AutomatiCRM · 2026-10-24
Privacy & your account
How AutomatiCRM handles information during the early-client pilot.
Account information
We process your work email, authentication information, profile and team permissions to provide your account. Authentication is handled by Neon Auth. Each person chooses their own interface language; it does not change a coworker's language.
Company records
Authorized company users can enter customer contacts, addresses, jobs, schedules, notes, documents and selected photos. Use only information your company is allowed to process. Photos can contain personal information and file metadata.
Device permissions
The mobile app uses foreground location for supported job and map actions you request. It does not provide background worker tracking. Camera, photo and notification access use your device permissions. Where device unlock is enabled, the operating system checks Face ID or your passcode; AutomatiCRM does not receive a biometric template.
Providers and operations
Neon, AWS and Vercel provide authentication, database, hosting or storage infrastructure. Zoho provides pilot email delivery. Device platforms and mapping services process information when their features are used. We keep technical and action records to operate, protect and troubleshoot the service. Payments and live AI are unavailable in this pilot.
Retention and company ownership
Trial expiry pauses CRM changes; it does not automatically delete data. Removing your personal account is separate from deleting a company. Company business, financial and audit records may need to remain for the company's legitimate obligations. Personal data must be removed or anonymized unless a specific retention obligation applies; any exception needs a stated purpose and retention decision.
Your controls
Use personal account controls to initiate and check a deletion request. Saving a request is not completed erasure. A company owner should arrange a handover of company control; coworkers' accounts and records must not be silently removed. The owner can use Billing & export for supported customer-data export, including after trial expiry.
Contact
For privacy questions, contact support@automaticrm.com. Do not send passwords, verification codes, API keys or customer files by email. Ask for a private channel when records are needed.