Privacy Policy

Engagezy generally processes customer and prospect information on behalf of the businesses and organizations that use Engagezy (“Customers”).

Where Engagezy processes personal data on behalf of a Customer, the Customer determines the purposes and means of processing and remains responsible for ensuring that such processing complies with applicable data protection and privacy laws.

In such circumstances, Engagezy acts as a Data Processor or equivalent service provider, as applicable under the relevant law.

Engagezy may act as a Data Fiduciary, Data Controller, or equivalent entity where we independently determine the purpose and means of processing personal information, including information collected directly from users of our website or Services, or where required by applicable law.

Depending on how you interact with Engagezy, we may collect the following categories of information:

Information You Provide

This may include:

• Name
• Email address
• Phone number
• Company or organization name
• Job title or role
• Account credentials
• Billing and subscription information
• Information submitted through forms, support requests, or other communications

Information Processed Through the Services

When a Customer uses Engagezy, the Services may process information entered or connected by that Customer, including:

• Lead and customer records
• Contact information
• Sales and pipeline information
• Customer interactions and communication history
• Call-related information and conversation data
• Tasks, notes, activities, and follow-ups
• Customer preferences and engagement information
• CRM records and other business data
• Information generated through AI-powered features, such as summaries, insights, recommendations, classifications, and suggested actions

Customers are responsible for ensuring that they have an appropriate legal basis and the necessary permissions to collect and process information through Engagezy.

Information Collected Automatically

When you access or use our website or Services, we may automatically collect certain technical information, including:

• IP address
• Browser type and version
• Device and operating system information
• Login and access information
• Usage activity and interaction data
• Referring and exit pages
• Cookies and similar technologies
• Diagnostic, performance, and security information

We may use information for the following purposes:

• To provide, operate, and maintain the Services
• To create and manage user accounts
• To process and manage CRM data
• To provide customer support
• To process transactions and subscriptions
• To personalize and improve the Services
• To provide AI-powered CRM features and functionality
• To generate summaries, insights, recommendations, and other requested outputs
• To monitor performance and troubleshoot technical issues
• To maintain the security and integrity of the Services
• To detect, prevent, and investigate fraud, abuse, or unauthorized activity
• To communicate important service-related information
• To comply with applicable laws, regulations, legal processes, or governmental requests
• To enforce our agreements and protect our rights

Customer CRM Data

Customer CRM data is processed to provide the Services according to the Customer's instructions and applicable agreements.

Engagezy does not sell Customer CRM data or use Customer CRM data for advertising or targeted advertising.

Where AI features are used, information may be processed to provide the requested AI functionality. Engagezy will handle such information in accordance with applicable agreements, Customer instructions, and applicable law.

Engagezy includes AI-powered functionality that may process information provided through the Services.

Depending on the features enabled by a Customer, AI may be used to:

• Summarize customer conversations
• Extract relevant information from interactions
• Identify lead or customer intent
• Suggest follow-up actions
• Create or recommend tasks
• Assist with lead qualification
• Generate insights and recommendations
• Analyze sales and customer engagement information

AI-generated outputs are intended to assist users and should be reviewed by appropriate users before being relied upon for important business decisions.

Where Engagezy uses third-party AI or technology providers to provide these capabilities, such providers may process information solely as necessary to provide the relevant service and subject to applicable contractual and privacy safeguards.

We may use cookies, local storage, pixels, and similar technologies to:

• Keep users signed in
• Remember preferences
• Understand how our Services are used
• Improve website and product performance
• Maintain security
• Analyze usage and performance

You may be able to control cookies through your browser or device settings. Disabling certain cookies may affect the functionality of some parts of the Services.

We may share information with:

Service Providers

We may use trusted third-party service providers to help operate the Services, including providers for:

• Cloud hosting and infrastructure
• Data storage
• Analytics
• Customer support
• Authentication
• Communication and email delivery
• Payment processing
• AI and machine-learning functionality
• Security and monitoring

Such providers are authorized to process information only as necessary to provide services to Engagezy and are subject to appropriate contractual or confidentiality obligations.

Legal and Regulatory Authorities

We may disclose information where reasonably necessary to:

• Comply with applicable law or legal processes
• Respond to lawful requests from authorities
• Protect the rights, property, or safety of Engagezy, our Customers, users, or others
• Detect or investigate fraud, security incidents, or unlawful activity

Business Transfers

If Engagezy is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar corporate transaction, information may be transferred as part of that transaction, subject to applicable law and appropriate safeguards.

Engagezy does not sell personal information.

We retain personal information only for as long as reasonably necessary to:

• Provide the Services
• Fulfill the purposes described in this Privacy Policy
• Maintain legitimate business records
• Resolve disputes
• Enforce agreements
• Meet legal, regulatory, accounting, or security requirements

For Customer CRM data, retention is generally determined by the applicable Customer instructions and contractual terms.

Upon termination of a Customer's account or Services, Engagezy will delete, return, or otherwise handle Customer data in accordance with the applicable agreement and legal requirements.

Certain information may remain in backups for a limited period before being securely deleted or overwritten.

Engagezy takes reasonable technical and organizational measures to protect personal information against unauthorized access, disclosure, alteration, loss, or destruction.

These measures may include:

• Encryption in transit and, where appropriate, at rest
• Access controls and authentication mechanisms
• Role-based access restrictions
• Security monitoring and logging
• Infrastructure and application security measures
• Regular security reviews
• Incident detection and response procedures
• Employee and contractor confidentiality obligations

However, no internet-based service can guarantee absolute security.

Depending on the location of our Customers, users, and service providers, personal information may be processed or stored in countries other than the country in which it was originally collected.

Where required by applicable law, Engagezy will implement appropriate safeguards for international transfers of personal information.

Subject to applicable law, individuals may have rights regarding their personal information, including the right to:

• Request access to personal information
• Request correction of inaccurate information
• Request deletion of personal information
• Request restriction of processing
• Object to certain processing activities
• Request portability of information, where applicable
• Withdraw consent where processing is based on consent
• Lodge a complaint with a relevant data protection authority

Where Engagezy processes information on behalf of a Customer, requests relating to that Customer's CRM data should generally be directed to the relevant Customer first. Engagezy will assist Customers with such requests where required under applicable law or contractual obligations.

For privacy-related requests concerning Engagezy's own processing, you may contact us using the details below.

Email: privacy@engagezy.ai

The Services are intended for business and professional use and are not directed toward children.

Engagezy does not knowingly collect personal information from children where such collection is prohibited by applicable law.

If you believe that a child has provided personal information to Engagezy in violation of applicable law, please contact us so that we can take appropriate action.

The Services may contain integrations with or links to third-party services.

Engagezy is not responsible for the privacy practices, security, or content of third-party services. We encourage users to review the privacy policies of third-party services before providing them with personal information.

We may update this Privacy Policy from time to time to reflect changes in our Services, legal requirements, technology, or privacy practices.

When we make material changes, we may provide notice through the Services, our website, or other appropriate communication channels.

The “Last Updated” date at the top of this Privacy Policy indicates when the policy was most recently revised.

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

We will make reasonable efforts to respond to privacy requests and grievances within the timeframe required under applicable law.