Privacy Policy

1. Introduction

Palantra Pvt. Ltd. ("Palantra", "we", "us", or "our") operates the Palantra CRM platform, including its website, applications, APIs, integrations, and related services (collectively, the "Services").

This Privacy Policy explains how we collect, use, store, disclose, and protect personal data when you use our Services.

By accessing or using the Services, you acknowledge this Privacy Policy. Where consent is required by applicable law, we will obtain it in the manner required by law.

2. Information We Collect

2.1 Account Information

When you create or use an account, we may collect your name, email address, phone number, company name, job title, login information, account preferences, billing and subscription information, and other information required to provide and manage your account.

2.2 CRM Data

Customers may use Palantra CRM to store information about their customers, leads, prospects, employees, vendors, and business contacts. This may include names, email addresses, phone numbers, company information, addresses, enquiries, sales activities, notes, communication history, follow-ups, files, and other information entered or imported by the customer.

Customers are responsible for ensuring that the information they collect and process through Palantra CRM is lawful and appropriate for their purposes.

2.3 Usage and Technical Information

We may automatically collect information such as IP address, browser and device information, operating system, login activity, pages and features accessed, usage activity, timestamps, error logs, and other technical information. We use this information to operate, secure, maintain, troubleshoot, and improve the Services.

2.4 Third-Party Integrations

If you connect third-party services or applications to Palantra CRM, we may receive or share information according to the permissions and configuration authorised by you or your organisation.

3. How We Use Your Information

We may use personal data to:

• Provide, operate, and maintain the Services.
• Create and manage accounts.
• Store and process CRM data.
• Process subscriptions, billing, and payments.
• Provide customer support.
• Enable authorised integrations.
• Send account, security, billing, and service-related communications.
• Send marketing communications where permitted, with an option to opt out.
• Monitor usage and improve our products and features.
• Detect, prevent, and investigate fraud, abuse, security incidents, and technical issues.
• Comply with applicable laws, regulations, legal processes, and lawful government requests.

Where appropriate, we may use aggregated, anonymised, or de-identified information for analytics and product improvement.

4. Customer Data and Our Role

Palantra CRM allows businesses to manage their own customer and operational information.

Where a customer uploads or enters personal data into the CRM, that customer generally determines why the information is collected and how it is used. Palantra processes such information to provide the Services and according to the customer's instructions and applicable agreements.

Customers are responsible for providing appropriate privacy notices, obtaining consent where required, maintaining accurate information, configuring access permissions, and complying with applicable data protection laws.

If your personal data is stored in a CRM workspace controlled by an organisation, you may need to contact that organisation regarding certain privacy requests.

5. Data Sharing

We do not sell personal data or Customer Data.

We may share information with trusted third parties only where necessary to provide or support the Services, including:

• Infrastructure and hosting providers: For cloud hosting, storage, databases, backups, security, and related infrastructure.
• Payment providers: To process subscriptions, payments, refunds, and related transactions.
• Communication and support providers: To provide email, notifications, customer support, and service communications.
• Analytics and security providers: To monitor performance, detect issues, and protect the Services.
• Customer-authorised integrations: When you or your organisation explicitly connects another service.
• Legal and regulatory authorities: Where disclosure is required or permitted by applicable law or lawful process.

We require relevant service providers to maintain appropriate confidentiality and security protections.

6. Data Storage and International Transfers

Personal data may be stored or processed in India or other countries depending on our infrastructure, service providers, integrations, and business operations.

Where personal data is transferred outside India, we will take measures required by applicable law and relevant contractual arrangements.

7. Data Security

We implement reasonable technical and organisational safeguards designed to protect personal data against unauthorised access, disclosure, alteration, loss, destruction, or misuse.

These measures may include access controls, authentication, role-based permissions, encryption, monitoring, logging, security testing, backups, and incident-response procedures.

No electronic system or method of transmission can be guaranteed to be completely secure.

8. Personal Data Breaches

If we become aware of a personal data breach, we will take reasonable steps to investigate, contain, mitigate, and remediate the incident.

Where required by applicable law, we will notify affected customers, individuals, regulators, or other authorities within the applicable timeframes.

9. Data Retention and Deletion

We retain personal data only for as long as reasonably necessary to provide the Services, fulfil the purposes described in this Privacy Policy, maintain security and business records, or comply with applicable legal obligations.

Customer Data may be retained according to the customer's subscription, contract, instructions, account settings, deletion requests, and applicable legal requirements.

When data is no longer required, we will delete, anonymise, or otherwise dispose of it in accordance with applicable law and our retention practices.

Backup copies may remain for a limited period where necessary for security, disaster recovery, or business continuity.

10. Your Privacy Rights

Subject to applicable law, you may have the right to:

• Request access to your personal data.
• Request correction of inaccurate or incomplete data.
• Request deletion of personal data where applicable.
• Withdraw consent where processing is based on consent.
• Request information about how your personal data is processed.
• Raise a grievance regarding our processing of personal data.
• Exercise other rights available under applicable law.

You may contact us using the details below to exercise applicable rights or raise a privacy grievance. We may verify your identity before processing certain requests.

We will handle valid requests and grievances in accordance with applicable law.

11. Cookies

We may use cookies and similar technologies to maintain sessions, remember preferences, provide essential functionality, analyse usage, improve performance, and enhance security.

Where required, we will obtain consent for non-essential cookies. You may manage cookies through your browser or available cookie controls, although disabling essential cookies may affect the functionality of the Services.

12. Children's Data

Palantra CRM is a business-focused platform and is not intended for children.

Customers must not knowingly use the Services to collect or process children's personal data in violation of applicable law.

Where applicable law imposes additional requirements for processing children's data, those requirements must be followed.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our Services, business practices, security practices, or applicable laws.

Material changes may be communicated through the Services, our website, email, or another appropriate method.

The updated policy will always include a revised "Last Updated" date.

14. Contact Us

If you have questions, concerns, privacy requests, or grievances regarding this Privacy Policy or our data practices, contact us:

Palantra Pvt. Ltd.Privacy / Data Protection Contact: Palantra Support team
Email: info@palantra.com
Phone: +91 90370 46775
Registered Office: 4/461, VALAMKOTTIL TOWERS, 2ND FLOOR, SUITE NO 708, Thrikkakara, Ernakulam- 682021, Kerala

15. Applicable Law

This Privacy Policy is intended to comply with applicable privacy and data protection laws.

For users and customers in India, this includes the Digital Personal Data Protection Act, 2023, the Digital Personal Data Protection Rules, 2025, and other applicable Indian laws and regulations, as amended or replaced from time to time.

Where other privacy or data protection laws apply to a user's circumstances, Palantra will comply with applicable requirements to the extent required by law.