What Westward CRM stores, and why

Westward CRM is a customer relationship manager made by Westward Integration LLC (“we”). This page explains what it stores, how it uses data from your Google account, and how to remove it. Questions: hello@westwardconsulting.ai.

What your team puts in

Your sign-in email, your team members, and the records your team adds: deals, people, companies, follow-ups and the conversations you paste, forward or log. Website leads that your forms send to the CRM. These belong to your team. We use them only to run the CRM for your team.

Data from Google, only if you connect it

Each person can connect their own Google account in Settings. We ask for two permissions, and nothing more:

Google Calendar, read-only events (calendar.events.readonly). We read the time, title and guest list of events from two weeks back to two weeks ahead. We keep only meetings with someone outside your team, to show them on the matching deal and on your Today page, and to ask you what happened after each one. We never read event descriptions or attachments, and we never create, change or delete events.
Gmail, send only (gmail.send). When you press “Send from my Gmail” on a follow-up, we send that one email from your address and log it on the deal. We cannot read, search or delete your email.

We also receive your Google email address, to show which account is connected.

Limited Use

Westward CRM's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Specifically: we use Google data only to provide the features described above to you and your team; we do not sell it; we do not use it for advertising; we do not use it to train or improve AI models; and no person at Westward reads it, except with your permission for support, for security, or where the law requires.

AI

When you log a conversation, its text is sent to our AI provider to fill in the deal card you then check. Meeting titles and guest names are included only when you press “Log what happened” on a meeting. Our AI providers process this text to return the answer and do not use it to train their models.

Where it is stored

On Google Cloud in the United States. Google refresh tokens are encrypted. Data moves only over HTTPS.

Sharing

We do not sell data or share it with advertisers. We use service providers only to run the CRM: Google Cloud (hosting and database), Resend (sign-in codes and alerts) and our AI provider. Within your team, the owner decides whether members see every deal or only their own.

Removing data

Disconnect Google in Settings, Google. We revoke our access at once and delete the stored token and every meeting you have not logged. You can also remove access at myaccount.google.com/permissions.
Download all your team's data in Settings, Your data.
The owner can delete the team in Settings. This deletes its records.
Or email hello@westwardconsulting.ai and we delete your data within 30 days.

Changes

If this policy changes, we update the date at the top and tell team owners by email before a change that affects Google data.