AI Sales Call PlannerBack to App

Privacy Policy

Effective Date: July 21, 2025 Last Updated: July 21, 2025

1. Introduction

Welcome to AI Sales Call Planner ("we," "our," or "us"). This Privacy Policy explains how AI Sales Call Planner, Inc., a Delaware corporation, collects, uses, discloses, and safeguards your information when you use our AI-powered sales call preparation platform and related services (collectively, the "Service").

By using our Service, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our policies and practices, please do not use our Service.

2. Information We Collect

2.1 Information You Provide to Us

Account Information: When you create an account, we collect your name, email address, company name, job title, and password.

Profile Information: You may choose to provide additional information such as your phone number, company size, industry, and sales role.

Sales Data: Information about your prospects, companies, call plans, questions, and other sales-related data you input into our platform.

Communication Data: When you contact us for support or other purposes, we collect the information you provide in those communications.

Payment Information: If you subscribe to our paid services, our third-party payment processors collect and process your payment information. We do not store complete payment card information on our servers.

2.2 Information We Collect Automatically

Usage Data: We collect information about how you interact with our Service, including features used, time spent, and navigation patterns.

Device Information: We collect information about your device, including IP address, browser type, operating system, and device identifiers.

Log Data: Our servers automatically record information when you use our Service, including your requests, IP address, browser type, and timestamps.

2.3 Information from Third Parties

CRM Integration Data: When you connect your CRM or other sales tools, we may access and process data from those platforms as authorized by you.

Public Business Information: We may collect publicly available information about companies and prospects from various sources to enhance our AI research capabilities.

Analytics Partners: We receive aggregated, non-personally identifiable information from our analytics providers like Google Analytics and PostHog.

3. How We Use Your Information

We use your information to:

  • Provide and Improve Our Service: Deliver AI-powered call preparation, research, and planning features
  • Personalize Your Experience: Customize recommendations and features based on your usage patterns
  • Process Transactions: Handle billing, payments, and account management
  • Communicate with You: Send service updates, support responses, and promotional communications (with your consent)
  • Ensure Security: Protect against fraud, abuse, and security threats
  • Comply with Legal Obligations: Meet regulatory requirements and respond to legal requests
  • Develop New Features: Analyze usage patterns to improve and expand our Service

3.1 AI Processing

Your sales data is processed by our AI systems to generate call plans, research insights, and personalized recommendations. This processing occurs in secure, controlled environments and is essential to providing our core service functionality.

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

4.1 Service Providers

We work with third-party service providers who help us operate our Service, including:

  • Cloud hosting providers (for data storage and processing)
  • Payment processors (for billing and transactions)
  • Analytics providers (Google Analytics, PostHog)
  • Customer support platforms
  • Email service providers

These providers are contractually bound to protect your information and use it only for authorized purposes.

4.2 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. You will be notified of any such change in ownership or control.

4.3 Legal Requirements

We may disclose your information if required to do so by law or in response to valid legal requests, including:

  • Court orders or subpoenas
  • Government investigations
  • Protecting our rights and safety
  • Preventing fraud or abuse

4.4 Consent

We may share your information with your explicit consent or at your direction.

5. Data Security

We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption: Data is encrypted in transit and at rest using industry-standard protocols
  • Access Controls: Strict access controls limit who can view or modify your data
  • Regular Security Audits: We conduct regular security assessments and vulnerability testing
  • Employee Training: Our team receives regular security and privacy training
  • Incident Response: We maintain procedures for detecting and responding to security incidents

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to provide our Service and fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Account Data: Retained while your account is active and for a reasonable period after account closure for legal and business purposes.

Sales Data: Retained according to your account settings and deletion requests, with some data retained for service improvement (in anonymized form).

Usage Data: Typically retained for 24-36 months for analytics and service improvement purposes.

You can request deletion of your account and associated data by contacting us at hello@aisalescallplanner.com.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

7.1 General Rights

  • Access: Request information about what personal data we have about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal requirements)
  • Portability: Request a copy of your data in a portable format
  • Restriction: Request limitation of how we process your information
  • Objection: Object to certain types of processing

7.2 Marketing Communications

You can opt out of promotional emails by clicking the "unsubscribe" link in any marketing email or by contacting us directly.

7.3 Cookies and Analytics

You can control cookies through your browser settings. See our Cookie Policy for more details.

8. International Data Transfers

Our Service is operated from the United States, and your information may be processed in the United States or other countries where our service providers operate. If you are located outside the United States, please be aware that information we collect will be transferred to and processed in the United States.

For users in the European Economic Area (EEA) or United Kingdom, we ensure appropriate safeguards are in place for international transfers, including:

  • Standard Contractual Clauses approved by the European Commission
  • Adequacy decisions by relevant authorities
  • Other legally recognized transfer mechanisms

9. Regional Privacy Rights

9.1 European Users (GDPR)

If you are in the EEA or UK, you have additional rights under the General Data Protection Regulation (GDPR):

  • Legal Basis: We process your data based on legitimate interests, contract performance, consent, or legal obligations
  • Data Protection Officer: For privacy matters, contact us at hello@aisalescallplanner.com
  • Supervisory Authority: You have the right to lodge a complaint with your local data protection authority

9.2 California Users (CCPA/CPRA)

If you are a California resident, you have rights under the California Consumer Privacy Act:

  • Right to Know: Request information about personal information we collect, use, and share
  • Right to Delete: Request deletion of your personal information
  • Right to Opt-Out: Opt out of the sale of personal information (we do not sell personal information)
  • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

To exercise these rights, contact us at hello@aisalescallplanner.com.

10. Children's Privacy

Our Service is not directed to children under 16 years of age. We do not knowingly collect personal information from children under 16. If you are a parent or guardian and believe your child has provided us with personal information, please contact us, and we will delete such information.

11. Third-Party Links

Our Service may contain links to third-party websites or services. This Privacy Policy does not apply to those third-party services. We encourage you to review the privacy policies of any third-party services you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by:

  • Posting the updated policy on our website
  • Sending an email notification to your registered email address
  • Providing notice through our Service interface

Your continued use of our Service after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

AI Sales Call Planner, Inc. Email: hello@aisalescallplanner.com Address: [Your Business Address], Delaware, USA

For EU/UK users, you may also contact your local data protection authority if you have concerns about how we handle your personal information.

This Privacy Policy is designed to help you understand how we collect, use, and protect your information. We are committed to transparency and protecting your privacy while providing you with excellent AI-powered sales preparation tools.