Privacy Policy
Version 2.0 · Last updated: 8 November 2026
At ServiceKhata360, we are committed to protecting the privacy and security of our users and their business data. This Privacy Policy explains how we collect, use, store, and protect information when you use our CRM software, our website servicekhata360.in (including its forms and the free Business Growth Assessment), and related services.
By accessing or using ServiceKhata360, you agree to the practices described in this Privacy Policy.
1. Information We Collect
Account Information
When you register for ServiceKhata360, we may collect:
- Full Name
- Company Name
- Email Address
- Phone Number
- Business Address
- GST Number (if applicable)
- Login Credentials
Customer & Business Data
As part of using our CRM, you may store:
- Customer Information
- Lead Information
- Contact Details
- Estimates & Quotations
- Invoices
- AMC Records
- Complaint/Ticket Data
- Employee Information
- Project Information
- Uploaded Documents
Website Forms
When you contact us or register to download the software through our website, we collect the details you enter in the form:
- Contact form: name, email address, phone number, company name and your message.
- Download registration: name, business name, business type, mobile number, and optionally your email address and city. We also record your consent, the page you came from and campaign tags in the link (if any), your IP address and your browser's user agent.
Technical Information
We automatically collect:
- IP Address
- Browser Type
- Device Information
- Login Activity
- System Usage Data
- Cookies and Analytics Data
2. Business Growth Assessment
The Business Growth Assessment is a free self-assessment on our website. You can complete it and see your result without giving your name, phone number or email address.
What we store when you take the assessment
- Your industry, selected before you start.
- Your answers to each question, including any text you type when you choose "Other (please specify)". Please do not include personal or confidential details in that text.
- Your result: the overall score, result band and category scores, which are calculated on our server from your answers.
- An assessment reference (for example GA-XXXXXXXX), the dates and times you started, completed and viewed your result, and whether the assessment was completed, left unfinished or restarted.
Your IP address is used temporarily to prevent abuse, such as too many submissions from one connection. It is not saved with your assessment.
How your progress is linked to you
When you start, we place a cookie in your browser that holds a random identifier for your assessment. It is encrypted and cannot be read by scripts on the page. It lets you continue after a refresh, go back to change answers and view your result again. We store only a protected (hashed) form of this identifier, not your name or contact details.
- While the assessment is unfinished, the cookie lasts up to 72 hours. After 72 hours without activity an unfinished assessment can no longer be resumed.
- After you complete it, the cookie lasts 30 days so you can return to your result.
- Choosing "Start over" or "Take the assessment again" stops your browser from using the earlier assessment.
Optional free trial, download or demo request
After your result, you can choose to request a free trial, the ServiceKhata360 software or a demo. Only if you submit that form do we collect:
- Your name, business name and mobile number (required).
- Your email address (optional).
- Your industry (filled in from your assessment; you can change it).
- Whether you asked for a free trial, a download or a demo.
- Your consent to be contacted, the date and time you gave it, and the version of this Privacy Policy that applied at that time.
This request is linked to your assessment so our team can understand which areas you wanted help with. We may then contact you by phone, WhatsApp or email about ServiceKhata360. We do not send automated messages to you when you submit the form.
Where this information is kept and who can see it
- Assessment answers and requests are stored in our website's database with our hosting provider. They are not added to the ServiceKhata360 software or to any customer account in it.
- They can be viewed only by our authorised website administrators, who need to sign in.
- The website may record interaction events (such as "assessment started" or "result viewed") for analytics. These events never include your name, phone number, email address or the text of your answers.
3. How We Use Your Information
We use your information to:
- Create and manage your account
- Provide CRM services
- Generate invoices and reports
- Show your Business Growth Assessment result and suggestions
- Respond to enquiries, download requests and demo requests you submit
- Understand, in aggregate, which business areas visitors find most challenging, so we can improve our website and product
- Improve software performance
- Send account notifications
- Provide customer support
- Monitor system security and prevent abuse
- Comply with legal obligations
We never sell your personal or business data to third parties.
4. Data Ownership
- You retain full ownership of all business data entered into ServiceKhata360.
- We act solely as a service provider and data processor.
- You can request export of your data at any time.
5. Data Security
We implement industry-standard security measures including:
- Secure HTTPS Encryption
- Password Protection
- Access Control Systems
- Regular Security Updates
- Database Protection Measures
- Secure Server Infrastructure
While we strive to protect your data, no online system can guarantee 100% security.
6. Cookies
We use cookies to:
- Maintain user sessions
- Improve website functionality
- Analyze platform performance
- Remember user preferences
On our website these include:
- Session and security cookies that keep forms working and protect them against forged submissions.
- The Business Growth Assessment cookie described in section 2, which links your browser to your own assessment.
- Your light/dark theme choice, stored in your browser's local storage.
- Assessment invitation preferences: when we show, you close or you start the Business Growth Assessment, your browser's local storage keeps the date so the invitation is not shown again too often. It also remembers that you have already seen your free-trial message, so the short celebration is not repeated. This stays on your device and contains no personal details.
You may disable cookies through your browser settings, although some features may not function properly. Without cookies, the Business Growth Assessment cannot save your progress or show your result.
7. Third-Party Services
ServiceKhata360 may integrate with third-party services such as:
- Payment Gateways
- WhatsApp APIs
- SMS Providers
- Email Service Providers
- Cloud Hosting Providers
- Bot protection on website forms (Cloudflare Turnstile, where enabled)
These third parties have their own privacy policies and practices.
8. Data Retention
We retain customer data while your account remains active.
Upon account termination:
- Data may be retained for backup and legal purposes for a limited period.
- You may request data export before cancellation.
- Data may be permanently deleted after the retention period.
Website enquiries, Business Growth Assessment answers and download or demo requests are kept until our team deletes them, for example when they are no longer needed to respond to you or when you ask us to delete them. Unfinished assessments stop being resumable after 72 hours of inactivity but are kept as an unfinished record until deleted. Copies may remain in our backups for a limited period after deletion.
9. Your Choices and Requests
You can contact us (see "Contact Us" below) to:
- Ask what information we hold about you from our website forms or the Business Growth Assessment.
- Correct your name, business name, phone number or email address.
- Delete your contact details, or delete your whole assessment record including your answers.
- Withdraw your consent to be contacted. This does not affect contact made before you withdrew it.
To help us find your assessment, please include the phone number you submitted or your assessment reference (shown on your result page, for example GA-XXXXXXXX). If you did not submit your contact details, we may not be able to identify which assessment is yours. We may ask you to confirm the request from the phone number or email address we hold before making changes.
10. User Responsibilities
Users are responsible for:
- Maintaining account security
- Protecting login credentials
- Ensuring lawful collection of customer data
- Complying with applicable privacy regulations
11. Children's Privacy
ServiceKhata360 is intended for business use and is not designed for individuals under the age of 18.
12. Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be published on this page with an updated version number and date. Consents given through the Business Growth Assessment record the version that applied at the time.
13. Contact Us
For privacy-related inquiries, including the requests in section 9, contact:
ServiceKhata360 Support
Email: support@servicekhata360.in
Website: https://www.servicekhata360.in/contact