Privacy Policy

Last updated November 13, 2026

Groundwork RE ("Groundwork," "we," "us") makes Groundwork, a CRM for commercial real estate brokers, available at groundworkre.com. This policy explains what information we collect, how we use it, and the choices you have. Questions go to [email protected].

What we collect

• Account information. Your name, email address, title, firm, phone number and settings you save, such as your email signature and brokerage details.
• Content you add. The companies, contacts, buildings, comps, listings, deals, tasks, notes, files and other records you or your team enter or import into Groundwork.
• Microsoft 365 data, only if you connect Outlook. When you click Connect Outlook and approve, Groundwork can send and draft email from your mailbox, search your mail when you ask it to (for example, Scan my email on a listing), and read your calendar to show your week on the Today page. We store the access tokens Microsoft issues so the connection keeps working. We store email content only when Groundwork sends an email for you (it is logged on the account it was sent to) or when you choose to save what a scan found. Calendar events are shown to you and are not stored on our servers.
• Website signups. If you enter your email on groundworkre.com to get updates, we keep that address and when you signed up.
• Technical information. Basic logs such as request times, error messages and browser type, used to keep the service running and secure.

How we use it

• To run Groundwork for you and your team: showing, organizing and searching your records, sending and drafting the emails you ask for, and building the reports you request.
• AI features. When you use Clay, Groundwork's AI assistant (for example, to draft an email, enhance an account or write a report), we send the records relevant to that request to our AI provider, which returns the result. Under its commercial terms, our AI provider does not use this data to train its models.
• To reply to you, provide support, and send the updates you signed up for.
• To keep the service secure, prevent abuse and meet legal obligations.

Microsoft data

Data we receive from Microsoft through your Outlook connection is used only to provide the features you use in Groundwork. We do not sell it, use it for advertising, or use it to train AI models. You can disconnect Outlook in Settings at any time; disconnecting deletes the stored tokens right away. You can also remove Groundwork's access from your Microsoft account settings.

Claude and other AI assistants

If you connect Groundwork to an AI assistant such as Claude or ChatGPT, the assistant signs in to Groundwork as you and can read and change only what your own account can, when you ask it to. The records it reads are sent to that assistant's provider to answer your request, under the provider's terms and your settings with them. Groundwork does not receive your conversations with the assistant. You can disconnect at any time in the assistant's connector settings.

Who we share it with

We do not sell your personal information and do not share it for targeted advertising. We share information only:

• With your team. Records in a Groundwork workspace are visible to that workspace's members according to their roles.
• With service providers that run Groundwork for us under contract: our database, file storage and server provider, our website host, our AI provider, and the email and calendar service you connect, such as Microsoft 365.
• When required by law, or to protect the rights, safety and security of our users and the service.
• In a business transfer, such as a merger or sale, subject to this policy.

How long we keep it

We keep your information while your account is active. If you ask us to delete your account, we delete your account information and workspace content within 30 days, except where we must keep something to meet a legal obligation. Backups roll off on their normal schedule.

Security

Data is sent over encrypted connections and stored with providers that encrypt it at rest. Access within Groundwork is limited by account roles. No system is perfectly secure, so please use a strong password and tell us right away at [email protected] if you think your account has been compromised.

Your choices and rights

You can view and update most of your information in Groundwork. You can ask us for a copy of your information, to correct it, or to delete it by writing to [email protected]. If you are a California resident, you have the right to know what personal information we collect and how we use it, to request deletion and correction, and not to be treated differently for using these rights. We will verify requests before acting on them.

Children

Groundwork is a business tool and is not meant for anyone under 18.

Changes

If we change this policy, we will update the date above and, for significant changes, tell you in the app or by email.

Contact

Groundwork RE · [email protected] · groundworkre.com