Last updated 13 October 2026 · TellMyCRM is a product of bSMART-AI Ltd (company number 16802784), registered in England and Wales. Registered office: 57 Sandy Lane, Charlton Kings, Cheltenham GL53 9DG.
TellMyCRM lets your sales team update and query your own CRM by message. To do that we process the data you send us and the CRM data you connect. We do not sell your data, we do not use your data to train AI models, and we keep as little as we can.
We use a small number of service providers to run TellMyCRM: Supabase (database hosting), Render (application hosting), Twilio and Meta WhatsApp (messaging), OpenAI and Anthropic (speech and language processing) and Stripe (payments). Each processes data only to provide their service to us.
You can connect TellMyCRM to an AI assistant you use yourself, such as Claude, ChatGPT, Grok or Gemini (see TellMyCRM in Claude and ChatGPT). When you do, and only when your assistant asks, TellMyCRM sends it the answer to your question and the deal facts behind it, limited to what you can see in TellMyCRM. It changes your CRM through that connection only when you confirm a change it reads back to you in the chat. Your TellMyCRM sign-in is never shared with the assistant: it receives a key that lasts an hour, renewed while you stay connected, which you can end at any time by removing TellMyCRM in the assistant's settings. We keep a record of each question asked through the connection, for security and support, on the same terms as your other messages. In Microsoft 365 Copilot, you use the TellMyCRM agent with your Microsoft work account: Microsoft tells TellMyCRM who you are, and TellMyCRM answers only what you can see in TellMyCRM. What the assistant does with your conversation is governed by its provider's own terms and your plan with them.
We process your data to perform our contract with you (running the service you signed up for), and where we have a legitimate interest, such as keeping the service secure and improving it. Where we rely on consent, for example the CRM waitlist, you can withdraw it at any time.
We keep your account's data, the conversations on your deals and the messages we have read, while your account is active. When your subscription or trial ends and nobody at your company still has access, the account is closed, and we delete its data 30 days later. We email your account's admins 7 days before, and signing back in or subscribing again before then keeps it. Our backups are deleted on a 7-day cycle, so deleted data is gone from them within 7 days. Nothing in your CRM is ever deleted. Billing records are kept for six years, as UK tax law requires. You can ask us to delete your data sooner by emailing support@tellmycrm.com; we do it within one month. Waitlist emails are kept until the relevant integration launches or you ask to be removed.
The TellMyCRM website sets no cookies. We count visits with Cloudflare Web Analytics, which sets no cookies, keeps no personal data and does not follow you across sites; it tells us how many people visited and which pages, nothing about who. There are no advertising pixels and no third party trackers, which is why you do not see a cookie banner: there is nothing to consent to. When you sign in, your browser keeps a session token in its local storage so you stay signed in. That is strictly necessary to provide the service, and it is removed when you sign out.
Under UK GDPR you can ask for a copy of your data, ask us to correct it, delete it, or restrict how we use it. Email support@tellmycrm.com and we will respond within one month. bSMART-AI Ltd is registered with the ICO as a data controller, registration ZC172192. You can also complain to the ICO at ico.org.uk.
bSMART-AI Ltd · support@tellmycrm.com