Privacy Policy & Terms of Service

1. Introduction

Welcome to Invoxi ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you use our customer relationship management (CRM) platform and related services.

By using Invoxi, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

2. Data Collection

We collect the following types of information to provide and improve our services:

2.1 Account & Profile Information

When you create an account, we collect:

• Personal Identifiers: Full name, email address, phone number, and profile picture.
• Authentication Data: Password (encrypted), and OAuth tokens if you sign in with Google or other providers.
• Business Information: Company name, business address, tax identification numbers, and business logo.
• Billing Information: Payment method details, billing address, and subscription plan information (processed securely through Stripe).
• Preferences: Language preference, timezone, notification settings, and display preferences.

2.2 Business & Customer Data

Data you enter into Invoxi to manage your business:

• Customer Records: Names, email addresses, phone numbers, addresses, and other contact details of your customers and contacts.
• Companies: Business names, addresses, tax IDs, and contact information for companies you do business with.
• Leads & Deals: Sales pipeline information, lead sources, deal values, and conversion data.
• Invoices & Quotes: Invoice details, line items, pricing, payment terms, and transaction history.
• Recurring Invoices: Scheduled billing information and recurring payment configurations.
• Support Tickets: Customer support requests, ticket history, and resolution data.
• Events & Calendar: Appointments, meetings, reminders, and scheduled activities.
• Notes & Communications: Internal notes, email correspondence, and chat messages.

2.3 Documents & Files

• Uploaded Documents: Files you upload to our cloud storage feature, including contracts, attachments, and supporting documents.
• Generated Documents: PDFs of invoices, quotes, and reports generated by the platform.
• Ticket Attachments: Files attached to support tickets.

2.4 Information Collected Automatically

• Usage Data: Pages visited, features used, actions taken, time spent on pages, and navigation patterns.
• Device Information: Browser type and version, operating system, device type, screen resolution, and unique device identifiers.
• Network Information: IP address, internet service provider, and approximate geographic location (city/country level).
• Cookies & Tracking: Session cookies, authentication tokens, and analytics data (see our Cookie Policy for details).
• Log Data: Server logs including access times, error logs, and system activity for security and troubleshooting.

2.5 Third-Party Integrations

When you connect third-party services, we may collect:

• Google Account: Profile information, calendar data, and contacts (see Section 3 for details).
• Payment Processors: Transaction confirmations and payment status from Stripe.
• Email Services: Delivery status and engagement metrics for transactional emails.

3. Google User Data

Invoxi integrates with Google services to provide enhanced functionality. This section specifically describes how we handle data obtained through Google APIs.

3.1 Types of Google Data We Access

When you connect your Google account to Invoxi, we may access the following data:

• Basic Profile Information: Your name, email address, and profile picture from your Google account for authentication and account identification purposes.
• Google Calendar Data: Calendar events and schedules (if you enable calendar integration) to sync your business appointments and meetings with Invoxi.
• Google Contacts: Contact information (if you enable contacts integration) to import and sync your business contacts.

3.2 How We Use Google User Data

We use Google user data strictly for the following purposes:

• Authentication: To verify your identity and allow you to sign in to Invoxi using your Google account (Google Sign-In).
• Calendar Synchronization: To display and sync your calendar events within Invoxi, helping you manage appointments and schedule meetings with clients.
• Contact Import: To allow you to import contacts from your Google account into Invoxi for easier customer management.
• Service Improvement: To provide, maintain, and improve our integration features.

3.3 Google Data Storage

• Google user data is stored securely on encrypted servers hosted by Amazon Web Services (AWS) in data centers located in the United States and European Union.
• Access tokens and refresh tokens are encrypted at rest using AES-256 encryption.
• We retain Google user data only for as long as necessary to provide our services or as required by law.

3.4 Google Data Sharing

We do NOT:

• Sell, rent, or trade your Google user data to third parties.
• Use Google user data for advertising purposes.
• Share Google user data with third parties except as necessary to provide our services (e.g., cloud hosting providers) or as required by law.
• Use Google user data to train artificial intelligence or machine learning models.

3.5 Revoking Google Access

You can revoke Invoxi's access to your Google data at any time by:

• Disconnecting your Google account from within Invoxi's settings.
• Visiting your Google Account Permissions page and removing Invoxi's access. Google Account Permissions
• Contacting us at info@invoxi.com to request deletion of your Google-related data.

Google API Services User Data Policy Compliance: Invoxi's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Google API Services User Data Policy

4. How We Use Your Data

We use the information we collect for the following purposes:

• Provide Services: To operate, maintain, and deliver the features and functionality of Invoxi.
• Account Management: To create and manage your account, process payments, and provide customer support.
• Communication: To send you service-related notifications, updates, security alerts, and support messages.
• Improvement: To analyze usage patterns and improve our platform's features, performance, and user experience.
• Security: To detect, prevent, and address technical issues, fraud, and security threats.
• Legal Compliance: To comply with applicable laws, regulations, and legal processes.

5. Data Storage & Security

5.1 Where We Store Your Data

Your data is stored on secure servers provided by Amazon Web Services (AWS). Our primary data centers are located in the United States and European Union, with appropriate data protection measures in place.

5.2 Security Measures

We implement industry-standard security measures to protect your data:

• Encryption: All data is encrypted in transit using TLS 1.2+ and at rest using AES-256 encryption.
• Access Controls: Strict access controls and authentication mechanisms to limit data access to authorized personnel only.
• Regular Audits: Regular security assessments and vulnerability testing.
• Secure Development: Secure coding practices and regular code reviews.
• Incident Response: Established procedures for detecting and responding to security incidents.

6. Data Sharing & Disclosure

We may share your information in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in operating our platform (e.g., hosting, payment processing, email delivery), subject to confidentiality agreements.
• Legal Requirements: When required by law, court order, or governmental authority.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate notice to users.
• With Your Consent: When you explicitly authorize us to share your information.

We do NOT sell your personal information to third parties.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request correction of inaccurate or incomplete data.
• Deletion: Request deletion of your personal data (subject to legal retention requirements).
• Portability: Request a copy of your data in a portable format.
• Objection: Object to certain processing of your personal data.
• Withdraw Consent: Withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us at info@invoxi.com. info@invoxi.com

8. Data Retention

We retain your personal data for as long as your account is active or as needed to provide you with our services. We may also retain certain information as required by law or for legitimate business purposes, such as:

• Financial records: Retained for 7 years for tax and accounting purposes.
• Security logs: Retained for up to 2 years for security and fraud prevention.
• Backup data: Retained for up to 90 days after account deletion.

Upon account deletion, we will delete or anonymize your personal data within 30 days, except where retention is required by law.

9. Terms of Service

9.1 Acceptance of Terms

By accessing or using Invoxi, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

9.2 Account Responsibilities

• You are responsible for maintaining the confidentiality of your account credentials.
• You must provide accurate and complete information when creating an account.
• You are responsible for all activities that occur under your account.
• You must notify us immediately of any unauthorized use of your account.

9.3 Acceptable Use

You agree not to:

• Use our services for any illegal or unauthorized purpose.
• Violate any laws, regulations, or third-party rights.
• Attempt to gain unauthorized access to our systems or other users' accounts.
• Transmit viruses, malware, or other harmful code.
• Interfere with or disrupt the integrity or performance of our services.

9.4 Intellectual Property

Invoxi and its original content, features, and functionality are owned by Invoxi and are protected by international copyright, trademark, and other intellectual property laws.

9.5 Limitation of Liability

To the maximum extent permitted by law, Invoxi shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of or inability to use our services.

9.6 Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of significant changes via email or through our platform. Continued use of our services after changes constitutes acceptance of the modified terms.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: