Privacy Policy
Effective Date: 9 October 2026
Website: https://www.meta-flow.app
1. Introduction
Welcome to Meta Flow CRM (“Meta Flow”, “we”, “our”, or “us”).
Meta Flow CRM is a service management and customer relationship management platform designed to help technicians and business owners manage customer information, service jobs, invoices, Annual Maintenance Contracts (AMCs), service reminders, and business-related data.
This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website or use our services.
By accessing or using Meta Flow CRM, you acknowledge that you have read this Privacy Policy.
2. Information We Collect
Depending on how you use our services, we may collect the following categories of information:
A. Account Information
- Name
- Email address
- Mobile number
- Login credentials or authentication information
- Business name and business contact details
B. Customer and Service Information
Users may enter business information into Meta Flow CRM, including:
- Customer names and contact details
- Customer addresses and service locations
- Service job descriptions and service dates
- Technician assignments and service history
- Invoice details and payment records
- AMC information, contract dates, and renewal schedules
Users are responsible for ensuring that they have an appropriate legal basis and any necessary permissions to enter and manage their customers' information through the platform.
C. Usage and Technical Information
We may collect technical information such as browser type, device information, IP address, log data, usage activity, and diagnostic information, depending on the services and technologies we use.
D. Payment Information
If paid plans or subscriptions are offered, payment information may be processed by our payment service providers. We may receive transaction references, payment status, subscription details, and billing records.
We do not intend to store complete payment card details on our own systems unless expressly disclosed and handled under applicable security requirements.
3. How We Use Information
We may use information to:
- Create and manage user accounts.
- Provide CRM and service management features.
- Maintain customer and service job records.
- Generate invoices and manage AMC records.
- Display upcoming service and AMC reminders.
- Provide business and revenue-related reports.
- Process payments and manage subscriptions, where applicable.
- Provide customer support and respond to enquiries.
- Maintain platform security and prevent unauthorized access.
- Diagnose technical problems and improve our services.
- Comply with applicable legal obligations.
We will not use personal information for purposes materially different from those described here without an appropriate legal basis.
4. How We Share Information
We do not sell personal information to third parties.
We may share information where necessary with:
- Service providers: Hosting providers, database providers, payment processors, email providers, and other vendors supporting our platform.
- Authorized users: Business owners, administrators, and technicians, subject to the permissions and access controls configured for the service.
- Legal authorities: Where disclosure is required by applicable law or a valid legal process.
- Business successors: In connection with a merger, acquisition, restructuring, or transfer of business, subject to applicable legal requirements.
We seek to use appropriate contractual, technical, and organizational safeguards when working with service providers.
5. Customer Data and User Responsibilities
Meta Flow CRM enables businesses to maintain information about their own customers.
The business or account holder using the platform is responsible for:
- Collecting customer information lawfully.
- Providing any required privacy notices.
- Obtaining consent where legally required.
- Keeping customer information accurate and relevant.
- Restricting access to authorized personnel.
- Ensuring that invoices, service records, and other information are used appropriately.
Users should not upload information they are not authorized to collect or process.
6. Data Security
We use reasonable technical and organizational measures intended to protect information against unauthorized access, disclosure, alteration, loss, or misuse.
Depending on the system configuration, safeguards may include access controls, authentication, secure communications, backups, and monitoring.
No internet-based system can be guaranteed to be completely secure. Users should protect their login credentials and promptly report suspected unauthorized access.
7. Data Retention and Deletion
We retain information for as long as reasonably necessary to provide the service, maintain business records, resolve disputes, enforce agreements, and comply with applicable legal obligations.
When an account is closed, we will handle its information in accordance with our retention practices and applicable law. Some records may remain for a limited period where necessary for legal, accounting, security, or backup purposes.
Users may contact us to request access, correction, or deletion of personal information, subject to applicable law and legitimate retention requirements.
8. Cookies and Similar Technologies
Our website may use cookies or similar technologies to support essential functionality, maintain sessions, understand website usage, and improve user experience.
Where required, we will seek consent before using non-essential cookies. You may also be able to manage cookies through your browser settings.
9. Third-Party Services and Links
Meta Flow CRM may rely on third-party services or contain links to external websites. These services have their own privacy policies and practices.
We encourage users to review the applicable policies of third-party providers. We are not responsible for the privacy practices of independent websites that we do not control.
10. Your Privacy Rights
Subject to applicable law, you may have the right to:
- Request access to personal information.
- Request correction of inaccurate information.
- Request deletion of information.
- Withdraw consent where processing is based on consent.
- Raise concerns about the handling of your information.
- Seek applicable grievance redressal.
To submit a request, contact us using the details below.
11. Children's Privacy
Meta Flow CRM is intended for business and professional use and is not directed at children. We do not knowingly seek to collect children's personal information in violation of applicable law.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, technology, or legal obligations.
Any updated version will be published on this page with a revised effective date where appropriate.
13. Contact Us
For privacy-related questions, requests, or complaints, contact:
Business / Platform: Meta Flow CRM
Website: https://www.meta-flow.app
Email: [Insert official support or privacy email]
Business Address: [Insert registered business address]
Meta Flow CRM — Your Service Business, Organized.
Contact our team