מערכת CRM שמנהלת את הלידים, הלקוחות והפגישות של העסק שלך

About this application (English)

This is the customer relationship management (CRM) application operated by David Vatine Ltd., a digital marketing company based in Israel. The application is a browser-based business tool used by small and medium businesses and their sales staff to manage incoming enquiries, customers, tasks, meetings, quotes and reports. Access is by a user account issued to each business, and each business can see only its own data.

Main features:

• Lead management: every enquiry is recorded with its status, assigned rep and full activity history.
• Customer records, tasks and reminders for the sales team.
• Scheduling meetings, with optional two-way sync to the user's Google Calendar.
• Quotes with a shareable link and digital signature.
• Sales, meeting and marketing reports.

Google Calendar integration. Connecting Google Calendar is optional and is started by the user from the application settings. We request the https://www.googleapis.com/auth/calendar.events scope only, and we use it for a single purpose: writing meetings created in the CRM into the user's calendar and reading busy times so the application can offer free slots. We do not access Gmail, Contacts or Drive, and we do not read the content of other calendar events. We store only an encrypted refresh token; calendar content is not stored on our servers. We never sell, rent or transfer Google user data to third parties, and we do not use it for advertising or to train models. Users can disconnect at any time from the application settings or at myaccount.google.com/permissions, which permanently deletes the stored token. Our use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Contact: support@davidvatine.co.il · +972-50-8191191 · Ha'Omanut 6, Netanya, Israel.