Privacy notice
Last updated 2 November 2026
This notice explains what personal data the masatio.com website collects, why, and what you can ask us to do with it. It covers this website, including the Sales CRM pages, and the Masatio Follow-up Agent apps for Pipedrive and Close. Data your company enters into the Masatio app at app.masatio.com is covered by our terms of service.
Who we are
Masatio is responsible for the data described here. You can reach us about anything in this notice at info@masatio.com.
What we collect
When you request a demo. The form sends your name, work email, company, and, if you fill them in, your country, what you are interested in and your message. We also record which button brought you to the form, the time, and the IP address the request came from. We use the IP address only to stop automated and repeated submissions.
When you email us. We receive your email address and whatever you write, like any email.
When you just read the site. Nothing about you is stored. The site sets no cookies and uses no analytics or advertising tools. Fonts and images are served from masatio.com itself, so your browser does not contact Google or any other third party. Like any web server, our hosting provider handles your IP address to deliver the pages.
Masatio Follow-up Agent for Pipedrive
When you install the app. Pipedrive sends us an access token and a refresh token, your name and email, and your Pipedrive company's id, name and web address. We store the tokens encrypted (AES-256-GCM) and use them only to run the app for your company.
When the app runs. Once a weekday it reads your company's open deals in Pipedrive (title, value, currency, owner, stage, when the deal was added or changed stage, its next and last activity and their due dates, and when the last email on it was sent or received) and the names of your Pipedrive users. It changes nothing in Pipedrive and does not keep the deals: what it stores is the install record above and the date of the last email it sent.
The daily email. The user who installed the app gets an email listing the deals that need a follow-up. To write draft follow-up messages for it, the title, value and situation of up to three deals per email are sent to Anthropic (the Claude API), which processes them on our behalf and returns the drafts.
When you uninstall the app. Pipedrive tells us, and we delete the tokens and your name and email at once. We keep only the Pipedrive company and user ids and the install dates, so a reinstall is recognised; ask us and we delete those too.
Masatio Follow-up Agent for Close
When you connect Close, Close sends us an access token and a refresh token and your organization and user ids; we read your name, email and organization name from Close. Close grants every app full access to your account; the agent uses it only to read your active opportunities (lead name, status, value, currency, owner, created and updated dates) and the dates of open lead tasks. It changes nothing in Close and does not keep this data. The daily email, the AI drafts sent to Anthropic and what we store work exactly as for Pipedrive above. When Close stops accepting our tokens because you disconnected the app, we delete the tokens, your name and email at once.
Why we use it
To reply to your request, set up a demo and answer your questions, and, for the Pipedrive and Close apps, to provide the service you installed. The legal basis is the steps you asked us to take before a possible contract and our legitimate interest in answering business enquiries (GDPR Article 6(1)(b) and (f)). We do not sell your data, use it for advertising, or add you to a newsletter.
Who else handles it
- Microsoft Azure hosts the website, the API that receives the form and the database where requests are stored.
- Our email provider delivers the notification of your request to our sales inbox and our replies to you.
- Our email provider also delivers the Pipedrive and Close apps' daily email.
- Anthropic writes the draft follow-up messages in the Pipedrive and Close apps' daily email.
These providers process the data only on our behalf. Where they do so outside your country, including outside the European Economic Area, the transfer is covered by their standard contractual clauses.
How long we keep it
We keep demo requests while we are in contact with you, and delete them at the latest 24 months after our last contact, or sooner if you ask.
Your rights
You can ask to see the data we hold about you, correct it, delete it, restrict or object to its use, or receive a copy. Write to info@masatio.com; we answer within one month. If you think we have handled your data wrongly, you can also complain to the data protection authority where you live.
Changes
If this notice changes, the new version is published on this page with a new date.