Cookie policy
Your data, your preferences
This policy explains how CRM.me uses browser cookies and similar technologies. We aim to keep things predictable, privacy-forward, and easy to control.
Last updated: January 20, 2025
We set the minimum cookies needed to keep your session secure and the app running smoothly.
Optional analytics and personalization cookies only load after you opt in—and you can opt out anytime.
Most optional cookies expire within 13 months or sooner, and essential cookies rotate regularly.
Cookie categories
Understand how we use cookies on CRM.me
We organize cookies into the categories below. Essential cookies stay enabled to operate the product, while optional cookies require your explicit consent.
Required to authenticate you, route traffic reliably, and remember security preferences such as MFA.
- Session identifier to keep you signed in
- Load balancer token to distribute requests evenly
Helps detect abuse, protect against fraud, and honor your opt-out decisions across visits.
- Rate-limit token to prevent misuse
- Cookie consent preference store
Provides aggregated insights so we understand product performance and improve your experience.
- Page performance sampling
- Feature adoption metrics
Saves workspace-level choices like dashboard filters, language, or beta feature opt-ins.
- Last viewed pipeline or board
- Theme and layout preferences
Control your preferences
You are always in control of optional cookies. Changes apply immediately across all future sessions in the same browser.
- Use the cookie banner on your first visit to accept or decline optional cookies.
- Update or withdraw consent anytime in Settings → Privacy & Security inside your workspace.
- Enable your browser's Do Not Track signal; we treat it as a decline for analytics cookies.
- Clear cookies in your browser to remove stored identifiers across all CRM.me sessions.
Third-party partners
We rely on a small set of analytics and error-monitoring partners to operate CRM.me responsibly. They only place cookies after you grant consent.
Each partner agreement includes data processing terms, purpose limitations, and commitments to honor regional privacy regulations.
You can request a current list of subprocessors or sign a Data Processing Addendum by emailing privacy@crm.me.
Retention & updates
Essential cookies typically expire after the session ends or within 30 days. Optional analytics cookies last no longer than 13 months unless regulations require a shorter window.
We review this policy whenever we add new product capabilities or onboard a new service provider. Material changes trigger an in-product notice and updated consent prompt.
Need a custom data agreement?
Email privacy@crm.me for enterprise cookie requirements, subprocessors, or a Data Processing Addendum.