Privacy Policy for Biz Scanner & Tracker

1. Introduction

This Privacy Policy applies to Biz Scanner & Tracker , a business management and automation platform operated by Shree Om Jari Industries Pvt. Ltd. .

In this policy, “we,” “our” and “us” refer to Shree Om Jari Industries Pvt. Ltd.. “You” refers to website visitors, registered users, administrators, employees, customers, business contacts or other persons whose information is processed through the platform.

2. Scope of This Policy

This policy applies to information processed through the following services:

• Biz Scanner & Tracker website and CRM platform
• Lead and customer management systems
• WhatsApp Business Platform integrations
• Digital Visiting Card services
• HRMS, attendance and payroll systems
• Customer ledger and payment collection systems
• AI chatbot and AI-assisted features
• Calling, call log and transcript features
• Marketing, task and performance management modules
• Contact, support and enquiry forms

This policy does not control the independent privacy practices of third-party websites, platforms or service providers.

3. Information We May Collect

The information collected depends on the services and modules used by you or the connected business account.

4. How We Use Information

We may use collected information to:

• Create, manage and secure user accounts.
• Provide CRM, HRMS, visiting card and payment services.
• Process customer enquiries and support requests.
• Manage leads, follow-ups, tasks and meetings.
• Enable WhatsApp Business communication workflows.
• Display business information in digital profiles.
• Generate dashboards, reports and performance insights.
• Provide chatbot, calling and AI-assisted functionality.
• Detect technical errors, misuse and security threats.
• Maintain audit, activity and webhook logs.
• Comply with legal and regulatory obligations.
• Improve platform features and user experience.

We do not use personal information for purposes that are materially unrelated to the service without providing an appropriate notice or obtaining consent where required.

5. WhatsApp Business Platform Data

When WhatsApp Business integration is enabled, we may process:

• WhatsApp sender and recipient phone numbers.
• Customer names or profile information supplied through the integration.
• Incoming and outgoing message content.
• Message timestamps and message identifiers.
• Template names and template parameters.
• Delivery, read, failed and webhook statuses.
• Business account ID and phone number ID.
• Configured chatbot replies and conversation history.

How WhatsApp information is used

• To display customer conversations inside the CRM.
• To respond to customer enquiries.
• To send approved message templates.
• To maintain webhook and delivery logs.
• To support configured chatbot or automated workflows.
• To associate communication with leads or customers.

Business responsibility

Each connected business is responsible for obtaining appropriate customer consent, respecting opt-out requests and complying with applicable WhatsApp Business, Meta and communication policies.

We do not claim ownership of customer WhatsApp messages. Such information is processed on behalf of the connected business for the purpose of delivering the requested platform service.

6. Digital Visiting Card Information

Businesses using the Digital Visiting Card service may choose to publicly display information such as:

• Business and brand name.
• Business logo, banner and owner photograph.
• Owner name and designation.
• Phone, WhatsApp, email and website links.
• Business description, products and services.
• Team members and business locations.
• Certifications, awards and testimonials.
• Catalogs, social links and business hours.

7. CRM, HRMS and Payment Information

CRM information

CRM data may include lead information, customer contact details, enquiry history, notes, follow-up schedules, sales stages, tasks, meetings and conversion records.

HRMS information

HRMS information may include employee profiles, attendance, leave, overtime, salary, payroll, documents, designation, joining date and performance records.

Payment collection information

Payment modules may process customer account names, transaction entries, debit and credit amounts, outstanding balances, promise dates, payment dates, remarks and collection responsibility.

A business using these modules acts as the primary decision-maker regarding the information it enters, imports, stores and manages through the platform.

8. AI Chatbot and AI-Assisted Services

Where enabled, information may be processed by AI-based systems to generate chatbot responses, summaries, lead scores, follow-up suggestions, call transcripts or recommended actions.

Depending on the selected configuration, limited information may be sent to a third-party AI or transcription service solely to generate the requested output.

• AI outputs may be incomplete or inaccurate.
• Users should review AI-generated responses before relying on them.
• Sensitive information should not be submitted unless required and authorized.
• Automated decisions should be reviewed by an authorized human user.

9. How Information May Be Shared

We may share information only where reasonably necessary for platform operation, service delivery, security or legal compliance.

Recipients may include:

• Authorized users, employees and administrators of the connected business account.
• Hosting, database, email, cloud and infrastructure service providers.
• WhatsApp, Meta or other communication providers when an integration is enabled.
• AI, transcription or calling service providers when those features are selected.
• Payment or billing providers where online payment functionality is enabled.
• Government, law-enforcement or regulatory authorities when legally required.
• Professional advisers where necessary to protect legal rights or meet compliance obligations.

We do not sell personal information as a standalone commercial product.

10. Data Retention

Information is retained only for as long as reasonably necessary to provide the service, maintain business records, resolve disputes, enforce agreements, prevent misuse and meet applicable legal obligations.

Retention periods may vary depending on:

• The type of data and selected module.
• The connected business account’s instructions.
• Whether the account remains active.
• Legal, tax, accounting or compliance requirements.
• Security, backup and dispute-resolution needs.

Backup copies may remain for a limited additional period before being overwritten or securely removed.

11. Data Security

We use reasonable administrative, technical and organizational measures designed to protect information against unauthorized access, alteration, loss, misuse or disclosure.

Measures may include:

• Role-based access and user permissions.
• Password hashing and authentication controls.
• Tenant or administrator-based data separation.
• HTTPS encryption during website transmission.
• Activity, error and webhook logging.
• Limited access to integration credentials.
• Security updates and backup procedures.

No method of transmission or storage is completely secure. Therefore, we cannot guarantee absolute security.

12. Your Privacy Rights

Subject to applicable law and verification, you may request:

• Confirmation of whether we process your information.
• Access to personal information associated with you.
• Correction of inaccurate or incomplete information.
• Deletion of eligible personal information.
• Restriction or objection to certain processing.
• Withdrawal of consent where processing relies on consent.
• A copy of certain information in a usable format.
• Information about third-party service providers used.

Where information was submitted by a business using our platform, we may direct the request to that business because it controls how the information is used.

13. Data Deletion Requests

You may request deletion of eligible personal information by using one of the following methods:

• Email: sumitsvg9836@gmail.com
• Contact page: https://shreeomjaricrm.in/crm/contact-us/
• Data Deletion Instructions: https://shreeomjaricrm.in/crm/data-deletion/
• Phone or WhatsApp: +91 78599 91499

Please include your name, phone number, email, business name, account details and a clear description of the data you want deleted.

We may request additional information to verify your identity and prevent unauthorized deletion.

Some information may be retained where required for legal, accounting, security, fraud-prevention or dispute-resolution purposes.

14. Cookies and Similar Technologies

The website or platform may use cookies, sessions, local storage or similar technologies for purposes such as:

• Maintaining user login sessions.
• Remembering user preferences.
• Supporting security and authentication.
• Preventing repeated pop-ups or notices.
• Understanding technical performance and errors.

Disabling essential cookies may affect login, security or platform functionality.

15. Children’s Privacy

Biz Scanner & Tracker is intended for businesses, business users and authorized employees. It is not designed for use by children.

We do not knowingly collect personal information directly from children without appropriate authorization. If you believe that a child’s information has been submitted improperly, contact us to request review and deletion.

16. Changes to This Privacy Policy

We may update this Privacy Policy when platform features, integrations, legal requirements or business practices change.

The updated version will be published on this page with a revised “Last updated” date. Material changes may also be communicated through the platform, email or another appropriate notice.

17. Contact Us