Privacy Policy

1. Information We Collect

Personal Information

We collect information you provide directly to us, including:

• Name, email address, and contact information
• Company name and business information
• Account credentials and profile information
• Payment and billing information
• Customer data you upload to our CRM platform

Usage Information

We automatically collect information about your use of our services:

• Log data, IP addresses, and device information
• Browser type, operating system, and referral URLs
• Pages visited, features used, and time spent on our platform
• Interaction data with our AI features and analytics

2. How We Use Your Information

We use your information to communicate with you about your account, send important updates, and provide marketing communications (which you can opt out of at any time).

3. Information Sharing and Disclosure

We may share your information only in these limited circumstances:

• Service Providers: With trusted third-party vendors who help us operate our platform (hosting, payment processing, analytics)
• Legal Requirements: When required by law, court order, or to protect our rights and safety
• Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice to users)
• With Your Consent: When you explicitly authorize us to share information

4. Data Security and Protection

While we implement robust security measures, no system is 100% secure. We continuously monitor and improve our security practices to protect your information.

5. Your Rights and Choices

You have the following rights regarding your personal information:

To exercise these rights, please contact us at privacy@takeclient.com or through your account settings.

6. International Data Transfers

TakeClient operates globally. Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for international transfers, including:

• Standard contractual clauses approved by regulatory authorities
• Adequacy decisions for data transfers to certain countries
• Certification schemes and codes of conduct

7. Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this policy. Specific retention periods include:

• Account Data: Retained while your account is active
• Customer Data: Retained according to your instructions and legal requirements
• Usage Data: Typically retained for 2 years for analytics purposes
• Financial Records: Retained for 7 years as required by law

8. Children's Privacy

TakeClient is not intended for use by children under 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected such information, we will take steps to delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and, where appropriate, sending you an email notification. Your continued use of our services after such changes constitutes acceptance of the updated policy.