What data we hold
Here's a breakdown of the data categories associated with your account and what happens to each.
Account Data
- Name, email, phone number
- Profile information
- Authentication credentials
- Subscription and billing history
Retention: Deleted within 30 days of request
Deal & Transaction Data
- Deal workspace contents
- Documents and attachments
- E-signature records and audit trails
- Milestone and timeline data
Retention: E-signature records retained 7 years per law
Communications Data
- Deal messages
- Email campaign history
- SMS and text messages
- Call recordings (if enabled)
Retention: Deleted within 30 days of request
CRM & Contact Data
- Contact records you created
- Lead and pipeline data
- Task and calendar entries
- Smart list configurations
Retention: Deleted within 30 days of request
What happens after you request deletion
The entire process takes up to 30 days. Here's how it works.
| When | Stage | What happens |
|---|---|---|
| Day 0 | Request submitted | You submit a deletion request via this page or email. We send a confirmation. |
| Day 1–3 | Identity verification | We verify your identity to prevent unauthorized deletions. |
| Day 3–7 | Data export window | We give you the option to download your data before deletion begins. |
| Day 7–30 | Deletion processing | Your data is permanently deleted from all primary systems and backups. |
| Day 30 | Confirmation | We send you a final confirmation that your data has been deleted. |
Submit a deletion request
Email us
Send your request to [email protected] with the subject line "Data Deletion Request". Include your full name, the email address on the account, and, if you want only part of your data removed, a description of what to delete. We verify that the request comes from the account holder before anything is deleted.
In the app
Self serve deletion from your profile is not available yet. Deleting an account permanently requires a hardened verification flow, and we would rather ask you to write to us than hand you a control that cannot finish the job. Email is the channel that works today, and a person answers it.
Frequently asked questions
Can I cancel a deletion request?
Yes, you can cancel a deletion request within the first 7 days by contacting us at [email protected]. After day 7, the deletion process begins and cannot be reversed.
What happens to deals I'm part of?
Your participation in deal workspaces will be anonymized. Documents you uploaded and messages you sent will remain in the deal workspace but will no longer be associated with your account. Other participants will see "[Deleted User]" instead of your name.
Are e-signature records deleted?
E-signature audit trails are retained for a minimum of 7 years as required by ESIGN Act and UETA compliance. The records will be anonymized but retained for legal validity of the signed documents.
What about my subscription?
Submitting a deletion request automatically cancels your subscription. You will not be billed after the request is submitted. No refund is issued for the current billing period.
Can I create a new account after deletion?
Yes, you can create a new account at any time after deletion. However, your previous data will not be recoverable.
Does this comply with GDPR and CCPA?
Yes. Our deletion process complies with the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other applicable privacy regulations.