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Privacy Policy

What SheetCRM collects, why, how long it is kept and how to get it back or have it erased.

Version 1.0 · Effective 28 October 2026 ·

Who we are

SheetCRM is customer relationship management software operated by Dev Group, H N-4213, Gali Shahtara, Ajmeri Gate, Delhi-110006. Dev Group is the business that provides the service and bills for it; SheetCRM is the trading name it is sold under.

Questions about this policy, or about your own personal data, go to hello@dg2.in. We answer within 30 days, and within 72 hours where a request is urgent.

Two roles, and which one applies to you

SheetCRM holds two very different kinds of data, and the law treats them differently.

  • Your account and billing details — your name, work email, hashed password, invoices and payment references. For this data we decide how and why it is used, so we are the data fiduciary under India's Digital Personal Data Protection Act, 2023 (DPDP Act) and the data controller under the EU/UK GDPR.
  • The records you create in a workspace — leads, contacts, notes, tasks, attachments and their custom field values. Your business decides what goes in and who may see it, so your business is the fiduciary/controller for that data and we act only as its processor, on your instructions. Our obligations are set out in the Data Processing Agreement.

If you are an individual whose details are inside somebody else's workspace — a lead they are following up, for example — please contact that business first. We cannot see into a workspace to change or delete its records on your behalf, though we will pass a request on if you write to us and tell us which business it concerns.

What we collect

Account data. Your name, work email, password (stored only as a one-way hash), email verification state, workspace memberships and role, and the date you accepted these documents.

Workspace data. The records, field definitions, activities, tasks, pipeline stages, invitations, integrations and settings that you and your team create. This is your data, not ours.

Billing data. Plan, billing cycle, invoice number, GSTIN and billing address you give us, and the identifiers Razorpay returns for a payment. We never receive or store your card number, CVV or UPI PIN — those are entered on Razorpay's own checkout.

Technical and security data. IP address, browser and device type, and a log of sign-ins, failed sign-in attempts and administrative changes. This is what lets us stop credential stuffing and answer "who deleted that record?".

Notifications. Which reports and reminders you have switched on, and whether your browser has allowed notifications — a permission your browser holds, not us.

Why we use it

We process personal data only for the purposes below. Under the DPDP Act we rely on your consent, given when you create an account and when you switch an optional feature on, and on the limited legitimate uses that Act allows (such as security and legal compliance). Under the GDPR we rely on performance of a contract, our legitimate interest in running a secure service, and legal obligation.

  • To provide the service — sign you in, show your records, send the reports and reminders you asked for.
  • To bill you — take payment, raise a GST invoice, handle renewals and refunds.
  • To keep the service safe — detect abuse, rate-limit sign-in attempts, investigate incidents.
  • To support you — answer the message you sent us, and look at the workspace you explicitly point us at.
  • To meet the law — keep the tax and accounting records Indian law requires.

We do not sell personal data, do not use workspace records to train models, and do not run third-party advertising or cross-site tracking on the app.

Cookies and local storage

SheetCRM uses only what it needs to work:

  • Sign-in cookies — one session cookie so you stay signed in, and one WordPress nonce cookie that protects each request against cross-site forgery. Both are strictly necessary, so there is no consent banner to dismiss.
  • Browser storage — your last workspace, table density, which reminders you have already seen, and similar preferences. It stays on your device; clearing site data removes it.

No advertising, analytics, fingerprinting or social-media cookies are set by the app.

Who else sees it

Workspace data is visible to the people your business has added to that workspace, subject to the role you gave them. Workspaces are isolated from each other: a member of one workspace cannot read another workspace's records, and we do not pool data across customers.

A short list of service providers process data on our behalf — for hosting, payments, email delivery and DNS. Each is bound by contract to use it only for the service we bought, and the current list is published on the sub-processors page.

We may also disclose data where the law compels it — a valid court order or a lawful request from an authority — and, where we are allowed to, we will tell you first. We do not hand over workspace data in response to an informal request.

Where it is stored

Workspace data lives in the MySQL database of the WordPress installation that serves your SheetCRM app, on the server your provider operates. For most customers that server is in India.

Some providers above are global: a payment or an email may be processed outside India (Razorpay is India-based; Google and Cloudflare operate worldwide). Where personal data leaves India or the EEA/UK we rely on the transfer mechanism that provider offers — standard contractual clauses, an adequacy decision, or the DPDP Act's permitted transfers — and we will tell you which applies if you ask.

How long we keep it

  • Workspace data — for as long as the workspace exists. Delete the workspace in Settings → Danger zone and its records, activities, invitations, tokens and sheet connections are removed at once, with no soft-delete copy kept.
  • Account data — while your account is open. If you close it, we remove the profile and memberships, keeping only what tax law requires.
  • Billing records — as long as Indian tax and company law requires an invoice to be kept, currently up to eight years.
  • Security logs — up to 180 days, then rotated out.
  • Backups — a workspace's own Google Sheet backup, if connected, is written to your Google account; we do not keep a copy. Server-level backups of the whole installation are kept for 30 days.

How we protect it

  • Traffic is served over HTTPS (TLS) and the app refuses to render the workspace over plain HTTP.
  • Passwords are hashed; no one at Dev Group can read yours.
  • Every API call is checked against your membership and role, so a member cannot read another member's leads or change a setting they were not given.
  • Sign-in, registration and password reset are rate-limited, and administrative actions are logged.
  • Payment credentials never touch our servers — Razorpay's signature verification runs server-side and an unverified payment changes nothing.
  • Access to production data is limited to the people who need it to run and support the service, and is logged.

No system is perfect. If we become aware of a breach affecting your personal data we will notify you without undue delay — within 72 hours of becoming aware where the GDPR applies — and report it to the Indian Computer Emergency Response Team (CERT-In) and the Data Protection Board of India as required.

Your rights

Under the DPDP Act you may access a summary of the personal data we hold about you, ask for it to be corrected or erased, nominate someone to exercise your rights if you die or become incapacitated, and complain to the Data Protection Board of India. Under the GDPR you additionally have the right to restrict or object to processing, to receive your data in a portable format, and to withdraw consent at any time without affecting what was done before.

Two of these are self-service, so you do not have to wait for us:

  • Access and portability — Settings → Privacy & data → Download a copy exports the workspace as JSON: records, notes, tasks, fields, members and invoices.
  • Erasure — Settings → Danger zone → Delete workspace (owner only) removes the workspace and everything in it immediately.

For anything else — correction of account details, a copy of your own account record, withdrawal of consent, or a request about a workspace you no longer have access to — write to hello@dg2.in. We may ask you to prove you control the email address on the account before acting.

Withdrawing consent for something optional (report emails, browser notifications) stops that processing; withdrawing consent for the essentials means closing the account, because we cannot run a signed-in CRM without an identified account holder.

Email we send you

Sign-in links, verification, password resets, invitations, report summaries and reminders are service messages, sent because you or your workspace asked for them. Report emails and overdue-reminder emails are switched on by default for a workspace and can be turned off in Settings → Workspace profile by an owner or admin.

We do not run marketing campaigns to workspace members. If we ever write to you about the product, it will be to the address that pays for the workspace, it will be occasional, and every message will have a one-click opt-out.

Children

SheetCRM is business software. It is not intended for anyone under 18, and we do not knowingly collect a child's data. If you believe a child's details have been entered into a workspace, tell the business that owns the workspace, and tell us as well if they do not act.

Grievances

Dev Group has appointed the following grievance officer, as the DPDP Act and the Indian IT (Intermediary Guidelines) Rules require:

Grievance Officer
Dev Group
H N-4213, Gali Shahtara, Ajmeri Gate, Delhi-110006
Email: hello@dg2.in

We acknowledge a complaint within 24 hours and resolve it within 15 days. If you are not satisfied with our answer you may complain to the Data Protection Board of India; if you are in the EU or UK you may complain to your national supervisory authority. Nothing here limits your right to go to a regulator.

Changes to this policy

This policy carries a version and an effective date. We bump the version when the substance changes, tell workspace owners by email before the change takes effect, and keep the previous versions available on request. Fixing a typo does not bump the version.

Dev Group · GSTIN 07DJHPG1200B1Z4 hello@dg2.in