These Data Processing Terms describe how Real Estate CRM Pro processes customer workspace data for customers using the service in a business capacity. They are intended to support the customer-controller and service-provider relationship for CRM data.
Roles
For CRM contacts, leads, clients, signers, students, prospects, campaign recipients, videos, files, reports, and other workspace data submitted by a customer, the customer is generally the business, controller, or equivalent party that decides why and how the data is processed. Real Estate CRM Pro acts as a service provider, processor, or equivalent party by processing that data to provide the service.
Processing Instructions
We process customer data according to the customer's use of the service, product settings, integrations, these terms, the Privacy Policy, support requests, legal requirements, security needs, and documented product behavior. Customers are responsible for ensuring their instructions are lawful.
Subprocessors and Integrations
We may use service providers and subprocessors for hosting, storage, email delivery, billing, support, security, monitoring, AI processing, mapping, video, calendar, OAuth, and other functions needed to operate the service. Customer-directed integrations may send data to third parties chosen or authorized by the customer.
Security Measures
We use reasonable technical and organizational safeguards appropriate for a small-business SaaS CRM, including HTTPS, authentication, team scoping, selected encryption, hashed new API keys, upload controls, private media access checks, audit logging, backups, and security monitoring. Customers remain responsible for user access, endpoint security, exported data, and content they send or share outside the service.
Data Subject Requests
Customers are responsible for responding to requests from their clients, leads, signers, students, prospects, and recipients. We will provide reasonable assistance through export, deletion review, and support workflows where required and technically feasible.
Deletion and Return
Upon customer request or account termination, we will review deletion or export requests according to legal, billing, security, signed-document, audit, backup, and transaction-retention requirements. Some records may be retained when needed for legitimate business, legal, tax, fraud-prevention, security, dispute, or compliance purposes.
Restricted Use
We do not sell customer workspace data. We do not use customer pipeline, contact, report, document, or workspace content to train Real Estate CRM Pro's own generalized AI models. We may use aggregated or de-identified operational information to monitor reliability, capacity, feature adoption, security, and product performance.