Privacy Policy

Effective date: May 11, 2026

Convertly CRM respects your privacy. This policy explains what information we collect, how we use it, and the choices you have when using our website, docs, and application.

Information we collect

Account details such as your name, email address, company name, and login credentials.
CRM data you enter into the platform, including leads, notes, tasks, and attribution data.
Website and usage data such as pages visited, referral sources, and device/browser information.
Billing and subscription data processed through our payment providers.

How we use information

Provide and operate the Convertly CRM service.
Authenticate users, manage accounts, and support billing.
Improve product performance, reliability, and security.
Send service emails, updates, and support responses.

Attribution and lead data

Convertly is built to help you track lead sources and campaign performance. When you submit a form or use the platform, attribution identifiers such as UTM parameters, gclid, and fbclid may be stored with the lead record so your team can connect marketing activity to revenue outcomes.

Cookies and analytics

We may use cookies and similar technologies to keep you signed in, remember preferences, understand traffic, and improve the experience. You can control cookies through your browser settings.

Sharing

We do not sell your personal data. We may share limited information with service providers that help us run the product, such as hosting, analytics, authentication, and payment vendors.

Data retention and security

We retain data for as long as needed to provide the service, comply with legal obligations, resolve disputes, and enforce agreements. We use reasonable administrative, technical, and organizational safeguards to protect your information.

Your choices

You can update account information from within the app.
You can request deletion of your account and associated data, subject to legal and operational requirements. See User Data Deletion Request.
You can opt out of marketing emails by using the unsubscribe link in those messages.

Contact

Questions about privacy can be sent to privacy@convertlycrm.com.