Privacy Policy

Who we are

Vision CRM ("we", "us") processes personal data to operate our customer relationship management platform and related marketing communications on behalf of our business customers.

Marketing emails and lawful basis

We only send marketing emails to contacts when one of the following applies:

• Opt-in consent — the contact has explicitly agreed to receive marketing emails.
• Legitimate interest (B2B) — the contact is a business professional and the communication is relevant to their role, where permitted by applicable law.

Consent basis and date are recorded when a contact is created or imported. Contacts without a recorded basis are excluded from campaigns.

Open and click tracking

Our marketing emails may use a small transparent image ("tracking pixel") and wrapped links to measure whether a message was opened or a link was clicked. This helps us understand engagement and improve content. Where available, delivery and bounce data from our email provider (SendGrid) is used as the authoritative source for delivery status.

Lawful basis: For opted-in contacts, tracking is based on consent. For B2B legitimate-interest contacts, we rely on a balanced legitimate-interest assessment for core engagement metrics, and you may object at any time.

Your rights

• Unsubscribe from marketing emails using the link in every campaign message.
• Request access, correction, or deletion of your personal data by contacting your account administrator.
• Object to processing or withdraw consent where applicable.

Data retention

Contact records and campaign engagement events are retained while the business relationship is active or as required for legal, security, and accounting purposes.

Contact

For privacy questions, contact your organization's CRM administrator or email privacy@example.com.