Privacy Policy for My Biz Saathi (MBS)

1. Information We Collect

Depending on how you use MBS, we may collect the following categories of information.

1.1 Account and Business Information

When you create an MBS account or business workspace, we may collect:

• Name & Email address
• Business / company name & website
• Mobile / telephone number & Username / login credentials
• Business address & Business category
• GST or other business identification numbers where required
• Profile settings, subscription plans, and account preferences

1.2 Customer and CRM Data

MBS allows businesses to manage their customers and leads. Information entered by an MBS customer may include:

• Customer name, mobile number, and email address
• Business/company name & address
• Lead source, enquiry details, notes, and follow-up records
• Appointments, sales pipeline stages, and customer communication history
• Products or services of interest, quotation, policy, or order details

The business using MBS is generally responsible for determining what customer information it enters into the platform and how that information should be processed.

1.3 Communication and Marketing Data

If you use MBS's marketing and communication features, we may process information relating to WhatsApp communications, Email & SMS communications, Facebook/Instagram lead forms, campaign responses, communication templates, and appointment notifications.

1.4 Third-Party Integration Data

MBS may allow you to connect third-party services, including Meta (Facebook/Instagram), WhatsApp Business Platform, Google Business Profile, Google Ads, and payment/analytics services. When connected, MBS receives permissions and data authorized by your organization.

1.5 AI-Generated Content

MBS provides AI-powered features for marketing captions, ads, social posts, customer communication drafts, review-response suggestions, and business recommendations. Information submitted to AI features is processed to generate requested outputs.

1.6 Payment and Subscription Information

Paid subscriptions are processed by secure third-party payment providers (such as Cashfree). We receive transaction reference numbers, plan details, amount paid, and status, but do not store complete credit/debit card numbers.

1.7 Device, Log and Technical Information

We automatically collect IP address, browser type, device type, operating system, application version, access times, security authentication logs, error reports, and crash diagnostics.

2. How We Use Information

We use information to provide, manage, and improve the Services, including:

• Creating and managing business workspace accounts and CRM functionality.
• Processing third-party integrations, WhatsApp communications, and AI features.
• Developing new features, monitoring performance, and troubleshooting bugs.
• Sending service-related notifications, account updates, and support responses.
• Detecting fraud, preventing security incidents, and ensuring legal compliance.

3. Third-Party Integrations

MBS integrates with external platforms such as Meta, Facebook, Instagram, WhatsApp Business API, Google Ads, Google Business Profile, cloud hosting, and payment gateways. Third-party platforms operate under their own privacy policies and terms.

4. Meta and WhatsApp Data

Where MBS integrates with Meta or WhatsApp Business Platform, information (such as Lead Ads, business phone numbers, messages, and templates) is processed strictly to provide authorized CRM communication features. Users should also review Meta and WhatsApp policies.

5. Google Business Profile and Google Ads

Where Google services are connected, MBS processes authorized data (business location, reviews, campaign performance, profile posts). Access can be disconnected at any time through MBS settings or Google account permissions.

6. Data Sharing and Disclosure

We share data with infrastructure service providers (cloud hosting, payment gateways, communication APIs, AI providers) solely to operate MBS. We do not sell customer CRM data as a standalone product.

7. Business Customer Responsibility

Organizations using MBS are responsible for establishing lawful grounds for collecting customer information, providing appropriate notices, obtaining required consents, and managing data accuracy.

8. Data Security & 9. Data Retention

We employ administrative, technical, and physical safeguards (encryption in transit, authentication, secure databases, role-based access). We retain data as long as necessary to fulfill business services, support requests, and legal compliance obligations.

10. Account Deletion & 11. Your Privacy Rights

You may request deletion of your MBS account and personal data by emailing us. For step-by-step instructions, visit our Data Deletion Instructions. Depending on your jurisdiction, you may also exercise rights of access, correction, restriction, and portability.

12–19. Additional Disclosures

• Cookies: Used for authentication, session stability, and performance analytics.
• AI & Analytics: AI features process submitted prompts to output content; analytics help monitor system health.
• Children's Privacy: MBS is a B2B business platform and does not target children under 18.
• Policy Updates: Material changes will be published with an updated version number and effective date.