Privacy Policy

We collect information you provide directly, such as account details, tenant branding, customer records, proposal content, notes, attachments, integration settings, and any other information you choose to enter into the platform.

We also collect operational data such as authentication events, usage logs, page views, proposal lifecycle events, device/browser information, IP address, and diagnostic data used to secure and improve the service.

If you connect third-party services such as Google Workspace, QuickBooks, DocuSign, Trello, Twilio, or other integrations, we may receive tokens, profile information, and account metadata necessary to provide those integrations.

We use personal and business information to operate the platform, authenticate users, manage tenant access, deliver proposals, process customer interactions, support integrations, provide customer support, monitor performance, prevent abuse, and improve the product.

We may also use information to communicate service notices, security alerts, updates, billing or account information, and product-related support messages.

We do not sell personal information. We may share information with service providers, hosting providers, analytics tools, authentication providers, email providers, and other subprocessors that help us run WorkSysPro.

Information may also be shared when you intentionally enable an integration, send a proposal to a customer, invite another user, or otherwise direct us to transmit data on your behalf.

We may disclose information if required by law, to protect rights or safety, to enforce our agreements, or in connection with a merger, acquisition, financing, or sale of business assets.

The businesses using WorkSysPro control the customer, proposal, and operational data they store in their tenant workspace. Those businesses are responsible for their own notices, permissions, customer communications, and lawful use of the data they collect.

We process tenant data to provide the service and follow the tenant's instructions, subject to our legal obligations and service operations requirements.

We use cookies and similar technologies to maintain sessions, remember preferences, secure accounts, understand feature usage, and improve performance. We may use analytics tools, including Vercel Analytics and comparable services, to understand traffic and application performance.

We retain information for as long as reasonably necessary to provide the service, comply with legal obligations, resolve disputes, enforce our agreements, and maintain security and audit records. Retention periods may vary depending on the type of information and tenant account settings.

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No system is completely secure, and we cannot guarantee absolute security of data transmitted to or stored in the service.

You may update account information, tenant content, and certain settings through the service. You may also contact us to request access, correction, or deletion of personal information, subject to applicable law and our operational requirements.

WorkSysPro is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

We may update this Privacy Policy from time to time. When we do, we will post the revised version here and update the effective date above. Continued use of the service after a revision becomes effective constitutes acceptance of the updated policy.

Privacy questions: privacy@worksyspro.com

Legal notices: legal@worksyspro.com

Support: support@worksyspro.com