Privacy policy

This policy explains what data Liteo holds, why, and how we handle it.

Data we collect

Liteo holds your account details, including your name and email address. It also holds the CRM data you enter, such as contacts, businesses, deals, tasks, notes, and files.

We don’t sell your personal data or use it for targeted advertising. We share data with service providers and connected services when needed to run Liteo.

Email

Liteo holds mail you send through Liteo. It also holds mail you choose to log by uploading it, adding your logging address as a recipient, or forwarding it there.

Liteo doesn’t read or sync Gmail. Outlook users can separately choose to enable the Outlook sync beta. If they do, Liteo starts with new Inbox and Sent Items mail from that connection date and doesn’t import older mail.

Outlook sync checks sender and recipient details first. It reads a body only when an address exactly matches an existing CRM contact, and skips messages covered by the user’s never-log rules or exchanged only between workspace members. Synced bodies are stored as text without attachments.

Shared mail is visible to members of its workspace. Mail you mark private stays visible only to you unless you share it.

If you leave, Liteo schedules your private mail and temporary export copies for deletion. Shared mail stays with the workspace.

Connecting a mailbox

If you connect Gmail or Outlook for sending, Liteo asks for send-only mail access. It also asks for the basic account permissions needed to maintain that connection.

Outlook sync is a separate opt-in connection with a separate encrypted token and Microsoft’s delegated Mail.Read permission. Liteo doesn’t request Mail.ReadWrite, application-wide mailbox access, or shared-mailbox access.

You can disconnect in settings after any pending sends finish. You can revoke access directly with Google or Microsoft at any time.

Once Liteo starts a disconnect, sending stops immediately.

With Gmail, Liteo asks Google to revoke access and deletes the local token after revocation succeeds. If revocation fails, Liteo keeps sending disabled and retries.

With Outlook, Liteo deletes its local token and shows you how to remove access in Microsoft My Apps.

Disabling Outlook sync doesn’t disable sending. You can choose to keep email already synced or remove messages created by sync.

Liteo’s use of information received from Google APIs follows the Google API Services User Data Policy, including its Limited Use requirements.

How long we keep it

Most CRM records don’t expire automatically. Unlinked logged mail is scheduled for deletion once it is 30 days old.

Email added by Outlook sync is scheduled for deletion after 365 days unless you choose to keep it when disabling sync.

Temporary self-service export files are scheduled for deletion once they are 7 days old.

Services we use

Liteo uses Convex for its database and Clerk for sign-in and workspace invitations. Vercel hosts the service, and Stripe handles payments.

Resend handles transactional email and mail sent to a Liteo logging address.

The public Liteo website also loads Google Tag Manager.

If you connect a mailbox, Google or Microsoft handles the connection and sending data. If you separately enable Outlook sync, Microsoft also handles the mailbox data Liteo requests under the limits described above.

When a business has no uploaded logo, Liteo may send its website domain to Google’s favicon service to display its public icon.

Your rights

You can request account deletion in settings. If self-service deletion isn’t available, email karl@liteo.io.

Closing an account disables access and schedules its private mail and temporary export copies for deletion. Shared mail stays with the workspace.

Liteo retains some account details, mailbox connection records, and the deletion request after closure. These records don’t currently have an automatic deletion schedule.

Active workspace admins can download a self-service JSON export of core CRM records and email they are permitted to see. For a complete copy request, or if self-service export is unavailable, email karl@liteo.io.

We don’t read your CRM data or your email for support. If you ask us to look at something, we’ll check with you first.

Contact

Questions about privacy? Email karl@liteo.io.