Privacy Policy

We collect the following types of information:

• Account information — your name, business name, email address, phone number, and password, provided when you sign up.
• Customer Data — the contacts, deals, projects, tasks, invoices, and other business records you create or upload while using the Service.
• Usage data — information about how you interact with the Service, such as pages visited and features used.
• Device and log data — IP address, browser type, and similar technical information collected automatically.

We use the information we collect to:

• Provide, operate, and maintain the Service, including your workspace and data;
• Power AI-based features (such as drafting follow-up messages, scoring leads, answering questions about your workspace data, and generating business insights), which process a summary or relevant portion of your Customer Data to produce responses on your behalf;
• Process subscription payments and manage your account;
• Communicate with you about updates, security alerts, and support;
• Monitor, troubleshoot, and improve the Service's performance and reliability;
• Detect, prevent, and address fraud, abuse, and security issues.

Your data is stored using industry-standard database and hosting infrastructure, with access controls designed to keep each workspace's data isolated from other workspaces. We use reasonable technical and organizational measures — including encryption in transit, authentication, and role-based access — to protect your data against unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We use cookies and similar technologies to keep you signed in, remember your preferences, and understand how the Service is used. Essential cookies are required for the Service to function (for example, maintaining your login session); you can control non-essential cookies through your browser settings, though disabling them may affect the functionality of the Service.

We work with third-party service providers who help us operate the Service, such as hosting and infrastructure providers and payment processors. These providers are given access only to the information necessary to perform their functions and are required to protect it in accordance with this Privacy Policy. Some AI-powered features may be processed using AI infrastructure that we operate or contract on your behalf; we do not use your Customer Data to train third-party AI models.

We do not sell your personal information or Customer Data. We may share information:

• With service providers who process data on our behalf, as described above;
• With other members of your workspace, as intended by the Service's design;
• To comply with a legal obligation, protect our rights, or respond to a lawful request from a public authority;
• In connection with a merger, acquisition, or sale of assets, subject to continued protection under this Privacy Policy or a materially similar policy.

Depending on your location, you may have rights to access, correct, export, or delete the personal information we hold about you, and to object to or restrict certain processing. You can update most account information directly within the Service. To exercise other rights, contact us using the details below and we will respond in accordance with applicable law.

We retain your account information and Customer Data for as long as your account is active or as needed to provide the Service. If you close your account, we will delete or anonymize your data within a reasonable period, except where we are required to retain it to comply with legal obligations, resolve disputes, or enforce our agreements.

The Service is intended for business use by adults and is not directed to individuals under the age of 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

We may update this Privacy Policy from time to time to reflect changes to our practices or for legal, regulatory, or operational reasons. We will update the "Last updated" date above when we do, and for material changes we will make reasonable efforts to notify you. Your continued use of the Service after changes take effect constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or how we handle your data, please contact us at privacy@celaris.com.