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cocorev policies

Clear policies for a privacy-first CRM workflow: GDPR, Data Processing, Legal Notices, and Terms & Conditions, kept simple and practical.
 
 

GDPR Privacy Policy

 

Effective Date: August 24, 2025

Company: cocorev  

Website: https://www.cocorev.com  

Contact: legal@cocorev.com


Welcome to cocorev! 


We're committed to protecting your privacy and being transparent about how we handle your data. This policy explains your rights and our responsibilities under the General Data Protection Regulation (GDPR).


What We Do


cocorev is a co-selling platform that helps businesses connect and collaborate through HubSpot integrations. We facilitate partnerships by connecting HubSpot portals and enabling account mapping between companies.


What Personal Data We Collect

 Information You Provide

- Account Information: Name, email, company details when you sign up

- HubSpot Integration Data: Company information, contact lists, and business relationships

- Communication Data: Messages, support requests, and feedback you send us

Information We Collect Automatically


- Usage Data: How you interact with our platform, login times, features used

- Technical Data: IP address, browser type, device information

- HubSpot Data: Company domains, contact information, and business relationships (with your permission)





Why We Need Your Data


Important Data Processing Note


We do NOT store any company data, contact lists, or business information. Our system works as a processing pipeline only:


What We Process (Temporarily):

- Company domains for overlap detection

- Company information for mapping analysis

- Contact lists for relationship identification


What We Actually Store:

- Mapping Status: Only whether mapping is pending, processing, completed, or failed

- HubSpot List IDs: Just the list identifiers (not the list contents)

- Account Metadata: Basic account information (name, email, portal IDs)

- HubSpot Deal Information: Basic information about deals such lifecycle stage and amount


No Data Retention: We process your HubSpot data in real-time to identify overlaps and create strategic lists, but we never store the actual company information, contact details, or business data. Everything remains in your HubSpot portal - we only store the minimal metadata needed to manage our service.


Why We Need Your Data


We use your personal data to:

- Provide our services - Connect you with potential partners and manage your co-selling relationships

- Improve our platform - Understand how you use our features to make them better

- Communicate with you - Send important updates, respond to support requests, and keep you informed

- Ensure security - Protect your account and prevent fraud

- Comply with legal obligations - Meet our regulatory requirements


Legal Basis for Processing


We process your data based on:

- Contract performance - To provide the services you've requested

- Legitimate interests - To improve our platform and ensure security

- Consent - When you explicitly agree to specific data processing

- Legal obligations - When required by law

 How We Share Your Data


With Your Permission:

- Partner Companies: We share company information with your consent to facilitate co-selling relationships

- HubSpot: We integrate with HubSpot as authorized by you

Service Providers

- Firebase: For authentication and data storage

- Cloud Services: For hosting and processing

- Support Tools: To help you when you need assistance

Legal Requirements

We may share data when required by law or to protect our rights and safety.




Your Data Rights


Under GDPR, you have the right to:


Access and Control

- View your data - See what personal information we have about you

- Update your data - Correct any inaccurate information

- Delete your data - Request removal of your personal information

- Data portability - Download your data in a machine-readable format

Processing Control

- Restrict processing - Limit how we use your data

- Object to processing - Say no to certain types of data use

- Withdraw consent - Change your mind about data sharing

How to Exercise Your Rights

Contact us at support@cocorev.com with your request. We'll respond within 30 days and help you exercise your rights.


Data Security


We take your data security seriously:

- Encryption: All data is encrypted in transit and at rest

- Access Controls: Limited access to authorized personnel only

- Regular Audits: We regularly review our security practices

- Incident Response: We have procedures for handling security incidents


Data Retention


We keep your data only as long as necessary:

- Active accounts: Data retained while you use our services

- Inactive accounts: Data deleted after 2 years of inactivity

- Legal requirements: Some data may be retained longer if required by law


International Data Transfers


Your data may be processed in countries outside the European Economic Area (EEA). We ensure adequate protection through:

- Standard Contractual Clauses approved by the European Commission

- Adequacy decisions for countries with approved data protection standards


HubSpot Integration Specifics


When you connect your HubSpot portal:

- OAuth Consent: You explicitly authorize us to access your HubSpot data

- Limited Scope: We only access the data necessary for our services

- Your Control: You can revoke access at any time through HubSpot

- Partner Sharing: Company overlap data is shared only with your explicit consent


Data Breach Procedures


If we experience a data breach:

  1. Immediate Assessment - We'll investigate the incident within 24 hours
  2. Notification - We'll notify affected users within 72 hours
  3. Regulatory Reporting - We'll report to relevant authorities as required
  4. Remediation - We'll take steps to prevent future breaches

Changes to This Policy


We may update this policy occasionally. We'll notify you of significant changes by:

- Email notification to your registered email address

- Website notice on our homepage

- In-app notification when you next log in


Contact Us


If you have questions about this policy or want to exercise your rights:


Email: legal@cocorev.com

Address:


Complaints


If you're not satisfied with how we handle your data, you can:

  1. Contact us first - We want to resolve any issues directly
  2. File a complaint with your local data protection authority
  3. Seek legal advice if you believe your rights have been violated

*This policy is written in plain language to help you understand your rights. If you need clarification on any section, please don't hesitate to reach out to us.*