Privacy policy
Your trust guides every decision
CRM.me is built with privacy at its core. Dive into what we collect, how it is used, and the safeguards that keep your customer data secure.
Last updated: January 20, 2025
Quick reference
Use this policy to understand what CRM.me does with your data and the guardrails we apply across every workspace.
We limit collection to data required to operate, support, and improve CRM.me.
Self-serve exports, deletion workflows, and granular preferences keep you empowered.
From GDPR to CCPA, our legal team keeps the platform aligned with evolving regulations.
Information we collect
We collect the information needed to provide CRM.me, maintain security, and support your team's goals.
- Name, email, phone number, and company details
- Authentication credentials and role assignments
- Product interactions, feature usage, and session details
- Device type, browser version, and IP address
- Billing information, invoices, and payment history
- Support interactions and troubleshooting notes
With your permission, we may ingest data from connected services (e.g., email, calendar, support tools) to power CRM workflows.
How we use data
We use collected data to deliver value to your team while keeping operations safe and compliant.
- Delivering, maintaining, and improving CRM.me services
- Providing customer support, onboarding, and communications
- Monitoring platform health, security, and compliance obligations
- Analyzing aggregated usage to inform product development
- Sending relevant product updates, invitations, or marketing (opt-out anytime)
- Meeting legal, regulatory, and risk management requirements
Your rights
Depending on your location, you may have these rights under GDPR, CCPA, or similar regulations. We respond to requests within applicable timelines.
Request a copy of your personal data or ask us to update inaccurate records.
Delete personal data, subject to retention requirements for security or legal reasons.
Export data in a structured format to move it to another service.
Unsubscribe from marketing communications or adjust notification preferences.
Object to specific processing activities where permitted by law.
International transfers
CRM.me hosts data in regionalized infrastructure. When data moves across borders, we rely on approved safeguards such as Standard Contractual Clauses (SCCs) and layered access controls.
Choose your primary data residency during onboarding. Our legal team can review available regions and documentation with your security stakeholders.
Questions about privacy at CRM.me?
Email our privacy team at privacy@crm.me or write to CRM.me Privacy, 600 Harrison Street, San Francisco, CA 94107.