Effective: • Applies to use of ClientSync at and related subdomains (e.g., ).
Account & Business Info. Name, email, phone, password (hashed), business name, industry, timezone, user roles.
Billing. Payments are processed by third parties (e.g., Stripe). We do not store full card numbers.
Customer/Client Data You Add. Contacts, notes, bookings, messages (SMS/email), files, and activity you store in your workspace.
Usage & Device. IP address, device/OS/browser, pages viewed, actions, referral/UTM, approximate location, error logs.
Cookies & Similar Tech. Session login, preferences, analytics/performance, and fraud prevention.
Contract (to deliver the service), Legitimate Interests (security, product improvement), Consent (where required, e.g., certain marketing cookies), and Legal Obligation (records/compliance).
We use vetted processors to operate the product (hosting/CDN, email/SMS delivery, analytics/error monitoring, payments). They process data on our behalf under data-processing terms. We do not sell personal information.
When you connect numbers or domains, ClientSync sends SMS/email on your instructions. You are responsible for lawful contact lists, consent, and honoring opt-outs. We support STOP/UNSUBSCRIBE handling where applicable.
You can control cookies in your browser. Essential cookies are required for login and core functionality; blocking them may impair the Services.
Account data is retained while your subscription is active. You can export or delete workspace records. We may keep minimal logs/records for security, billing, and legal requirements.
We use administrative, technical, and organizational safeguards appropriate to our Services. No method is 100% secure; please use strong passwords and enable available protections.
Data may be processed in the United States and other countries by our providers under appropriate safeguards.
US (including CCPA/CPRA): Depending on your state, you may request access, correction, deletion, or opt-out of certain disclosures.
EEA/UK: You may request access, correction, deletion, restriction, or portability, and you may object where we rely on legitimate interests. You can lodge a complaint with your data-protection authority.
Submit requests to [email protected]. We will verify your identity as required.
Our Services are not directed to children under 13 (or under the relevant local age). We do not knowingly collect such data.
Healthcare: ClientSync is not a HIPAA-compliant EHR/EMR and is intended for non-HIPAA use unless you have a signed BAA with us.
Messaging Compliance: Use consent-based sending and honor carrier rules (A2P 10DLC, toll-free verification where applicable).
Links to other sites and integrations are provided for convenience; their practices are governed by their own policies.
We may update this Policy from time to time. The “Effective” date will reflect the latest version. Material changes will be communicated through the Service or by email.
Controller: ClientSync • Fayetteville, AR • [email protected]