Version 2026-07-23
This is placeholder legal text for development. Replace with counsel-reviewed copy before accepting real customer data.
Account details (name, email, business profile), workspace content you create (leads, contacts, companies, notes, communications), and usage data (AI call counts, login times) needed to operate the service.
To provide the CRM, bill for bolt-on packages and seats, meter AI usage against your plan’s limits, and — where you’ve connected them — send email/WhatsApp/voice communications on your behalf through the channels you configure.
Data is stored in a dedicated per-workspace boundary enforced at the database layer (row-level security). Integration credentials (SMTP/IMAP passwords, API keys) are encrypted at rest and never displayed in full once saved.
You may request export or deletion of your workspace’s data at any time by contacting your account owner or SiteToLead directly. Cancelling all subscriptions does not delete data automatically.
Questions about this policy: hello@sitetolead.example (placeholder).