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Privacy Policy

Last updated: February 2026

1. Information We Collect

When you use Routiine.io, we collect the following types of information:

  • Account Information: Name, email address, and password when you register.
  • Usage Data: Pages visited, features used, and actions taken within the platform.
  • CRM Data: When you connect a CRM (e.g., Salesforce), we access contact, opportunity, and activity data as authorized.
  • Cookies: We use essential cookies for authentication and CSRF protection.

2. How We Use Your Information

We use your information to:

  • Provide and improve our sales intelligence platform.
  • Calculate momentum scores and generate sales signals.
  • Send transactional emails (welcome, password reset, notifications).
  • Track document views and email opens for sales engagement analytics.

3. Data Security

We protect your data using:

  • AES-256-GCM encryption for OAuth tokens and CRM credentials stored at rest.
  • Scrypt password hashing with unique salts.
  • HTTPS-only communication in production.
  • CSRF protection on all state-changing requests.
  • Content Security Policy headers to prevent XSS.

4. Third-Party Services

We integrate with the following third-party services:

  • CRM Providers: Salesforce, HubSpot, Zoho, and Pipedrive for data sync.
  • OAuth Providers: Google and GitHub for authentication.
  • Email Services: SendGrid or Mailgun for transactional emails.
  • Payment Processing: Stripe for subscription billing.

5. Data Retention

We retain your account data for as long as your account is active. You may request deletion of your account and associated data at any time by contacting support.

6. Your Rights

You have the right to:

  • Access your personal data.
  • Correct inaccurate data.
  • Request deletion of your data.
  • Export your data in a portable format.
  • Withdraw consent for data processing.

7. Contact

For privacy-related inquiries, contact us at privacy@routiine.io.