1. What this policy covers
This Cookie Policy explains which cookies and similar technologies Coastline CRM LLC (“Coastline,” “we,” “us”) uses on coastlinecrm.com and in our CRM application, and how you can control them. It sits alongside our Privacy Policy, which describes how we handle personal information more broadly.
2. What a cookie is
A cookie is a small text file that a website stores in your browser. Cookies let a site recognize your browser on later visits so you can stay signed in, keep settings, and move between pages without starting over. “Similar technologies” include things like local storage and session storage, which serve similar purposes.
3. Cookies we use
We keep our use of cookies narrow. Every cookie below is set on coastlinecrm.com.
Signing in
- Session cookies: set by our authentication provider after you sign in. They keep you signed in as you move between pages and refreshes, for up to 400 days or until you sign out. Without them, the Service cannot sign you in.
- Sign-in verification: a temporary cookie that links the two halves of signing in with Google or Microsoft. It is removed once sign-in finishes.
Display settings
- Theme: remembers light or dark mode so each page opens in the right theme. 1 year.
- Layout: in the signed-in app, remembers whether the sidebar is collapsed and which board view you last used. 1 year.
Signing up
- Referral code: when you reach our sign-up page from a partner’s referral link, remembers the partner’s code so the referral is credited when you create your workspace. Up to 30 days.
- Partner program sign-up: when you reach our sign-up page from the partner program, remembers that you asked to join so we can show you the Partner Agreement after your workspace is created. Up to 30 days.
- Sign-up source: remembers which of our links or campaigns brought you to our sign-up page, so we know where your sign-up came from. Up to 30 days.
Portals and shared links
- Portal sessions: keep you signed in to a customer or contractor portal a business has invited you to. Up to 30 days.
- Unlocked links: remember that you entered the password for a password-protected shared link. 8 hours.
- Form submissions: let you download a copy of a form you just submitted. 10 minutes.
Connecting other services
- Connection check: in the signed-in app, confirms that a request to connect another service to your workspace started in your browser. 10 minutes to 24 hours.
Set by services on our pages
- Payments: invoice payment pages, online booking pages, and billing settings load our payment processor’s script, which sets its own fraud-prevention cookies. 30 minutes to 1 year.
- Sign in with Google: our sign-in and sign-up pages load Google’s sign-in script, which sets its own cookie to remember the state of its sign-in prompt. About 6 months.
- Advertising: our marketing pages and sign-up page load the Meta advertising pixel, which sets a cookie (
_fbp) identifying your browser to Meta so we can measure whether our ads work and show ads to people who have visited the site. Up to 90 days. It is not set if your browser sends an opt-out signal, and not set at all for visitors in the EEA, the UK, or Switzerland. It does not run in the signed-in app.
We also use browser local storage in the signed-in app to remember other interface preferences on your device. This is stored only on your device and is not transmitted to us as a cookie.
4. Cookies we do not use
Anywhere in the signed-in Service, we do not use:
- Advertising or retargeting cookies.
- Cross-site tracking cookies.
- Analytics cookies. The analytics on our marketing and sign-up pages runs without them.
On our marketing pages and sign-up page we do use one advertising cookie, set by the Meta pixel and described in section 3. We set no non-essential cookies on visitors in the EEA, the UK, or Switzerland, because we would have to ask your consent first and we have no way to ask you yet.
5. How to control cookies
Every major browser lets you view, block, or delete cookies for individual sites or across the board. Instructions for the most common browsers:
Note: blocking the authentication session cookie will prevent you from signing in to the Service.
6. Do Not Track
We honor Global Privacy Control and Do Not Track. If your browser sends either signal, the advertising pixel described in section 3 does not load and its cookie is never set. No other cookie we use tracks you across other sites.
7. Changes
We may update this policy from time to time. If a change is material (for example, if we begin using analytics or advertising cookies), we will update the “Last updated” date and, where required, present a consent banner before any new non-essential cookies are set.
8. Contact
Questions about cookies or this policy:
Coastline CRM LLC
support@coastlinecrm.com