Privacy Policy — FreeDesk CRM

Effective date: 1st of July, 2026

FreeDesk CRM (“FreeDesk,” “we,” “us,” “our”) is a CRM built for freelancers and independent professionals. This policy explains what data we collect, why, and what control you have over it.

It applies to two different groups of people, and we’ve tried to be clear about which section applies to you:

  • FreeDesk users — people with a FreeDesk account
  • Their clients — people whose contact details, invoices, or proposals a FreeDesk user stores in the platform, but who don’t have an account themselves

1. The short version

If you sign up for FreeDesk, we collect your account details, billing info, and how you use the product, so we can run the service and support you. If you use FreeDesk to manage your own clients, the data you enter about them belongs to you — we store it, but we don’t use it for our own purposes. We don’t sell data to anyone.

2. Information we collect

Account data (from FreeDesk users)

  • Name, email address, password (stored hashed, never in plain text)
  • Business name and billing details
  • Payment information — handled directly by our payment processor, [Stripe / payment provider name]; we don’t store your full card number
  • Support requests and correspondence with us

Usage data

  • IP address, browser type, device information
  • Log data and general activity on the platform (for security and to improve the product)

Cookies

  • Session and login cookies, so you stay signed in
  • Preference cookies, to remember your display settings
  • [If applicable: analytics cookies from [tool name], used to understand overall usage patterns]

We don’t use advertising or cross-site tracking cookies.

Customer data (entered by FreeDesk users about their own clients)

This includes contacts, calendar events, proposals, invoices, contracts, time entries, and any messages sent through the client portal or email marketing tools. This data is entered and controlled by the FreeDesk user, not by us. We store it and process it only to provide the service — we don’t read, use, or share it for our own purposes.

3. How we use data

  • To provide and maintain the service
  • To process payments and manage subscriptions
  • To send you service-related emails (billing, security, product updates) — marketing emails only if you opt in
  • To provide customer support
  • To detect and prevent fraud, abuse, or security issues
  • To meet legal and accounting obligations

4. Who we share data with

We share data only with the service providers that keep FreeDesk running, and only as needed:

  • Hosting: Romarg
  • Payments: Stripe or other processor
  • Email delivery: transactional email provider

Each of these providers is bound by their own data protection obligations. We don’t sell personal data, and we don’t share customer data (your clients’ data) with anyone outside of running the service, unless required by law.

5. If you’re a client of a FreeDesk user (not a FreeDesk account holder)

Your name, email, invoices, or other details may be stored in FreeDesk by the freelancer or business you work with. We process that data only on their instructions — they’re the ones who decide what’s collected and why.

To access, correct, or delete your data, contact them directly. If that’s not possible, you can reach us at hello@freedeskcrm.com and we’ll help route your request.

6. How long we keep data

  • Account data: kept while your account is active, and for 1 years after closure to meet accounting and legal obligations in Romania.
  • Customer data: kept until the FreeDesk user deletes it or closes their account. FreeDesk users are responsible for their own retention obligations toward their clients.

7. Data security

We use industry-standard measures to protect data, including encrypted connections (HTTPS/TLS), access controls, and regular backups. No system is 100% secure, but we work to keep data safe and will notify affected users if a breach occurs, as required by law.

8. International data transfers

Your data is stored on servers located in the European Union.

9. Your rights

If you’re an EU/EEA resident (or covered by similar data protection law), you have the right to:

  • Access the personal data we hold about you
  • Correct inaccurate data
  • Request deletion (“right to be forgotten”)
  • Restrict or object to certain processing
  • Receive your data in a portable format
  • Withdraw consent at any time, where processing is based on consent
  • Lodge a complaint with your local data protection authority — in Romania, this is ANSPDCP

To exercise any of these rights, contact us at hello@freedeskcrm.com.

10. Children’s privacy

FreeDesk isn’t directed at children, and we don’t knowingly collect data from anyone under 16.

11. Changes to this policy

We may update this policy as the product evolves. If changes are material, we’ll notify users by email or in-app notice. The “Effective date” above always reflects the latest version.

12. Contact us

Questions about this policy or your data:

Doinita Catalina Pantazi PFA, Sediu profesional: Bucureşti Sectorul 1, Bulevardul Bucureștii Noi, Nr. 136,
PARTER, Ap. 5