Draft — pending legal review. This page is standard boilerplate and is not yet final or legally reviewed. Do not rely on it as a binding legal document.
Privacy Policy
Last updated: 2026-07-28
1. Information we collect
When you create an account, we collect the details you provide during registration and onboarding (name, email, company, job title, and similar profile information). When you use the product, we store the business data you enter — CRM records, proposals, projects, and so on — so the product can function. When you submit our contact form, we store what you submit (name, company, email, and your message) so our team can respond.
2. How we use your information
We use your information to operate the product, respond to support and sales inquiries, send account-related emails (verification, password reset, security alerts), and — only if you've opted in via our cookie banner — to understand aggregate usage of our marketing site.
3. Third parties we may share data with
Depending on which optional integrations your organization enables, data may be shared with the specific third-party providers you connect (e.g. an email provider for sending mail, an AI provider for AI features, a payment gateway for billing). We do not sell your data to third parties.
4. Cookies
We use strictly-necessary cookies (authentication/session, and remembering your cookie preference itself) at all times. Analytics cookies are only set if you actively opt in via the cookie banner. See our Cookie Policy for details.
5. Your rights
Depending on your jurisdiction, you may have the right to access, correct, export, or delete your personal data. To make a request, reach out via our contact form.
6. Changes to this policy
We may update this policy from time to time. Material changes will be reflected by updating the “Last updated” date above.