Privacy Policy
This policy explains what information we collect when you visit this website or use our CRM, how we use it, and the choices you have. Two kinds of data are involved: information about you as an account holder, and the customer data your business stores in the CRM.
Information we collect
- Account details: name, work email, company, designation, industry and team size you provide when you sign up or contact sales.
- Usage data: pages visited, features used, device and browser type, and approximate location from IP address, used to keep the service secure and improve it.
- Customer data: leads, contacts, deals, quotations, messages, call recordings and files that you or your team add to the CRM or bring in through integrations.
- Billing details: plan, invoices and payment status. Card details are handled by our payment processor and are not stored on our servers.
How we use information
- To create and run your account, send login details and service notices.
- To provide features such as lead routing, follow-up sequences, quotations, reports and AI suggestions for your own account.
- To answer support and sales enquiries.
- To detect abuse, prevent fraud and keep the service secure.
- To send product updates, which you can unsubscribe from at any time.
Customer data belongs to your business
Customer data you store in the CRM belongs to your business. We process it only to provide the service to you and on your instructions.
We do not sell customer data, and we do not use it to train AI models for other customers. AI features analyse your data only to produce scores, summaries and drafts within your own account.
Messaging and opt-outs
When your team sends WhatsApp messages or emails through the CRM, you are responsible for having a lawful basis to contact the recipient. Contacts who ask to stop receiving messages are marked as opted out and are excluded from every follow-up sequence.
Security
Data is encrypted in transit and at rest. Access inside the CRM is controlled by roles you configure, and administrative access on our side is limited and logged.
Retention and export
Customer data is kept while your account is active. You can export it to Excel at any time. After an account is closed, data is deleted within 90 days unless a longer period is required by law.
Your choices and rights
- Access, correct or delete your account information from your profile or by writing to us.
- Unsubscribe from product emails using the link in each email.
- Ask your account administrator to export or delete customer data held by your business.
Questions
For privacy questions or requests, use the contact form on the sales desk page and choose "Something else".