Privacy Policy
Effective date: 28 October 2026
EstateScale Solutions (“EstateScale”, “we”, “us”) provides a business workspace for customer relationship management, property and agency records, accounting, documents, scheduling and related office tools. This policy explains how information is handled when you use our web app and optional integrations. Contact us at estate.scale.ms@gmail.com.
Information we handle
- Account information: your name, email address, sign-in identifier, firm membership and access role. Google sign-in may also provide your profile picture.
- Business information: records you or your authorized colleagues enter or import, including contacts, phone numbers, property details, assignments, follow-ups, notes, financial records and documents.
- Preferences and technical information: browser storage for interface preferences, account-scoped caches and local features. Hosting, authentication and integration providers may process technical and security logs, such as request information and IP addresses, to operate their services.
Google connections in Office Studio
When you use Google sign-in or Connect Google, EstateScale requests permission to connect the Google services below. Only permissions you approve are available. Google sign-in alone does not give EstateScale unrestricted access to your Google account.
| Service | Access and purpose |
|---|---|
| Google Drive | The drive.file permission allows access to files created through the app or explicitly opened or selected for use with it. Office Studio uses this to create and reference documents, spreadsheets, presentations, forms and folders, and to display available file information or previews. It does not request access to every file in your Drive. |
| Google Calendar | The calendar.events.owned permission supports displaying upcoming events and creating meetings or events in calendars you own, including a Meet link when available. |
| Google Tasks | The tasks permission supports listing task lists and tasks, creating lists and tasks, and marking tasks complete or reopening them when you choose those actions. |
| Google Contacts | The contacts.readonly permission reads names, email addresses, phone numbers and organization details to display and search your Google Contacts. Only contacts you select and confirm are imported into the chosen firm's CRM. EstateScale does not edit your Google Contacts. |
How information is used
We use information to authenticate users, apply firm and role permissions, display and save records, carry out actions you request, provide connected office features, and support and maintain the service. Notifications and communication features use the relevant records and your selected recipients. You are responsible for having authority to enter or share other people's information.
Storage and retention
Account and shared business records are stored using the configured Firebase services. Some features also store account-scoped data or caches in your browser. Office Studio may retain file references, titles, links and project associations in the firm's app records and browser cache; connected files remain in Google Drive. Calendar events and Google Tasks are saved in the connected Google account. Contacts imported into CRM become separate firm records, including source identifiers used to avoid duplicate imports.
The current frontend keeps Google API access tokens in memory rather than intentionally saving them in browser storage or the application database. Access is cleared on disconnect, account change or expiry. Authentication sessions are managed separately by Firebase. Data is retained while needed to provide the workspace, until removed through available controls or a verified deletion request, subject to applicable record-keeping obligations and provider backup lifecycles. Clearing local browser data does not delete cloud records.
Sharing and service providers
Authorized users in your firm can access records according to their assigned permissions. Imported Google Contacts and saved Office file references can therefore be visible to permitted firm users. Firebase/Google services process data needed for authentication, storage and the Google features you use; hosting and configured integration providers process information necessary to deliver their services. When you deliberately send, export or share a record or document, the selected recipient or service receives that information. Optional messaging, campaign or AI tools may send the content selected for their operation to the configured provider; connect and use those tools only when appropriate for your data.
We do not sell Google user data, use it for targeted advertising, or use it to train generalized artificial intelligence or machine learning models. We do not give AI tools access to your connected Google account merely because you connect it. Human access to Google user data is limited to your explicit consent for specific information, security investigation, legal requirements or other permitted Limited Use exceptions.
EstateScale's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
Optional AI calling pilot
When an administrator confirms an AI test call, the selected contact name and phone number are sent to Bolna to place the call. The configured Cloudflare backend processes the request and stores call status, provider summaries and transcripts privately for the administrator. Call history is scheduled for cleanup after approximately 90 days. Firebase sign-in tokens are used to verify access and read the selected CRM contact; the calling backend does not store those tokens. Provider records may have separate retention. Requests to stop calls must be respected and recorded by the administrator. No call is started merely by viewing a contact.
Your choices, disconnection and deletion
- Use Disconnect Google in Office Studio to clear the app's current API connection. This does not delete your Google files, events, tasks or previously imported CRM records.
- Revoke EstateScale's permission through Google Account → Third-party connections. Reconnecting requires authorization again.
- Use available app controls to correct or remove records, or contact your firm's administrator. Google-hosted items can also be managed in the corresponding Google service.
- For access, correction, account deletion or deletion of imported Google data, email estate.scale.ms@gmail.com with your account email, firm and request. Do not email passwords or access tokens. We may verify your identity and authority before acting, and explain any record-keeping limitations.
Security
The app uses authentication, firm and role permissions, and provider security controls to limit access. Keep your account and device secure, review access permissions and avoid sharing credentials. No online service can guarantee absolute security.
Children and policy changes
EstateScale is a business tool and is not directed at children. If you believe a child has supplied personal information, contact us. We will publish material changes on this page and update the effective date. If a new Google data use requires additional consent, we will request that consent before using data for that purpose.
Contact
EstateScale Solutions
estate.scale.ms@gmail.com