Privacy Policy

Effective Date: September 1, 2025 (Revised)

Walter CRM is a product of PXM Software Solutions LLC (“PXM,” “we,” “us,” or “our”). We respect your privacy and are committed to protecting your personal information. This policy explains what we collect, how we use it, who we share it with, and your rights.

1. Information We Collect

  • Personal Information: Name, email address, phone number, billing details.
  • Business Information: Customer data, transaction history, communications and notes you upload to the Service.
  • Technical Information: IP address, browser and device identifiers, log files, and usage activity.
  • Financial Information: Payment details for subscription processing (handled via secure third-party processors).
  • Cookies & Similar Technologies: Session cookies, preferences, authentication tokens, analytics tools (see Section 8).

2. How We Use Your Information

  • Provide, maintain, and improve the Service.
  • Process transactions and manage your account.
  • Communicate updates, service notifications, and support responses.
  • Send promotional material where you have opted in.
  • Monitor usage trends to enhance user experience.
  • Detect, investigate, and prevent fraud, abuse, or unauthorized access.
  • Comply with legal and regulatory obligations.

3. Legal Bases for Processing

Depending on your location, we process data under one or more of the following bases: (a) performance of contract; (b) compliance with legal obligations; (c) our legitimate interests (e.g., securing and improving the Service); and (d) your consent (e.g., marketing communications).

4. Data Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share it only with:

  • Service Providers: Trusted third parties that support operations (e.g., payment, hosting, analytics, support). They are contractually required to safeguard data and use it only to provide services to us.
  • Legal & Safety: When required by law, subpoena, or to protect our rights, users, or the security and integrity of the Service.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets, your data may transfer as part of the transaction.

5. Data Retention

  • Active Accounts: We retain data while your account is active or as needed to provide the Service.
  • After Cancellation: Your account data remains available for export for 60 days after cancellation, then is permanently deleted from production systems unless law requires longer retention.
  • Financial Records: Retained for up to 7 years to meet tax and compliance requirements.
  • Backups: Residual data in backups is automatically purged on a rolling cycle (typically within 90 days).

6. Data Security & Breach Notification

We implement appropriate technical and organizational measures—such as encryption in transit, secure hosting environments, and access controls—to protect your information. No method of transmission or storage is 100% secure. If a data breach affecting your information occurs, we will notify affected users and, where required, regulators within the timelines set by applicable law.

7. Your Rights

Subject to applicable law, you may:

  • Access and obtain a copy of your personal data.
  • Request correction or deletion of inaccurate or incomplete data.
  • Object to certain processing (such as direct marketing).
  • Withdraw consent where processing is based on consent.
  • Request a portable copy of your data in a commonly used format.

To exercise these rights, contact us at clientrelations@pxmsoftwaresolutions.com.

8. Cookies & Tracking Technologies

We use cookies and similar technologies for authentication, session management, remembering preferences, and analytics. You can manage or disable cookies in your browser settings; some features may not function properly without cookies.

9. International Data Transfers

If you access the Service outside the United States, your data may be transferred to and stored in the U.S. or other countries. Where required, we use contractual safeguards to protect transferred data.

10. Children’s Privacy

The Service is not intended for individuals under 18, and we do not knowingly collect data from children. If we learn we have collected such data, we will delete it promptly.

11. Third-Party Links

The Service may contain links to third-party websites. We are not responsible for their privacy practices or content. Please review their privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes (such as how we use or share data) will be communicated by email or in-app notice at least 30 days before they take effect. Continued use of the Service after the effective date constitutes acceptance.

13. Contact Us

PXM Software Solutions LLC
P.O. Box 351595, Palm Coast, FL 32135
clientrelations@pxmsoftwaresolutions.com