Working Privacy Policy

Customer data should be protected, useful, and never treated casually.

This is the working privacy policy for launch planning and needs legal review before public release.

Information RetainSimply may collect

Account details, workspace details, customer/contact records, order/job records, vendor records, event leads, SpaceSimply page content, support requests, billing status, and product usage needed to operate the service.

How information is used

To provide the CRM, save user records, support accounts, process Pro access, send product notices, improve workflows, prevent abuse, and help users manage their own customers and follow-ups.

AI and automation

AI assistant tools use only selected CRM context needed for the task. Suggestions require review before records change. Private CRM data does not become public SpaceSimply or forum content without explicit action, and RetainSimply should not use private CRM records to train AI models.

Data storage

The product stores CRM data in a secured database, not public spreadsheets. API keys and secrets belong in secure platform secrets, not frontend code.

Sharing

RetainSimply does not sell customer CRM data. Data may be shared with service providers needed to run the product, such as hosting, email delivery, billing, and support tools.

Contact

Privacy questions can go to privacy@retainsimply.com once Google Workspace is configured.