Security

Why does Jsoftware Inc. (Jsoft) and its tool, Sales CRM & Type CRM require permissions to access my Google account?

Jsoft’s Sales CRM is a layer on top of your Gmail experience, and provides additional productivity functionalities across the Google suite of products. Jsoft’s Type CRM is also layer on top of your Gmail experience, and provides additional productivity functionalities across the Google suite of products. In the following article, we will highlight the permissions of the products by referring to them as “Sales CRM & Type CRM”, do note that these refer to two distinct products, who coincidentally share the same security requests.

To do that, we ask for your permission to connect to your Google account, and authenticate that connection via Google Apps OAuth. Your Sales CRM & Type CRM account thus has the same industry-leading login security as your Google account.

Sales CRM & Type CRM requests access to the following Google APIs so that our features can work. Sales CRM does not make any changes to your Gmail, Drive, Contacts, or Calendar without your explicit permission.

• Gmail (documentation): Sale’s CRM & Type CRM primary interface is in Gmail, and needs these fundamental permissions to let you open, click, reply, track, send later, mail-merge and split email threads.
• Google Drive (documentation): Sales CRM enables you to attach Google drive files to Sales CRM Deals and Sales CRM Accounts.  This scope is not required for Type CRM.
• Contacts (documentation): Sales CRM enables data sharing between members on your Sales CRM team. Sales CRM also enhances your search experience in Gmail with this information from your Google contacts. This scope is not required for Type CRM.
• Calendar (documentation): Sales CRM & Type CRM create for you calendar events associated with Sales CRM or Type CRM tasks that you create or are assigned to.

Why does Jsoftware Inc. (Jsoft) and its tools, Sales CRM & Type CRM require permissions to access my Outlook account?

Jsoft’s Sales CRM is a layer on top of your Outlook experience, and provides additional productivity functionalities for Outlook. Jsoft’s Type CRM is also layer on top of your Outlook experience, and also provides additional productivity functionalities for Outlook. In the following article, we will highlight the permissions of the products by referring to them as “Sales CRM & Type CRM”, do note that these refer to two distinct products, who coincidentally share the same security requests.

To do that, we ask for your permission to connect to your Outlook account, and authenticate that connection via Microsoft Apps OAuth. Your Sales CRM & Type CRM account thus has the same industry-leading login security as your Microsoft account.

Sales CRM & Type CRM requests access to the following Microsoft APIs so that our features can work. Sales CRM & Type CRM does not make any changes to your Outlook without your explicit permission.

• Outlook (documentation): Sale’s CRM & Type CRM primary interface is in Outlook, and needs these fundamental permissions to let you open, click, reply, track, send later, mail-merge and split email threads.

What information does Jsoft collect?

Jsoft does not, and will never, sell or trade personal information about anyone who uses our services.

Jsoft collects only as much information as needed to provide a functional Microsoft and Google productivity experience to you. For more on this, please see our Privacy Policy.

Sales CRM & Type CRM only retains data as long as it provides value for our users. (e.g. we don’t store calendar data for any tasks except the ones created by the Sales CRM & Type CRM pipeline and we delete tasks when a user asks us to). Sales CRM & Type CRM removes data promptly once it is no longer referenced in the product, as far as technically feasible. (e.g. after we delete something in our main datastore, there might still be an encrypted copy in a Google backup). Sales CRM & Type CRM stores only as much data as necessary for critical debugging and analytical needs.

Where is my data stored?

All of your Sales CRM & Type CRM data is stored on Google’s Cloud Platform in the United States. Google may, at their discretion, make encrypted backup copies of the data in other U.S. locations for disaster recovery purposes.

Google’s Cloud Platform has the same security policies, procedures, and infrastructure in place as other popular Google products such a Gmail and Google Drive.

Sales CRM & Type CRM stores information about your Pipelines and Boxes on our Google servers. We implement strict controls such that no one else can access your data unless you’ve explicitly shared it with them.

Does Sales CRM & Type CRM store my emails?

Sales CRM & Type CRM do not store the content (the body) of your emails. Instead, they are fetched via the Gmail or Outlook API only upon request. Sales CRM & Type CRM temporarily stores email metadata (recipients, subject line) for the sole purpose of indexing and sorting your email, before presenting and visualizing that data back to you.

How secure is my information?

Jsoft takes meaningful precautions to protect and safeguard our users’ and our members’ information. Jsoft has put in place physical, electronic, and procedural safeguards to protect the information Sales CRM & Type CRM collects and process. This includes, limiting access to employees, vendors, and others; use of pseudonymization and anonymization techniques where feasible; and use of encryption techniques when transmitting information. We do not share your data with any third party analytics companies.

How do I report vulnerabilities?

Jsoft believes that working with skilled security researchers across the globe is crucial in identifying weaknesses in any technology. If you believe you’ve found a security issue in our product or service, we encourage you to notify us. We welcome working with you to resolve the issue promptly.

Questions?

If you have more questions around Access Control, Change Control, Encryption (at rest and at transit), or any other security-related questions, please email us at legal@jsoftware.io.

We take your security and privacy very seriously. If you’d like to read more about how Google handles the security of data within their Cloud Platform, we recommend reading their documentation on it.