Privacy policy

This policy explains what information the company ("we") collects through this customer relationship management service, how it is used and the choices you have.

Information we collect

• Account details: name, work email, phone number, role and the branches and teams you belong to.
• Business records you or your colleagues enter: contacts, organisations, leads, activities, quotations, files and notes.
• Technical data: sign-in times, device and browser type and IP address, used for security and the audit log.

How we use it

• To provide the service: sign-in, permissions, search, reports, reminders and notifications.
• To keep the service secure: detecting unusual sign-ins and keeping an audit trail of changes.
• To contact you about your account, support requests and important changes.

Sharing

We do not sell personal information. Data is shared only with service providers that run the infrastructure on our behalf (hosting, email and messaging delivery) and when the law requires it.

Security and retention

Passwords are stored as one-way hashes, traffic is encrypted, access is limited by role and every change is logged. Backups are encrypted. Records are kept while your account is active and removed after it is closed, except where the law requires us to keep them.

Your choices

You can ask to see, correct or delete your information at any time. To delete your account use the account deletion request, or write to the address on our support page.

Contact

Questions about this policy: contact support.