Treasury
Privacy policy
Last updated 5 August 2026
Who is responsible for your data
Treasury CRM is software that businesses use to manage their own client relationships. For the client records inside it, the business using Treasury decides what is collected and why. They are the data controller. Treasury processes that data on their instructions and does not use it for its own purposes, sell it, or share it between businesses.
What is collected
Depending on how you interact with Treasury CRM:
- Contact details you provide: your name, email address, phone or WhatsApp number, and anything you write in an enquiry or booking form.
- What you enquired about, such as a property, service or appointment, and any notes made during your conversations.
- A record of contact between you and the business: calls, emails, messages and meetings, with their dates.
- If you book a meeting, the time you chose and anything you added as a note.
- Whether marketing emails sent to you were opened, and whether links in them were clicked.
- If you submitted a lead form on Facebook or Instagram, the answers you gave on that form.
Why
- To respond to your enquiry and provide the service you asked about. Without your contact details this is not possible.
- To keep an accurate record of your dealings with the business, which is a legitimate interest of running one.
- To send you marketing only where you have asked for it, and you can stop that at any time.
- To meet legal and accounting obligations where they apply.
Email tracking, plainly
Marketing and follow-up emails may contain a small invisible image and rewritten links, which record that a message was opened and whether a link was clicked. This is used to judge whether follow-up is useful and when to stop. It does not read your inbox and it does not track you across other websites. Blocking images in your email client prevents the open being recorded.
Who else sees it
Data is not sold and is never shared with another business using Treasury. It is handled by a small number of service providers acting on instructions:
- Neon, for database hosting.
- Vercel, for application hosting and file storage.
- Resend, for sending email.
- Meta, where a message is sent over WhatsApp or a lead comes from a Facebook or Instagram lead form.
How long it is kept
Client records are kept for as long as the business has a relationship with you, and afterwards only where a legal or accounting obligation requires it. Marketing list membership is removed as soon as you unsubscribe. You can ask for your record to be deleted at any time.
Your rights
You can ask for a copy of the data held about you, ask for it to be corrected or deleted, object to it being used for marketing, or ask for it to be sent to you in a portable form. Requests are answered within 30 days.
Contact
Contact Treasury CRM using the details on their website.
Changes
If this policy changes materially, the date at the top changes and, where the change affects how your data is used, you will be told directly.