Privacy Policy

SALESFLOWIQ, INC - Privacy Policy

SalesFlowIQ, Inc. is located at 4400 State Highway 121, Suite 300, Lewisville, TX 75056 (“SalesFlowIQ”, “we”, “us”, or “our”). SalesFlowIQ understands that you are concerned about privacy. This Privacy Policy (“Privacy Policy”) describes what kind of personal information we collect, how it is handled, and with whom it may be shared.

This Privacy Policy applies to the online and offline practices regarding the processing of personal information of customers and visitors carried out by SalesFlowIQ as the data controller, including on the SalesFlowIQ.ai website and for our software and services we make available. The Website is intended for users in the United States and is not intended for users in other locations. If you are located outside of the United States, please note that by using our services and Website, you may be transferring your personal information to a country that does not have the same data protection laws as your home country.

I. Information We Collect and How We Use It

PERSONAL INFORMATION

“Personal information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked to, directly or indirectly, a particular consumer or household. We collect various types of personal information depending on how you use our services and Website. We may also record calls made to us. The following are categories (with non-exhaustive examples) of personal information we may collect about you and for each category the purpose for which it may be used:

Categories	Examples	Purpose of Processing
A. Individual Identifiers and Demographic Information.	A real name, company name alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, address, telephone number, account name, or other similar identifiers.	Processing orders (including collecting payment and sending invoices). Delivering services. Responding to inquiries. Management of customer purchases and accounts, compiling details of user engagement. Sending marketing materials (including offers and other information we feel may be of interest to you). Processing job applications and Human Resources Data for purposes of administration and communication, and to comply with labor law requirements.
B. Protected Classifications	Protected classifications under applicable law, including gender, age and citizenship	Processing job applications and employee data, and to comply with labor law requirements
C. Commercial Information.	Records of services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.	Processing orders (including collecting payment and sending invoices). Delivering services. Responding to inquiries. Management of customer purchases and accounts, compiling details of user engagement. Sending marketing materials (including offers and other information we feel may be of interest to you). Administration of surveys.
D. Internet or Network Activity.	Browsing history, type of browser you are using, search history, terms you enter into the search functions of our Website, information on a Consumer’s interaction with a website, application, or advertisement, and the Website you visit immediately before and immediately after you visit our Website.	To evaluate consumer trends and usage related to our Website and allows us to improve our Website content and offerings accordingly. Sending marketing materials (including offers and other information we feel may be of interest to you).
E. Professional or Employment-Related Information.	Employee names, addresses, phone numbers, and possible other contact details, current or past job history, performance evaluations, and other professional, economic, and employment details.	Processing job applications and employee data for purposes of administration and communication, and to comply with labor law requirements.

Personal information does not include:

Publicly available – Publicly available information from government records.
Deidentified or aggregate information – “Deidentified Information” means information that cannot reasonably identify, relate to, describe, be capable of being associated with, or be linked, directly or indirectly, to a particular individual, and for which SalesFlowIQ has implemented technical safeguards and business processes that prohibit reidentification of the individual. “Aggregate Information” means information that relates to a group or category of individuals, from which individual identities have been removed, that is not linked or reasonably linkable to any individual or household, including via a device.
Excluded information – Certain laws require separate privacy notices or are exempt from general personal information privacy policy disclosure requirements. Such laws include health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) or clinical trial data; and data covered under the Fair Credit Reporting Act (FCRA).

SOURCES OF PERSONAL INFORMATION

We obtain the categories of personal information listed above from the following categories of sources:

Personal information you provide – SalesFlowIQ collects personal information when you voluntarily submit it to us. For example, we may collect or receive personal information from forms you complete or services you purchase, reviews you post, any requests you submit to our customer service team, any interactions you have with our social media pages, or otherwise from any interactions you have with us through the Website. As part of our services, you may allow us to integrate with your customer relationship management system in order to collect information about your customers relevant to your use of our services.
Careers. If you inquire about a career at SalesFlowIQ through our Website’s careers page, you will be asked to provide information about yourself, including your resume.
Consent for SMS Communications. By providing your mobile number, you agree that SalesFlowIQ may send you periodic SMS or MMS messages containing but not limited to important information, updates, deals, and specials. You may unsubscribe at any time by texting the word STOP. You may receive a subsequent message confirming your opt-out request. Message and data rates may apply.
Automatically collected personal information – SalesFlowIQ indirectly collects other information from you automatically through the Website. For example, we receive personal information from you when you visit and navigate our Website on any device. SalesFlowIQ collects some personal information automatically using cookies or other online tracking technologies as described below in this Privacy Policy. We may use third-party companies to help us tailor Website content to users or to serve ads or messages on our behalf. These companies may employ cookies and web beacons to measure advertising or messaging effectiveness (such as which web pages are visited, which messages are responded to, or what products are purchased and in what amount). Any information that these third parties collect via cookies and web beacons is not linked (by them) to any personal information collected by us.
Personal information obtained from third parties – SalesFlowIQ may obtain or receive personal information about you from other third party sources. For example, we receive personal information from our business partners or other third party companies. We may merge or combine such personal information with the personal information we collect from you directly or automatically.

USE OF PERSONAL INFORMATION

We process personal information for the following purposes:

Purpose of Processing	Legal Basis
Processing orders (including collecting payment and sending invoices)	Performance of our agreement with you
Delivering services	Performance of our agreement with you
Responding to inquiries	Our legitimate interest, which is the proper functioning of our commercial activity
Management of customer purchases and accounts, compiling details of user engagement	Our legitimate interest, which is the proper functioning of our commercial activity
To evaluate consumer trends and usage related to our Website and allows us to improve our Website content and offerings accordingly	Your consent
Sending marketing materials (including offers and other information we feel may be of interest to you)	Your consent
Administration of surveys	Your consent
Processing job applications and Human Resources Data for purposes of administration and communication, and to comply with labor law requirements	Our legitimate interest or legal obligation

We believe the risk to your data protection rights in connection with personal information that we process on the basis of our legitimate interests is not excessive or overly intrusive. If you choose not to give us personal information, we may not be able to provide you with any services you may request or require, or enter into a contract with you.

II. How We Share Your Information

THIRD-PARTY PROVIDERS

We may share your personal information with outside companies that perform services for us, including without limitation our technology providers, payment processors and professional and technical advisors, and we endeavor to require that these parties agree to process your personal information based on our instructions and in compliance with this Privacy Policy and applicable laws.

OTHER DISCLOSURES

We may disclose your personal information in response to subpoenas, court orders, or other lawful requests by public authorities, including to meet national security or law enforcement requirements. We may also disclose personal information in order to enforce or apply our rights and agreements, or when we believe in good faith that disclosing this information is necessary or advisable, including, for example, to protect the rights, property, or safety of our businesses, our Website, our customers, our users, or others, as permitted under the applicable laws, or as otherwise required by law or by government and regulatory entities. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.

We may share your data with a third party in the event of any reorganization, merger, sale, joint venture, assignment, transfer, liquidation or other disposition of all or any portion of our business, assets or stock with such third party.

III. Retention Period

It is our policy to retain your personal information for the length of time required for the specific purpose or purposes for which it was collected as detailed below:

Purpose of Processing	Applicable maximum retention period
Process orders (including collecting payment and sending invoices)	10 years after completion of the order
Delivering services	5 years after completion of the order
Responding to inquiries	3 years after the inquiries is closed
Management of customer purchases and accounts	5 years after closure of the account
Sending marketing materials (including offers and other information we feel may be of interest to you)	3 years after the end of our commercial relationship
Administration of surveys	5 years after the end of the survey

While we continue to process your personal information, we will ensure that it is processed in accordance with this Privacy Policy. Otherwise, we securely erase or anonymize your personal information once it is no longer needed.

IV. Security of the Information We Collect

The security of your personal information is important to us. We maintain reasonable administrative, technical, and physical safeguards to secure the personal information we collect.

There is always some risk in transmitting information electronically. As we deem appropriate, we use appropriate security measures related to transmission of information. However, we cannot guarantee the security of our databases, nor can we guarantee that information you supply won’t be intercepted while being transmitted to us over the Internet. If we forward your personal information to any third party, we require that the third parties have appropriate technical and organizational measures in place to comply with this Privacy Policy and applicable laws.

V. Children's Privacy

It is our policy not to knowingly collect personal information from children under the age of 18 years old, and therefore we do not knowingly distribute such information to third parties or otherwise process such information. If you are a parent/guardian and you suspect that your child may have submitted personal information to us, please contact us as described below. If we become aware that a child has provided us with personal information, we will strive to delete such information from our files as soon as possible.

VI. Your Privacy Rights

This section is subject to specific disclosures on privacy rights set forth in Sections VII and VIII below. We are committed to facilitate the exercise of your rights granted by the laws of your jurisdiction, which may include the right to request the correction, modification or deletion of your personal information and the right to opt out of the sale of your personal information (as applicable). We will do our best to honor your requests subject to any legal and contractual obligations.

Subject to local law, you may have additional rights under the laws of your jurisdiction regarding your personal data, such as the right to complain to your local data protection authority and the right to appeal our decision regarding a data rights request.

At the present time, we do not believe that we are subject to any of these local laws except for the laws of the State of Texas, including the laws of California, other states that have enacted privacy legislation, the United Kingdon or the European Union.

Texas residents have certain rights under the Texas Data Privacy And Security Act, including:

The right to request whether we are collecting and processing personal data about you (including sensitive personal information if applicable) and to obtain data we have collected about you in a readable format;
The right to correct inaccuracies in your personal data, taking into account the nature of the data and the purposes for processing the data;
The right to delete personal data provided by or obtained about you;
The right to opt out of the processing of personal data for purposes of targeted advertising, the sale of personal data, or specific pieces of personal information we have collected about you.

You may exercise any of these rights by contacting us as provided in this Privacy Policy. You may also exercise the right to opt-out by following this link.

VII. Cookies

When you visit or interact with our Website, we (or our third-party providers) may use "cookies" or other similar technologies to personalize and enhance your experience. A “cookie” is a small piece of information sent to a visitor’s computer or other Internet-connected devices to uniquely identify the visitor’s browser or to store information or settings in the browser. Cookies are used to make our Website work, or work more efficiently, as well as to provide data to the Website owners. Our Website use required cookies, functional cookies, and analytics and performance cookies.

Except for technical cookies, in some cases the storing of cookies on the device of a visitor requires consent. By continuing browsing the Website after having seen the cookies banner displayed on the home page of the Website, the visitor consents to the storing of cookies on his/her device. Where such consent is required, this consent is valid for a period of 13 months.

Required cookies enable you to move from page to page and to use features on our Website while your browser remains open. For example, required cookies allow you to add products to your shopping cart and carry the contents of your cart to checkout.

Functional cookies last from visit to visit. For example, functional cookies may be used to recognize you as a previous user to provide a more personalized experience. They are stored in your computer, device, or browser until you choose to delete them.

Analytics and performance cookies allow us to collect data concerning the Website, including the number of visitors, where the visitors have come from, and the length of time visitors spend on the Website, which allows us or third-party providers to analyze how our Website are used and how our Website are performing. We use the following third-party providers for analytics and performance tracking, and you can learn more about their privacy policies and how to opt-out of their cookies by clicking on the appropriate link below:

Google Analytics:

To opt out: https://tools.google.com/dlpage/gaoptout

To learn more: https://policies.google.com/technologies/partner-sites

Our Website also use “social buttons” to enable users to access our social media sites. You can learn more about the privacy policies of these third-party sites and how to opt-out of their cookies by clicking on the appropriate link below:

Linkedin.com:	https://privacy.linkedin.com/
Twitter:	https://twitter.com/en/privacy

VIII. Dispute Resolution

SalesFlowIQ welcomes feedback and questions on this Privacy Policy. If you have any complaints about this Privacy Policy or SalesFlowIQ’s management of personal information, please contact us first as described below. Complaints will be resolved internally in accordance with our complaints procedures.

IX. Exercising Your Privacy Rights

When exercising the rights or options described in this Privacy Policy, the following guidelines apply:

No fee usually required – You will not have to pay a fee to access your personal information (or to exercise any of the other rights). However, we may charge a reasonable fee or decline to comply with your request if your request is clearly unfounded, repetitive, or excessive.
What we may need from you – When exercising your rights or otherwise assisting you, we may need to request specific information from you to help us confirm your identity. This is a security measure to ensure we do not disclose personal information to any person who is not entitled to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
Time to respond – We will respond to all legitimate requests within any statutorily required timeframes. We may need to request additional time to respond, for instance if your request is particularly complex or you have made a number of requests. In this case, we will notify you of the delay, and may continue to update you regarding the progress of our response.

X. How to Contact Us

SalesFlowIQ welcomes feedback and questions on this Privacy Policy. If for any reason you wish to contact us, you can reach us at 888-205-2041, option 2.

XI. Changes

We reserve the right to change this Privacy Policy at any time and will post any changes to this Privacy Policy as soon as they go into effect. Please refer back to this Privacy Policy on a regular basis. Your continued use of the Website following posting of changes constitutes your acceptance of such changes.

This Privacy Policy was last updated October 14, 2024.