النص القانوني متاح بالإنجليزية والإسبانية؛ النسخة الإنجليزية هي المعتمدة
El texto legal está disponible en inglés; la versión en inglés es la que prevalece.
Privacy Policy
Multiservice CRM ("we," "us," "our") provides client-management software for immigration, tax, and insurance service businesses. This policy explains what information we collect, how we use it, and the choices you have.
Information we collect
- Account information you provide when you register or request a demo — name, business name, email, and phone number.
- Client data you enter into the platform — such as contact details, case information, documents, and payment records. You control this data; we process it on your behalf.
- Usage data — basic logs, device/browser information, and analytics used to operate and improve the service.
How we use information
- To provide, maintain, and secure the platform.
- To respond to demo requests and support inquiries.
- To improve features, performance, and reliability.
- To comply with legal obligations.
We do not sell your data or your clients' data, and we do not use it for advertising.
Sensitive data
Some records may include sensitive information such as Social Security Numbers. These fields are encrypted at rest, access is restricted by role and permission, and every access is written to an audit log.
Sharing & processors
We share information only with service providers that help us operate the platform (for example, hosting, messaging, and payment infrastructure), under agreements that require them to protect it. We may disclose information if required by law.
Data retention & your rights
We retain data for as long as your account is active or as needed to provide the service and meet legal obligations. You may request access to, correction of, or deletion of your data by contacting us at hello@multiservicecrm.com.
Terms of Service
By accessing or using Multiservice CRM, you agree to these terms.
Use of the service
- You are responsible for the accuracy and lawfulness of the data you enter and for obtaining any consents required from your clients.
- You must keep your login credentials secure and are responsible for activity under your account.
- You agree not to misuse the platform, attempt to breach its security, or use it for unlawful purposes.
Subscriptions & trials
Demos and any trial periods are provided as-is. Paid plans, if applicable, are billed per the terms presented at signup. You can cancel at any time; cancellation stops future billing.
Disclaimer
Multiservice CRM is software for managing your practice. It is not a substitute for legal, tax, or immigration advice, and USCIS case-status results are provided by third-party sources. We provide the service "as is" without warranties of any kind to the extent permitted by law.
Limitation of liability
To the maximum extent permitted by law, Multiservice CRM is not liable for indirect, incidental, or consequential damages arising from use of the service.
Termination
Either party may terminate this agreement at any time, for any reason, by giving written notice to the other. On termination your right to access the service ends, and any fees already paid for the terminated period are handled per the billing terms presented at signup.
Data export & deletion
You may export the data you have entered into the platform at any time while your account is active, and you may request an export during the wind-down period following termination. Unless a longer period is required by law, we delete your data within 30 days after termination. Backups containing your data are overwritten on their normal rotation schedule.
Breach notification
If we determine that a breach of security has compromised sensitive personal information we hold on your behalf, we will notify affected customers without unreasonable delay and within the timelines required by Texas law, so that you can meet your own notification obligations. Our notice will describe what we know about the affected data and the steps we are taking.
Indemnification
You agree to indemnify and hold Multiservice CRM harmless from third-party claims, damages, and reasonable costs arising out of the data you upload to or process through the platform — including claims that the data was collected, used, or shared without the consents or legal basis required.
Governing law & venue
These terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. The exclusive venue for any dispute arising out of these terms or the service is the state or federal courts located in Collin County, Texas, and both parties consent to personal jurisdiction there.
Security
Security is built into the platform, not bolted on.
- Encryption: sensitive fields (e.g., SSNs) are encrypted at rest; traffic is encrypted in transit over HTTPS.
- Passwords: stored only as salted hashes — never in plaintext and never viewable, including by administrators.
- Optional two-factor login: TOTP-based two-factor login, available on every account.
- Access control: role-based permissions determine who can view or edit sensitive data.
- Audit logging: access to sensitive records and administrative actions is recorded.
- Rate limiting & validation: the API is rate-limited and validates inbound requests.
To report a security concern, email hello@multiservicecrm.com.