Privacy Policy

Introduction

Meridian CRM (operated by Codient Tech) respects the privacy of our B2B clients and their end travelers. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our SaaS platform.

1. Information We Collect

To provide our travel management services, we collect information across several categories:

• Client Account Data: Names, business emails, employee roles, designations, and payment information.
• Traveler KYC & Identity Data: Traveler details, contact information, dietary or medical preferences (if collected), and scanned identity documents.
• Operational Logs: Session data, email logs, WhatsApp dispatch records, and activity logs.

2. How We Use Your Information

• Facilitate inquiry onboarding and project execution.
• Automate document fetching and IDFY parsing.
• Synchronize with Zoho CRM and Zoho Books.
• Send bulk email and WhatsApp notifications.
• Provide customer support.

3. Data Sharing and Third-Party Sub-Processors

• Zoho Ecosystem
• IDFY
• Communication Providers
• Microsoft OneDrive

4. Data Retention and Automated Deletion

• Clients can configure retention windows.
• Deleted data enters a temporary restore state before permanent deletion.

5. Security of Your Information

We utilize administrative, technical, and physical security measures including encrypted API transmissions, role-based access control, and session tracking.

However, no method of electronic transmission or storage is completely secure.

6. Contact Us

If you have questions regarding this Privacy Policy, please contact us.