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ClientSuccess

Privacy Policy

Effective as of June 4, 2024.

At ClientSuccess, we respect and protect your privacy whether you are a customer using our customer success management platform (“Services”) or a visitor to our website. This Privacy Policy explains how we collect and use your personal information. The information we collect and use is limited to your use of our Services and website, whether a customer of ClientSuccess or not.

What do we mean by personal information?

In this Policy, Personal Information means information, or an information set, that identifies or could be used by or on behalf of ClientSuccess to identify an individual and includes Personal Data. Except as described in this Policy, ClientSuccess will not give, sell, rent or loan any personal information to any third party.

What information do we collect?

We gather various types of Personal Data from our users to personalize and improve the Service, to allow our users to set up a user account and profile, to contact users, to fulfill users’ requests for Service, to analyze how users utilize the Website and as otherwise set forth in this Privacy Policy. We collect the following types of information:

A. Personal Data You Provide to Us: We may receive and store any information you provide to us. When you register for the Service, we ask for personal information such as your name, address, phone number, email address and credit card information, as well as certain related information like your company name and website name. We also collect personal information such as an email address and a name or alias of any agents or end-users you authorize to log into and utilize the Service in connection with your account and a password from these Agents when they first access the service. ClientSuccess uses a third-party intermediary to manage credit card processing. This intermediary is not permitted to store, retain, or use your billing information for any purpose except for credit card processing on ClientSuccess’ behalf.

ClientSuccess may use the personal information provided to operate the Service and tailor its customers needs, for billing, identification and authentication, to contact and communicate with you and your Agents about the Service and your and their use of the Service, send marketing materials (subject to your opt-out option), for research purposes, and to generally improve the content and functionality of the Service. We may share your personal information with third parties (including our service providers and government entities) to detect, prevent, or otherwise address fraud or security or technical issues.

B. Your customers’ Personal Data: You may submit various types of information and data into the Services for hosting and processing purposes (“Customer Data”). Customer Data may include, without limitation, (a) personal information such as names, email addresses and phone numbers of your end-user customers, potential customers and other users of and visitors to your websites, apps and other properties, which information may be input into the Services by you or collected by the Services using ClientSuccess tags, scripts and other code implemented on such properties, and (b) information contained in communications between you and your customers using features of the Services. We will only use, disclose and otherwise process Customer Data for the purposes set forth in your agreement with us for the provisioning of the Services (“Terms of Service”).

You should avoid sending any of the following types of sensitive personal information to ClientSuccess on behalf of yourself or Your Customers: government-issued identification numbers; financial information (such as credit or debit card numbers, any related security codes or passwords, or bank account numbers); information related to an individual’s physical or mental health and information related to the provision of health care or payment for health care services.

Usage Data

We collect information on how you interact with the Services, such as the IP address from which you access the Service, date and time, information about your browser, operating system and computer or device, pages viewed and items clicked. We may also collect location information, including location information automatically provided by your computer or device. We use cookies and similar technologies to collect some of this information.

Log Files

As is true with most websites, ClientSuccess gathers certain information automatically and stores it in log files. This information includes internet protocol addresses as well as browser, internet service provider, referring/exit pages, operating system, date/time stamp, and clickstream data.

Cookies

A cookie is a small software file stored temporarily or placed on your computer’s hard drive. The main purpose of a cookie is to allow a web server to identify a user’s computer and web browser, and tailor web pages and/or login information to their preferences. Cookies help us promptly display the information needed to use the capabilities of the Service.

We utilize various categories of cookies: Essential cookies are critical to the functionality of the Service. Functional cookies track agent and end-user activities to improve the user experience. Marketing cookies are served by third-party providers to track and analyze usage and serve tailored advertisements.

You can generally accept or decline the use of cookies through a functionality built into your web browser. For questions about cookies used in the Service, contact us at privacy@clientsuccess.com.

Use of Your Information

We will never sell your data to third parties. In the course of business, we may hire third-party individuals and organizations to help us make the ClientSuccess Services better, including our web host provider, email hosting services, payment processors, and outside contractors. ClientSuccess may disclose Personal Information only to those employees and third-party organizations that need to know such information and have agreed not to disclose it to any other parties.

Disclosure for Law Enforcement

Under certain circumstances, ClientSuccess may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities.

Legal Requirements

ClientSuccess may disclose your Personal Data in the good faith belief that such action is necessary to:

  • Comply with a legal obligation
  • Protect and defend the rights or property of ClientSuccess
  • Prevent or investigate possible wrongdoing in connection with the Service
  • Protect the personal safety of users of the Service or the public
  • Protect against legal liability

Right to Access, Update, or Remove Your Information

ClientSuccess, Inc. aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data. If you wish to be informed what Personal Data we hold about you or want it removed from our systems, please contact us at privacy@clientsuccess.com.

You have the right to:

  • Access and receive a copy of the Personal Data we hold about you
  • Rectify any Personal Data held about you that is inaccurate
  • Request the deletion of Personal Data held about you

Protection of Information

ClientSuccess is committed to ensuring the security of your personal information. We utilize appropriate precautions including technical, physical, and organizational safeguards. When you enter confidential information, we encrypt the transmission using SSL. However, no internet transmission is ever fully secure, so you should take care in deciding what information you send.

International Transfer of Data; EU-U.S. DPF and Swiss-U.S. DPF

ClientSuccess, Inc. complies with the EU-U.S. Data Privacy Framework (DPF), the Swiss-U.S. Data Privacy Framework (DPF), and the UK-U.S. Data Privacy Framework (DPF) as set forth by the U.S. Department of Commerce. To learn more about the DPF program, and to view our certification, please visit https://www.dataprivacyframework.gov/.

EU, Swiss, and UK individuals with inquiries or complaints regarding our DPF policy should contact ClientSuccess at privacy@clientsuccess.com.

Changes to the Privacy Policy

If we make any material changes to this Policy, we will notify you by email or by posting a prominent notice on the ClientSuccess Websites. Your continued use of the Service constitutes your agreement to be bound by such changes.

Contact Us

If you have questions regarding this Policy, please contact us by email at privacy@clientsuccess.com, or at:

ClientSuccess, Inc.
Attn: Privacy Officer
770 E Main Street #151
Lehi UT 84043