Introduction

TrustedServiceArea ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By accessing our website, you agree to the terms outlined in this Privacy Policy. If you do not agree, please refrain from using our services.

Types of Data We Collect

We collect the following types of information to provide better services:

• Identity Data: Includes your name, username, or similar identifiers.
• Contact Data: Includes your email address, phone number, and address.
• Technical Data: Includes IP address, browser type, and device details.
• Usage Data: Information about how you use our website and services.
• Marketing Preferences: Your preferences for receiving communications from us.

How We Use Your Data

We use the information we collect for the following purposes:

• To provide and improve our services.
• To communicate with you about your account or transactions.
• To personalize your experience on our website.
• To comply with legal obligations.

We ensure that your information is processed lawfully and transparently.

Sharing Your Information

We do not sell your personal information. However, we may share your data with:

• Service providers who assist us in delivering our services.
• Authorities, if required by law.
• Partners for marketing purposes, with your consent.

Types of Cookies We Use

We use cookies to enhance your experience on our website:

• Essential Cookies: Necessary for website functionality.
• Performance Cookies: Analyze site usage to improve performance.
• Functional Cookies: Remember your preferences and settings.
• Marketing Cookies: Deliver personalized ads and track effectiveness.
• Third-Party Cookies: Used for analytics and social media integration.

You can manage cookie preferences in your browser settings.

Accessing Other TrustedServiceArea Services

Many TrustedServiceArea services are integrated with our CRM platform. Your TrustedServiceArea account provides access to all our services, even if they are not directly integrated with the CRM. Use of certain services may require acceptance of their specific terms of service (hereinafter referred to as "Service-Specific Terms").

It is your responsibility to read, understand, and accept these Service-Specific Terms before using the corresponding TrustedServiceArea service.

Accessing Third-Party Applications Integrated with TrustedServiceArea CRM

Our CRM platform integrates with numerous third-party applications (hereinafter referred to as "Third-Party Applications"). TrustedServiceArea is continually working to add more Third-Party Applications to enhance the functionality of our CRM. Additionally, you may integrate other Third-Party Applications with our CRM through APIs, provided the application supports such integrations.

Access and use of Third-Party Applications may require acceptance of their respective terms of service and privacy policies (hereinafter referred to as "Third-Party Terms"). You are responsible for reviewing and understanding the Third-Party Terms before accessing or using any Third-Party Application.

Email Policy

TrustedServiceArea supports responsible use of email. To maintain the integrity of our platform, we monitor email activity and enforce strict anti-spam measures. If your email bounce rate exceeds an acceptable threshold, your account may be temporarily restricted from sending further emails.

You must comply with our Anti-Spam Policy when sending commercial emails via TrustedServiceArea CRM. To ensure better deliverability and maintain a high reputation for our email services, all emails sent via our platform are subject to automated monitoring for compliance with our terms of use.

In the event of any violations, we reserve the right to block email activity from your account or terminate your access to the service entirely.

Mail Add-on for TrustedServiceArea CRM

The Mail Add-on for TrustedServiceArea CRM (hereinafter referred to as "Mail Add-on") enables you to fetch, view, compose, and send emails directly from your TrustedServiceArea CRM account. If the Mail Add-on configuration for a user (hereinafter referred to as "Configuration") is set to "record level" or "complete," the emails fetched will be visible to other users within the TrustedServiceArea CRM account according to the permissions set by the administrator. These emails may persist as part of the CRM account's records.

Once the Configuration is set to "record level" or "complete" and locked by the administrator, you will not be able to change it without the administrator's explicit permission.

Telephony Functionality

When using telephony functionality as part of TrustedServiceArea CRM, you agree to the following:

• You may be required to provide additional information, as mandated by relevant regulatory authorities, to purchase telephone number(s).
• You are solely responsible for ensuring compliance with all applicable laws and regulations in all jurisdictions regarding your use of telephony functionality.
• The telephony functionality is not intended to support or carry emergency calls to any emergency services.
• You agree to indemnify, defend, and hold harmless TrustedServiceArea from any third-party claims arising from your use of telephony functionality.

Short Message Service (SMS) System Notification Functionality

By using the SMS System Notification functionality, you agree to the following:

• You will receive SMS notifications about your upcoming tasks, meetings, calls, and appointments ("SMS System Notifications") on the primary contact number associated with your TrustedServiceArea CRM account.
• The frequency of these SMS notifications depends on your notification preferences set within your TrustedServiceArea CRM account.
• You can stop receiving SMS System Notifications by modifying your preferences within your TrustedServiceArea CRM account.
• If you are located in the US, you can:
  • Opt-out of receiving SMS System Notifications by replying "STOP" to the sender number.
  • Request additional information by replying "HELP" to the sender number.
• Standard SMS charges may apply for such responses to SMS System Notifications.
• TrustedServiceArea and network service providers are not responsible for delays or failures in message delivery.

For more information about SMS System Notifications, please contact us at [email protected].

Usage Limits for TrustedServiceArea CRM

TrustedServiceArea may prescribe usage limits based on the subscription plan you have chosen. It is your responsibility to ensure that your usage remains within these limits to avoid interruptions in service. If you reach the usage limits corresponding to your plan, TrustedServiceArea may restrict certain activities until the limits are reset or upgraded.

Terms for Use of API

Integrating TrustedServiceArea CRM with third-party applications using our APIs requires technical expertise. Errors or defects during the integration process may result in data loss or corruption. It is your responsibility to engage qualified technical professionals for successful integration.

You agree that TrustedServiceArea is not liable for any data loss or corruption caused by errors or defects during the integration process.

You must not attempt to access functionality that is not documented in the API documentation. TrustedServiceArea will not be liable for any consequences resulting from the use of undocumented or unexposed API functionality.

API Deprecation

TrustedServiceArea may, at its discretion, discontinue or upgrade an API version. When an API version is deprecated (hereinafter referred to as "Deprecated Version"), TrustedServiceArea will notify you through a service announcement. For six months following the announcement of deprecation (hereinafter referred to as the "Deprecation Period"), TrustedServiceArea will make commercially reasonable efforts to support the Deprecated Version.

During the Deprecation Period, TrustedServiceArea is not obligated to provide new features or updates to the Deprecated Version. Support for the Deprecated Version may be discontinued within the Deprecation Period if:

• Required by applicable law.
• You breach any provision of these terms or the General Terms of Service.
• Continuing support poses a security risk to TrustedServiceArea or its users.

API Usage Limits

TrustedServiceArea may establish usage limits for APIs, including but not limited to:

• Limits on the number of API calls.
• Restrictions on the number of records per API call.
• Bandwidth usage limitations.
• Frequency of API calls.

You are required to adhere to these prescribed usage limits to maintain uninterrupted service. If you reach the usage limits, TrustedServiceArea may restrict your activities. In such cases, an API call may fail or be partially executed if the limits are reached before or during the execution of the API call.

Your Rights

You have the right to:

• Access the data we have about you.
• Request corrections to your information.
• Request deletion of your personal data, subject to legal requirements.
• Opt-out of marketing communications.

To exercise your rights, contact us at [email protected].

Data Security

We implement robust measures to protect your information, including encryption, secure storage, and regular audits. However, no system is completely secure, and we cannot guarantee absolute data security.

Updates to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal obligations. Please review this page periodically to stay informed.