Privacy Policy

1. Scope of this Policy

This Privacy Policy applies to all data collected via our platform and associated services. It does not apply to third-party services you may integrate with or use externally, which are governed by their respective privacy policies.

2. Types of Data We Collect

We collect the following categories of information:

a. Customer Data (as Data Processor)

Data entered into the system by customers, such as:

• Client names, emails, and phone numbers
• Notes, files, communications, and records

We process this information strictly on behalf of our customers.

b. User Data (as Data Controller)

Data about individuals using our platform:

• Name, email, phone number, job title
• Login credentials, profile info, workspace activity
• IP address, browser/device info, usage data

c. Visitor & Prospect Data

Collected from those who visit our site or engage with our content:

• Pages viewed, form submissions
• Marketing preferences, cookies, and geolocation

3. Legal Basis for Processing

We process your data under the following legal grounds:

• Contractual necessity: To provide project management services
• Legitimate interests: Platform security, service improvements
• Legal obligation: Compliance with laws
• Consent: For marketing and tracking (where required)

4. How We Use Your Data

We use personal data to:

• Deliver best project management and collaboration features
• Authenticate users
• Send service-related updates
• Improve functionality
• Meet legal obligations

We do not sell your personal information.

5. Cookies & Tracking

We use cookies and similar technologies for:

• User session management
• Analytics and performance tracking
• Personalization
• Marketing (with opt-out options)

You can manage cookies via your browser or platform settings. For more details, see our Cookie Policy.

6. Data from Other Sources

We may receive your data through:

• Other platform users (e.g., team members adding you)
• Third-party tools (e.g., calendar, email integrations)
• Marketing and channel partners
• Public sources or databases (where permitted)

7. Sharing & Disclosure of Data

We may share your data with:

• Trusted third-party vendors (e.g., hosting, analytics, communication tools) under strict confidentiality terms
• Legal Authorities when required by law
• Corporate Affiliates for internal administration
• Acquiring entities during business transitions (e.g., mergers)

We do not allow partners or vendors to use your data for their marketing purposes.

8. International Data Transfers

Your data may be processed in countries outside your own (e.g., the US, the EU, UK). We implement appropriate safeguards such as Standard Contractual Clauses (SCCs) to ensure compliance with international data protection laws.

9. Data Retention

We retain personal data only as long as necessary to:

• Provide our services
• Meet legal and regulatory requirements
• Corporate Affiliates for internal administration
• Resolve disputes or enforce agreements

Upon account termination or inactivity, your data is securely deleted or anonymized unless legally required to retain it longer.

10. Data Security

We implement strong organizational and technical security measures, including:

• Encryption
• Access controls
• Intrusion detection and monitoring
• Staff training and internal policies

While we follow best practices, no system is 100% secure. We encourage users to report any suspicious activity immediately.

11. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

• Access or download your data
• Correct inaccurate information
• Delete or restrict your data
• Object to certain uses (e.g., marketing)
• Withdraw consent at any time
• Port your data to another service

Contact our team at ask@alliesia.com to exercise your rights. We may request identity verification.

12. End Users in Managed Workspaces

If you use our platform as part of an organization-managed account, your administrator may access and control your data. Please contact your workspace admin for data-related queries.

13. "Do Not Track" Signals

Our platform currently does not respond to browser-based "Do Not Track" signals. Users should manage preferences via cookies or account settings.

14. Platform Extensions & Integrations

We offer browser extensions and third-party integrations. Information collected (e.g., leads, contact data) is stored within your account and used solely for enhancing workflow efficiency.

15. Business Transfers

In case of a merger, acquisition, or asset sale, your data may be transferred to a successor organization under the same level of data protection.

16. Updates to this Privacy Policy

We may update this policy periodically. Major changes will be communicated via email or system notifications. Continued use of the platform indicates your acceptance of updates.

17. Contact Us

For questions or concerns, contact our Data Protection Team: