Effective date: March 3, 2026
This Privacy Policy explains how ClientSumo ("ClientSumo", "we", "us", or "our") collects, uses, and protects your information when you use clientsumo.com and any related services (collectively, the "Service"). By accessing or using the Service, you agree to the terms of this Privacy Policy.
We may collect the following types of information when you use the Service:
Account and contact information. When you sign up, request a demo, or contact us, we may collect your name, company name, email address, phone number, and any other details you choose to provide.
Usage and device information. We may collect information about how you access and use the Service, including IP address, browser type, device type, operating system, pages viewed, referring URLs, and timestamps.
Customer content and data. If you use ClientSumo to manage clients, projects, or communications, we may process the information you upload or connect to the Service on your behalf. You are responsible for ensuring you have the right to share this data with us.
Cookies and similar technologies. We may use cookies, web beacons, and similar tools to recognize your browser, remember your preferences, and analyze how you interact with the Service.
We use the information we collect for the following purposes:
• To provide, operate, and maintain the Service. • To create and manage your account. • To communicate with you about updates, features, and support. • To personalize your experience and improve our products. • To analyze usage trends and performance of the Service. • To detect, prevent, and address technical or security issues. • To comply with legal obligations and enforce our terms.
If you are located in the European Economic Area (EEA) or the United Kingdom (UK), our legal bases for processing your personal data include:
• Performance of a contract with you. • Our legitimate interests in operating, securing, and improving the Service. • Compliance with legal obligations. • Your consent, where applicable (for example, certain marketing communications or optional cookies).
We do not sell your personal information. We may share your information in the following limited circumstances:
Service providers. We may share information with trusted third-party vendors who perform services on our behalf, such as hosting, analytics, email delivery, customer support, and payment processing. These providers are permitted to use your information only as necessary to provide services to us.
Business transfers. If we are involved in a merger, acquisition, financing, or sale of all or part of our business, your information may be transferred as part of that transaction, subject to any applicable legal requirements.
Legal and safety. We may disclose information if we believe it is necessary to comply with applicable law, regulation, legal process, or governmental request; to protect the rights, property, or safety of ClientSumo, our users, or others; or to detect and prevent fraud, security, or technical issues.
We retain personal information for as long as necessary to provide the Service, comply with our legal obligations, resolve disputes, and enforce our agreements. Retention periods may vary depending on the type of data and the purposes for which we use it. When information is no longer needed, we will delete or anonymize it in accordance with our data retention practices and applicable law.
We implement reasonable technical and organizational measures designed to protect your information from unauthorized access, loss, misuse, or alteration. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Depending on where you live, you may have certain rights regarding your personal information, such as the right to:
• Access the personal information we hold about you. • Request correction of inaccurate or incomplete information. • Request deletion of your personal information, subject to certain exceptions. • Object to or restrict certain processing activities. • Withdraw consent where processing is based on your consent. • Receive a copy of your data in a portable format, where applicable.
To exercise these rights, please contact us using the details in the "Contact Us" section below. We may need to verify your identity before fulfilling your request, and certain rights may be subject to limitations under applicable law.
ClientSumo may process and store information in countries other than the country where you are located. These countries may have data protection laws that are different from those in your jurisdiction. Where required, we take appropriate safeguards to ensure that your personal data remains protected in accordance with this Privacy Policy and applicable law, such as using standard contractual clauses approved by relevant authorities.
The Service may contain links to third-party websites, products, or services, or may integrate with third-party tools. This Privacy Policy does not apply to the practices of those third parties, and we are not responsible for their privacy or security practices. We encourage you to review the privacy policies of any third-party services you use in connection with ClientSumo.
The Service is not directed to children under the age of 16, and we do not knowingly collect personal information from children under 16. If we become aware that a child under 16 has provided us with personal information, we will take steps to delete such information. If you believe that a child has provided us with personal information, please contact us using the details below.
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other operational reasons. When we make material changes, we will update the "Effective date" at the top of this page and, where required by law, provide additional notice. Your continued use of the Service after any changes become effective means you accept the updated Privacy Policy.
By opting in to receive SMS or mobile messages from ClientSumo, you consent to receive communications that may include updates, alerts, promotional offers, and company news. Message frequency may vary. Standard messaging rates may apply. You may opt out at any time by replying STOP to any message or following the provided opt-out instructions.
We do not share mobile numbers with third parties for their marketing purposes. Mobile numbers may be shared solely with service providers or partners as needed to deliver SMS communications and only for purposes directly related to service delivery or compliance.
If you have any questions or concerns about this Privacy Policy or our data practices, or if you wish to exercise your rights, you can contact us at:
ClientSumo Website: clientsumo.com Email: [email protected]
This Privacy Policy is provided for general informational purposes and does not constitute legal advice. You should consult with your own legal counsel to ensure your policies comply with applicable laws and regulations.