Privacy Policy

1. Who Is Responsible for Your Information

• When an agency uses AgencyScope, the agency decides what information about its team members, clients and business is entered into the Services ("Customer Data"). For Customer Data, AgencyScope processes information on the agency's behalf and according to its instructions, and the agency is responsible for its own privacy practices toward its employees and clients.
• AgencyScope is responsible for information we collect for our own purposes, such as website visitors, demo requests, account sign-in details, billing contacts and support conversations.
• If you are a team member at an agency and have questions about how your agency uses AgencyScope, please contact your agency first. We will help your agency respond where we can.

2. Information We Collect

3. How We Use Information

We use information to:

• provide, operate and maintain the Services, including dashboards, leaderboards, goals, commission and bonus calculations, funnels, renewals, reports and notifications;
• create and secure accounts, verify email addresses, and prevent fraud, abuse and unauthorized access;
• process subscriptions, payments and invoices;
• send service messages, such as sign-in and verification emails, receipts, billing notices, scheduled reports your agency sets up, and important updates about the Services;
• provide customer support, onboarding and training;
• schedule and run product demos;
• understand how the Services are used so we can fix problems and improve features;
• comply with legal obligations and enforce our agreements.

We do not sell personal information, and we do not use Customer Data to advertise to you or to anyone else.

4. How Information Is Shared

• Within your agency: AgencyScope is designed for visibility. Depending on the roles and permissions your agency sets, other people in your agency may see information about you, such as your name, photo, production, goals, rankings, achievements, chat messages and, for managers and owners, compensation details.
• Service providers: we use trusted providers to host and run the Services on our behalf, including cloud hosting and database providers, email delivery, payment processing (Stripe), demo scheduling (Cal.com), sign-in (Google, if you choose it), mapping, and push notification services. They may use information only to provide their services to us.
• AI features: if AgencyScope offers features powered by artificial intelligence, relevant data may be sent to an AI service provider to generate the result. We do not allow those providers to use Customer Data to train their models.
• Legal and safety: we may disclose information if required by law, subpoena or other legal process, or when we believe in good faith it is necessary to protect the rights, property or safety of AgencyScope, our Customers or others.
• Business transfers: if AgencyScope is involved in a merger, acquisition, financing or sale of assets, information may be transferred as part of that transaction, subject to this policy.
• With your direction: we share information when you or your agency tell us to, such as when you share an achievement card outside the app.

5. Data Retention

• We keep Customer Data for as long as the agency's account is active and as needed to provide the Services.
• After an account is canceled or terminated, we may keep Customer Data for a limited period so the agency can reactivate or export it, and then delete or de-identify it, unless we need to keep it longer for legal, tax, accounting, security or dispute purposes.
• Agreement acceptance records and billing records are kept as long as needed to meet legal and business obligations.
• Backups are overwritten on a regular schedule.

6. Security

We use reasonable administrative, technical and physical safeguards designed to protect information, including encryption in transit, access controls and role-based permissions, automatic session timeouts and secure hosting. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. Please keep your password private and tell us right away if you believe your account has been compromised.

7. Your Choices and Rights

• Account information: you can view and update much of your profile information in the app. Your agency's owner or managers can also update or remove your account.
• Requests: depending on where you live, you may have the right to request access to, correction of, deletion of, or a copy of your personal information, and to object to or limit certain uses. To make a request, contact us using the details below. If your request concerns Customer Data your agency controls, we may refer you to your agency or work with them to respond.
• Communications: you can opt out of non-essential emails using the link in the email. We will still send service messages related to your account.
• Push notifications and device permissions: you can turn these off at any time in your device settings.
• We will not discriminate against you for exercising any of your privacy rights.

8. Children's Privacy

AgencyScope is a business service intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe a child has provided us with personal information, please contact us and we will delete it.

9. Where Information Is Processed

AgencyScope is based in the United States, and information is stored and processed in the United States. If you access the Services from outside the United States, your information will be transferred to and processed in the United States.

10. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the effective date and notify Customers through the Services, by email, or by another reasonable method.

11. Contact Us

If you have questions about this Privacy Policy or want to make a privacy request, contact:

Agency Scope LLC

support@agencyscope.com

Utah, United States