How TotalDeal handles information
This policy describes the types of information used across the TotalDeal website, product, support, billing, and client-work workflows. Review it before using the service or submitting information through forms, trials, or support channels.
Information we may process
- Account information such as name, company, email address, and workspace details.
- CRM and workflow content such as contacts, companies, deals, notes, documents, approvals, invoices, and payment-related metadata.
- Support, demo, and onboarding submissions including workflow details you choose to share.
- Basic technical and usage information used to operate, secure, and improve the website and product.
How information is used
- To provide the product, including login, workspace setup, billing flows, portal access, and document workflows.
- To respond to demo requests, support questions, and onboarding conversations.
- To maintain system reliability, security, and abuse prevention.
- To improve product workflows, content quality, and customer experience.
Customer content and workspace data
Teams may store sensitive customer workflow information in TotalDeal, including documents, project details, comments, approvals, invoices, and account history. You are responsible for ensuring that your use of the platform fits your own legal, contractual, and privacy obligations.
Third-party services
TotalDeal may rely on infrastructure, analytics, communications, payment, storage, and authentication providers to operate the product and website. Those services may process information as part of delivering their functionality.
Retention and access
Information may be retained for as long as necessary to operate the service, resolve disputes, meet legal obligations, and maintain business records. Access to stored workspace information should be limited to authorized users and operational workflows.
Contact
For privacy-related questions, use the support channels listed on the website. If you need a more formal workflow for data handling, security review, or business documentation, use the live demo or support paths so the request can be routed appropriately.