This policy is a template and should be reviewed by legal counsel before production use.

Privacy Policy

Last updated: May 2026

1. Introduction

CloserSight (“we”, “us”, or “our”) operates a sales intelligence platform that helps teams manage leads, prioritize outreach, and improve sales outcomes. This Privacy Policy explains how we collect, use, and protect your information when you use our services.

2. Information We Collect

We collect information in the following categories:

  • Account information — name, email address, organization name, and role.
  • Lead data — contacts, companies, deal stages, and notes you enter or import.
  • Communication data — email threads accessed via Gmail integration (read-only, with your consent).
  • Usage data — pages viewed, features used, timestamps, and device/browser type.

3. How We Use Your Data

  • Provide and maintain the CloserSight platform and its features.
  • Power AI-driven capabilities such as lead scoring, call analysis, and message suggestions.
  • Improve service quality, fix bugs, and develop new features.
  • Send service-related communications (e.g., security alerts, account updates).

4. Third-Party Services

We rely on the following third-party providers to deliver our services:

  • Supabase — database hosting and authentication.
  • Anthropic — AI model provider for intelligent features.
  • Google — Gmail API integration for email sync.
  • Vercel — application hosting and edge delivery.

Each provider processes data in accordance with their own privacy policies and our data processing agreements.

5. Data Retention

  • Active data is retained while your account remains active.
  • Inactive data may be archived after 90 to 180 days of inactivity.
  • Upon account closure, your data is permanently deleted within 30 days unless legally required to retain it.

6. Your Rights

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

  • Access the personal data we hold about you.
  • Request correction of inaccurate data.
  • Request deletion of your data.
  • Export your data in a machine-readable format.
  • Withdraw consent for optional data processing at any time.

7. Security

We implement industry-standard measures to protect your data, including encryption in transit (TLS), row-level security (RLS) at the database layer, rate limiting on API endpoints, and regular security reviews.

8. Cookies

We use essential cookies to maintain your session and authentication state. We do not use third-party advertising or tracking cookies. Analytics cookies, if used, are anonymized and can be opted out of via your browser settings.

9. Contact

For privacy-related questions or to exercise your data rights, contact us at privacy@closersight.com.

10. Changes to This Policy

We may update this policy from time to time. Material changes will be communicated via email or an in-app notification. Continued use of the service after changes take effect constitutes acceptance of the updated policy.