Privacy Policy
How we collect, use, store, and protect your information.
Last updated
What information we collect
- Personal Information
- Name, email, company name, and role when you create an account or book a demo.
- Usage Data
- How you interact with the platform: pages visited, features used, and session duration via first-party analytics only.
- Customer Data
- Account records, health scores, renewal dates, and engagement data you import through integrations. This data belongs to you.
- Integration Credentials
- OAuth tokens and API credentials for connected services. Encrypted and used solely to sync your data.
How we use your information
- Platform delivery
- To provide, maintain, and improve the SuccessOS platform and its features.
- AI-powered features
- To generate health scores, renewal forecasts, and playbook recommendations for your accounts.
- Notifications
- To send transactional communications including account alerts, WhatsApp notifications, and renewal reminders.
- Support
- To respond to your support requests, demo bookings, and account inquiries.
- Product improvement
- To improve our AI models using aggregated, anonymized usage patterns. Never individual customer data.
What we do not do
- No data sales
- We do not sell, rent, or trade your data to third parties, ever.
- No advertising
- We do not use your customer data for advertising, retargeting, or marketing purposes.
- No cross-sharing
- We do not share your individual account data with other SuccessOS customers.
- No unauthorized AI training
- We do not train AI models on your specific customer records without your explicit written consent.
Data storage & retention
Where your data lives and how long we keep it
All data is stored on AWS infrastructure in the Mumbai (ap-south-1) region. Data is encrypted at rest using AES-256 and in transit using TLS 1.2+.
We retain your data for as long as your account is active and as needed to provide the services. Upon account deletion request, all customer data is permanently removed from production systems within 30 days. Backups containing deleted data are purged within 90 days.
Aggregated, anonymized usage data (which cannot identify you or your customers) may be retained indefinitely for the purpose of improving the platform.
Your rights
Access, correction, portability, and deletion
You have the following rights with respect to your personal data:
- Access: Request a copy of the personal data we hold about you at any time.
- Correction: Request correction of inaccurate or incomplete personal data.
- Portability: Export all your data (accounts, health scores, engagement records, playbooks) at any time via the platform's built-in export tools in standard formats (CSV, JSON).
- Deletion: Request permanent deletion of your personal data. We will process deletion requests within 30 days, subject to any legal retention obligations.
- Revocation: Revoke any third-party integration connection (HubSpot, Chargebee, WhatsApp, etc.) at any time from your account settings. Revocation immediately stops data sync from that service.
To exercise any of these rights, email privacy@successos.app. We will respond within 15 business days.
Policy changes
How we communicate updates
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will notify all active account holders via email at least 14 days before the changes take effect. The "Last updated" date at the top of this page will always reflect the most recent revision.
Privacy questions?
Reach us at privacy@successos.app