Data Deletion

Delete Your Setu CRM Data

We provide a clear process for deleting data associated with your Setu CRM workspace, while preserving information we may be required to retain for legal, financial, security or compliance purposes.

Delete My Workspace Submit a Data Deletion Request

Delete My Workspace is for Setu CRM Owners and starts inside the CRM. Submit a Data Deletion Request is for people without CRM access.

  • Not immediateDeletion starts a 30-day recovery period.
  • RecoverableThe Owner can restore before the deadline.
  • Then purgedActive-system workspace data is permanently deleted.
  • Some records stayWhere required or permitted.

Choose the right deletion method

Which route applies depends on whether you have access to the Setu CRM workspace.

Path A · For Setu CRM Workspace Owners

Delete Your Workspace

If you are the Owner of a Setu CRM workspace, you can initiate workspace deletion directly from your CRM account. Sign in to Setu CRM and open your Profile to start workspace deletion.

  1. Sign in to Setu CRM
  2. Open your Profile → Delete Workspace
  3. Confirm the deletion request
Your workspace enters a 30-day recovery period. During this period it is frozen and the Owner can restore it. If it is not restored before the recovery deadline, the workspace proceeds to permanent purge.
Open Setu CRM
Path B · For people without CRM access

Request Data Deletion

If you do not have access to the relevant Setu CRM workspace, you can submit a manual data-deletion request using the form below.

Requests are reviewed manually. Setu may need to verify your identity or authority before acting.

Submit Request
Team member? Removing your login is different from deleting the workspace. Workspace deletion is available to the workspace Owner. A team member can remove their own login from Setu CRM where permitted by the application.

How Workspace Deletion Works

Five stages, from the Owner’s request to the retention boundaries that apply afterwards.

  1. Deletion Requested

    An authorized workspace Owner initiates deletion from Setu CRM.

  2. 30-Day Recovery Period

    The workspace is frozen. New business activity, messaging and automation associated with the workspace are restricted. The Owner can restore the workspace during this period.

  3. Recovery Deadline

    If the Owner does not restore the workspace before the deadline, the workspace becomes eligible for permanent purge.

  4. Permanent Purge

    Setu permanently deletes workspace data held in its active systems and covered by the deletion process.

  5. Retention / Backup Boundaries

    Information required for billing, payment, legal, security, audit or compliance purposes may be retained. Backup copies follow the normal backup lifecycle.

During the 30-Day Recovery Period

While the workspace waits for the recovery deadline, this is what applies.

  • Workspace is frozen

  • New workspace data creation is restricted

  • Messaging and automation are restricted

  • Background jobs associated with the workspace are prevented from continuing

  • Owner can restore the workspace

  • Restoration is only available before the recovery deadline

Owners can restore the workspace before the recovery deadline after completing the required authentication.

What Happens When the Workspace Is Permanently Purged?

Setu’s deletion process removes workspace data held in active systems that is covered by the purge process. This is a summary, not an exhaustive list.

Covered by the purge

  • Workspace operational data
  • CRM records
  • Leads, contacts and related workspace records
  • Properties and related records
  • Messaging and application data covered by the purge
  • Workspace files stored by Setu
  • Workspace-specific operational configuration and data covered by the purge
Some records may be retained
  • Billing and payment records
  • Required legal and compliance records
  • Required security and audit records
  • Backup copies during the normal backup lifecycle
  • Data held by external platforms

Certain billing, payment, legal, security, audit, or compliance records may be retained where required or permitted by applicable obligations.

Backup copies may persist temporarily as part of Setu’s normal backup retention and replacement cycle. They are not treated as active workspace data and are removed or overwritten according to the applicable backup lifecycle.

WhatsApp & Third-Party Data

What Setu can manage

Setu can manage its own integration state and may disconnect or unsubscribe its integration where the platform provides the applicable mechanism.

What Setu cannot control

Data held by third-party platforms such as Meta/WhatsApp is subject to those platforms’ own systems, policies and controls. Setu cannot represent that it controls or permanently deletes data held within Meta’s systems.

Submit a Data Deletion Request

If you cannot access the Setu CRM workspace associated with your information, you can submit a request for manual review.

Data Deletion Request

Submitting a request does not guarantee deletion of information that Setu is required to retain or information controlled by third-party platforms.

Your request is reviewed to help protect against unauthorized deletion requests.

Setu may need to verify your identity or authority before acting, and may contact you for more information.

Frequently Asked Questions

Can I delete my Setu CRM workspace immediately?

No. When the Owner initiates deletion, the workspace enters a 30-day recovery period. Permanent purge happens only after that period if the workspace has not been restored.

What happens after I request deletion?

The workspace is frozen for 30 days. If the Owner does not restore it before the deadline, it proceeds to permanent purge. Setu permanently deletes workspace data held in its active systems and covered by its deletion process.

Can I restore my workspace?

Owners can restore the workspace before the recovery deadline after completing the required authentication. Restoration is not available after the deadline.

What happens during the 30-day recovery period?

The workspace is frozen, new workspace data creation is restricted, messaging and automation are restricted, and background jobs associated with the workspace are prevented from continuing.

What happens to billing and payment records?

Certain billing, payment, legal, security, audit, or compliance records may be retained where required or permitted by applicable obligations.

Are backups deleted immediately?

No. Backup copies may persist temporarily as part of Setu’s normal backup retention and replacement cycle. They are not treated as active workspace data and are removed or overwritten according to the applicable backup lifecycle.

What happens to WhatsApp or Meta data?

Data held by third-party platforms such as Meta/WhatsApp is subject to those platforms’ own systems, policies and controls. Setu may disconnect or unsubscribe its integration where the platform provides the applicable mechanism, but cannot represent that it controls or permanently deletes data held within Meta’s systems.

Can a team member delete the workspace?

No. Workspace deletion is available to the workspace Owner. A team member can remove their own login from Setu CRM where permitted by the application.

What if I no longer have access to Setu CRM?

You can submit a manual data-deletion request using the form on this page. Setu may need to verify your identity or authority before acting.

How do I submit a manual deletion request?

Complete the form on this page. Requests are reviewed manually. Submitting one does not guarantee deletion of information Setu is required to retain or information controlled by third-party platforms.

Need to Request Data Deletion?

If you have access to your Setu CRM workspace, start the deletion process from inside the application. Otherwise, submit a manual request using the form on this page.

Open Setu CRM Submit Data Deletion Request