Information We Collect
We collect the following types of personal information from users of the Client Keeper app:
This information is collected to help users manage their data within the app and facilitate app functionalities.
- Name
- Email address
- Phone number
- Payment information (collected through our website for subscription processing)
- Photos
Use of Information
We collect user data for the following purposes:
We do not use personal data for marketing purposes unless explicitly stated or agreed upon by the user.
- For the user's benefit, data is extracted and entered into the app to support its core functionality.
- To provide personalized recommendations.
- To improve app functionality and offer better communication.
Sharing of Information
We may share your personal data with:
We do not sell user data to third parties for marketing purposes.
- Virtual assistants and other industry-related individuals to assist with the app's operations.
- Authorities, if required, to comply with legal obligations.
Storage and Security
We prioritize the security of your data. All personal information is securely stored using database backups. We also implement measures such as encryption and secure servers to protect your data from unauthorized access.
We retain personal data for 30 days after a subscription has ended. After this period, the data will be permanently deleted from our systems.
User Rights
Users have the right to request the deletion of their personal data. If you wish to delete your data, please contact us at support@clientkeepercrm.com. We will process your request in accordance with applicable laws and within a reasonable timeframe.
Third-Party Services
We may utilize third-party services (e.g., for analytics, payment processing) that may process your personal data. We ensure that these services adhere to stringent data protection standards.
AI Assistant Connections (ChatGPT, Claude and other assistants)
You can choose to connect your Client Keeper account to a third-party AI assistant, such as OpenAI's ChatGPT or Anthropic's Claude. Nothing is shared until you connect, and you can disconnect at any time.
How you connect. You sign in to Client Keeper and approve the connection on our consent screen. The assistant receives an access token tied to your account. It can only reach the contacts, groups and records your account can already see. Changing or deleting records requires write access. Deleting a record always shows a preview and asks for confirmation first.
What the assistant can access. When you ask it to, the assistant can read and update your Client Keeper data:
- contacts, leads and groups
- notes, follow-ups, to-dos and calendar events
- transactions and properties
- message drafts
- your account name and email address, which identify which account is connected
Why. We use this data only to answer the requests you make in the assistant, such as showing your day, looking up a contact or logging a meeting. We do not use it for advertising.
Who receives it. The records a request returns are sent to the AI provider you connected, and that provider handles them under its own privacy policy. See OpenAI's at https://openai.com/policies/privacy-policy and Anthropic's at https://www.anthropic.com/legal/privacy. We do not sell this data. We receive only what the assistant sends us to carry out a request, not your other conversations with it.
Logs and retention. For security and troubleshooting we keep a short-lived technical log of each request the assistant makes: which tool was called, when, whether it succeeded, your account ID, the assistant's name, and the requesting IP address and browser/app identifier. We do not log the contents of your requests or the records returned. These logs rotate automatically and are typically kept for only a few days. Access tokens expire after one hour; refresh tokens expire after 30 days, or sooner if you disconnect. Your CRM data itself follows the retention terms above.
Your controls. To disconnect, remove Client Keeper in your assistant's connector or plugin settings (for example, ChatGPT or Claude settings). You can also email support@clientkeepercrm.com and we will revoke the assistant's access, or request deletion of your data.
Data Processing Location
Your data is processed in the United States of America and is handled with care, no matter where it is processed.
Children's Privacy
Client Keeper is not intended for individuals under the age of 13. We do not knowingly collect personal data from children under 13 without parental consent. If you believe we have unintentionally collected such data, please contact us immediately at support@clientkeepercrm.com.
SMS Text Message Program (MYRA Text Messaging)
Client Keeper offers an optional text message program called MYRA Text Messaging. It lets a Client Keeper subscriber text MYRA — the AI assistant inside their own Client Keeper CRM account — to look up and manage their own CRM data. Every message MYRA sends is a 1:1 conversational reply to a message the subscriber sent first. The program sends no marketing or promotional messages, and it never messages anyone other than the account holder who enrolled.
How you opt in. Opt-in is user-initiated and requires access to your own Client Keeper account. You enable MYRA Text Messaging in Client Keeper under Settings → Experiments, which issues a one-time link code shown only inside your account. You then text that code from your own mobile phone to MYRA's number, and finally approve that phone number while signed in to your Client Keeper account. The number is linked only after that in-account approval. Consent to receive text messages is not a condition of purchase of any good or service.
Program disclosures. Message frequency varies — MYRA replies only when you text it. Message and data rates may apply. Reply STOP at any time to cancel; you will receive one final message confirming that you have been unsubscribed, and no further messages will be sent. Reply HELP for help, or contact us at support@clientkeepercrm.com.
How we handle SMS opt-in data. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except with service providers that transmit messages on our behalf and only for that purpose.
Full program details are on our SMS Program Terms page.
Policy Updates
We may update this privacy policy from time to time. Users will be notified of significant changes through email or via the app. Continued use of the app after the updates signifies acceptance of the new terms.
Contact Us
For any questions or concerns about this privacy policy or your personal data, please contact us at:
Email: support@clientkeepercrm.com