Privacy Policy

Bode Software LLC ("Company," "we," "us," or "our"), a Maine limited liability company, operates ClientGo (the "Service"), a client relationship and activity management application.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service. Please read this policy carefully. By using ClientGo, you consent to the data practices described in this policy.

If you have questions or concerns about this Privacy Policy, please contact us at support@clientgo.app.

1. Information We Collect

1.1 Information You Provide Directly

When you use ClientGo, you may provide us with the following types of information:

Account Information:

• Full name
• Email address
• Password (stored securely using industry-standard hashing)
• Profile photo (optional)
• Timezone preference

Contact Data (People You Add):

• Names of your contacts
• Company names
• Email addresses
• Phone numbers
• Notes and descriptions you write about contacts

Activity Data:

• Activity titles and descriptions
• Dates and times of activities
• Activity types (calls, meetings, visits, etc.)
• Locations (if you choose to add them)
• Notes attached to activities

Team Information:

• Team names
• Team member invitations (email addresses)
• Role assignments (admin/member)

Payment Information:

Billing details are collected and processed directly by Stripe, our payment processor. We do not store your credit card numbers or bank account information on our servers.

1.2 Information Collected Automatically

When you access ClientGo, we may automatically collect:

Technical Information:

• IP address
• Browser type and version
• Device type
• Operating system
• Time zone setting

Usage Information:

• Pages and features accessed
• Time spent on pages
• Actions taken within the application
• Referring URLs

2. How We Use Your Information

2.1 To Provide and Maintain the Service

• Create and manage your account
• Enable you to store and manage contacts
• Create, edit, and track activities and reminders
• Facilitate team collaboration features
• Process transactions and manage subscriptions

2.2 To Communicate With You

• Send transactional emails (account verification, password resets)
• Send daily activity digests (if enabled)
• Send scheduled reminder notifications (if enabled)
• Respond to your support requests and inquiries
• Send important notices about your account or the Service

2.3 To Improve the Service

• Analyze usage patterns to improve features
• Debug and fix technical issues
• Develop new features and functionality

2.4 For Security and Compliance

• Detect and prevent fraud or abuse
• Enforce our Terms of Service
• Comply with legal obligations

3. How We Share Your Information

We do not sell your personal information. We may share your information only in the following circumstances:

3.1 With Service Providers

We work with third-party companies that help us operate and improve the Service:

These providers are contractually obligated to protect your data and may only use it to provide services to us.

3.2 With Your Team Members

If you join a team workspace, other team members may see:

• Your name and profile photo
• Contacts you create within the team
• Activities you create or are assigned to
• Notes you write on contacts

3.3 For Legal Reasons

We may disclose your information if required to:

• Comply with applicable laws, regulations, or legal processes
• Respond to lawful requests from public authorities
• Protect our rights, privacy, safety, or property
• Enforce our Terms of Service

3.4 Business Transfers

If Bode Software LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

4. Data Retention

4.1 Active Accounts

We retain your personal information for as long as your account is active or as needed to provide you with the Service.

4.2 Account Deletion

When you delete your account:

• Your data is marked for deletion immediately
• Data is permanently deleted from our systems within 30 days
• Backup copies may persist for up to 90 days before being purged
• Some information may be retained longer if required for legal compliance

4.3 Soft-Deleted Data

When you delete contacts or activities within the app:

• Data is soft-deleted (marked as deleted but not immediately removed)
• Soft-deleted data is permanently purged after 30 days

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information:

• Encryption in Transit: All data transmitted between your browser and our servers uses TLS/SSL encryption
• Encryption at Rest: Data is encrypted when stored in our databases
• Access Controls: Strict access controls limit who can access your data
• Row-Level Security: Database policies ensure users can only access their own team's data
• Secure Authentication: Passwords are hashed using industry-standard algorithms
• Regular Security Reviews: We regularly review and update our security practices

While we strive to protect your information, no method of transmission or storage is 100% secure. If you believe your account has been compromised, please contact us immediately.

6. International Data Transfers

ClientGo is operated from the United States. If you access the Service from outside the United States, your information will be transferred to, stored, and processed in the United States.

For users in the European Economic Area (EEA) or United Kingdom, we rely on:

• Standard Contractual Clauses approved by the European Commission
• Our service providers' compliance with applicable data protection frameworks

By using ClientGo, you consent to the transfer of your information to the United States.

7. Your Privacy Rights

Regardless of where you are located, you have the following rights:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your personal information
• Data Portability: Request your data in a portable, machine-readable format
• Withdraw Consent: Withdraw consent for optional data processing (like marketing emails)
• Object: Object to certain processing of your data

To exercise these rights, contact us at support@clientgo.app. We will respond within 30 days.

8. GDPR Rights (European Users)

If you are located in the European Economic Area (EEA) or United Kingdom, you have additional rights under the General Data Protection Regulation (GDPR):

8.1 Legal Basis for Processing

We process your personal data under the following legal bases:

• Contract: Processing necessary to provide the Service you requested
• Legitimate Interests: Processing for our legitimate business interests (improving the Service, preventing fraud)
• Consent: Processing based on your explicit consent (marketing communications)
• Legal Obligation: Processing required to comply with laws

8.2 Additional GDPR Rights

• Right to Restrict Processing: Request that we limit how we use your data
• Right to Object to Automated Decision-Making: We do not make automated decisions that significantly affect you
• Right to Lodge a Complaint: You may file a complaint with your local data protection authority

8.3 Data Protection Officer

For GDPR-related inquiries, contact us at support@clientgo.app.

9. CCPA Rights (California Residents)

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA):

9.1 Right to Know

You may request that we disclose:

• Categories of personal information collected
• Sources of personal information
• Business purposes for collecting the information
• Categories of third parties with whom we share information
• Specific pieces of personal information collected about you

9.2 Right to Delete

You may request deletion of your personal information, subject to certain exceptions.

9.3 Right to Non-Discrimination

We will not discriminate against you for exercising your CCPA rights.

9.4 Categories of Personal Information

In the past 12 months, we have collected the following categories of personal information:

• Identifiers: Name, email address, IP address
• Commercial Information: Subscription and billing records
• Internet Activity: Usage data, interactions with the Service

9.5 Sale of Personal Information

We do not sell your personal information. We have not sold personal information in the preceding 12 months.

9.6 Submitting Requests

To exercise your CCPA rights, contact us at support@clientgo.app or submit a request through your account settings.

10. Children's Privacy

ClientGo is not intended for users under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected data from a child under 16, we will delete that information immediately.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us at support@clientgo.app.

11. Third-Party Services

11.1 Supabase

We use Supabase for database hosting and authentication. Supabase processes data in accordance with their privacy policy: https://supabase.com/privacy

11.2 Stripe

We use Stripe for payment processing. Stripe processes payment data in accordance with their privacy policy: https://stripe.com/privacy

11.3 Resend

We use Resend for transactional email delivery. Resend processes data in accordance with their privacy policy: https://resend.com/legal/privacy-policy

12. Cookies and Tracking

12.1 Essential Cookies

ClientGo uses essential cookies required for the Service to function:

• Authentication cookies: Keep you logged in to your account
• Session cookies: Maintain your session state

12.2 No Third-Party Tracking

We do not currently use third-party analytics or advertising cookies. We do not track you across other websites.

12.3 Do Not Track

We honor "Do Not Track" browser signals. When enabled, we do not engage in cross-site tracking.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we make changes:

• We will update the "Last Updated" date at the top of this policy
• For significant changes, we will notify you by email or through the Service
• Your continued use of ClientGo after changes constitutes acceptance of the updated policy

We encourage you to review this Privacy Policy periodically.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:

Bode Software LLC
Email: support@clientgo.app

We aim to respond to all inquiries within 30 days.