How we collect, use, and protect your information.
Last updated: August 19, 2026
Sortd ("Sortd", "we", "us", or "our") provides customer relationship management and lead management software that helps businesses capture, organize, manage, and follow up with leads. This Privacy Policy explains how we collect, use, store, and protect information when you use the Sortd website, platform, and related services.
Account Information — When you create a Sortd account, we may collect:
Customer and Lead Data — When you use Sortd, you may upload, enter, import, or connect information relating to your customers and leads. This may include:
Lead information may enter Sortd through integrations such as Meta Lead Ads, website forms, supported messaging integrations, file imports, or manual entry.
Our customers are responsible for ensuring that they have the appropriate rights and lawful basis to collect and process information they place within Sortd.
Integration Data — If you connect Sortd with a third-party service, such as Meta, we may receive information necessary to provide the integration. We only use this information to provide the functionality requested by you.
Usage and Technical Information — We may automatically collect certain technical information when you use Sortd, including:
This information helps us operate, secure, and improve Sortd.
We may use information to:
We do not sell personal information or customer lead data.
Sortd may integrate with third-party services such as Meta and other software providers.
Information processed by those services may also be governed by their respective privacy policies and terms.
Connecting an integration authorizes Sortd to access the information necessary to provide that integration, subject to the permissions granted by you.
We use reasonable technical and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction.
However, no internet-based service can guarantee absolute security.
We retain information for as long as reasonably necessary to provide Sortd, maintain legitimate business records, meet legal obligations, resolve disputes, and enforce our agreements.
Customers may delete lead records and other information through available platform functionality.
Users may also request deletion of their account and associated personal information.
Depending on where you live, you may have rights relating to your personal information, including the right to request:
To submit a privacy request, contact: hello@trysortd.com
Users may request deletion of their Sortd account and associated personal information by contacting . hello@trysortd.com
Instructions for requesting deletion of data received through connected services are also available on our Data Deletion page.
We may update this Privacy Policy periodically. When we make material changes, we may update the date displayed at the top of this page and provide additional notice where appropriate.
For privacy questions or requests: hello@trysortd.com