Deal Flow CRMDeal Flow CRM helps businesses follow up with people who want to hear from them. This policy is part of our Terms of Service and applies to everyone who uses the Service.
1. Calls, messages and email
- Contact only people you have a lawful basis to contact, such as people who gave you their details, asked to be contacted, or are your existing customers.
- Do not send spam or unsolicited bulk email, SMS, WhatsApp messages or calls, or buy and use contact lists of people who have not agreed to hear from you.
- Follow the Telecom Regulatory Authority of India's rules on unsolicited commercial communication, including registered preferences on the National Do Not Call (DND) registry, permitted calling hours, and the registration requirements for commercial senders that apply to you.
- Honour opt-outs at once: if someone asks you to stop calling or messaging them, stop and record it in the CRM.
- Follow WhatsApp's Business and Commerce Policies when using WhatsApp, and the rules of your email provider when sending email.
2. Call recording and the AI calling agent
- Tell people when a call is recorded and get their consent where the law requires it.
- Use the AI calling agent only for genuine business purposes. Do not instruct it to mislead people, pretend to be a specific real person, collect sensitive information it does not need (such as card numbers, OTPs or passwords), or pressure people.
- If someone asks whether they are talking to a person or an AI, the agent must not deny that it is a virtual assistant. Offer a call back from a person when asked.
- Do not use the Service to place large volumes of automated calls that your mobile operator or the law does not allow.
3. Content
Do not use the Service to store, send or share content that is illegal, fraudulent, defamatory, obscene, hateful, harassing or threatening; that infringes someone's intellectual property or privacy; that contains malware; or that impersonates someone or misrepresents who you are.
4. Personal data
Collect and use personal data only as the law allows, including India's Digital Personal Data Protection Act, 2023: tell people why you collect their data, keep it accurate, protect it, and delete it when no longer needed or when they ask. Do not store sensitive data in the CRM (such as passwords, full card numbers, bank PINs or health records) unless you have a lawful reason and the people's consent.
5. The Service itself
- Do not try to access other workspaces or accounts, bypass usage limits or plan restrictions, or test, scan or probe the Service's security without our written permission.
- Do not overload, disrupt or interfere with the Service, or use bots or scripts to access it other than through the features and API we provide.
- Do not copy, resell, rent or sublicense the Service, or use it to build a competing product.
6. Enforcement
We may investigate suspected breaches, remove content, limit features (such as calling or messaging), or suspend or close accounts that break this policy, and we may report illegal activity to the authorities. Where reasonable we will warn you first. To report abuse, email support@dealflowcrm.co.in.