Privacy Policy
Welcome to Closerate Systems ("Closerate", "we", "us", or "our"). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our websites, use our software and implementation services, or communicate with us by phone, text, or email. By using our services, you agree to the practices described here.
1) Scope
This Policy covers information processed by Closerate as a controller (e.g., our website, our own marketing and billing). When we provide CRM/automation services to our business clients and process their lead/customer data, we act as a processor/service provider. In that case, our clients' privacy policies control.
2) Information We Collect
- Identifiers: name, email, phone, account IDs, IP address
- Commercial/Billing: transactions, invoices, subscription details
- Usage/Technical: device info, log data, cookies, analytics
- Lead/Client Data: form submissions, appointments, CRM notes
- Inferences: segmentation, usage patterns
3) How We Use Information
- Provide, maintain, and improve our services
- Configure funnels, forms, calendars, pipelines, and automations
- Send transactional communications and security alerts
- Process payments and prevent fraud
- Analyze usage to enhance features and quality
- Comply with legal obligations
- Marketing (with consent where required)
4) SMS/Text & Email Communications
By providing your number or email, you agree we may contact you. Msg & data rates may apply. Frequency varies. Consent not required for purchase. Reply STOP to opt out, HELP for help. Carriers not liable for delayed/undelivered messages.
5) Cookies & Analytics
We use cookies and similar technologies for authentication, preferences, and analytics. You can control cookies in your browser; some features may not work without them. Where required, we display a consent banner and honor your choices.
6) Sharing & Disclosures
- Service providers (hosting, telephony, email, analytics, support, payment)
- Per your direction when you connect integrations
- Legal and safety obligations
- Business transfers (merger, acquisition, asset sale)
7) Data Retention
We keep information as long as necessary for stated purposes and as required by law. Client data stored in our systems is retained per your configuration and deleted upon request or termination.
8) Security
We use administrative, technical, and physical safeguards appropriate to the nature of the data. No method of transmission or storage is 100% secure.
9) Your Privacy Rights
Depending on where you live, you may have rights to access, correct, delete, transfer, or restrict/opt‑out of certain processing. We will not discriminate against you for exercising legally permitted rights.
10) Children
Our services are not directed to children under 13 (or 16 where applicable). We do not knowingly collect such data. If you believe a child provided data, contact us to delete it.
11) International Transfers
When information is transferred across borders, we use appropriate safeguards where required by law.
12) Do Not Track & Global Privacy Control
We do not respond to browser “Do Not Track” signals. Where legally required, we honor Global Privacy Control (GPC) signals for opt‑out of sale/share for targeted advertising.
13) Changes
We may update this Policy from time to time. Material changes will be posted here with a new “Last updated” date.
14) Contact Us
Email: [email protected]
Phone: +1 260‑261‑2726
Closerate Systems