Effie Labs LLC, doing business as Effie ("Effie," "we," "us," or "our"), provides browser-based software for customer relationship management, communications, documents, workflows, and AI-assisted tools. This Privacy Policy explains how we collect, use, share, and protect information when you use effieapp.ai, workspace.effieapp.ai, and related services (the "Service").
Contact: privacy@effieapp.ai
Address: 1700 S Lamar Blvd #338, Austin, Texas 78704, United States
1. Who this policy applies to
This policy applies to:
- people who visit our website;
- people who create an account or use Effie;
- team members invited into an Effie workspace; and
- people whose information is stored in Effie by one of our customers.
In this policy:
- "Account Data" means information we use to create, secure, support, bill, and manage Effie accounts; and
- "Customer Data" means information our customers and users upload to, store in, or process through Effie.
If your information was added to Effie by one of our customers, that customer usually controls that information and decides how it is used. If that applies to you, please contact that business first.
2. What information we collect
We may collect:
- account information, such as your name, work email address, phone number, company name, login details, and profile details;
- agreement and audit information, such as records showing when terms, privacy policy updates, or other account agreements were accepted;
- information you send to us, such as support requests, onboarding answers, form submissions, and other communications;
- billing and subscription information, although payment card processing is handled by our payment providers;
- content you create or upload in Effie, such as contacts, leads, notes, tasks, files, contracts, templates, property records, deal records, and workflow activity;
- communications data, such as email, SMS, call records, voicemail data, message history, delivery data, and related metadata;
- information collected automatically, such as IP address, browser and device information, operating system, pages viewed, session data, log data, and security or authentication activity; and
- cookie, local storage, and similar technology data used to keep the Service working and remember settings.
3. Information from connected services
If you connect other services to Effie, we may receive information from those services to provide the feature you asked for. This may include:
- account identity and profile information from connected account providers;
- email and file-storage data from services you choose to connect;
- calling, texting, voicemail, and related communication data from communications providers;
- billing, subscription, invoice, and payment-status information from payment processors;
- data needed to provide AI-assisted and document-processing features;
- property, market, and similar third-party data used to provide requested features; and
- data from other integrations you choose to connect.
4. Text messaging
Effie may use your phone number to send property-related and marketing text messages when you give permission.
Mobile opt-in data will not be shared with third parties for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be sold or shared with any third parties, except vendors who help deliver the messaging service.
5. How we use information
We use information to:
- create accounts, sign users in, and keep accounts secure;
- provide, run, maintain, and improve Effie;
- store, organize, search, and display customer records and workspace activity;
- send, receive, route, sync, and log communications through connected services;
- process subscriptions, billing, credits, and account administration;
- respond to support requests and send service-related updates;
- detect bugs, investigate misuse, prevent fraud, and protect the security of the Service; and
- comply with legal obligations and enforce our terms.
6. AI features
Effie includes AI-assisted features. When you use those features, we may send the information needed for that feature to AI and document-processing service providers. This can include notes, documents, messages, call-related data, and deal or workflow context.
We use these services to provide features such as summaries, drafts, classifications, document extraction, reminders, and workflow assistance.
AI outputs should be reviewed by a person. Effie is not designed to make fully automated decisions about credit, employment, housing eligibility, or other similarly important legal decisions.
7. Google user data
If you connect Google services to Effie, we may access and use:
- your Google account identity information, such as your email address and profile details;
- Gmail data, including message content, headers, sender and recipient information, subject lines, timestamps, and attachments, when needed for the Gmail features you choose to use; and
- Google Drive files and metadata for files you choose to connect, upload, view, or use through Effie.
We use Google user data only to provide and improve the Google-connected features inside Effie.
We do not:
- sell Google user data;
- use Google user data for advertising;
- use Google user data to build advertising profiles;
- use Google user data to make credit-worthiness or lending decisions; or
- use Google user data to train generalized AI or machine learning models unrelated to Effie's user-facing features.
Effie's use and transfer of information received from Google APIs will follow the Google API Services User Data Policy, including the Limited Use requirements.
8. When we share information
We may share information:
- with service providers that help us host, secure, support, bill, analyze, maintain, or operate Effie;
- with communications, payment, AI, document-processing, infrastructure, and other integration providers as needed to provide the features you use;
- with integrations and third parties you choose to connect or direct us to use;
- when required by law or when reasonably necessary to protect rights, safety, users, or the Service; and
- as part of a merger, financing, acquisition, or sale of all or part of our business.
We do not sell personal information.
9. Cookies and similar technologies
We and our service providers may use cookies, local storage, and similar technologies to:
- keep the Service working;
- remember settings and preferences;
- support security and login flows; and
- understand usage and improve the Service.
If we use non-essential cookies or similar technologies, we will provide any notice or choices required by law.
10. How long we keep information
We keep information for as long as reasonably necessary to provide the Service, maintain accounts, comply with legal obligations, resolve disputes, enforce our agreements, and protect the Service.
How long we keep information depends on the kind of data, the feature involved, customer instructions, and legal requirements. Backup or archived copies may remain for a limited time before deletion.
To request deletion of account information, email privacy@effieapp.ai. If the information was stored in Effie by one of our customers, please contact that customer first.
11. Your rights and choices
Depending on where you live, you may have rights to:
- access the personal information we hold about you;
- correct inaccurate information;
- request deletion of personal information, subject to exceptions;
- request a copy of certain information; and
- object to or opt out of certain processing where allowed by law.
To make a privacy request, email privacy@effieapp.ai. We may need to verify your identity before responding.
12. Where information is processed
Effie is intended mainly for U.S. business use, but our providers may process information in the United States and other countries where they operate.
13. Security
We use reasonable administrative, technical, and physical safeguards designed to protect information. No system is perfectly secure, and you are responsible for protecting your account credentials and using good security practices.
14. Children's privacy
Effie is meant for adults and business use. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
15. Changes to this policy
We may update this Privacy Policy from time to time. If we make material changes, we will post the updated version and update the date at the top.
16. Contact us
Effie Labs LLC
1700 S Lamar Blvd #338
Austin, Texas 78704
United States
privacy@effieapp.ai
