Privacy Policy

Overview

Client Connect AI ("Company," "we," "our," or "us") collects, uses, and protects personal data in connection with our website, SaaS platform, messaging systems, and related services.

We act as:

Data Controller for our own marketing/site data

Data Processor / Service Provider for client (customer) data processed through our platform

Information We Collect

Personal Information

Name, email, phone number

Business/company details

Client (Customer) Data

Contacts uploaded or captured by users

Communication history (SMS, email, chat)

CRM and pipeline data

Technical Data

IP address, device, browser

Usage activity and analytics

How We Use Information

We use data to:

Provide and improve services

Enable messaging and automation

Support onboarding and customer success

Ensure compliance and security

CCPA (California Privacy Rights)

If you are a California resident, you have the right to:

Know what personal data we collect and how it’s used

Request access to your data

Request deletion of your data

Opt out of the "sale" or sharing of personal data (we do not sell personal data)

Non-discrimination for exercising your rights

To exercise your rights, contact us directly.

GDPR (EU/EEA Data Protection Rights)

If you are located in the EU/EEA, you have the right to:

Access your personal data

Correct inaccurate data

Request deletion ("right to be forgotten")

Restrict or object to processing

Data portability

Legal bases for processing include:

Consent

Contractual necessity

Legitimate business interests

A2P 10DLC & Messaging Compliance

Client Connect AI complies with U.S. carrier and A2P 10DLC requirements.

Required User Responsibilities

Users of our platform must:

Obtain explicit opt-in consent before sending SMS

Clearly disclose message purpose

Provide opt-out instructions in every campaign

Prohibited Use

No purchased lists

No cold messaging without consent

No misleading or deceptive content

Required Message Disclosures

All messaging campaigns must include:

Brand/business identification

Message purpose

"Msg & data rates may apply"

"Reply STOP to opt out"

"Reply HELP for help"

SMS Opt-In Language (Required for Funnels)

Checkbox Example (REQUIRED)

"By checking this box, you agree to receive SMS messages from [Your Business Name] related to appointments, reminders, and services. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase."

Short Form Disclosure

"By submitting, you agree to receive communications (including SMS) from us. Msg & data rates may apply. Reply STOP to opt out."

Full Compliance Version (Recommended)

"By providing your phone number and opting in, you consent to receive SMS messages from [Business Name] regarding services, updates, and promotions. Message frequency varies. Msg & data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent is not required for purchase."

Agency / White-Label Data Terms

If you are an agency or reseller:

You are the data controller for your end clients

Client Connect AI acts as data processor

You are responsible for: Obtaining proper consent from your leads Ensuring lawful messaging practices Handling client data requests (deletion, access)

We are not responsible for misuse of data by agencies or their clients.

Data Sharing

We do not sell personal data.

We may share data with:

Infrastructure providers (hosting, messaging APIs)

CRM and analytics tools

Legal authorities when required

Data Security

We implement safeguards including:

Encryption where applicable

Access controls

Secure infrastructure

Data Retention

We retain data only as long as necessary for:

Service delivery

Legal compliance

User Rights & Contact

To request access, deletion, or changes to your data, contact Client Connect AI.

Updates

We may update this policy at any time. Continued use constitutes acceptance.

End of Policy