1. What Are Cookies
A cookie is a small text file that a website stores on your device (computer, phone, or tablet) when you visit it. Cookies are widely used to keep websites running, to improve user experience, and to analyse website traffic.
Cookies usually contain a name, a value, an expiration time, a domain and a path. They do not contain sensitive information such as your password or bank card number.
By expiry, cookies can be divided into:
- Session cookies: stored temporarily and deleted automatically when you close your browser;
- Persistent cookies: retained on your device for a set period, until they expire or you delete them manually.
By source, cookies can be divided into:
- First-party cookies: set by the website you are visiting (PWM CRM);
- Third-party cookies: set by third-party services embedded in a website, such as analytics or advertising platforms.
2. Types of Cookies We Use
PWM CRM currently uses the following types of cookies:
2.1 Strictly Necessary Cookies
These cookies are required for the website to work and cannot be switched off in our system. They are normally set only when you save privacy preferences, sign in, or fill in a form. You can block or be alerted to these cookies through your browser settings, but some parts of the website may then stop working properly.
2.2 Functional Cookies
These cookies provide enhanced features and a personalised experience, such as remembering your language preference, theme settings and interface layout. If you do not allow them, some features may not work properly.
2.3 Analytics Cookies
The website currently uses only first-party, anonymised visit statistics to understand page traffic and improve content and experience. These statistics do not contain information that directly identifies you and are not used for advertising. The website does not load tracking cookies from third-party advertising platforms.
2.4 Marketing Cookies
The website currently sets no marketing cookies and does not share your browsing behaviour with advertising networks. If this changes, we will update this Policy and ask for your consent before such cookies are enabled.
Your choices: Cookies other than strictly necessary ones require your consent. You can review or change your preferences at any time through the "Cookie Settings" link at the bottom of the page.
3. Cookie List
The following cookies are the main ones used on the PWM CRM website:
3.1 Necessary Cookies
| Cookie name | Provider | Purpose | Validity |
|---|---|---|---|
pwmapp_session | PWM CRM | Maintains your sign-in session | Session |
pwmapp_csrf | PWM CRM | Protects against cross-site request forgery (CSRF) | Session |
pwmapp_cookie_consent | PWM CRM | Records your cookie consent preferences | 1 year |
pwmapp_tenant | PWM CRM | Identifies the enterprise tenant for multi-tenant data isolation | Session |
3.2 Functional Cookies
| Cookie name | Provider | Purpose | Validity |
|---|---|---|---|
pwmapp_lang | PWM CRM | Remembers your language preference (Simplified Chinese / Traditional Chinese / English) | 1 year |
pwmapp_theme | PWM CRM | Remembers your theme preference (light / dark) | 1 year |
pwmapp_layout | PWM CRM | Remembers your interface layout preference (list / board view) | 1 year |
pwmapp_recent | PWM CRM | Records recently viewed clients or opportunities for quick access | 30 days |
3.3 Analytics Cookies
| Cookie name | Provider | Purpose | Validity |
|---|---|---|---|
pwmapp_analytics | PWM CRM | First-party, anonymised visit statistics that do not identify you | 1 year |
3.4 Marketing Cookies
| Cookie name | Provider | Purpose | Validity |
|---|---|---|---|
| The website currently sets no marketing cookies. | |||
Note: This cookie list may change as features and third-party services change. We will keep the list in this Policy up to date.
4. Similar Tracking Technologies
In addition to cookies, we may use the following similar technologies:
- LocalStorage / SessionStorage: stores data in your browser to remember preference settings and to cache page data for offline use. LocalStorage data is not sent to the server with HTTP requests and is used locally only;
- IndexedDB: stores structured data in the browser for offline data caching;
- Pixel tags / web beacons: small transparent images embedded in web pages or emails, used to count visits and email open rates;
- Device fingerprinting: an anonymous identifier derived from device model, operating system, browser version and screen resolution, used for fraud detection and security protection;
- Service Worker: part of PWA technology, running in the background for offline caching and notifications.
These technologies serve purposes similar to cookies, and you can manage most of them through your browser settings.
5. Third-Party Cookies
The website currently embeds no tracking code from third-party advertising or social platforms (including Google Analytics, Google Tag Manager, Facebook Pixel and TikTok Pixel), so no cookies are set by these services.
If we embed third-party services such as maps or online customer service in the future, we will list the service name, its purpose and the cookies it may set here, and update this Policy before they are enabled.
6. How to Manage Cookies
6.1 Cookie consent banner
When you first visit our website, you will see a cookie consent banner. You can:
- Accept all: agree to all types of cookies;
- Necessary only: allow only the cookies required for the website to operate;
- Customise preferences: choose which types of cookies to allow.
6.2 Cookie settings
You can click the "Cookie Settings" link at the bottom of any page to review and change your preferences.
6.3 Browser settings
Most modern browsers let you manage cookies. You can:
- view and delete stored cookies;
- block all cookies or cookies from specific websites;
- delete cookies automatically when the browser closes;
- enable the "Do Not Track" feature.
Cookie settings guides for common browsers:
Note: If you block or delete cookies, some website functions may not work properly, such as staying signed in, remembering your language preference or using offline features. Strictly necessary cookies cannot be fully blocked through browser settings because the website needs them to operate.
6.4 Online behavioural advertising
The website does not run behavioural advertising and does not share your browsing data with advertising networks, so there is nothing to opt out of here. If you receive promotional messages about PWM CRM on other platforms, you can manage them through that platform's advertising settings.
7. Policy Updates
We may update this Cookie Policy because of changes in laws and regulations, product features or third-party services. The updated Policy will be published on this website, and material changes will be communicated through the cookie consent banner or an in-product notice.
We recommend reviewing this Policy periodically to stay informed about how cookies are used.
8. Contact
If you have questions, comments or suggestions about this Cookie Policy, or wish to exercise your cookie-related rights, please contact us:
- Email: privacy@pwmapp.com
- Service hours: weekdays 9:00-18:00; for inquiries, email support@pwmapp.com
For details on how we protect personal information, please refer to our Privacy Policy and Data Security pages.