Privacy Policy

1. Information we collect

We may collect information that users or their organizations provide, including names, business contact details, account credentials, team and role information, customer relationship data, tasks, notes, call activity, and support communications.

We also collect technical and usage information needed to operate and secure the service, such as device and browser information, log data, IP address, feature usage, and diagnostic events.

2. Google Workspace data

When a user chooses to connect a Google account, SalesFlo requests access only through Google's authorization process. Depending on the features the user enables and the permissions shown during authorization, SalesFlo may access account profile information and Gmail data such as message metadata, message content, recipients, threads, or attachments.

SalesFlo uses this data to provide user-facing connected-email features, including displaying relevant account communications, helping users prepare follow-ups, and sending messages that users direct SalesFlo to send. SalesFlo does not sell Google Workspace data or use it for advertising.

SalesFlo's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including its Limited Use requirements.

3. How we use information

• Provide, maintain, support, and improve SalesFlo.
• Authenticate users and administer organization accounts.
• Deliver requested CRM, communications, reporting, and AI-assisted workflow features.
• Protect the service, prevent abuse, troubleshoot problems, and meet legal obligations.
• Communicate about service changes, support requests, and account administration.

4. How we share information

We may share information with service providers that process data for us under appropriate confidentiality and security obligations, with an organization that manages the user's SalesFlo account, when required by law, or when necessary to protect users, SalesFlo, or others. We may also transfer information as part of a merger, financing, acquisition, or sale of assets, subject to applicable law.

We do not allow humans to read Google Workspace data unless the user has given affirmative permission for specific support, doing so is necessary for security or abuse investigation, or access is required by law.

5. Retention and deletion

We retain information for as long as needed to provide the service, meet contractual and legal obligations, resolve disputes, and protect the service. Retention may depend on an organization's agreement and settings. Authorized users or organization administrators may request access, correction, export, or deletion through the contact form on our homepage.

6. Security

We use administrative, technical, and organizational safeguards designed to protect information. No method of storage or transmission is completely secure, and we cannot guarantee absolute security.

7. Children

SalesFlo is a business service and is not directed to children under 13. We do not knowingly collect personal information from children.

8. Changes and contact

We may update this policy as SalesFlo changes. We will post the updated policy here and revise the effective date. Questions or privacy requests may be submitted through the contact form on our homepage.