Privacy Policy

01Information We Collect

1.1 From customers and visitors

• Account and contact details: name, business name, email, phone number, website, and job details you provide.
• Search and usage information: search criteria, markets, industries, lists pulled, features used, and support messages.
• Billing information: plan, transaction history, and billing details. Card payments are processed by our payment processor (Stripe). We do not store full card numbers.
• Verification and fraud-prevention data: IP address, device identifiers, browser information, email and phone verification codes, and signals used to enforce one free trial per person or business.
• Cookies and similar technologies: used for login sessions, security, preferences, analytics, and advertising measurement (see Section 6).
• Communications: emails, texts, calls, and chats with us, including your marketing preferences.

1.2 Lead Data about individuals

Lead Data is compiled by our third-party data providers from public records, commercially available sources, and online and offline activity signals. It may include:

• name, postal address, and city/state
• email address and phone number (paid plans only)
• general demographic, household, and property attributes
• inferred interests or in-market purchase intent

We do not knowingly include sensitive personal information in Lead Data. This includes Social Security numbers, financial account numbers, health information, precise geolocation, or information about children.

02How We Use Information

We use information to:

• provide, operate, secure, and improve the Service;
• verify identity and prevent fraud and trial abuse;
• process payments and manage subscriptions;
• deliver Lead Data and integrations you request;
• send service, billing, security, and policy notices (including notice of price or Terms changes);
• send marketing you can opt out of anytime;
• provide support;
• enforce our Terms and comply with law, data-provider requirements, and legal process; and
• analyze aggregated or de-identified usage.

03How We Share Information

We do not sell customer account information. We share information only with:

• Service providers that process data on our behalf, for example hosting, databases, CRM and marketing automation, email and SMS delivery, payment processing, analytics, and support tools. They may use it only to provide services to us.
• Data providers, to the extent needed to run searches, deliver and suppress records, process opt-outs, and investigate misuse.
• Business customers, who receive Lead Data under our Terms (for individuals in Lead Data).
• Legal and safety recipients, when we believe disclosure is needed to comply with law, respond to legal process, protect rights, safety, or property, or enforce our Terms.
• Business transfers: in a merger, acquisition, financing, or sale of assets, information may transfer to the successor, subject to this Policy.
• With your consent or at your direction.

Notice about Lead Data: Licensing Lead Data to business customers may be considered a “sale” or “sharing” of personal information under some state privacy laws. You can opt out as described in Section 5.

04Text Messages and Calls to You

If you give us your phone number, you agree that we may call or text you about your account, verification codes, and service notices. We will send marketing texts only with your consent. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out, or HELP for help. We do not sell or share your mobile opt-in data or SMS consent with third parties for their own marketing.

05Your Privacy Choices and Rights

5.2 State privacy rights.

Depending on where you live (for example California, Colorado, Connecticut, Texas, Virginia, Oregon, and other states with consumer privacy laws), you may have the right to:

• know or access the personal information we have about you, and get a portable copy;
• correct inaccurate information;
• delete your information;
• opt out of the sale or sharing of your information, targeted advertising, and profiling for significant decisions; and
• appeal our decision on your request.

We will not discriminate against you for exercising these rights.

5.3 How to make a request.

Email privacy@clientyze.com or call +1 936-227-5119. We will verify your request by matching information you provide to our records. You may use an authorized agent with signed written permission. We respond within the time required by law (generally 45 days). To appeal a decision, reply to our response with “Appeal” in the subject line. If we deny your appeal, you may contact your state attorney general.

5.4 Marketing emails.

Use the unsubscribe link in any marketing email. You will still receive account and service messages.

5.5 Global Privacy Control.

Where required by law, we honor browser Global Privacy Control signals as an opt-out of sale/sharing for that browser.

06Cookies, Analytics, and Advertising

We and our partners use cookies, pixels, and similar technologies to:

• keep you logged in;
• secure the Service;
• remember preferences;
• measure site performance; and
• measure and improve our advertising, including on platforms such as Google and Meta.

You can control cookies in your browser settings, and opt out of interest-based ads through your ad platform settings or industry opt-out tools. Blocking some cookies may affect site functionality.

07Data Retention

We keep personal information only as long as needed for the purposes above:

• Account and billing records: for the life of the account plus the period required for tax, accounting, and legal purposes (generally up to 7 years).
• Verification codes: expire within minutes.
• Fraud-prevention signals: kept as long as needed to enforce trial limits.
• Suppression and opt-out records: kept indefinitely so we can honor them.

08Security

We use reasonable administrative, technical, and physical safeguards, including encryption in transit, access controls, hashed verification codes and session tokens, and vendor security reviews. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security. If a breach affects your personal information, we will notify you as required by law.

09Children

The Service is for businesses and adults. It is not directed to anyone under 18. We do not knowingly collect information from children under 13 or include minors in Lead Data. If you believe we have, contact us and we will delete it.

10United States Only

The Service is offered only in the United States, and information is stored and processed in the United States.

11Third-Party Links and Integrations

Our site and Service may link to or connect with third-party services (such as CRMs or calendars). Their privacy practices are governed by their own policies.

12Changes to This Policy

We may update this Policy from time to time, including when our services, data providers, or legal requirements change. We will post the updated version with a new “Last updated” date. If changes are material, we will notify customers by email or in-portal notice before they take effect.

13Contact Us