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Data Processing Addendum

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Data Processing Addendum

Customer is controller; Application operator is processor for tenant data.

Last updated 2026-09-01

Draft for counsel — not legal advice. Placeholders such as [Legal entity name], [Jurisdiction], and [privacy@…] must be confirmed before publication.

Parties & Roles

This Data Processing Addendum (“DPA”) applies when a customer (“Customer”, “you”) uses Application to store or process personal data in a Business, and [Legal entity name] (“Processor”, “we”) processes that data on your behalf.

PartyRole
Customer (Business account holder)Controller for tenant CRM / ops personal data
[Legal entity name] (Application operator)Processor for that tenant data
[Legal entity name]Controller for account/login and platform admin data (outside this DPA’s processor role)

Subject Matter & Duration

  • Subject matter: hosting and processing of personal data that Customer submits into Application Business features.
  • Duration: for the term of Customer’s use of Application and any post-termination retention period described in the Privacy Policy / this DPA.
  • This DPA forms part of the Terms of Service between the parties.

Nature & Purpose

Processing is limited to providing Application features: storing, retrieving, updating, soft-deleting, displaying, and transmitting Business CRM/ops records, and related support/security operations.

Types of Personal Data & Subjects

Data subjects (typical)

  • Customer’s own end customers, clients, company contacts, and other party records
  • Customer’s team members invited into a Business (as relevant to membership data)

Personal data (typical)

  • Names, emails, phone numbers, addresses, and other contact fields Customer enters
  • Company affiliation and commercial records (invoices, quotes, expenses metadata)
  • Files Customer uploads to object storage related to Business activity

Customer must not instruct us to process special-category data unless we have expressly agreed in writing.

Customer Obligations

  • Ensure a lawful basis for all personal data uploaded into Application.
  • Configure roles and Integration API credentials responsibly.
  • Provide required notices to data subjects.
  • Not use Application to violate privacy or other laws.
  • Be the primary contact for data-subject requests about Customer’s CRM/ops records.

Processor Obligations

  • Process tenant personal data only on documented Customer instructions (including via product configuration) unless law requires otherwise.
  • Ensure personnel authorized to process data are bound by confidentiality.
  • Implement appropriate technical and organizational security measures for Application.
  • Assist Customer, where reasonably possible, with data-subject requests forwarded to [privacy@…].
  • Notify Customer without undue delay after becoming aware of a personal-data breach affecting Customer tenant data.
  • Not sell Customer tenant personal data.

Subprocessors

Customer authorizes us to engage the subprocessors listed at Subprocessors. We remain responsible for their performance as required by applicable law. Change-notice practices are described on that page.

International Transfers

Where personal data is transferred internationally, we will use appropriate safeguards (such as standard contractual clauses) as required. Production hosting region: [Confirm with product] / [Jurisdiction] context.

Deletion & Return

Many Application resources use soft-delete. Application does not currently offer a self-serve account deletion API or CSV export. Upon written request to [privacy@…], and subject to legal retention needs, we will delete or return Customer tenant personal data within a commercially reasonable period, or explain what cannot be deleted yet (for example backups or soft-deleted records still within retention).

Audit & Assistance

  • We will provide information reasonably necessary to demonstrate compliance with this DPA.
  • On-site audits, if required by law or a signed enterprise agreement, must be scheduled in advance, scoped narrowly, and subject to confidentiality.
  • Security questionnaires may be answered by support/privacy contacts where available.

Contact

Privacy / DPA requests: [privacy@…]
Legal: [legal@…]
Support: [support@…]
Operator: [Legal entity name], [Registered address]
Related: Privacy Policy · Subprocessors · Terms of Service

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