Privacy

What the CRM stores

The CRM stores account details and the company records its authorised users enter or upload, including contacts, organisations, pipeline, tasks, projects, budgets, documents and activity history. Access is separated by company and role.

How Gmail data is used

Gmail is optional. When a participant connects Gmail, the CRM requests the Google read-only Gmail scope. It uses that access only to find messages carrying the exact dedicated CRM label chosen for a company and to copy those messages into that participant's private company triage.

For a deliberately labelled message, the CRM may store its sender and recipient addresses, subject, date, plain-text body, provider message and thread references, and integrity fingerprints. The CRM does not send, delete, label or modify Gmail messages.

Google authorisation credentials are kept in protected server storage outside the CRM database. They are not included in company exports. The CRM does not sell Google user data, use it for advertising, or use it to train a general-purpose AI model.

When information becomes a company record

An imported Gmail message remains private to the mailbox owner unless that owner deliberately links it to a CRM contact or organisation. A linked message may then be included in the authorised company's evidence and intelligence workflow. Private or ignored messages are not exported to that workflow.

Retention and control

Disconnecting Gmail revokes the CRM's Google access, removes its stored authorisation credential and stops future collection. Copies already imported remain with the relevant company's CRM records so its history and audit trail are not silently altered. An authorised company administrator can request a portable company export, offboarding, or removal through the 3p0.ai administrator.

Sharing and security

Data is used only to operate the CRM and its explicitly authorised company integrations. It is not shared across companies. Service infrastructure may process data only as needed to host, secure, back up and operate the CRM.

Requests

For access, correction, export, deletion or privacy questions, contact the 3p0.ai administrator who issued your invitation.