Privacy Policy

Information we collect

Account information. When an account is created for you, we store your name, work email address, optional phone number, optional date of birth, time zone, and role within the company.

Business data. Information entered into the CRM in the course of work: clients, projects, quotes, documents, purchase orders, notes, files, schedules, and time-tracking records (clock-in/clock-out times).

Technical data. Log-in sessions, device push-notification subscriptions (only if you enable them), and standard server logs.

How we use your information

We use the information above solely to operate the CRM, including:

• providing and securing your account;
• displaying your work (leads, clients, projects, tasks) to you and your authorized colleagues;
• sending service notifications — in-app, by email, by web push, and by text message (SMS) — about assignments, reminders, schedule changes, and system updates; and
• producing time-tracking reports for management.

We do not sell your personal information, and we do not use it for advertising.

Text message (SMS) privacy practices

Opt-in only. We send text messages only to users who explicitly enable SMS notifications in their own CRM profile (My profile → Text (SMS) notifications) and provide their phone number. Each notification category can be turned on or off individually. SMS consent is never a condition of employment or of using the CRM — the same notifications always remain available in the app and by email.

Use of your phone number. Your phone number is used exclusively to deliver the CRM notifications you opted into. We do not sell, rent, or share your mobile number with third parties for their marketing purposes. Mobile opt-in data and consent records are not shared with any third parties other than the messaging provider that delivers the texts on our behalf.

Opt-out. You can withdraw consent at any time by switching the toggles off in My profile → Text (SMS) notifications, or by removing your phone number from your profile. Opting out of texts does not affect in-app or email notifications.

Service providers

We use a small number of processors to operate the service: our hosting provider (the CRM and its database are self-hosted on infrastructure we control) and Brevo (Sendinblue SAS), which delivers our transactional email and SMS messages. These providers process personal data only on our instructions and for the purpose of delivering the service.

Data retention and security

We retain account and business data for as long as your account is active or as needed for legitimate business records. Access is limited to authorized users with sign-in credentials; permissions inside the CRM restrict what each role can see and change. When an account is deactivated, the user can no longer sign in, and their notification preferences — including SMS opt-ins — stop having effect immediately.

Your rights

You may review and update your personal details (name, email, phone number, notification preferences) at any time in My profile. You may request access to, correction of, or deletion of your personal information by contacting us at the address below; some business records may need to be retained where required by law or legitimate business necessity.

Children

The CRM is a business tool for authorized adult users and is not directed at children. We do not knowingly collect personal information from children.

Changes to this policy

If we change this Privacy Policy, we will post the updated version on this page with a new effective date. Material changes will also be announced inside the CRM.

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