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Privacy Policy

AgilizeIQ (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website, use our services, or engage with any software integrations powered by AgilizeIQ.

 

1. Information We Collect

We collect the following types of information:

  • Personal Information: Name, email address, company name, phone number, job title, etc., when you fill out forms or contact us.

  • Account & Configuration Data: Integration credentials (e.g., QuickBooks tokens, Smartsheet Sheet IDs, Slack webhooks, etc.), project configurations, and onboarding preferences.

  • Usage Data: Browser type, device information, IP address, pages visited, and actions taken on our platform.

  • Client Data: Any data that you provide to be processed via our platform (e.g., invoices, permit data, or Smartsheet syncs) is stored securely and used only as needed to perform services.

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2. How We Use Your Information

We use your information to:

  • Deliver and maintain our Smartsheet-based SaaS platform and consulting services

  • Set up and manage software integrations on your behalf

  • Provide customer support and service updates

  • Improve our tools, templates, and plugins

  • Send service-related communications, alerts, and occasional promotional emails (opt-out available)

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3. Integrations & Token Security

As part of our platform and services, AgilizeIQ allows clients to connect third-party systems like QuickBooks, NetSuite, Slack, Google Sheets, Smartsheet, Monday.com, and others.

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We securely encrypt all client tokens and sensitive data using industry-standard encryption before storing them in our database. Your credentials are never exposed in plain text — even our team can’t view them directly.

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We only request the minimal access necessary for integrations and never sell or share your connected data with third parties. 

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Each client’s credentials and configurations are isolated and stored securely. Only authorized workflows and systems can access these credentials to perform their intended function.

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4. Data Storage & Security

  • All data is stored on secure servers hosted by trusted infrastructure providers (e.g., Supabase, Google Cloud).

  • API keys, tokens, and credentials are encrypted using AES-256 or stronger encryption standards.

  • Access to sensitive data is restricted and logged.

  • We follow best practices in securing both transit and at-rest data using HTTPS, OAuth2.0, and secure storage.

  • Periodic reviews of infrastructure and code security

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We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

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5. Data Sharing and Disclosure

We do not sell, rent, or trade your data. We may share data only in the following circumstances:

  • With service providers under strict confidentiality to assist in providing our services

  • If required by law or in response to a valid legal process

  • To protect our rights or the safety of our users

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6. Your Rights and Choices

You may:

  • Access and update your personal information

  • Request the deletion of your data

  • Opt out of marketing emails at any time

  • Request a copy of the data we store on your behalf

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7. Cookies and Tracking

We may use cookies and similar tracking tools to improve user experience and analytics. You can disable cookies in your browser settings if you prefer.

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8. Children’s Privacy

Our services are not directed at children under 13. We do not knowingly collect personal data from children.

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9. Changes to This Policy

We may update this Privacy Policy as our platform evolves. We’ll notify you of significant changes via email or website updates.

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10. Consent

By using our website or services, you consent to the terms of this Privacy Policy.

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11. Contact Us

If you have any questions or concerns about this Privacy Policy or our practices regarding your personal information, please contact us at ops@agilizeiq.com

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