Data lifecycle
Your data is yours. CloseUp ships tooling for export, erasure, time-limited retention and consent. This page explains in plain terms what happens to data from the moment it enters CloseUp until it is deleted.
Data export
You can get a full export of your company data as a JSON file, on request or when your contract ends. The export covers your company CRM records, so you can keep them or move them to another system.
Company deletion
- A company deletion request schedules the company for deletion with a 30-day grace period.
- When the grace period ends, the company records, uploaded files and AI logs are deleted.
- Every deletion produces a deletion receipt: a record of what was deleted and when, with no personal data in it.
Lead deletion
- A deleted lead can be restored for 30 days.
- After 30 days the lead is permanently erased, together with everything derived from it: calls and transcripts, messages, notes, tasks, meetings, documents and AI analysis.
Retention windows
CloseUp automatically clears operational data after a fixed period.
| Data | Kept for |
|---|---|
| Integration logs | Up to 90 days |
| AI input and output | 90 days |
| Finished background jobs | 30 days |
| Security logs (logins, data access, admin actions) | 24 months |
AI and transcription controls
Each company has separate switches to turn off AI processing and call transcription. When a switch is off, data is not sent to the AI or transcription providers. The providers are listed on the Sub-processors page.
Marketing consent
Bulk messaging tracks marketing consent, and every recipient can unsubscribe with one click.
More questions
For security measures, see the Security page. For export or deletion requests, or anything else, contact us.