Privacy notice
Last updated: October 2, 2026
Information we collect
We process account details, organization settings, CRM records you choose to store, service usage data, and messages sent through the contact form.
How we use information
We use information to provide, secure, support, and improve the service, process requests, prevent abuse, and meet legal obligations.
How information is protected
Organization isolation, role-based access, confirmation controls, audit history, and database policies protect customer information.
Sharing and processors
We share information only with service providers needed to operate the product, when you direct us, or when the law requires it. We do not sell customer data.
Retention
CRM retention controls vary by plan. Operational records are retained only as needed for service, security, legal, and support purposes.
Your choices
You can update account information and export eligible organization data. Requests about access, correction, deletion, or privacy can be sent through our contact page.
International processing
The final notice will describe processing locations and transfer safeguards after legal review.
Contact
Use the contact page for privacy questions or requests.