Effective Date: August 2, 2026
Introduction
Smart Lead CRM (“we”, “our”, or “the Application”) is a customer relationship management platform designed to help businesses manage customer enquiries, WhatsApp conversations, leads, bookings, quotations, and marketing attribution.
We are committed to protecting the privacy of our users and their customers.
Information We Collect
Depending on how the application is used, we may collect:
- Customer name
- Phone number
- Email address
- WhatsApp messages
- Booking and travel enquiry details
- Lead source information
- Marketing attribution data (such as UTM parameters, GCLID, GBRAID, WBRAID)
- Device and browser information provided by Meta or web browsers
- Quote and booking history
We only collect information necessary to provide CRM functionality.
How We Use Information
Collected information is used to:
- Manage customer enquiries
- Respond to WhatsApp messages
- Generate quotations
- Track leads and conversions
- Improve customer service
- Generate reports and analytics
- Provide AI-assisted recommendations and travel quotations (when enabled)
We do not sell customer data.
WhatsApp Integration
When connected to the WhatsApp Business Platform, Smart Lead CRM processes incoming and outgoing business conversations on behalf of the business using the Meta WhatsApp Cloud API.
Messages are processed solely for CRM, customer support, and quotation purposes.
AI Features
If AI features are enabled by the business, selected customer messages may be processed by a configured AI provider (such as OpenAI or Anthropic) to:
- Extract travel requirements
- Generate draft replies
- Assist with quotations
- Improve customer support
AI processing is optional and controlled by the business administrator.
Data Storage
Customer information is stored within the business’s own WordPress installation and database.
The application developer does not automatically collect or store customer information outside the business’s own systems.
Third-Party Services
The application may integrate with:
- Meta WhatsApp Business Platform
- Google Ads
- Google Analytics 4
- OpenAI (optional)
- Anthropic (optional)
Use of these services is governed by their respective privacy policies.
Data Security
Reasonable technical and organizational measures are implemented to protect customer information from unauthorized access, disclosure, alteration, or destruction.
Data Retention
Customer information is retained for as long as required by the business or applicable law. Administrators may delete customer records at any time.
User Rights
Depending on applicable laws, customers may request:
- Access to their information
- Correction of inaccurate information
- Deletion of their information
- Restriction of processing where applicable
Requests should be directed to the business operating the CRM.
Children’s Privacy
The application is not intended for use by children under the age required by applicable law and does not knowingly collect information directly from children.
Changes to This Policy
This Privacy Policy may be updated periodically. Continued use of the application constitutes acceptance of any updated policy.
Contact
For privacy-related enquiries, please contact the business operating Smart Lead CRM or the application administrator.
