Privacy Policy
Effective date: September 23, 2026 · Last updated: September 23, 2026
Published by Saral Technomart Private Limited
Echo CRM is a business-to-business (B2B) application designed exclusively for insurance and financial advisors and their teams. We take your privacy seriously.
1. Who We Are
Echo CRM is developed and operated by Saral Technomart Private Limited, a company incorporated in India. Our registered office is in India.
Contact: echo-support@saraltechnomart.com
2. Information We Collect
We collect the following information when you use Echo CRM:
- Mobile number — used as your unique login identifier and for OTP-based authentication
- Name — to personalise your experience and identify you within your organisation
- Email address — optional, used to send account notifications and welcome messages
- Client data you enter — names, phone numbers, product details, renewal dates, and call notes entered by you or your team
- Call metadata — call duration, timestamp, and advisor who made the call (not call audio)
- Device information — operating system version and device type, for compatibility purposes
3. How We Use Your Information
- To authenticate you via OTP when you sign in
- To provide and operate the Echo CRM service
- To send you account-related notifications (renewal reminders, team invites)
- To generate AI-powered call summaries and insights
- To provide customer support
- To improve the application based on usage patterns
4. Data Sharing
We do not sell your personal data. We share data only with:
- Plivo — for voice calling infrastructure
- OpenAI — for AI-generated call summaries (no personally identifiable information is sent)
- Supabase — for secure database hosting
- Resend / WhatsApp Business API — for transactional notifications
- Railway — for backend hosting infrastructure
All third-party providers are bound by data processing agreements and applicable privacy laws.
5. Data Storage and Security
Your data is stored on secure cloud servers with encryption in transit (HTTPS/TLS) and at rest. We use Row Level Security on our database to ensure each organisation can only access its own data.
We retain your data for as long as your organisation's account is active. Upon account deletion, data is removed within 30 days.
6. Your Rights
You have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your account and associated data
- Withdraw consent for optional data (e.g. email notifications)
To exercise these rights, email us at echo-support@saraltechnomart.com
7. Cookies
The Echo CRM mobile app does not use cookies. The web admin panel (admin.saraltechnomart.com) uses session tokens stored in browser local storage for authentication only.
8. Children's Privacy
Echo CRM is intended for business use by adults (18+). We do not knowingly collect data from anyone under 18 years of age.
9. Changes to This Policy
We may update this policy from time to time. We will notify you of significant changes via the app or email. Continued use of Echo CRM after changes constitutes acceptance of the updated policy.
10. Contact Us
For any privacy-related queries or requests: