This policy explains what information Leadnote collects, why, and the choices you have.
1. Information we collect
- Account details: your name, company, email address and a salted hash of your password
- Workspace content: leads, customer details, tasks, quotes, invoices and notes that you or your team add
- Usage data: pages visited, features used, device and browser type, and approximate location from IP address
- Messages you send us through the contact form
2. How we use it
- To provide, secure and improve the service
- To send account, billing and security messages
- To respond to your questions
- To detect abuse, such as spam submissions and repeated sign-up attempts
3. Customer data we process for you
For the leads and customer details you store in Leadnote, you decide what is collected and why, and we process it on your instructions as your service provider. You are responsible for having a lawful basis, including consent where required, to contact those people.
4. Sharing
We do not sell personal information. We share it with infrastructure and communication providers that help us run the service, bound by confidentiality and data-protection terms, and when the law requires it.
5. Retention and deletion
We keep workspace data while your account is active. When you close your account we delete workspace content within 30 days, except where we must keep records for legal or accounting reasons. Contact-form messages are kept for up to 24 months.
6. Security
Passwords are hashed, sessions use secure cookies, and access to production data is limited and logged. No system is perfectly secure, so we also encourage unique passwords and limited admin roles.
7. Your rights
Depending on where you live you may have the right to access, correct, export or delete your personal information, and to object to some processing. Use the contact page to make a request and we will respond within 30 days.
8. Cookies
We use a single essential cookie to keep you signed in. The public site does not use advertising cookies.
See also: Terms, Privacy, Refunds, or contact us.