Information we collect
We may collect information you provide directly, including contact details, company details, billing information, demo requests, support requests, and account information used to access the CRM.
We may also collect technical information such as browser data, IP address, device information, usage activity, and other operational metadata needed to secure and improve the platform.
How we use information
We use information to provide the website, deliver the CRM platform, process billing, support account administration, improve product performance, communicate with customers, and protect the security of the service.
We may also use aggregated and non-identifying information to understand product usage, improve content, and guide roadmap decisions.
Customer data inside the CRM
Workspace customers may store job data, attachments, user information, customer records, communication history, financial records, and operational notes in the CRM. We process that information in order to provide the service.
Customers are responsible for the information their teams store in the platform and for ensuring they have the right to use that information within their business operations.
Security and retention
We use administrative, technical, and operational safeguards designed to protect the platform, including access controls, session management, auditability, and other security features built into the system.
We retain information for as long as needed to provide the service, meet legal or contractual obligations, resolve disputes, and protect the platform.
Your choices
You may contact us to ask questions about your information, request account-related help, or coordinate data export or account closure workflows where applicable.
Questions about this policy can be sent to sales@easyinstallsolar.com.