1. Who we are and what this covers
Propzel is powered by Marketly, its registered parent company. Contact Marketly or write to ramya@marketly.tech with privacy questions.
This policy covers www.propzel.tech, the Propzel customer relationship management (CRM) service, and the Propzel mobile app. It does not describe the separate privacy practices of a customer’s business or any third-party service.
2. Information we handle
Website and demo requests
If you request a demo through our public website, the form asks for your name, work email, phone number, and scale of operations. The form is submitted to Formspree, which processes the request for us. The website also loads typefaces from Google Fonts; your browser makes requests to Google to retrieve those fonts, which can disclose technical request information such as your IP address and browser details to Google.
CRM accounts and workspace activity
Depending on the workspace and features in use, the CRM handles account and organization details such as a user’s name, email address, role, and sign-in/session information. It also handles information users put into the CRM, including lead and customer names, phone numbers, email addresses, secondary contacts, lead source, project and location preferences, budget range, configuration, notes, assignments, sales stage, follow-ups, site visits, booking and payment workflow records, and related documents or activity history.
Calls and communications
When a workspace uses calling features, the CRM may receive call status, direction, phone numbers, provider call reference, timestamps, duration, and a recording link or recording metadata supplied by the calling provider. The configured calling integration is CallerDesk. Availability and recording depend on workspace settings and the provider; not every call is necessarily recorded. Mobile features may open the device dialer or WhatsApp, or initiate a CRM-connected call, depending on the action used.
Mobile app and technical information
The mobile app uses the CRM account to display authorized workspace records and send actions such as notes, follow-ups, site-visit updates, or calls to the CRM. On supported devices, the app stores its session credential using the platform’s secure storage facility. If push notifications are enabled, a push token and platform information may be sent to the notification service so notifications can be delivered. Website hosting and service providers may process basic technical data needed to deliver, protect, and troubleshoot the service; the exact log fields and periods depend on the provider.
3. How information is used
Information is used to respond to demo requests; create and administer accounts and workspaces; provide CRM, mobile, calling, lead-management and post-sales workflows; display records to authorized users; send requested communications and notifications; connect enabled integrations; maintain, secure, troubleshoot, and improve the services; and comply with applicable obligations or handle disputes.
Businesses using Propzel choose what customer and lead information to enter and how to use it in their workspace. Marketly processes that information to provide the service and as otherwise directed by the workspace customer, subject to applicable law and contractual arrangements.
5. Security
The CRM uses authenticated accounts and role-based access controls. The CRM backend hashes account passwords, and the mobile app uses platform secure storage for session credentials on supported devices. These controls reduce risk but cannot eliminate every security risk. We do not make a guarantee that any system or transmission is completely secure.
6. Retention and deletion
Retention periods can vary by record type, workspace, and connected provider. We do not state one retention period for all CRM information, call records, recordings, backups, or provider-held copies. For CRM records, ask the workspace administrator about the schedule that applies to that workspace. For provider-held information, the provider’s own retention terms may apply. You can email ramya@marketly.tech if you need help identifying the right contact.
You can ask your workspace administrator to correct or remove CRM information. A workspace administrator may have controls to delete particular records. To request help with a Propzel account or information handled by Marketly, email ramya@marketly.tech. We may need to verify your identity and authority, and may refer a customer/lead-record request to the business responsible for that workspace. Deletion from Propzel does not by itself delete copies held by a third-party provider or records that must be kept under applicable requirements.
7. Your choices and privacy rights
Depending on where you live and the applicable law, you may have rights to request access to, correction of, or deletion of personal information, to withdraw consent where processing relies on consent, or to raise a concern with a relevant authority. These rights and exceptions vary by law and by whether Marketly or a workspace customer is responsible for the information. Send a request to ramya@marketly.tech; for CRM data, you can also contact the business that manages your workspace.
8. Changes to this policy
We may update this policy when the service or its data handling changes. The date at the top indicates when the current version was last updated. For a material change, we will use an appropriate notice where required.
Questions or a privacy request?
Contact Marketly, Propzel’s registered parent company, at ramya@marketly.tech. You can also visit marketly.tech.
If your request concerns information entered into a company’s CRM workspace, please include the company name and contact its workspace administrator as well.