Privacy Policy

1. Who this policy applies to

This policy explains how Chantivo handles the personal information of visitors, CRM users and people who communicate with a business using Chantivo.

2. Information collected

Depending on the features used, Chantivo may collect:

• contact and account information, such as name, email, phone number and company;
• information entered into the CRM, including clients, projects, estimates, invoices, appointments and notes;
• the content of communications processed at the company’s request, including emails, calls, SMS and Facebook or Instagram messages;
• technical information, such as IP address, browser, connection logs and cookies required for the service;
• billing information required for the subscription. Complete card data may be processed directly by a payment provider.

3. Facebook and Instagram

When a company connects a Facebook Page or professional Instagram account, Chantivo may receive business account identifiers, messages, attachments, conversation data and access tokens needed to provide the inbox. Chantivo uses this data only to deliver requested features, secure the connection and allow the company to respond to clients. Chantivo does not sell this information.

4. How information is used

• provide, personalize and secure the service;
• manage accounts, subscriptions and support requests;
• send communications requested by users;
• prevent fraud, diagnose problems and improve Chantivo;
• comply with applicable legal obligations.

5. Providers and disclosure

Chantivo may use hosting, phone, messaging, payment, email, technical analytics and support providers. Only the information needed for their work is shared. Some providers, including Meta or infrastructure providers, may process data outside Quebec or Canada, where different laws may apply.

6. Retention and security

Information is retained as long as necessary to provide the service, meet legal obligations and resolve disputes. Chantivo uses administrative and technical safeguards appropriate to the sensitivity of the information. No system can guarantee absolute security.

7. Your rights

You may request access to or correction of your information, withdraw applicable consent or request deletion, subject to legal retention requirements. Also see the data deletion instructions.

8. Privacy Officer

Chantivo’s Privacy Officer can be reached at hello@chantivo.com. Questions, access or correction requests and complaints may be sent to this address.

9. Changes

This policy may be updated when Chantivo’s practices or obligations change. The date of the latest version appears at the top of the page.