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Last Updated: Nov 8, 2024
Insightly, Inc. respects your privacy and feels it is important for you to know how we collect and process the information we receive from you via our website at www.insightly.com (the “Site”) and through our on-demand business productivity software, our support platform, mobile applications and tools and services offered on the Site and mobile application (together the “Services”). This Privacy Policy explains our information practices, the kinds of information we may collect, how we use and share that information, and how you can opt-out of a use or correct or change that information. This Privacy Policy is incorporated by reference into Insightly’s Terms of Service (the “Terms”). All other terms not defined in this Privacy Policy will have the meanings set forth in the Terms.
As used in this Privacy Policy, the term “Personal Information” shall mean any information relating to an identified or identifiable natural person, including, but not limited to, such person’s first and last name, or email address. This Privacy Policy applies to Personal Information that Insightly collects and processes in the course of our business, including on the Site and the Insightly platform, but excludes all users’ email data. This Privacy Policy also describes the choices available to you regarding our use of your Personal Information and how you can access, update and request deletion of this information. The use of information collected through the Services shall be limited to the purpose of providing the service for which Insightly’s client has engaged us. This Privacy Policy is intended to meet requirements globally, including those in North America, Europe, APAC, and other jurisdictions.
Insightly, Inc. complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF), as set forth by the U.S. Department of Commerce. Insightly has certified adherence to the EU-U.S. DPF Principles for handling personal data received from the EU and UK, and to the Swiss-U.S. DPF Principles for data from Switzerland. In case of a conflict between this policy and the DPF Principles, the Principles shall govern. To learn more and view our certification, please visit https://www.dataprivacyframework.gov/.
This Privacy Policy applies to all of Insightly’s operating divisions, subsidiaries, affiliates, and branches, including its U.S. affiliates certified under the Data Privacy Framework and any additional subsidiary, affiliate, or branch of Insightly that we may subsequently form.
An Important Note: This Privacy Policy does not apply to any of the personal information that our customers may process using Insightly’s products and services (“Customer Data”). Our customers’ respective privacy policies govern the collection and use of Customer Data. Our processing of Customer Data is governed by the contracts that we have in place with our customers, not this Privacy Policy. Any questions or requests relating to Customer Data should be directed to our customer.
When you create an account, use the Services, respond to surveys, request services or information, or contact us directly, we may ask you to provide some or all of the following types of information:
Account Information: When you register to use the Services with an email address, we collect your full name, company or organization name, email address and password you create. When signing up for a paid plan, Insightly will also collect credit card information and use a third-party intermediary to manage credit card processing. This intermediary adheres to the PCI-DSS standards and is not permitted to store, retain, or use your billing information except for the sole purpose of credit card processing on Insightly’s behalf.
User Contacts. You can import your basic contact information from your Google Contacts using Insightly’s automated contact import wizard. You can import other email account address books into Insightly using a manual import process. For Google, we authenticate your Google email address book using your Insightly user email address. We do not collect the username and password for the email account you wish to import your contacts from.
Communications With Us. When you contact us to inquire about the Services, request customer service or technical support, or request other information, we may collect your name, email address, phone number or mailing address.
Surveys. We may contact you to participate in online surveys. If you decide to participate, you may be asked to provide certain information which may include Personal Information.
Posting on the Site. Insightly offers a community forum in which you may post information on a publicly accessible site. If post information on the community forum, it will be publicly accessible.
Registration for Sweepstakes or Contests. Occasionally, Insightly may run sweepstakes and contests. We ask those who enter in the sweepstakes or contests to provide contact information (e.g., an email address). If you participate in a sweepstakes or contest, your contact information may be used to reach you about the sweepstakes or contest, and for other promotional, marketing and business purposes. All sweepstakes/contests entry forms will provide a way for participants to opt-out of any communications that are not related to awarding prizes.
Automatic Data Collection. As is true of most websites and mobile applications, we gather certain information automatically and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data, mobile device identifiers, and advertising identifiers. We use this information, which does not identify individual users, to analyze trends, to administer the Site, to track users’ movements around the Site and to gather demographic information about our user base as a whole. We do not link this automatically-collected data to personal information.
Health Related Information. While Insightly is not a covered entity (as defined under the Health Insurance Portability and Accountability Act (“HIPAA”)), its clients who are covered entities or business associates under HIPAA and want to use the Services to process Protected Health Information can contact Insightly to inquire about adding a Business Associate Addendum to the Terms at contact@insight.ly.
Insightly provides customer relationship management services to its clients, and collects and Processes information under the direction of its clients. Insightly has no direct relationship with the individuals whose personal whose Personal information it processes.
We, as well as third parties that provide content, analytics, advertising, or other functionality on our Services, may use cookies, pixel tags, local storage, and other technologies (“Technologies”) to automatically collect information through the Services.
Cookies. Cookies are small text files placed in visitors’ computer browsers. These technologies are used in analyzing trends, administering the Site, tracking users’ movements around the Site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis. Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our Site, but your ability to use some features or areas of our Site may be limited.
Pixel Tags/Web Beacons. A pixel tag (also known as a web beacon) is a piece of code embedded on the Site that collects information about users’ engagement on that web page. Pixel tags allow us to record, for example, that a user has visited a particular web page or clicked on a particular advertisement.
Local Storage. We use local storage (LS) such as HTML5 to store content information and preferences. Third parties with whom we partner to provide certain features on our Site or to display advertising based upon your Web browsing activity use LS such as HTML5 to collect and store information. Various browsers may offer their own management tools for removing HTML5 LS.
Behavioral Advertising/Re-Targeting. We partner with a third party to either display advertising on our Site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this Site and other sites in order to provide you advertising based upon your browsing activities and interests.
Analytics. We may also use Google Analytics and other service providers to collect information regarding visitor behavior and visitor demographics on our Services. For more information about Google Analytics, please visit www.google.com/policies/privacy/partners/. You can opt out of Google’s collection and processing of data generated by your use of the Services by going to http://tools.google.com/dlpage/gaoptout.
We acquire, hold, use, and Process Information for a variety of business purposes, including:
Insightly does not sell or otherwise disclose Personal Information about you, except as described in this Policy or as you explicitly consent to. We may share your information as described in this Privacy Policy:
We may store all Personal Information we collect anywhere in the world, including but not limited to, in the United States, or other countries, which may have data protection laws that are different from the laws where you live. We endeavor to safeguard your information consistent with the requirements of applicable laws.
Insightly will retain your information for as long as your account is active or as needed to provide you services. We will also retain personal data we process on behalf of our clients for as long as needed to provide services to our client. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.
Clients. You can modify, update, or delete your account information at anytime by clicking on the Settings icon in the global navigation bar at the top right of the screen or by contacting us at contact@insight.ly. You may inquire as to whether Insightly is processing Personal Information about you, request access to Personal Information, and ask that we correct, amend or delete your Personal Information for any reason by contacting us at contact@insight.ly. Please include your full name, email address associated with your Account, and a detailed description of your data request. Such requests will be processed in line with local laws. We will respond to any requests for access to Personal Information within 30 days.
Data Controlled by Clients. We process information at the direction of our clients. An individual who seeks access, or who seeks to correct, amend, or delete data that is processed by Insightly for its client should direct his query to the Insightly client (the data controller). If the client requests Insightly to remove the data, we will respond to their request within 30 business days.
The Service and Site are not intended for, nor does Insightly knowingly collect any personal information from children under the age of 16. If you have reason to believe that any Personal Information from any children under the age of 16 has been collected or submitted to Insightly for any reason, please notify Insightly at contact@insight.ly, and Insightly will seek to remove such information as soon as practicably possible.
The security of your Personal Information and our clients’ information is important to us. Insightly maintains reasonable security measures to protect your information from loss, destruction, misuse, unauthorized access or disclosure. When you enter sensitive information, such as a credit card number, on our order forms and login credentials on our platform login page, we encrypt the transmission of that information using secure socket layer technology (SSL). These technologies help ensure that your data is safe, secure, and only available to you and to those you provided authorized access. However, no data transmission over the Internet or information storage technology can be guaranteed to be 100% secure due to the nature of the distributed network that is the Internet. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Web site, you can contact us at contact@insight.ly.
Insightly is SOC 2 compliant and maintains reasonable security measures to protect your information from loss, destruction, misuse, unauthorized access or disclosure.
By using our Services or providing Personal Information to us, you agree that we may communicate with you electronically regarding security, privacy, and administrative issues relating to your use of our Services. If we learn of a security system’s breach, we may attempt to notify you electronically by posting a notice on our Services, by mail or by sending an email to you.
This Supplemental Notice for California Residents only applies to our processing of Personal Information that is subject to the California Consumer Privacy Act of 2018 (“CCPA”). The CCPA provides California residents with the right to know what categories of Personal Information Insightly has collected about them and whether Insightly disclosed that Personal Information for a business purpose (e.g., to a service provider) in the preceding 12 months. California residents can find this information below:
The categories of sources from which we collect personal information and our business and commercial purposes for using Personal Information are set forth above.
“Sales” of Personal Information under the CCPA
For purposes of the CCPA, Insightly does not “sell” Personal Information, nor do we have actual knowledge of any “sale” of Personal Information of minors under 16 years of age.
Additional Privacy Rights for California Residents
If you are a California resident and would like to exercise any of your rights under the CCPA, please contact us as set forth below. We will process such requests in accordance with applicable laws.
Accessibility. This Privacy Policy uses industry-standard technologies and was developed in line with the World Wide Web Consortium’s Web Content Accessibility Guidelines, version 2.1. If you wish to print this policy, please do so from your web browser or by saving the page as a PDF.
If you are a resident of Nevada, you have the right to opt-out of the sale of certain Personal Information to third parties who intend to license or sell that Personal Information. You can exercise this right by contacting us at contact@insight.ly with the subject line “Nevada Do Not Sell Request” and providing us with your name and the email address associated with your account. Please note that we do not currently sell your Personal Information as sales are defined in Nevada Revised Statutes Chapter 603A.
Our site includes links to other Sites whose privacy practices may differ from those of Insightly. If you submit Personal Information to any of those sites, you acknowledge that Insightly has no control over such third-party websites, and your information is governed by their privacy policies. Given the fact that Insightly has no ability to exercise control over such third parties, you agree that Insightly shall not be held liable for any claims related to your interaction with, or delivery of personal or other information to, such third-party websites. We strongly encourage you to carefully read the privacy policy of any website you visit.
You can log in to our Site using sign-in services from Google. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form.
In compliance with the Data Privacy Framework [DPF]Principles, Insightly commits to resolve complaints about our collection or use of your personal information. European Union individuals with inquiries or complaints regarding our DPFpolicy should first contact Insightly at the address listed at the bottom of this privacy policy.
Insightly has further committed to cooperate with EU data protection authorities (DPAs) and the Swiss Federal Data Protection and Information Commissioner (FDPIC) with regard to unresolved Data Privacy Framework complaints. If you do not receive timely acknowledgment of your complaint from us, or if we have not addressed your complaint to your satisfaction, please contact the EU DPAs or Swiss FDPIC for more information or to file a complaint. The services of EU DPAs and Swiss FDPICs are provided at no cost to you.
Insightly is subject to the investigatory and enforcement powers of the US Federal Trade Commission (FTC). In certain circumstances, the Data Privacy FrameworkFramework provides the right to invoke binding arbitration to resolve complaints not resolved by other means, as described in Data Privacy Framework.
If you are located in the European Economic Area, Switzerland, the United Kingdom or Brazil, you have the right to lodge a complaint with a supervisory authority if you believe our processing of your personal information violates applicable law.
Insightly may update this Privacy Policy from time to time. You can review the most current version of this Privacy Policy at any time at www.insightly.com/privacy-policy. Your continued use of the Site or Services constitutes your agreement to be bound by such changes to the Privacy Policy. Your only remedy, if you do not accept the terms of this Privacy Policy, is to discontinue use of the Site and Service. If we make any material changes we will notify you or our client by email sent to the e-mail address on your account or by means of a notice on the Site prior to the change becoming effective.
When you access and use the Services, you are subject and bound to the Insightly Terms of Service, which can be found at https://www.insightly.com/terms-of-service/
Insightly commits to cooperate and comply with advice from the panel established by the EU Data Protection Authorities (DPAs), the UK Information Commissioner’s Office (ICO), and the Swiss Federal Data Protection and Information Commissioner (FDPIC) for unresolved complaints about our handling of personal data under the EU-U.S., UK, and Swiss DPF.
If you have questions regarding this Privacy Policy or about the security practices of Insightly, please contact us by email at contact@insight.ly. We would love to hear from you.
Insightly, Inc. 58 West Portal Ave PMB 716 San Francisco, CA 94127
In compliance with the EU-U.S. DPF, UK Extension, and Swiss-U.S. DPF, Insightly commits to resolve DPF-related complaints about our data practices. EU, UK, and Swiss individuals with inquiries or complaints regarding our handling of personal data should contact Insightly at: contact@insight.ly or Insightly, Inc., 58 West Portal Ave PMB 716, San Francisco, CA 94127.”
