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Security/Trust center

Trust center

How ECHOPS protects your company’s data

The details behind our security page: how your data is kept apart, who can get in, how it’s backed up, which services process it, and how to get it out.

Your data is kept apart

Every company gets its own workspace at yourcompany.echops.com. In the database, each workspace’s rows are protected by row-level security. The app’s own database login can’t bypass it, and a workspace’s pages can only read that workspace’s rows. Automated tests fail if any table is missing row-level security.

Your data is stored in the United States, with the database in the East US region.

Signing in

No passwords. People sign in with a one-time email link or a passkey, so there’s no password to steal or reuse. Sign-in links are only sent to people who already have an account or an invitation.

A second step. Owners and admins always add a second step, a passkey or an authenticator code. An owner can require it for everyone in the workspace.

Sessions stay home. A session belongs to your company’s own address, so it never works on another workspace.

Roles. Owner, admin, member and viewer, plus departments that limit which sections a person sees. Group chats and direct messages are private to the people in them, not even owners can read them.

Support access

When the ECHOPS team needs to look inside your workspace to help, access is opened for 30, 60 or 120 minutes, with a written reason and a fresh second-step check. It ends when the time is up. A support visit can’t change sign-in settings, your team or billing, can’t open your private chats, can’t send anything to your clients and can’t export your data. Every visit shows in your workspace’s activity log.

An activity log you can trust

Changes and support visits go into an activity log that can only be added to: the database refuses edits and deletions. Owners and admins read it in Settings.

Encryption

Every ECHOPS page loads over HTTPS, and browsers are told to use nothing else (HSTS). Connected tools’ keys and tokens, and second-step secrets, are encrypted with AES-256-GCM before they’re stored.

ECHOPS never stores card numbers. When you record a card payment, it keeps the last 4 digits only. Payroll doesn’t keep tax IDs or bank account numbers.

Backups and retention

  • Daily backups, with the last 7 days kept. Backups are restored inside our database provider and can’t be downloaded. In the worst case, a restore loses the changes made since the last daily backup, up to 24 hours.
  • Raw lead submissions, exactly as they arrived from your forms, webhooks and lead emails, are kept for 90 days for troubleshooting, then deleted. The leads themselves stay.
  • Bell notifications are kept for 60 days.
  • Uploads that are never attached to anything are deleted every night.

Monitoring without personal data

We watch for errors and downtime. Error reports carry ids only: names, emails, phone numbers, cookies, request bodies and sign-in links are kept out, and any text left is scrubbed of emails and phone numbers before it leaves. Uptime checks never return customer data, and background jobs carry ids, not contact details.

Service providers

Who processes your data for us

Provider
What it does
Data it gets
Vercel
Hosts the app, runs scheduled and background jobs, and stores your uploaded files (United States)
Everything you do in the app passes through it; your files. Background jobs get ids only.
Supabase
The database (East US)
Your workspace’s records
Resend
Sends email: sign-in links, quote and document links, appointment emails, reminders
Recipient name and address, and the email
Twilio
Your business number: calls, texts, recordings, voicemail and transcripts (Phone & texts)
Phone numbers, call audio and recordings, texts
Anthropic
AI features: ECHO (the AI teammate), Write with AI, call summaries, meeting minutes, reading receipts and documents
Your question and the records or file needed to answer it
Google (Gemini)
AI design studio images
The room photo, the style and your words
Stripe
Billing for your ECHOPS plan, and online payments on your invoices through your own connected Stripe account
Your billing contact and plan; for invoice payments, the amount and the payer’s card or bank details, which go straight to Stripe (we keep the last 4 digits only)
Google Maps Platform
Job maps, routes with live traffic, address lookups and Street View of the job site
Job addresses and a route’s stops; its answers are kept 30 days at most
ElevenLabs
The AI voice agent add-on, which answers calls on your business number
The caller’s voice and number, the call’s transcript, and what the agent needs to book or take a message
Zernio
Posting to the Facebook, Instagram and Google Business Profile pages you connect in Social
The post’s words and pictures, and the pages you connect
Daily
Video meetings
Meeting audio and video
Sentry
Error tracking
Error details with ids only, no personal data
U.S. Census Bureau geocoder
Puts job addresses on the map
The address only
OpenFreeMap
Map images shown in your browser when Google Maps isn’t in use
The map area you’re looking at
SerpApi
Store search in the quote builder
Your search words and a ZIP code
Open-Meteo
Weather on the Overview
A ZIP code, then its coordinates
Browser push services (Apple, Google, Mozilla)
Delivering alerts to your devices
The alert, encrypted end to end

This list reflects ECHOPS as of November 2026. Services you connect yourself, such as QuickBooks Online, CallRail or Zapier, follow your own agreement with them.

Your data

Yours to take, any time

Export any time

Owners and admins can download leads, contacts, deals, quotes and appointments as CSV from Settings → Data export. Reports, the price book and the contact list download as CSV too.

When a trial ends

When a free trial ends without a plan, the workspace turns read-only for 30 days, so you can still download your leads, contacts, deals and quotes as CSV. After that, the trial workspace and its data are deleted.

Questions about closed workspaces

If you’ve left ECHOPS and have a question about your data, email info@echops.com.

Report an issue

Found a security problem? Tell us.

Report a security issue

Email info@echops.com with what you found and the steps to see it. Please don’t access other people’s data while you test.

Paperwork for your team

Need a data processing agreement or security questionnaire? Email info@echops.com.

Questions

Trust and security, answered

Can other companies see my data?

No. Each workspace’s rows are protected by row-level security in the database, and sessions only work on your company’s own address.

Can the ECHOPS team see my data?

Opening the records inside your workspace takes time-limited support access with a written reason and a second-step check, and every visit shows in your activity log. Support visits can’t open private chats or export your data. To run your account, the team also sees who’s on your team and usage counts, such as how many leads, quotes and calls you had this month, not what’s in them.

Where is my data stored?

In the United States. The database runs in the East US region.

Do you have a SOC 2 report?

Not today. This page describes the controls ECHOPS has. For a security questionnaire, email info@echops.com.

Is this legal advice?

No. If you have privacy obligations of your own, check them with your attorney.

Your next job,
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