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Privacy Policy

This is a standard template pending review by our legal counsel. It describes our intended practice, not a final, reviewed legal document — contact us before relying on it for a compliance decision.

1. What we collect

When you use promptCRM, we collect account information you provide (name, work email, company), data you import or enter into your workspace (prospects, leads, deals and related records), and usage data needed to operate the service (log-in activity, feature usage).

2. How we use it

We use this information to provide and improve the service, respond to support requests, and — where you submit a trial or demo request through our marketing site — to follow up with you about promptCRM.

3. Data you import

Prospect and customer data you import remains yours. We process it to provide the CRM functionality you've configured (search, AI scoring, automation) and do not sell it to third parties.

4. Sharing

We do not sell personal information. We may share data with service providers who help us operate promptCRM (such as hosting), bound by confidentiality obligations, or where required by law.

5. Your rights

You can access, correct, export or request deletion of your data by contacting us. Account administrators can export or delete records directly within the product.

6. Contact

Questions about this policy can be directed to our team via the Contact page.