At SG Lead Pro ("we", "us", "our", operated by SG Solutions), protecting the confidentiality, integrity, and security of your business and client data is our highest institutional priority. This Privacy Policy details how we collect, process, store, and safeguard your company's information when you access our cloud-based real estate CRM platform, mobile Progressive Web Application (PWA), optional add-on modules (Call Tracker, Geofencing, WhatsApp Cloud Automation), SG AI Copilot, Project Drive cloud storage, and related billing services.

1. Complete Data Ownership & Strict Multi-Tenant Isolation

Your property inquiries, client databases, sales pipelines, call records, floor plans, and company documents belong exclusively to your organization. We govern all customer data according to strict privacy safeguards:

• Tenant Data Isolation: Every company workspace is logically isolated at the database level with strict tenant identification boundaries. No other company, brokerage, or subscriber using SG Lead Pro can access, view, or cross-reference your leads or organizational records.
• We Never Sell, Rent, or Monetize Data: We do not sell, rent, trade, share, or broker your customer leads, contact numbers, or business activity with any third parties, marketing aggregators, data brokers, or advertising networks.
• Absolute Ownership: You retain complete, unencumbered ownership and intellectual rights over all customer information, uploaded media, and sales records entered into or ingested by your CRM workspace.

2. Information We Collect

To provide a high-performance real estate CRM, automated lead distribution, communications, and analytics, we collect and process information across the following categories:

A. Account & Team Profile Information

• Company legal entity name, corporate address, administrator contact details, billing email, and verified phone numbers.
• Team member profile details, user roles (Super Admin, Company Admin, Sales Manager, Sales Executive), employee email addresses, and encrypted authentication credentials.
• Active login session metadata (device model, browser fingerprint, operating system, IP address, and login timestamps) to ensure account defense and detect unauthorized logins.

B. Prospect & Real Estate Ingested Lead Data

• Prospect contact details (full name, phone number, email address, city, source campaign) ingested via connected marketing integrations, including Meta Lead Ads (Facebook & Instagram), Google Forms/Ads, property portals (such as 99acres, MagicBricks, Housing), incoming webhooks, and manual CSV imports.
• Detailed buyer preferences and real estate requirements, including property category (residential, commercial, plotted development, villas), budget ranges, preferred unit configurations (1 BHK to 4+ BHK, penthouses, commercial suites), facing preferences, investment horizons, and timeline to buy.

C. SG AI Copilot & Voice Search Data

• Voice Audio & Transcriptions: When an authorized user activates the Voice Search or AI Copilot feature, spoken audio is captured momentarily via your browser or mobile microphone solely to transcribe the query into textual CRM commands.
• Natural Language Queries: Textual prompts submitted to the AI assistant (e.g., searching high-budget leads, summarizing recent site visits, or drafting buyer follow-ups) are processed in real-time to generate structured CRM responses.
• Zero Model Training Guarantee: Private AI Processing Data processed by the SG AI Copilot is used exclusively in-transit to provide real-time responses to your authorized users. Your private CRM data, voice inputs, lead details, and client notes are never used to train, fine-tune, or calibrate public artificial intelligence foundation models.

D. Project Drive Cloud Storage & File Sharing Data

• Files uploaded by your company into your allocated Project Drive (e.g., project brochures, floor plans, master layouts, unit rate cards, booking forms, and customer documentation).
• Public Share Links (`/d/{token}`): When your team generates secure public links to share brochures or price sheets with prospective buyers via WhatsApp or email, access timestamps and view metadata are logged to provide engagement analytics to your sales team.

E. Call Tracker Add-on Data (When Enabled)

• Telephony call activity logs recorded by authorized sales representatives, including call timestamps, duration, call status (incoming, outgoing, missed, answered, busy), and agent call notes.
• Call performance statistics used strictly by your brokerage management to assess response speed, follow-up turnaround, and team productivity.

F. Geofencing & Site Visit Location Verification (When Enabled)

• Momentary GPS coordinates collected exclusively when a field sales executive initiates an intentional "Site Visit Check-In", "Property Inspection", or "Attendance Log" action.
• Location verification confirms the physical presence of the representative at the designated project or client location. We do not engage in continuous, covert, or passive background GPS tracking of your sales personnel.

G. Sales Activity, Inventory Bookings & Communications

• Follow-up schedules, notes, WhatsApp template interaction records, deal progression statuses, and property unit reservations (locking towers, floors, and flats to prevent double-booking).

3. How We Use Your Information

We process company and lead data strictly to operate, maintain, and enhance your CRM workspace:

• To automatically ingest and distribute leads using round-robin assignment algorithms based on configured project teams and availability.
• To enable your sales team to initiate one-click WhatsApp chats, trigger follow-up alerts, and dispatch project brochures directly to prospective buyers.
• To power the SG AI Copilot voice and text search engine for fast inventory lookups, follow-up summarization, and team productivity insights.
• To host and serve marketing assets via secure, tokenized Project Drive links (`/d/{token}`) with cloud storage limits tied to your subscription plan.
• To generate executive analytics, pipeline dashboards, lead conversion metrics, requirement heatmaps, and staff productivity reports.
• To verify field site visits via geofenced coordinates and preserve tamper-evident attendance records.
• To authenticate user sessions, maintain audit logs for administrative actions (including "Login As" support sessions), and detect security anomalies.

4. Mobile App & Offline Synchronization (PWA)

SG Lead Pro operates as an installable Progressive Web Application (PWA) on iOS, Android, and desktop environments. In areas with weak or absent cellular connectivity (such as remote project construction sites or basements), the mobile app utilizes local encrypted browser storage to cache site visit entries, call feedback, and lead status updates. These records automatically and securely synchronize with your cloud CRM database the instant connectivity is restored.

5. Data Security, Cryptography & Cloud Infrastructure

We maintain enterprise-grade security protocols across all application layers:

• Encryption in Transit: All communications between user web browsers, mobile applications, incoming webhooks, and our servers are encrypted using modern Transport Layer Security (TLS 1.3 / SSL).
• Encryption at Rest & Credential Security: Sensitive credentials, third-party API keys (e.g., Meta Graph tokens, WhatsApp Cloud API keys, Razorpay secret keys), and user passwords are encrypted at rest using strong cryptographic hashing (Bcrypt / AES-256).
• Administrative Audit Trails: Sensitive administrative actions, such as account impersonation ("Login As") used for technical support, require explicit authorization and are permanently recorded in immutable audit logs.
• Automated Backups: System databases and file repositories are backed up daily with multi-region redundancy to ensure business continuity.

6. Data Retention, Export & Deletion Rights

You maintain ultimate control over your business records:

• On-Demand Export: Authorized Company Admins can export your entire lead repository, customer requirement records, interaction histories, and call logs into standard CSV / Excel spreadsheets at any time directly from the CRM portal.
• Data Retention Following Cancellation: If your subscription lapses or is cancelled, your workspace records are retained in a secured inactive state for 45 calendar days to allow for contract renewal or data backup, after which inactive tenant data is permanently and irreversibly purged from primary storage.
• Right to Erasure: Subscribers may request accelerated permanent deletion of all tenant data and uploaded media upon written notice from a verified company administrator.

7. Billing, Razorpay Payment Processing & Non-Refundable Terms

When you purchase a subscription, seat upgrade, cloud storage expansion, or add-on module:

• PCI-DSS Certified Payment Processing: Payments, recurring billing, and UPI Autopay mandates are executed securely through authorized, PCI-DSS Level 1 certified payment gateway partners (including Razorpay). SG Solutions does not store credit/debit card PINs, CVV codes, UPI MPINs, or net-banking login credentials on its servers.
• Recurring UPI Autopay & Subscriptions: Subscribers enrolled in recurring plans (1-month, 3-month, 6-month, or 12-month billing) authorize automated recurring debits. Subscribers may cancel auto-renewal at any time through the CRM billing settings or their banking application; cancellation stops future debits and leaves access active until the conclusion of the paid term.
• Statutory Tax Records: We retain formal commercial invoices, GST identification numbers, transaction IDs, and statutory audit ledgers as mandated by applicable fiscal and commercial laws.

8. Third-Party Integrations & Advertising Platforms

SG Lead Pro connects with third-party APIs (Meta Ads, Google Forms, WhatsApp Cloud API, Telephony providers) at the direction of the Subscriber. We are not responsible for the privacy practices, uptime, or terms of third-party platforms. Subscribers must ensure their privacy disclosures to property buyers comply with applicable consumer protection and electronic communication standards.

9. Policy Updates & Notifications

We reserve the right to modify this Privacy Policy periodically to reflect technological advancements, regulatory changes, or expanded platform capabilities. Substantial amendments will be communicated to registered company administrators via dashboard notifications or email prior to their effective date.

10. Contact Information & Data Protection Office

For inquiries, privacy concerns, or data protection requests, please contact our support team:

• Email: support@sgleadpro.com
• Corporate Entity: SG Solutions
• Platform Website: https://sgleadpro.com