third-party AI provider whose own terms and data-handling commitments also apply.

ClientForge does not represent AI output as guaranteed to be correct. Customers remain responsible for appropriate review of pricing, contractual commitments, regulated advice, sensitive decisions and outbound communication.

How and why we use information

We process information only for legitimate service purposes such as authenticating users, operating CRM features, displaying and synchronizing authorized customer communications, sending messages requested by authorized users or workflows, maintaining customer history, providing integrations, providing configured AI assistance, troubleshooting, protecting accounts, preventing abuse, maintaining audit records, supporting customers and complying with applicable legal obligations.

We do not use connected-platform data to create unrelated advertising profiles and we do not sell customer data.

Business customers and their contacts

ClientForge customers decide what customer and prospect information they place in their CRM, which integrations they connect, and which communications they send. They are responsible for providing required notices, obtaining required consent, honoring opt-outs and using ClientForge in accordance with applicable privacy, marketing, telecom and messaging laws and the rules of connected platforms.

Sharing and service providers

Information may be disclosed to infrastructure, communications, telecom, email, AI, database, security or other service providers only where reasonably necessary to provide requested functionality, protect the service or comply with law. Connected services process information under their own terms and privacy practices when customers choose to use those services.

Security and access

ClientForge uses authenticated access and account-level controls intended to restrict access to authorized users and account-scoped data. Sensitive integration credentials are handled by server-side application processes and are not intended to be exposed to ordinary users.

Retention

We retain information for as long as reasonably necessary to provide the service, maintain legitimate security and audit records, meet contractual requirements and comply with applicable law. Retention can vary by data type, account status and connected service.

Your choices, access and deletion

You may request access, correction or deletion of personal data associated with ClientForge by emailing connect@clientforge.in. For deletion requests, see our Data Deletion Instructions. There is no fee to submit a deletion request.

Disconnecting a third-party integration stops future authorized access through that connection, but it does not necessarily delete information that was already stored in your ClientForge CRM. A separate deletion request may therefore be required.

Messaging preferences

Recipients' communication preferences and opt-outs should be respected. ClientForge customers must not use channel fallback to circumvent an opt-out, consent requirement or platform restriction. See our Business Messaging & Channel Policy.

Children

ClientForge is a business service and is not directed to children.

Changes to this policy

We may update this policy as ClientForge, applicable law or connected-platform requirements change. The current version will remain publicly available at this URL with its effective date.

Contact

Teemers Global
#362, Sector 1, Ambala City - 134003, Haryana, India
Email: connect@clientforge.in
Phone: +91 98615 09000 | +91 88601 99000