Trades Lead CRM
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Trades Lead CRM

Privacy for a CRM for contractors

We never store Sheet data on our servers. Names, phones, emails, notes, and follow-up history stay in your Google Sheet and, on your device, in browser storage you can clear.

We do store:

  • An encrypted Google refresh token, keyed by an HttpOnly session cookie, so you do not have to reconnect after closing the screen.
  • Your Google account email, used only to count free-lead usage and subscription status.
  • A count of unique leads you have moved through pipeline stages.
  • Active or inactive subscription status from Stripe, when payments are configured.

Google sign-in uses the Sheets, OpenID, and email scopes. Stripe, when enabled, receives the same email so we can match a subscription to your account. We do not sell contact lists.

To stop server-side storage, disconnect Google in Settings. That deletes the session token and leaves your Sheet untouched.