Privacy Policy

Effective October 1May, 2021.

Allegient ("Allegient ", “we”, “our”, or “us”) is committed to protecting the privacy of individuals who visit our websites (“Visitors”), subscribe to our services (“Customers”), or register for our events (“Attendees”). This Privacy Policy governs the collection, use and disclosure of personal information we receive through our Services (as defined in the Terms of Service), and covers the data you share with us through any of our websites, including but not limited to team365.io, (“Allegient Websites” or “Our Websites”) or our online, offline or mobile apps (“Allegient Services” or “Our Services”). By using any of our services, you consent to our collection, use and disclosure practices, and other activities as described in this Privacy Policy. We encourage you to read this Policy before using any of our services. Your use of our services signifies that you agree with all terms of this Policy. Do not use any of our services if you disagree with any part of this Policy.

1. Who we are

Allegient makes cloud CRM software that helps businesses to build stronger and more profitable customer relationships.

2. What information we collect about you

We collect the following information directly from you, or through the Service.

Usage Information

As you navigate our websites, Allegient may collect information through the use of commonly-used information-gathering tools such as cookies and Web beacons. With it, we collect:

  • Browser information (type and language)
  • IP address
  • Open / Click-through tracking URL: In some of our email communications, we use a “click-through tracking URL” that, when clicked, sends you to a different web address, which logs your click, before redirecting you to your expected destination.
  • The actions you take on our websites (such as the web pages viewed and the links clicked, and time spent).
  • Referrer information
  • Event registrations

Personal Information

When you use our website to request information about us or our Services, register for a Allegient cloud account, register to attend an event, register for our blogs, register for the marketplace, or join in our community discussions, and apply to join our partner program, we may collect the following personal information. We may gather some of this information from third party sources, as described in the section below titled “Information from Other Sources."

  • First Name & Last Name
  • Email Address
  • Phone number
  • Job Title
  • IP Address: When you use the Team365CRM Cloud application, we automatically collect Internet Protocol (“IP”) address, the date and time of your login and logout sessions. This data is stored in your CRM account under user Login History
  • Region

Integrated Services

You may be given the option to access or register for the Service through the use of your user name and passwords for certain services provided by third parties (each, an “Integrated Service”), such as through the use of your Google account, or otherwise have the option to authorize an Integrated Service to provide Personal Data or other information to us. By authorizing us to connect with an Integrated Service, you authorize us to access and store your name, email address(es) and other information that the Integrated Service makes available to us, and to use and disclose it in accordance with this Policy. You should check your privacy settings on each Integrated Service to understand what information that Integrated Service makes available to us and make changes as appropriate. Please review each Integrated Service’s terms of use and privacy policies carefully before using their services and connecting to our Service.

Single sign-on

You can log in to our Service using sign-in services such as Google, Facebook Connect, LinkedIn, Office 365, etc. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address.

Information from other sources

We may obtain information, including Personal Data, from third parties and sources other than the Service. These include publicly available sources of information like LinkedIn, Facebook, and Twitter. They also include our partners, mutual connections, advertisers, credit rating agencies, and Integrated Services. This information may be collected to facilitate our understanding of who you are and your needs, as well as to help us improve our products and services. If we combine or associate information from other sources with Personal Data that we collect through the Service, we will treat the combined information as Personal Data in accordance with this Policy.

3. Special Limits on Our Use of Your Google User Data

Not withstanding anything else in this Privacy Policy, if you provide the App access to the following types of your Google data, the App's use of that data will be subject to these additional restrictions: 1. The App will only use access to read, write, modify or control Gmail message bodies (including attachments), metadata, headers, and settings to provide a web email client that allows users to compose, send, read, and process emails and will not transfer this Gmail data to others unless doing so is necessary to provide and improve these features, comply with applicable law, or as part of a merger, acquisition, or sale of assets. 2. The App will not use Gmail data for targeting or serving advertisements. 3. The App will not allow humans to read this data unless we have your affirmative agreement for specific messages, doing so is necessary for security purposes such as investigating abuse, to comply with applicable law, or for the App's internal operations and even then only when the data have been aggregated and anonymized.

4. How we use the information that we collect

We will never disclose, share or sell your data without your consent unless required to do so by law. We use your information for the following purposes

To provide you with information about our products and services

We use the information – other than Client Data - to operate, maintain, enhance and provide all features of the Service, to provide the services and information that you request, to respond to comments and questions and to provide support to users of the Service. We process Client Data solely in accordance with the directions provided by the applicable Client or User.

To improve the usefulness of our messaging to you

We use your click-through tracking data for various purposes, including to help us determine interest in particular topics and measure the effectiveness of our customer communications. You may grant or decline consent for this tracking from your Preferences page, accessible from the “Unsubscribe” or “Manage Preferences” link in the footer of any newsletter that we send to you.

To plan our events

We also use event registration information to plan and host corporate events, host online forums and social networks in which event Attendees may participate, and to populate online profiles for Attendees on our websites.

To respond to your requests

We use your contact information and other information shared with us via email and over other channels like chat and phone to respond to your requests.

To process your payments

Customer Success Technology Team365is a billing partner that bills you on behalf of Team 365. We pass your billing information on to Stripe, Instamojo, and PayPal, our billing partners, who store your information securely for future billing as authorized by you.

To improve our website

We use website navigational information, IP address, browser type, browser language, referring URL, files accessed, errors generated, time zone, operating system and other visitor details collected in our log files to analyze trends, administer our website, track visitors’ movements and to improve our website. We link this automatically-collected data to other information we collect about you.

To improve our products and services

Your usage details such as time, frequency, duration, pattern of use, features used and the amount of storage used might be recorded by us and used to improve the Team365CRM Cloud service. We also use your information with your consent, including:

  • To administer promotions you have entered.
  • Fulfill any other purpose disclosed to you and with your consent.
  • We post user testimonials on our website. These testimonials may include names, and other Personal Information and we acquire permission from our users prior to posting these on our website. We obtain the consent of each customer prior to posting any information on such a list or posting testimonials.
  • Collection and Use of Non-Personal Information. When you register for Team365CRM Cloud, or download and install our software, we may collect non-personal information data that does not permit direct association with any specific individual, such as your country and operating system. This information is used to help us improve our products and services.

Communications

We may use a Visitor’s or User’s email address or other information – other than Client Data – to contact that Visitor or User (i) for administrative purposes such as customer service, to address intellectual property infringement, right of privacy violations or defamation issues related to the Client Data or Personal Data posted on the Service or (ii) with updates on promotions and events, relating to products and services offered by us and by third parties we work with. You may unsubscribe from email notifications by clicking on the unsubscribe link that provided in all email notifications or by sending an email to sales@team365.io You cannot opt out of receiving transactional emails related to your account or use of the Services. You have the ability to opt-out of receiving any promotional communications as described below under “Your Rights and Choices.”

5. How we share the information that we collect

Except as described in this Policy, we will not intentionally disclose the Personal Data or Client Data that we collect or store on the Service to third parties without the consent of the applicable Visitor, User or Client. We may disclose information to third parties if you consent to us doing so, as well as in the following circumstances.

Unrestricted Information

Any information that you voluntarily choose to include in a Public Area of the Service, such as a public profile page, will be available to any Visitor or User who has access to that content.

Service Providers

We work with third party service providers who provide a website, application development, hosting, maintenance, and other services for us. These third parties may have access to, or process Personal Data or Client Data as part of providing those services for us. We limit the information provided to these service providers to that which is reasonably necessary for them to perform their functions, and our contracts with them require them to maintain the confidentiality of such information.

Non-Personally Identifiable Information

We may make certain automatically-collected, aggregated, or otherwise non-personally-identifiable information available to third parties for various purposes, including (i) compliance with various reporting obligations; (ii) for business or marketing purposes; or (iii) to assist such parties in understanding our Clients’, Users’ and Visitors’ interests, habits, and usage patterns for certain programs, content, services, and/or functionality available through the Service.

Reselling Partners

When you sign-up for a free trial through Allegientauthorized partners or referral links, your personal details will be shared between Allegientand the authorized partner that you have signed-up through. We encourage you to check the privacy policy of our authorized partner before you sign-up for a free trial or any services. We may share your personal information with our authorized reselling partners in your region, solely for the purpose of contacting you about products that you have downloaded or services that you have signed up for. We will give you an option to opt out of continuing to work with that partner.

Marketplace application developers

When you install or purchase, any application developed using Team 365's APIs that is posted on Team 365’s online marketplace, your name and email address will be shared with the developer of the application, so they may engage with you directly as the provider of that application or service. Allegientdoes not control the use of your personal information by the developers, which will be based on their own privacy policies.

Law Enforcement, Legal Process, and Compliance

Please be aware that laws in various jurisdictions in which we operate may obligate us to disclose user information and the contents of your user account to the local law enforcement authorities under a legal process or an enforceable government request. In addition, we may also disclose Personal Information and contents of your user account to law enforcement authorities if such disclosure is determined to be necessary to protect Team 365’s rights, or for protecting the safety of our users, employees, or the general public.

Change of Ownership

In the event that Team365is involved in a bankruptcy, merger, acquisition, reorganization or sale of assets, your information will be transferred as part of that transaction. This Privacy Statement will continue to apply to your information after transferring to the new entity. Client Data may be physically or electronically transferred to an acquirer, or successor or assignee as part of any merger, acquisition, debt financing, sale of assets, or similar transaction, as well as in the event of an insolvency, bankruptcy, or receivership in which information is transferred to one or more third parties as one of our business assets, for the sole purpose of continuing the operation of the Service, and only if the recipient of the Client Data commits to a Privacy Policy that has terms substantially consistent with this Privacy Policy.

6. How we handle Your Customer Data

You may electronically submit data or information to the Services for hosting and processing purposes (“Customer Data”). Allegientwill not review, share, distribute, or reference any such Customer Data except as provided in Team 365's Terms of Service, or as may be required by law. In accordance with Team365’s Terms of Service, Allegientmay access Customer Data only for the purpose of providing Services or preventing or addressing service or technical problems or as may be required by law.

7. How we store and secure the information we collect

Data Security

Allegientmaintains strict administrative, technical, and physical procedures to protect information stored in our servers. We use industry-standard Secure Socket Layer (SSL) encryption technology to safeguard the account registration process and sign-up information. Other security safeguards include but are not limited to data encryption, firewalls, and physical access controls to building and files. We implement a variety of security measures to maintain the safety of your personal information and data you store in your account. Access to your name and email address is restricted to the employees of Team 365. Data stored in your account is only accessed by the Team365team when performing the migration, or support services. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential. After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers. While we implement safeguards designed to protect your information, no security system is impenetrable and due to the inherent nature of the Internet, we cannot guarantee that data, during transmission through the Internet or while stored on our systems or otherwise in our care, is absolutely safe from intrusion by others. If you use our services or websites, responsibility for securing storage and access to the information you submit rests with you and not Team 365. We strongly recommend that server or data center users configure SSL to prevent interception of data transmitted over networks and to restrict access to the databases and other storage points used. At Team 365, your data privacy and security are of prime importance to us.

Data Retention

We only retain the Personal Data collected from a User for as long as the User’s account is active or otherwise for a limited period of time as long as we need it to fulfill the purposes for which we have initially collected it unless otherwise required by law. We will retain and use information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements as follows:

  • The contents of closed accounts are deleted within 3 months of the date of closure
  • Backups are kept for 3 months
  • Billing information is retained for a period of 5 years
  • Information on legal transactions between Client and Allegientis retained for a period of 5 years.

When we have no ongoing legitimate business need to process your Personal Information, we will either delete or anonymize it or, if this is not possible (for example, because your Personal Information has been stored in backup archives), then we will securely store your Personal Information and isolate it from any further processing until deletion is possible.

8. Your Rights and Choices

Allegientacknowledges that you have the right to access your personal information. Depending on the country in which you reside, you may have the following data protection rights:

  • To access; correct; update; port; delete; restrict; or object to our processing of your Personal Information.
  • You can manage your individual account and profile settings within the dashboard provided through the Allegientplatform, or you may contact us directly by emailing us at legal@team365.com. You can also manage information about your Contacts within the dashboard provided through the Allegientplatform to assist you with responding to requests to access, correct, update, port or delete information that you receive from your Contacts.
  • If personal information pertaining to you as an individual has been submitted to us by a Allegientcustomer, and you wish to exercise any rights you may have to access, correct, amend, or delete such data; please inquire with our customer directly. Because Allegientpersonnel have limited ability to access data our Customers submit to our Services, if you wish to make your request directly to Team 365, please provide the name of the Allegientcustomer who submitted your data to our Services. We will refer your request to that customer and will support them as needed in responding to your request within a reasonable timeframe.
  • Allegienttakes reasonable steps to ensure that the data we collect is reliable for its intended use, accurate, complete and up to date.
  • The right to complain to a data protection authority, about the collection and use of Personal Information, please contact your local data protection authority.
  • Similarly, if Personal Information is collected or processed on the basis of consent, the data subject can withdraw their consent at any time. Withdrawing the consent will not affect the lawfulness of any processing we conducted before your withdrawal, nor will it affect the processing of your Personal Information conducted in reliance on lawful processing grounds other than consent.

We respond to all requests we receive from individuals wishing to exercise their data protection rights under applicable data protection laws. We may ask you to verify your identity to help us respond efficiently to your request. Please note we will retain and use your data, including server/backup copies, to comply with our legal obligations, resolve disputes, and enforce our agreements. We may decline to process change or deletion requests that require disproportionate technical effort or jeopardize the privacy of others.

9. Other Important Privacy Information

Blogs, Social Media, and Public Forums

We may offer blogs, social media profiles, message boards, bulletin boards or similar public forums where you and other users of our Service can post content or otherwise communicate. If you post information on a public forum, we will assume you intend to make that information public. We may use your name to identify you with a posting in a public forum and may use your post on or in connection with our Service (e.g., when using a hashtag associated with Team365in a tweet or status update). Any information you share in a public forum is public information and may be seen or collected by other persons, including third parties that do not adhere to the standards set forth in this Privacy Policy. We are not responsible for events arising from the distribution of any information you choose to publicly post or share through our online services. Allegientalso supports third-party widgets on the website that allow users to share articles and other information on different platforms. These widgets do not collect or store any Personal Information from users on the website and simply act as a bridge for your convenience in sharing information.

Cookies

Allegientand our partners use cookies or similar technologies (such as web beacons and JavaScript) to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole. Please read our Cookie Policy to find out more about how we use cookies on our Websites and how to manage your cookie preferences.

Third Party Analytics

We employ the services of third-party software to collect, aggregate, and analyze data about our website content, users, and their use of it. The software we use includes Google Analytics, Google Ads, Bing Ads, and FullStory. The information these applications collect is not personally identifiable and is used to improve website functionality and content. To this end, these third parties may employ the use of cookies and/or pixel tags to facilitate tracking website users. These third party cookies are not tied to your Personal Information. Allegientdoes not have access to these cookies nor are we responsible for them.

Third Party Products and Services Links from our website

Our Service contains links to, or content from third-party websites and other products and services. You are advised to verify the privacy practices of such other websites. We are not responsible for the manner of use or misuse of information made available by you at such other websites. We encourage you not to provide Personal Information, without assuring yourselves of the Privacy Policy Statement of other websites.

Clear Gifs and Log Files

We and our third party partners use technologies such as web beacons in analyzing trends, administering the website, tracking users’ movements around the site, and gathering demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual and aggregated basis. As is true of most websites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. We link this automatically-collected data to other information we collect about you.

Do Not Track

Do Not Track (“DNT”) is an optional browser setting that allows you to express your preferences regarding tracking by advertisers and other third parties. We do not use technology that recognizes DNT signals from your web browser.

10. Mobile application

When you use our mobile apps, we may collect certain information in addition to the information described elsewhere in this Policy. Our mobile applications may access the geographic location of a User’s Device and OS identification, login credentials, language and time zone. Mobile Applications may also collect information regarding Users’ interaction with Mobile Applications, which Allegientmay use to provide and improve the Mobile Application services. Additionally, the application may contact the device storage location for storing attachments or access camera and photos to capture additional information for better service management for the Customer.

We may ask you if you want to receive push notifications about activity in your account. If you have opted into these notifications and no longer want to receive them, you may turn them off under the settings of Allegientapplications for mobiles.

11. Changes to this Privacy Policy

This Privacy Policy may be updated from time to time. If we make changes, we will revise this Privacy Policy to reflect such changes and revise the effective date included at the beginning of this policy. We may provide you additional notice (such as to your e-mail address) if the changes are material. Your use of the Service following any such notice will signify and constitute your assent to and acceptance of such revised Privacy Policy.

12. Terms and Conditions

Please refer to our latest terms of service to learn about the disclaimers and limitations of liability governing the use of Team365.

13. Contact Us

If you have questions regarding this Privacy Statement or Team 365's data handling practices, please feel free to contact us directly:

By email at sales@Team365.io

If you have any questions about this agreement or your information stored with us, please contact us at legal@Team365.io

14. Definitions

“Client” means a customer of Allegient

“Client Data“ means personal data, reports, addresses, and other files, folders or documents in electronic form that a User of the Service stores within the Service.

"Google User Data" means Your data synced from Google such as Contacts, Emails, Calendar, Documents, and Attachments.

“Personal Data” means any information relating to an identified or identifiable natural person.

“Public Area” means the area of the Site that can be accessed both by Users and Visitors, without needing to log in.

“Restricted Area” means the area of the Site that can be accessed only by Users, and where access requires logging in.

“User” means an employee, agent, or representative of a Client, who primarily uses the restricted areas of the Site for the purpose of accessing the Service in such capacity.

“Visitor” means an individual other than a User, who uses the public area but has no access to the restricted areas of the Site or Service.