Privacy Policy

Last updated: January 21, 2026

1. Introduction

Swytch Elevate CRM ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our CRM platform and related services.

By accessing or using Swytch Elevate CRM, you agree to this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the platform.

2. Information We Collect

2.1 Information You Provide

  • Account Information: Your name, email address, phone number, company name, and password when you create an account.
  • Profile Data: Business information, profile pictures, logos, and other customization preferences.
  • Customer Data: Contact information, communication records, and other data you input about your customers and leads.
  • Payment Information: Billing details processed securely through our payment processor (Stripe).
  • Communications: Messages, emails, SMS content, and support tickets you send through our platform.

2.2 Information Collected Automatically

  • Usage Data: Information about how you use the platform, including pages visited, features used, and time spent.
  • Device Information: IP address, browser type, operating system, and device identifiers.
  • Cookies and Similar Technologies: We use cookies to maintain sessions and enhance user experience.
  • Analytics Data: We collect data on campaign performance, email opens, click rates, and social media engagement metrics.

2.3 Information from Third Parties

  • Social Media Integrations: If you connect social media accounts (Facebook, Instagram, LinkedIn, Twitter/X), we receive data according to your authorization settings.
  • Email Service Providers: Data from connected email services (SendGrid, Mailjet, AWS SES).
  • SMS Providers: Data from Twilio or other SMS services you integrate.
  • AI Enrichment: Publicly available business information used to enhance contact profiles.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Provide Services: To operate and maintain the CRM platform and deliver the features you request.
  • Account Management: To create and manage your account, authenticate users, and provide customer support.
  • Communications: To send transactional emails, service updates, and respond to your inquiries.
  • Marketing Automation: To enable email campaigns, SMS marketing, social media scheduling, and other marketing tools.
  • AI Features: To provide AI-powered content generation, lead scoring, customer segmentation, and predictive analytics.
  • Analytics & Improvement: To analyze usage patterns, improve our services, and develop new features.
  • Security: To detect, prevent, and address technical issues, fraud, and security breaches.
  • Legal Compliance: To comply with applicable laws, regulations, and legal processes.
  • Business Operations: To process payments, manage subscriptions, and conduct internal business operations.

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: We share data with trusted third-party service providers who perform services on our behalf (email delivery, SMS services, payment processing, AI processing, analytics).
  • Social Media Platforms: When you authorize us to post on your behalf to Facebook, Instagram, LinkedIn, or Twitter/X.
  • Legal Requirements: When required by law, subpoena, or court order, or to protect our rights, property, or safety.
  • Business Transfers: In connection with a merger, acquisition, sale of assets, or bankruptcy.
  • With Your Consent: When you explicitly authorize us to share your information with third parties.
  • Team Members: With other users in your account who have been granted access (for Enterprise plans with multi-user features).

5. Data Security

We implement appropriate technical and organizational security measures to protect your information:

  • Encryption of data in transit using SSL/TLS protocols
  • Encryption of sensitive data at rest
  • Regular security audits and vulnerability assessments
  • Access controls and authentication requirements
  • Secure cloud infrastructure with leading providers
  • Regular backups and disaster recovery procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy. When you delete your account, we will delete or anonymize your personal information within 90 days, except where we are required to retain it for legal, regulatory, or legitimate business purposes.

Backup copies may persist for up to 90 days. Aggregated and anonymized data may be retained indefinitely for analytics and service improvement.

7. Your Rights and Choices

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

  • Access: Request access to the personal information we hold about you.
  • Correction: Request correction of inaccurate or incomplete information.
  • Deletion: Request deletion of your personal information (subject to certain exceptions).
  • Portability: Request a copy of your data in a machine-readable format.
  • Restriction: Request that we restrict processing of your information.
  • Objection: Object to our processing of your information.
  • Withdraw Consent: Withdraw consent where we rely on consent as the legal basis for processing.

To exercise these rights, please contact us at privacy@swytchelevate.com or through your account settings.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

  • Maintain your session and keep you logged in
  • Remember your preferences and settings
  • Analyze usage patterns and improve our services
  • Provide personalized content and features

You can control cookies through your browser settings. However, disabling cookies may limit your ability to use certain features of the platform.

9. Third-Party Services

Our platform integrates with third-party services including social media platforms (Facebook, Instagram, LinkedIn, Twitter/X), email providers (SendGrid, Mailjet, AWS SES), SMS services (Twilio), and AI providers. These services have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices of these third parties.

10. Children's Privacy

Swytch Elevate CRM is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure that appropriate safeguards are in place to protect your information in accordance with this Privacy Policy and applicable data protection laws.

12. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your information, and the right to opt-out of the sale of your information. We do not sell personal information.

13. GDPR Compliance

For users in the European Economic Area (EEA), we comply with the General Data Protection Regulation (GDPR). We process your data based on legitimate interests, contractual necessity, legal obligations, and your consent where applicable.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Significant changes will be communicated via email or prominent notice within the platform.

15. Contact Us

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