Trust · shown, not badged
Your contacts, your pipeline, your projects and the record of what you did with them stay inside a workspace only you open. MeridianHub earns that by publishing the boundaries and keeping them — not by collecting badges.
The documents that govern this took effect October 7, 2026. Terms of Service · Privacy Policy
The boundary, as an inventory
A brokerage sponsors seats and pays the bill. What it reaches, and what stays with the Agent, is fixed in the database — at every role, for every plan.
Enforced by row-level security in the database, not by a preference an admin can change.
What that means in practice
Nothing below is a roadmap item. Each is either written into the documents you accept or enforced by the software today.
Notice and consent for policy changes
The Privacy Policy provides for required notice and consent before applicable changes take effect. Where the law requires affirmative consent for a new use of personal information, continued use alone does not substitute for that consent.
Read the Privacy PolicyYour records are not the product
Stated in the Privacy Policy, not implied by a badge. Data is shared only with the service providers that run MeridianHub — hosting, authentication, and, where you enable them, payments, screening or email delivery — and only as needed to provide the Service or as required by law.
Read the Sharing sectionNothing is sent in your name
Outreach to your contacts waits for your review. The only email MeridianHub sends on its own is to you — a new-lead alert to your own account address — or to someone you personally invited to a seat. There is no background sender pointed at your database.
Administration is not a master key
Each seat opens its own private Agent workspace. Lead records are readable only by the account that owns them, enforced in the database rather than in a screen that could be worked around. There are no shared credentials and no organisation-wide CRM view.
Getting your business back out
There is no self-serve export button today. Email support@meridianhub.net about access or a portable copy of your personal information. Applicable rights have exceptions and limitations, and we may need to verify your identity.
Read your choices and rightsLeaving is a control, not a negotiation
Settings → Danger zone starts the deletion yourself. Your account and ordinary personal data are removed within 30 days. Minimal legal, audit and marketing-suppression records may be retained where the law requires it, and shared organisation data is transferred or left read-only rather than destroyed under other people.
Billing you can predict
Cancelling stops the next renewal and access continues through the period you have already paid for. Fees are non-refundable except where required by law. There is no free tier and no setup fee. Eligible new subscriptions start with a 14-day free trial (card required, $0 at signup) and convert to the paid plan on day 14 unless cancelled; cancelling during the trial keeps access through the end of the trial.
Read the Payment section
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