Privacy notice

Effective October 25, 2026 · Version 2026-10-25

Information used to provide the CRM

Relationship CRM processes your sign-in identity, assigned workspaces, business contacts, organizations, tasks, notes, files, and activity you choose to import. Connection credentials, import checkpoints, access records and operational logs support integrations and troubleshooting. Billing records support your subscription.

Connected services and AI

When authorized, the CRM accesses supported Google, Microsoft and Fathom data to show or import selected business information. Google access can include email, calendar and Drive metadata according to granted permissions and the feature you use. Selected content may be sent to the configured AI provider when you request generation. Other connected services receive information needed for the operation you authorize. Review source content before importing or requesting AI processing.

Who can access information

Access is assigned by workspace. Your customer administrators manage memberships and integrations. Hosting and enabled service providers process information to operate those services. Customer owners can grant temporary support access. Do not grant access or connect sources beyond what your team needs.

Product feedback

When you submit product feedback, its summary, details, stated impact, submitter email and workspace name are shared by email with the product owner at simonmittal@envisage-health.com. Completing a guided product interview also shares its generated summary and recommendations; individual interview answers remain in CRM. Feedback messages do not automatically include contacts, files or other workspace records. Keep submissions free of patient information, credentials and confidential customer records.

Your choices

You can decline optional integrations, pause imports, disconnect accounts, and request access, correction, export or deletion through your workspace owner or support. Disconnecting does not delete previously imported records. Account cancellation does not immediately erase records or backups. Retention and deletion timing must be confirmed for your customer agreement.

Business information only

Do not upload PHI, clinical records, passwords, government identifiers or full payment-card details. Read the data policy and security overview. No HIPAA or independent security certification is claimed.

Questions and requests

Contact simonmittal@envisage-health.com. Include your account and request type, but do not send sensitive records or credentials. We may verify your identity and authority before acting on a request.