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Security & GDPR

Practical control for customer data.

Clear safeguards help teams handle customer information responsibly without turning everyday work into a compliance exercise.

Read the privacy notice

Safeguards you can understand and use.

The controls below support responsible working practices while keeping day-to-day CRM use clear.

EU-region data handling

Customer data for EU workspaces is handled in the EU region, keeping the service aligned with the location chosen for that workspace.

Separated workspaces

Each organisation works in a separated workspace so its customer records stay distinct from those of other organisations.

Role-based access

Permissions help teams decide who can view or manage different parts of the CRM, with access shaped around each person's responsibilities.

Activity and audit history

Activity and audit history make important changes easier to review, helping organisations understand what happened and when.

Controlled erasure

Controlled erasure tools support the removal of identifying customer information while preserving the integrity of related business records where appropriate.