Privacy Policy

1. Overview

This Privacy Policy explains how this platform and its related applications and services collect, use, disclose, store, and protect personal information.

The platform may be used for customer relationship management, lead processing, assignment workflows, communication tracking, campaign operations, course and event workflows, conversion processing, payouts, analytics, exports, notifications, and related business operations.

If the platform is used by or on behalf of a company, institution, client, or business user, that organization may also control or direct some of the information processed through the service.

2. Information We Collect

We may collect account and identity information such as names, phone numbers, email addresses, passwords or authentication credentials, client or organization details, user roles, and account status information.

We may collect lead and contact information such as customer names, phone numbers, alternate numbers, course interests, client mappings, status values, assignment details, notes, follow-up dates, disqualification details, conversion records, and extra custom fields entered by users of the platform.

We may collect operational records such as assignments, reassignment history, status history, timelines, audit logs, internal notes, imports, exports, dashboard metrics, report parameters, payout and wallet records, notification activity, and approval or rejection actions.

We may collect files and media such as uploaded spreadsheets, recordings, images, PDFs, proof files, campaign media, event media, app build assets, and other documents or attachments used through the platform.

We may collect technical and device data such as IP address, browser type, device identifiers, operating system information, app version, crash data, session logs, performance diagnostics, and error logs.

3. Mobile App Permissions and Device Data

Where mobile application features are used, the platform may request device permissions such as notification access, storage or file access, media access, camera access, microphone access, phone-related permissions, or call log related permissions when needed for supported workflows.

Call log or call activity information is monitored or processed only with the permission of the relevant user and only for platform functions such as activity tracking, follow-up workflows, reporting, operational review, or lead management.

Users may be able to revoke or limit device permissions through device settings. If such permissions are denied or withdrawn, some features may stop working or may work with reduced functionality.

4. How We Use Information

We may use personal information to create and manage accounts, authenticate users, enforce permissions, support role-based access, and maintain client-scoped workspaces and records.

We may use information to manage leads, assignments, notes, status changes, timelines, follow-ups, campaign activity, event registrations, course mappings, conversion approvals, closure tracking, disqualification workflows, and customer communication records.

We may use information to process imports, validate uploaded files, generate exports, build reports, calculate analytics, measure sales performance, support dashboards, manage targets, and operate payout or wallet related workflows.

We may use information to support notifications, troubleshoot issues, investigate misuse, maintain security, run audit trails, monitor system health, improve product functionality, and comply with legal or contractual obligations.

5. Internal Notes, Audit Trails, and Restricted Visibility

Some platform features support internal notes, restricted instructions, audit records, owner history, assignment history, or other privileged operational logs. These records may be visible only to authorized roles or according to configured visibility policies.

Not every user of the platform sees the same data. Visibility may depend on role, client scope, organizational relationship, configured permissions, or internal note visibility policies.

6. Legal Bases and Permissions

Where applicable, we process personal information based on consent, performance of a contract, legitimate interests, compliance with legal obligations, or other lawful grounds permitted by applicable law.

When you provide information about another person, upload contact records, import spreadsheets, attach media, or submit internal notes, you are responsible for ensuring you have authority to do so.

7. Sharing and Disclosure

We may share information with service providers, cloud or infrastructure partners, analytics providers, notification providers, communication providers, storage providers, support tools, payment or finance partners, professional advisers, affiliated entities, and other processors where reasonably necessary to operate the platform.

We may disclose information to comply with law, respond to lawful requests, protect rights or safety, detect fraud or misuse, enforce agreements, or support a business transfer such as a merger, acquisition, restructuring, or asset sale.

8. Data Retention

We retain information for as long as needed to operate the platform, support active client workspaces, preserve reports and auditability, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the kind of information involved, including lead records, communication history, internal notes, audit logs, uploaded files, financial records, app diagnostics, and exported or imported data.

9. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, misuse, loss, disclosure, alteration, or destruction.

These measures may include authentication controls, permission scoping, role-based access, logging, review workflows, and operational safeguards. No system is completely secure, and we cannot guarantee absolute security.

10. International Transfers

Your information may be processed or stored in jurisdictions other than your own. Where required, we take reasonable steps to ensure appropriate safeguards are in place for cross-border transfers.

11. Cookies, Sessions, and Similar Technologies

We may use cookies, local storage, session tools, tokens, and similar technologies to support authentication, account continuity, preferences, analytics, performance monitoring, export flows, and platform functionality.

You can usually control cookies or stored data through browser or device settings, although disabling some technologies may affect how the platform works.

12. Analytics, Reporting, and Business Intelligence

The platform may generate dashboards, ranking tables, summaries, performance reports, exports, and other analytics derived from operational data. These views may include aggregated, filtered, client-scoped, or role-scoped metrics.

Where platform reporting is based on shared records, counts or exports may reflect reporting rules configured by the service, including counts by client membership, assignment state, closure state, or similar operational grouping.

13. Notifications and Communications

We may use contact information, device information, and account details to send operational messages, alerts, reminders, approvals, assignment notifications, event or campaign updates, and other service-related communications.

If marketing or promotional communications are ever used, they may be subject to separate consent or unsubscribe rules where required by law.

14. Financial and Transaction-Related Records

Where the platform supports closures, approvals, payouts, commission calculations, wallet records, or other financial or transaction-related workflows, related information may be processed for accounting, reconciliation, review, fraud prevention, and contractual administration.

Financial or transactional information may be retained longer where required for legal, tax, audit, or compliance reasons.

15. Third-Party Services and Links

The platform may contain links to or integrations with third-party products, websites, communication tools, storage providers, media hosts, analytics tools, payment systems, or notification systems. Their privacy practices are governed by their own policies.

16. Children's Privacy

This platform is not intended for children unless expressly stated otherwise. We do not knowingly collect personal information from children in violation of applicable law.

17. Your Rights

Depending on your location and applicable law, you may have rights to access, correct, update, delete, restrict, object to, or export certain personal information.

You may also have the right to withdraw consent where processing is based on consent, including device permissions where applicable. These rights may be subject to verification requirements, technical limitations, role-based business controls, and legal exceptions.

18. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted at this page with a revised effective date when appropriate.

19. Contact

For privacy-related questions or requests, please contact the operator of this service through the official support, help, or contact channel made available to you.