How your data is handled

This page states exactly what the application does with an uploaded CRM export — no more, no less. Each claim below is backed by the architecture and, where noted, by automated tests.

01Raw CRM files are analyzed inside your browserThe CSV or Excel file you choose is read and parsed locally by your own browser using the File API. All calculations in the report run on your machine.

02Raw CRM files are not intentionally uploaded to or stored on our serversThere is no server endpoint that accepts file contents, and the application makes no network request containing your rows. An automated test suite uploads a file seeded with unique fake personal data and verifies none of it appears in any network request the app makes.

03No raw CRM data is sent to an AI modelEvery metric is computed by deterministic, tested TypeScript code. The application does not call an LLM or any AI service at runtime, with your data or otherwise.

04Only approved analytical fields are used during local analysisThe engine works from a fixed whitelist of management-level fields: estimate dates, amounts, statuses, salesperson, lead source, and record IDs. Columns that look like customer names, phone numbers, emails, addresses, or free-text notes are locked out of mapping and discarded, and any column you don't map is discarded too. The complete original rows are released from memory once the whitelisted fields are extracted.

05Review your own policies before exporting business dataEven though analysis stays in your browser, the export you create is a copy of business records on your computer. Check your company's data-handling policies (and any obligations to your customers) before exporting and using CRM data with any tool, including this one.

What these guarantees do not cover

It cannot make claims about what happens on your own computer — the exported file itself, your browser extensions, or your device's security are outside our control.
“Not intentionally uploaded” is precise: our automated tests verify that no personal values from a seeded test file appear in any request the application makes, but no test can prove the absence of every conceivable defect.
If you print or save the report as a PDF, that document is created and stored by you, on your device.

Questions about any of this? Email kevinventures@outlook.com. · Run the audit