ClientCaptain Privacy Policy

1. Introduction

ClientCaptain Inc. ("ClientCaptain", "we", "us", or "our") provides a platform to help service-based businesses attract, manage, and grow client relationships through tools like client CRM, proposals, invoicing, and automation. This Privacy Policy explains how we collect, use, disclose, and protect Personal Data when you use our website, applications, and services (the "Service").

By using the Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Information You Provide

When you sign up or use ClientCaptain, you may provide us with:

• Account Information: name, business name, email, phone number, and password.
• Business & Client Data: client contact details, invoices, proposals, notes and other content you store in the platform.
• Billing Information: payment method details and transaction records processed by our payment provider.
• Support & Communications: messages, feedback, and correspondence you send to our support team.

2.2 Information Collected Automatically

• Usage Data: pages viewed, features used, timestamps, and performance data.
• Device & Connection Data: IP address, browser type, and device identifiers.
• Cookies & Tracking: cookies and similar technologies for authentication, analytics, and preferences.

2.3 Information from Third Parties

We may obtain information from third parties such as payment processors, analytics providers, and integrations you enable (for example, email or calendar services).

3. How We Use Your Information

We use Personal Data to:

• Provide, maintain, and improve the Service and features you use.
• Process payments and manage billing.
• Communicate with you about your account, updates, and support requests.
• Analyze usage and improve performance and security.
• Comply with legal obligations and enforce our Terms.

4. Data Sharing

We may share information with:

• Service Providers: hosting providers, payment processors (e.g., Stripe), analytics and monitoring tools that help us operate the Service.
• Integrations: third-party apps and services you connect to your account.
• Legal & Safety: when required by law, to protect rights, or to respond to legal process.
• Business Transfers: in connection with a merger, acquisition, or sale of assets.

We do not sell your personal data.

5. Data Retention & International Transfers

We retain Personal Data as long as needed to provide the Service and fulfill legitimate business purposes, subject to legal requirements. Data may be processed and stored in countries where our providers operate (including Canada and the United States). We use appropriate safeguards for international transfers.

6. Security

We implement administrative, technical, and physical safeguards designed to protect your data, including encryption in transit (TLS) and at rest where applicable, access controls, and monitoring. No system is completely secure; if a breach affecting your data occurs, we will follow our incident response procedures and notify affected parties as required.

7. Your Rights

Subject to local law, you may have the right to access, correct, delete, or export your Personal Data. To make a request, contact us at legal@clientcaptain.com. We will verify requests and respond in accordance with applicable law.

8. Children

The Service is intended for businesses and adults. We do not knowingly collect Personal Data from children under 18. If you believe we have collected information from a child, contact us and we will take steps to delete it.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by posting a prominent notice on our site or sending an email prior to the change taking effect.

10. Contact

If you have questions or requests regarding privacy, please contact us at legal@clientcaptain.com.