Intelligence 360 - Privacy policy

Intelligence 360 – Privacy Policy

AI Powered Lead Enrichment solution
Last updated: 15th Oct 2026

1. Overview

Intelligence 360 is an AI-powered lead enrichment service that connects with Microsoft Dynamics 365, Zoho CRM, HubSpot CRM, or a custom CRM solution for organizations that do not use an existing CRM platform (each, a “Connected CRM”). Depending on the Connected CRM, sales records may be described as Leads, Opportunities, or Deals. When an authorized user requests a report for a selected record, the Integration sends the information described in Section 2.2 to the Intelligence 360 cloud service (the “Service”). The Service uses that information and relevant publicly available sources to generate an enrichment report and returns it to the user inside their respective CRM.

This Privacy Policy explains the categories of information processed through the Integration and the Service.

2. Information we collect and access

2.1 Organization information collected once during registration

When an organization first registers the Integration, the installer or connected CRM account provides the following information. This registration collection occurs once, unless the organization later asks us to update its details:

CRM organization or account ID (the unique identifier of the organization in the connected CRM)
Company name
Contact (administrator) name, email address and phone number
Optional business context entered by the organization: description of the company, industry, products and service lines, and preferred language. This is used to tailor the reports.
We use this information to issue a license key for the organization. The license key is then used to validate report requests and confirm that the requesting organization is authorized to use the Service.

2.2 CRM record information processed when a report is requested

Only when an authorized user requests a report for a selected CRM record, the Integration sends the following information for that record. A selected record may be a Lead or Opportunity in Microsoft Dynamics 365, or a Lead or Deal were supported by Zoho CRM or HubSpot CRM. In a custom CRM deployment, the corresponding sales record selected by the user is processed:

First name and last name
Email address
Job title
Company name
The CRM record identifier and request type, so the generated result can be matched to the correct Lead, Opportunity, Deal, or corresponding custom CRM record

The Integration does not bulk-export CRM data. It processes information only for records that an authorized user chooses to enrich.

2.3 Report Jobs and information generated by the Service

Report Jobs: AI-generated research relating to the selected CRM record and associated organization, which may include company background, professional role, recent business information, and potential sales opportunities.
Report Job records: Request identifier, processing status, timestamps, and sufficient record labels to associate the job back to the related CRM record.
Service usage information: Credits consumed, remaining & aggregate service activity required to administer subscription entitlements, billing, and usage limits.

2.4 Payment information

If an organization buys additional credits, payment is taken on a Stripe-hosted checkout page. We do not store or receive card numbers or other payment details whatsoever.

2.5 What we do not collect

We do not collect your CRM credentials. CRM logins are independent of this solution and operate accordingly.
We do not sell personal data, and we do not use it for advertising.
We do not collect payment card numbers.
The Service API does not use cookies or advertising trackers. Any customer-facing web page used with the Service may use cookies only where necessary for security, authentication, or requested functionality.

3. How we use the information

Purpose	Data Used
Provide the Service: Generate and return the requested enrichment report.	Selected CRM record fields, organization context, and generated report
Authenticate the organization and enforce license and credit limits	Organization ID, license key, tokens, usage counters
Take payments and grant purchased credits	Organization ID, credits, Stripe session details
Respond to credit requests and support	Contact name, email, phone, credit request details
Security, abuse prevention and rate limiting	IP address, request logs
Troubleshooting and improving reliability	Report Job records and limited error logs

4. Where information is stored

Organization, license, Report Job, generated report, payment, and support-request records are stored with contracted cloud infrastructure providers.
Temporary processing queues may be used to manage Report Jobs and service availability.
Limited operational logs may be retained for security, support, and troubleshooting.

Information is encrypted in transit using industry-standard transport security.

5. Who we share information with

We share information only with the service providers needed to deliver the Service. We do not sell it.

Recipient	What is shared	Purpose
Enterprise AI models and Agents	Information from the selected CRM record and relevant organization context	Research publicly available sources and generate the requested enrichment output
Cloud AI service providers	Structured research findings and associated CRM record information	Prepare and format the requested report
Your CRM platform (for example Dynamics 365, HubSpot, Zoho)	The generated report returned to the Integration	Display the requested report inside the customer’s Connected CRM

We may also disclose information if required by law, or to protect the rights, safety and security of our users and the Service.

6. Shareable report links

A completed report can have a shareable link that opens the report in a web page or iframe. Anyone who has the link can view that report without signing in. Treat the link as confidential. Links are signed and unguessable.

7. Retention and deletion

Records are kept while the organization’s license is active so that reports can be re-opened and credits tracked.

To request deletion of your organization’s data, or the data of a specific lead, reach-out to us on biz@intelegain.com. We will confirm and complete verified requests.

8. Security

Each organization has its own license key, and API calls require a signed, time-limited access token. Tokens are tied to a single organization, and records are separated by organization.
Refresh tokens are stored only as one-way hashes and are rotated on each use.
Payment webhooks are verified using Stripe signatures. Card data never touches our systems.
API requests are rate limited. Internal error details are not returned to clients.

9. Your rights and choices

You have the right to request, update & delete your personal data by reaching out to us on biz@intelegain.com to exercise these rights.

The leads processed by the service are customers organizational data. We process lead data on its behalf as a processor and use it only to provide the Service. We act as controller for registration, billing and security data.