Your customer data.
Your workflow. Your choice.
This policy explains how BDSocialLead handles CRM information, optional synchronization, account services and payment-related data.
1. Overview
BDSocialLead is a customer relationship management tool that works alongside supported web messaging platforms.
The product uses a local-first approach for supported CRM functionality. Some optional features, including Google Sheets synchronization, Cloud/Team Sync, account access and billing, require data to be processed outside the browser.
2. Local CRM Data
When BDSocialLead is used only in local mode, supported CRM records are stored in the user's browser or local extension storage.
Depending on the features used, local records may include:
- Customer names and contact information
- Lead status and priority
- Notes and customer summaries
- Products and services
- Follow-up records
- Invoice and payment information
- Subscription and renewal information
Local data remains on the user's device unless the user enables a feature that requires synchronization or cloud processing.
3. Google Sheets Synchronization
Google Sheets synchronization is optional.
When a user enables this feature, supported CRM records may be sent to or retrieved from the Google Sheet configured by that user or organization.
The user is responsible for controlling access permissions to the connected Google Sheet.
4. Cloud and Team Sync
Cloud and Team Sync are optional features.
When these features are enabled, CRM information required to provide the synchronization service may be transmitted to BDSocialLead servers so authorized users or workspace members can access shared records across supported devices and workflows.
The exact information processed depends on the enabled feature and the CRM records selected or supported for synchronization.
5. Account and Licensing Data
BDSocialLead may process the minimum information necessary to:
- Create and authenticate user accounts
- Verify free or paid access
- Apply plan limits and entitlements
- Connect authorized devices or team members
- Provide account and support services
This information may include identifiers such as email address, workspace information, subscription status, license status or device information required for access control.
6. Payments
Paid BDSocialLead plans may use Paddle as the payment and billing provider.
Payment card details are processed by the payment provider and are not intended to be stored directly by BDSocialLead.
BDSocialLead may receive billing-related information required to identify the purchase, activate the correct plan, manage subscription status and provide customer support.
7. Supported Messaging Platforms
BDSocialLead provides CRM functionality alongside supported messaging websites.
The extension may access the content required to identify the active conversation or customer and to provide the CRM functionality requested by the user.
BDSocialLead does not claim ownership of customer conversations or user-generated CRM records.
8. Data Selling and Advertising
BDSocialLead does not sell customer CRM data.
CRM information is not used to build advertising profiles or sold to advertisers.
9. Data Security
Reasonable technical and organizational measures are used to protect BDSocialLead systems and account information.
No internet-based service can guarantee absolute security. Users should also protect their browser profile, Google account, messaging accounts and BDSocialLead login credentials.
10. Data Retention and Removal
Local CRM records can be managed from the user's browser or product backup tools.
Cloud or account-related information may be retained for as long as necessary to provide the service, maintain account or billing records, comply with legal requirements, resolve disputes or prevent abuse.
Users who need assistance with account or cloud-data questions can contact BDSocialLead support.
11. Third-Party Services
Optional BDSocialLead functionality may interact with third-party services such as Google Sheets, Paddle, WhatsApp Web, Facebook Messenger or Meta Business Suite.
Use of those third-party services is also subject to their respective terms and privacy policies.
12. Children's Privacy
BDSocialLead is designed as a business productivity and CRM product and is not directed to children.
13. Changes to This Policy
This privacy policy may be updated as BDSocialLead features, synchronization methods, billing systems or legal requirements change.
The current version will be published on this page with the latest update date.
14. Contact and Privacy Questions
For questions about privacy, account information or BDSocialLead data handling, contact the developer through the official support channels.