Data we process
Depending on how you use the product, we process account details, workspace identifiers, user profile information, CRM-related records you submit, generated tasks and reminders, and chat content provided for AI assistance. We also process technical metadata needed for reliability, performance monitoring, and security.
Why we process data
We process data to operate and secure the platform, provide AI-driven sales assistance, maintain session and account integrity, support users, and improve product quality. We do not sell your personal data.
AI processing
When you use chat or automation features, relevant opportunity context and message content may be sent to our AI processing providers to generate responses, tasks, and draft communications.
Data retention and controls
We retain data for as long as needed to provide the service, comply with legal obligations, resolve disputes, and enforce agreements.