Privacy Policy

We collect information you provide directly, such as your name, email address, login details, company details, branding information, project details, customer records, uploaded files, and document content created inside the platform.

We may also collect usage and device information needed to operate and secure the service, such as log data, browser details, access timestamps, and product activity related to your account.

We use information to provide the service, maintain your account, support document workflows, send transactional emails, secure the platform, respond to requests, and improve product performance and reliability.

We may also use information to communicate important account updates, feature changes, verification messages, invitations, and other service-related notices.

We do not sell your personal information. We may share information with service providers that help us operate the platform, such as infrastructure, authentication, email, storage, analytics, or support tools.

We may also share information when required by law, to protect rights or security, or as part of a business transfer such as a merger, acquisition, or asset sale.

If you use My Roof CRM as part of a company or organization account, your organization owner or authorized admins may be able to view, manage, or control account-level information associated with that workspace.

Information created inside a shared organization workspace may be visible to authorized team members based on how the product is configured.

We retain information for as long as needed to provide the service, meet legal obligations, resolve disputes, enforce agreements, and maintain security and operational records.

Retention periods may vary depending on the type of information and the status of your account or organization workspace.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No system is perfectly secure, so we cannot guarantee absolute security.

You are also responsible for protecting your own login credentials, devices, and internal access controls.

We may use cookies or similar technologies to keep you signed in, remember settings, measure product usage, and improve the service experience.

Your browser or device settings may allow you to control certain cookie behaviors, but disabling them may affect how the service functions.

You may be able to review or update certain account information inside the product. You can also stop using the service at any time, subject to any applicable business or contractual obligations.

If you need help with account access or privacy-related questions, use the support channels available through your My Roof CRM account or your organization contact.

We may update this Privacy Policy from time to time. When we do, we will update the date on this page. Continued use of the service after changes become effective means you accept the updated policy.