Data & Account Policy

1. Account Ownership

The account belongs to the customer named in the subscription. The account owner controls staff access, roles and permissions and is responsible for actions taken by users they invite.

2. Customer-Uploaded Data

CRM contacts, leads, student records, course content and community content you upload remain yours. We process them to provide the service.

You are responsible for collecting this data lawfully, for having a valid basis or consent for messaging, and for honouring opt-out and deletion requests from your own contacts.

3. Exports

Where export functionality is supported for a given data type, you can export that data from your account. Support can advise on what is currently exportable.

4. Account Closure

You may request account closure at the end of your paid term. Closure does not create a refund for the current paid period. Export any data you need before closure.

5. Retention & Deletion

After closure, data is retained only as long as required for legal, accounting, tax or dispute-resolution purposes and is then deleted or anonymised. Deletion requests can be sent to [OFFICIAL EMAIL].

6. Integrations

When you connect a supported third-party service, data shared with that service is also governed by its terms and policies. Disconnecting an integration stops future sharing but does not remove data already held by that provider.