ClientFlow CRM — Privacy Policy

Operated by IntuVision Pty Ltd
Last Updated: June 2026

This is a template, not legal advice. IntuVision Pty Ltd is not a law firm. This policy is drafted around Australian privacy law (the Privacy Act 1988 (Cth) and the Australian Privacy Principles). Have it reviewed by a qualified Australian privacy lawyer before publishing, and complete the bracketed placeholders.

1. Overview

IntuVision Pty Ltd (ABN 87 693 016 349) ("IntuVision", "we", "us", or "our") respects your privacy and is committed to handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, hold, disclose, and protect personal information when you visit our website at [insert website], communicate with us, or otherwise interact with ClientFlow CRM (together, the "Platform").

When we act as a processor for our customers. This Privacy Policy does not apply to personal information that our customers store, manage, or process through ClientFlow CRM about their own contacts and end users. Our customers use the Platform to run their own businesses — for example, to build websites, offer their own products and services, send communications, and manage their own customer relationships. In those cases we act only as a service provider (processor) handling personal information on our customer's behalf and under their instructions, and that customer's own privacy policy — not this one — governs how that personal information is handled. If you are an end user or contact of one of our customers, please contact that business directly about its privacy practices.

If you do not agree with this Privacy Policy, please do not use the Platform. By accessing or using the Platform, you agree to this Privacy Policy.

2. Information We Collect

We collect personal information in the following ways:

Directly from you. When you subscribe to a newsletter, create an account, make a purchase, book an appointment, attend an event, or contact us, we may collect your name, contact details (including email address and phone number), billing and payment information, account ID or credentials, and any other information you choose to provide. If you give us personal information about another person, you are responsible for ensuring you have the authority and any necessary consent to do so.

From third parties. We may collect information from marketing and advertising partners, affiliates, social media platforms, data vendors, event organisers, public databases, and other partners. This may include your name, contact and professional details, and publicly available content.

Automatically when you use the Platform. We collect information about how you interact with the Platform, including technical information about your device (such as IP address), the actions you take, and information gathered through cookies, pixels, and similar technologies.

3. How We Use Your Information

We use personal information to:

Provide and improve the Platform — to operate, personalise, maintain, secure, and develop the Platform; to provide network connectivity; to measure usage; to diagnose problems; and to test and improve our products and services.
Provide AI features — some features may use artificial intelligence (AI) tools to enhance performance. Our use of AI is designed to deliver the service you are using. We do not use your personal information to train generalised, public AI models. Where we work with specialised AI service providers, our instructions limit their use of your data to providing the specific feature you are using.
Provide customer support — to respond to your requests and assist you with the Platform.
Run our business — for accounting, auditing, billing, reconciliation, collections, and meeting our contractual and legal obligations.
Communicate with you — to send service, account, security, and policy messages, and (in line with your preferences) marketing and informational material such as newsletters.
Protect and secure the Platform — including fraud monitoring, crime prevention, and cybersecurity.
Advertising and marketing — to deliver and personalise content, verify eligibility for offers, conduct targeted advertising, and measure campaign effectiveness, in accordance with your preferences and applicable law.
Compile statistics — to understand and respond to user needs and improve the overall experience.
Meet legal, regulatory, and compliance obligations — including protecting our legal rights.

Basis for handling your information. We collect and use personal information where it is reasonably necessary for our functions or activities and where permitted under the Australian Privacy Principles — for example, with your consent, to provide the Platform or perform a contract with you, to meet a legal obligation, or for our legitimate business purposes (such as administration, direct marketing, product improvement, fraud prevention, and information security). If you are located in a region with additional data-protection laws (for example, the EU/UK or other jurisdictions), additional legal bases or rights may apply to the handling of your information; contact us to find out more.

4. How We Protect Your Information

We take reasonable administrative, technical, and organisational measures to protect personal information against loss, misuse, and unauthorised access, alteration, or disclosure. We require our service providers to apply comparable protections. You also play a part in protecting your data — for example, by keeping your login credentials secure. No system or transmission can be guaranteed to be completely secure. If you believe your interaction with us is no longer secure (for example, if you think your password has been compromised), please contact us immediately using the details in Section 13.

5. When We Share Your Information

We may disclose personal information to:

Our related entities — for purposes consistent with this Privacy Policy.
Service providers — vendors and suppliers who help us deliver the Platform, such as hosting, payment processing, data analysis, IT, auditing, and customer service. Our contracts require them to protect your information and limit its use.
Partners — for marketing, joint products, integrations, and our affiliate referral program. For example, if you reach us through an affiliate referral link, we may share your name, email address, and plan with the referring partner.
Advertising and marketing partners — to prepare, deliver, and measure advertising and marketing content, in line with your preferences.
Third-party services you connect — if you connect a third-party service or install an app, you provide information to that third party under its own terms and privacy policy.
In a business transaction — as part of a contemplated or actual merger, sale, reorganisation, financing, or transfer of our business or assets (including insolvency proceedings).
For legal and regulatory reasons — where required or permitted by law, or where we reasonably believe disclosure is necessary to comply with a legal process, official investigation, subpoena, warrant, or court order, or to protect rights and safety.
With your consent or at your direction — to anyone you ask us to share with.

We do not sell your personal information. We also do not share your phone number or your opt-in consent with third parties for their own marketing without your express written consent.

6. Data Retention

We keep personal information only as long as reasonably necessary for the purposes we collected it, including to meet legal, regulatory, tax, accounting, or reporting requirements, or where we reasonably anticipate a complaint or litigation. To decide how long to keep information, we consider its amount, nature, and sensitivity, the risk of harm from unauthorised use, the purposes of processing, and applicable legal requirements. Where we no longer need information, we will delete or de-identify it. Where we de-identify information for research or statistical purposes, we may retain it indefinitely.

7. Children

We do not knowingly collect personal information from individuals under 18. If you are under 18, please do not provide us with your personal information. If we learn that we have collected personal information from a child under 18, we will take reasonable steps to delete it. If you believe a child has provided us with personal information, please contact us using the details in Section 13.

8. Links to Other Websites and Services

The Platform may link to, or let you connect, third-party websites and services. We are not responsible for the privacy or security practices of those third parties (such as app developers, social media platforms, operating system or device providers). Any information you share with them is governed by their own policies, not this one.

9. Do Not Track

Some browsers offer a "Do Not Track" (DNT) signal. The Platform does not currently respond to DNT signals.

10. Your Privacy Rights (Australia)

Under the Privacy Act 1988 (Cth) and the Australian Privacy Principles, you may:

Access the personal information we hold about you. We will respond within a reasonable time (generally no later than 30 days). We may charge a reasonable fee for access where permitted by law, and we will require verification of your identity. If we cannot give you access, or can only give limited access, we will explain why.
Correct your personal information if it is inaccurate, out of date, incomplete, irrelevant, or misleading.
Make a complaint about how we handle your personal information (see Section 13).
Opt out of marketing at any time by using the unsubscribe link in our communications or by contacting us. Even if you opt out of marketing, we may still send you service, account, security, and transactional messages.

Please note we may need to retain certain information to complete a transaction you began, to comply with the law, or for legitimate recordkeeping, even after a correction or deletion request.

If your jurisdiction provides additional privacy rights, you may still be able to exercise them — contact us to find out more.

11. Overseas Storage and Disclosure of Information

We may store or process personal information using service providers located outside Australia, including in [insert countries — e.g. the United States and others]. Where we disclose personal information overseas, we take reasonable steps to ensure it is handled consistently with this Privacy Policy and the Australian Privacy Principles. By using the Platform, you acknowledge that your personal information may be stored and processed overseas.

Note for you to complete: Australian Privacy Principle 8 requires you to identify the countries where personal information may be disclosed or stored. List the actual countries used by your hosting and platform providers here before publishing.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Where required by law, we will notify you of material changes. Your continued use of the Platform after changes take effect constitutes acceptance of the updated policy, so please review it periodically.

13. How to Contact Us and Make a Complaint

For questions, access or correction requests, or complaints about this Privacy Policy or our handling of your personal information, contact our Privacy Officer:

IntuVision Pty Ltd
ATTN: Privacy Officer
Email: info@intuvision.pro
Mail: Technology Park, Mawson Lakes SA 5095, Australia

We will acknowledge your request and respond within a reasonable time (generally within 30 days).

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):
Website: https://www.oaic.gov.au/about-us/contact-us