Privacy Policy

Effective date: July 28, 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, account identifiers, and authentication metadata.
CRM data you enter into the platform, including leads, notes, tasks, and attribution data.
Technical, website, and product usage data used for security, reliability, support, and measurement, such as device and browser information, pages viewed, referral information, and interaction events.
Billing and subscription records. Payment-card details are handled by the payment provider rather than stored directly by Convertly.
Messages and contact details you provide when you email us or use the Tawk.to live chat service.

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

The CRM application uses essential session and security technologies. The public website uses local browser storage for theme preference, Google Tag Manager for tag management and website measurement, and Tawk.to for live chat. These services may process device, browser, page, referral, interaction, and chat information according to their configuration and policies. See our Cookie Policy for current details.

Sharing

We do not sell personal data. We disclose information only as needed to operate requested features, comply with law, protect the service, or work with contracted providers such as hosting, authentication, email-delivery, tag-management, analytics, live-chat, advertising-integration, AI, and payment vendors. A provider receives data only when the relevant service or integration is used.

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 available account information from within the app or ask us to correct information that cannot be changed there.
You can request deletion of your account and associated data, subject to legal and operational requirements. See User Data Deletion Request.
Depending on your location, you may also have rights to access, restrict, object to, or receive a copy of personal data. Contact us to make a request. You can opt out of marketing emails through the unsubscribe link in those messages.

Contact

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