Privacy Policy

Welcome to the website (hereinafter referred to as the "Service") of CustomerIQ, Inc (“CustomerIQ”, "us", "we", or "our"). This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data.We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, the terms used in this Privacy Policy have the same meanings as in our Terms of Service, accessible from
At CustomerIQ, Inc, we collect various types of information to provide and improve our services. We may collect personal data, usage data, and tracking and cookies data.

1. Personal Data

When you use our services, we may ask you to provide us with certain personal information that can be used to contact or identify you. This may include your email address, first and last name, phone number, address, state, province, ZIP/postal code, and city. We may also collect cookies and usage data.

Usage Data
We may collect information on how the Service is accessed and used, such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.

Tracking and Cookies Data
We use cookies and similar tracking technologies to track the activity on our Service and hold certain information. Cookies are files with small amounts of data that may include an anonymous unique identifier. We use cookies to remember your preferences and various settings, for security purposes, and to analyze and improve our Service.We collect information from you when you use our services, including when you register for an account, use our products or services, and interact with our website or support team. We may also collect information from third-party sources, including social media platforms and other data providers.We may use your information to provide and improve our services, personalize your experience, and communicate with you. We may also use your information for research and analysis purposes, to detect and prevent fraud, and to comply with legal and regulatory obligations.We take the protection of your information seriously and use reasonable measures to protect your data. We will not sell or share your personal data with third parties except as described in this Privacy Policy. By using our services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.

2. How We Use Your Information

At CustomerIQ, Inc, we use the information we collect for a variety of business purposes, including:

Providing the Services or Requested Information: We use your information to fulfill our contract with you, manage your information, process your payments, respond to your questions and requests, provide access to certain areas and features of our Services, and provide customer or technical support.

Serve Administrative and Communication Purposes: We use your information to pursue legitimate interests, such as research and development, network and information security, fraud prevention, measuring interest and engagement in our Services, developing new products and services, ensuring internal quality control and safety, authenticating and verifying individual identities, carrying out audits, communicating with you about your account, activities on our Services and Privacy Policy changes, preventing and prosecuting potentially prohibited or illegal activities, enforcing our agreements, and complying with our legal obligations.

Marketing of Products and Services: In accordance with applicable legal requirements, we may use your information to tailor and provide you with content and advertisements. If you have any questions about our marketing practices or if you would like to opt-out of the use of your information for marketing purposes, you may contact us as set forth below.

Facilitating Collaboration in a Workspace: If you join a Workspace owned by another user or organization, or collaborate with other users on our Services, we may share basic information about you with the other users or organizations.

Managing Workspaces for Organizations: If you register a CustomerIQ account or associate an account with an email address provisioned by your organization, we may share information about you and any Workspaces owned or managed by you with your organization. Such information could include your name, email address, and profile picture, as well as the Workspace name, Workspace ID, membership size, creation date of your Workspace, email address, and content within your Workspace with your organization. If you do not use our Services in connection with your organization and you do not wish for this information to be shared with your organization, you may transfer your account to a different email address.

Consent: We may use personal information for other purposes that are clearly disclosed to you at the time you provide personal information or with your consent.

De-identified and Aggregated Information Use: We may use de-identified and/or aggregated information that can no longer be reasonably linked to you or your device from the information we collect. De-identified and/or aggregated information is not subject to this Privacy Policy, and we may use and disclose such information in a number of ways, including research, internal analysis, analytics, and any other legally permissible purposes.

3. Disclosing Your Information

We may disclose your information to the following categories of third parties:

Service Providers: We may disclose information we collect about you to our third-party service providers. These service providers may include those that provide the Services, information, products, and other services you have requested, marketing and advertising, payment and transaction processing, customer service activities, the provision of IT and related services, and fraud prevention and user authentication.

Business Partners: At your request, we may provide information to business partners to provide you with a product or service of interest to you. We may also provide information to business partners with whom we jointly offer products or services.

Affiliates: We may disclose information to our affiliated entities, who are under common ownership and/or control with us.

Advertising Partners: We do not disclose or use your information to advertise any third-party products or services via our Services. However, we may disclose your information to third-party advertising partners to market our own Services and grow our Services' user base, such as to provide targeted marketing about our own Services via third-party services. Please see the "Your Choices" and "Your Rights" sections below for more information and to opt-out.We may disclose your information to other third parties, including other users, in the following circumstances:

Workspaces Accessible by Other Users: When you submit information in a workspace that can be accessed by others, such information may be displayed to other users in the same or connected workspaces. For example, your information may be included in your docs or reminders in a workspace which can be viewed by other users collaborating with you in that workspace.

Organizational Workspaces: We allow organizations to access the profile information of users within their workspace, including to allow such organization to validate that such user is actually authorized by such organization to use the Services.

Disclosures to Protect Us or Others: We may access, preserve, and disclose any information we store in association with you to external parties if we, in good faith, believe doing so is required or appropriate to: (i) comply with law enforcement or national security requests and legal process, such as a court order or subpoena; (ii) protect your, our, or others' rights, property, or safety; (iii) enforce our policies or contracts; (iv) collect amounts owed to us; or (v) assist with an investigation and prosecution of suspected or actual illegal activity.

Disclosure in the Event of Merger, Sale, or Other Asset Transfer: If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, purchase or sale of some or all assets, or transition of service to another provider, then your information may be sold or transferred as part of such a transaction, as permitted by law and/or contract.

4. International Data Transfers

At CustomerIQ, Inc, we may transfer, process, and store all information processed by us anywhere in the world, including but not limited to, the United States or other countries that may have data protection laws that are different from the laws where you live. When we engage in such transfers, we will take all necessary measures to safeguard your information in accordance with applicable laws.

5. Your Choices

At CustomerIQ, Inc, we respect your privacy and offer you choices about how we use and share your information.

General: You may have the right to object to or opt out of certain uses of your information. Where you have provided your consent for the processing of your information for a specific purpose, you may withdraw that consent at any time by contacting us as described below. Please note that even if you opt out, we may still collect and use your information for other purposes that were not based on your consent.

Email Communications: If you receive an email from us and do not want to receive future emails, you can use the unsubscribe link found at the bottom of the email to opt out of receiving future emails. Please note that you will continue to receive transaction-related emails regarding products or services you have requested. We may also send you certain non-promotional communications regarding us and our Services, and you will not be able to opt out of those communications (e.g., communications regarding the Services or updates to this Privacy Policy).

Mobile Devices: We may send you push notifications through our Apps. You may at any time opt out from receiving these types of communications by changing the settings on your mobile device. With your consent, we may also collect precise location information if you use our Apps. You may opt out of this collection by changing the settings on your mobile device.

Cookies and Similar Technologies: You may stop or restrict the placement of technologies like cookies on your device. CustomerIQ, Inc provides settings for you to update your preferences in our Services. These settings can be found in the footer of our website. For more information, please see our Cookie Policy.Please note that we do not currently respond to "Do Not Track" signals from browsers. However, we do honor legally-recognized browser-based mechanisms such as the Global Privacy Control that are designed to signal your opt-out choices under certain state laws.If you have any questions or concerns about your choices, you can contact us using the information provided below.

6. Your Privacy Rights

Depending on your location and applicable laws, you may have certain privacy rights, including:

Access and Data Portability: You have the right to request access to the personal information we hold about you and, in some cases, to obtain a copy of that information in a portable format.

Correction and Rectification: You have the right to request that we correct or update your personal information if it is inaccurate or incomplete.

Deletion and Erasure: You have the right to request that we delete your personal information, subject to certain exceptions under applicable law.

Object to Processing: You have the right to object to our processing of your personal information for certain purposes, such as direct marketing or when our processing is based on our legitimate interests.

Restriction of Processing: You have the right to request that we restrict the processing of your personal information under certain circumstances.

Withdraw Consent: If we rely on your consent to process your personal information, you have the right to withdraw your consent at any time. This will not affect the lawfulness of any processing that we conducted prior to your withdrawal, nor will it affect processing of your personal information based on other lawful bases.

Lodge a Complaint: You have the right to lodge a complaint with a data protection authority regarding our collection, use, or disclosure of your personal information.To exercise any of these rights, please contact us as set forth below. We will respond to your request within the timeframe required by applicable law. We may need to verify your identity before processing your request.Note that we may not be able to fulfill certain requests, including those that would interfere with our legal obligations, affect others' rights or freedoms, or that are not technically feasible. In some cases, we may also need to retain certain information for legitimate business purposes, such as fraud detection and prevention or to comply with our legal obligations.If you are a resident of the European Economic Area (EEA), you have the right to lodge a complaint with a supervisory authority if you believe our processing of your personal information violates applicable law.

Do Not Sell My Personal Information: We do not sell your personal information to third parties for their marketing purposes. However, we may share certain information with third-party advertising partners to market our own Services and grow our user base. You can opt-out of our sharing of your personal information by emailing us at that if you opt-out of our sharing of your personal information, we may still collect and use your personal information for other purposes, such as to provide the Services or to comply with our legal obligations.If you have any questions or concerns about your privacy rights, please contact us at

7. Data Retention

Additionally, we may retain certain information for a longer period of time if necessary to comply with legal obligations, such as record keeping requirements, or if otherwise required or permitted by applicable law.When we no longer need to use your information for the purposes set out in this Privacy Policy, we will take steps to delete, destroy or permanently de-identify your information, except as may be required by applicable laws. In some circumstances, we may anonymize your information (so that it can no longer be associated with you) in order to use it for statistical or research purposes, in which case we may use this information indefinitely without further notice to you.

8. Security

We take the security of your information seriously and have implemented reasonable and appropriate technical and organizational measures to protect it from unauthorized access, disclosure, alteration, and destruction. These measures include, but are not limited to, encryption, access controls, and regular security assessments.We use industry-standard security protocols and technologies to secure your data during transmission and storage. However, please be aware that no method of transmission over the internet, or method of electronic storage, is completely secure. Therefore, we cannot guarantee the absolute security of your information.In the event of a data breach, we will take appropriate steps to notify you and any applicable regulatory authorities as required by law.We also require our employees and third-party service providers to maintain the confidentiality and security of your information.By using our Services or providing us with your information, you acknowledge and agree that we cannot guarantee the security of your information and that you provide your information at your own risk. However, we will continue to evaluate and improve our security measures to protect your information to the best of our abilities.

9. Third-Party Websites/Applications

Our Services may contain links or references to third-party websites or applications that are not owned, operated, or controlled by us. These third-party services have their own privacy policies and terms of use, which we encourage you to read and review. We do not endorse, screen, or approve, and are not responsible for the privacy practices, content, or any other aspects of such third-party websites or applications.When you access or use third-party websites or applications, you do so at your own risk. We do not make any representations or warranties about the security of any information that you may provide to such third parties, and we are not responsible for any loss or damage that may arise from your use of such third-party websites or applications.We may provide links to third-party websites or applications solely for your convenience, and we do not monitor or investigate such websites or applications. Accordingly, we are not responsible for the content, products, or services available through any third-party websites or applications, or for any transactions that you may enter into with such third parties.If you choose to access any third-party websites or applications linked to or from our Services, you do so entirely at your own risk and subject to the terms and conditions of use for such websites or applications.

10. Children's Information

Our Services are intended for general audiences and are not directed at children under the age of 18. We do not knowingly collect personal information from children under the age of 18. If we become aware that we have collected personal information from a child under the age of 18, we will take reasonable steps to delete it as soon as possible. If you are a parent or guardian and you believe that your child has provided us with personal information without your consent, please contact us as described below.

11. Supervisory Authority

If you are located in the European Economic Area, the UK, or other applicable jurisdiction, you may have the right to lodge a complaint with a supervisory authority if you believe our processing of your information violates applicable law. Please contact your local supervisory authority for more information.

12. Additional Information for California Residents

California Civil Code Section 1798.83 permits the users of the Service who are California residents to request certain information regarding our disclosure of Personal Data to third parties for their direct marketing purposes. To make such a request, please contact us at

If you are a California resident you may also have the right:
- To request disclosure of the categories and specific pieces of Personal Data collected about you;
- To request the disclosure of the business purpose for collecting or selling Personal Data; the categories of third parties with whom it is shared, and the categories of sources from which Personal Data is collected;
- To request the deletion of Personal Data, subject to the limitations set forth in California Civil Code Section 1798.105(d); and
- Not to be discriminated against for exercising the rights guaranteed by California Civil Code Section 1798.100 et seq.

For a list of categories of Personal Data collected and the purposes for the processing of that Personal Data, please refer to Sections 1 and 2 above.

Requests to Know
You have the right to request that we disclose:
- The categories of Personal Data we collect;
- The categories of Personal Data we have sold or disclosed for a business purpose;
- The categories of sources from which we collect Personal Data about you;
- Our business or commercial purpose for selling or collecting Personal Data;
- The categories of Personal Data sold or shared about you, as well as the categories of third parties to whom the Personal Data was sold, by category of Personal Data for each party to whom Personal Data was sold;
- The specific pieces of Personal Data collected about you.

Delivery may take place electronically or by mail. We are not required to respond to requests relating to Personal Data more than twice in a 12-month period.

Requests to Delete

With certain exceptions, you have the right to request that we delete any Personal Data we have collected about you. Upon receiving a verified request to delete Personal Data about you, we will do so unless otherwise authorized by law.

Verifiable Requests

We will acknowledge the receipt of requests to know or requests to delete Personal Data free of charge, within ten (10) business days. In order to protect your privacy and the security of Personal Data, we may verify your request by asking you to provide additional Personal Data for us to verify your identity. We will respond to your request within 45 calendar days of receipt, provided that we have been able to successfully verify your identity.

You may submit a request to know or a request to delete Personal Data via

Sale of Personal Data

In the last 12 months, we have not sold Personal Data collected in and through the Service. Consequently, we do not have an opt-out functionality on the Site.

The Right to Non-Discrimination

You have a right not to receive discriminatory treatment for the exercise of your California privacy rights.

Authorized Agents

You may designate an authorized agent to make requests on your behalf. You must provide an authorized agent written permission to submit a request on your behalf, and we may require that you verify your identity directly with us. Alternatively, an authorized agent that has been provided power of attorney pursuant to Probate Code sections 4000-4465 may submit a request on your behalf.

13. Changes To This Policy

We may update this Privacy Policy from time to time to reflect changes in our privacy practices or for other operational, legal, or regulatory reasons. We encourage you to review this Privacy Policy periodically to stay informed about our privacy practices. If we make material changes to this Privacy Policy, we will notify you by email (sent to the email address specified in your account) or by means of a notice on our website prior to the changes becoming effective.Your continued use of the Services after any such modifications to this Privacy Policy constitutes your acceptance of the new Privacy Policy. If you do not agree to any of the provisions in this Privacy Policy or any modifications to this Privacy Policy, you should stop using the Services immediately.

Contact us:
If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at:
CustomerIQ, Inc.
310 S Harrington St
Raleigh, NC 27612
United States