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Beeasy Privacy Policy

Effective Date: October 13, 2025
Last Updated: October 13, 2025

Table of Contents

  1. Introduction
  2. Information We Collect
  3. How We Use Your Information
  4. Information Sharing and Disclosure
  5. Data Security
  6. Data Retention
  7. Your Rights and Choices
  8. Cookies and Tracking Technologies
  9. Third-Party Services
  10. International Data Transfers
  11. Children's Privacy
  12. Changes to This Privacy Policy
  13. Contact Information

1. Introduction

1.1 About This Policy

Beeasy ("we," "our," or "us") operates the AI-powered CRM and email automation platform accessible at beeasy.ai and related services (collectively, the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

1.2 What is Beeasy?

Beeasy is an AI-powered business intelligence and CRM platform that provides:

  • Email Automation: Intelligent email processing and CRM integration
  • CRM Management: Contact, deal, and brand relationship management
  • Task Management: Project organization and team collaboration
  • Social Media Management: Multi-platform social media posting and analytics
  • AI-Powered Insights: Automated business intelligence and recommendations

1.3 Your Consent

By using our Service, you consent to the collection and use of information in accordance with this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not use our Service.


2. Information We Collect

2.1 Account Information

When you create an account, we collect:

  • Personal Details: Name, email address, phone number
  • Profile Information: Job title, company information, profile picture
  • Authentication Data: Username, password (encrypted), authentication preferences
  • Account Settings: Preferences, notification settings, timezone

2.2 CRM and Business Data

As part of our CRM functionality, we collect and process:

  • Contact Information: Names, email addresses, phone numbers, job titles of your contacts
  • Deal Information: Deal titles, values, stages, expected close dates, notes
  • Brand/Company Data: Company names, domains, contact information
  • Task Data: Task titles, descriptions, due dates, priorities, assignments
  • Communication History: Email threads, meeting notes, activity logs

Important: We do not store the full content of your emails. We only process email content temporarily for AI analysis and CRM integration, then discard the content while retaining only the extracted business intelligence.

2.3 Email Integration Data

When you connect your email accounts (Gmail, Outlook, etc.), we collect:

  • Email Metadata: Sender, recipient, subject, timestamps, thread IDs
  • Email Content: Message content for AI analysis and CRM integration
  • Email Attachments: File names and metadata (content not stored)
  • Email Analytics: Open rates, response times, engagement metrics

2.4 Social Media Integration Data

When you connect social media accounts, we collect:

  • Account Information: Platform, account name, handle, follower count
  • Post Data: Content, hashtags, mentions, scheduling information
  • Analytics Data: Engagement metrics, reach, impressions
  • OAuth Tokens: Encrypted access tokens for platform integration

2.5 Usage and Analytics Data

We automatically collect information about how you use our Service:

  • Usage Patterns: Features used, time spent, navigation paths
  • Performance Data: Page load times, error logs, system performance
  • Device Information: Browser type, operating system, device identifiers
  • IP Address: For security and analytics purposes

2.6 AI Processing Data

For our AI-powered features, we process:

  • Email Content: Temporarily for classification and CRM integration
  • Business Intelligence: Extracted insights, patterns, and recommendations
  • User Preferences: AI model preferences, response templates, automation rules

3. How We Use Your Information

3.1 Core Service Provision

We use your information to:

  • Provide CRM Services: Manage contacts, deals, brands, and tasks
  • Email Automation: Process emails, create CRM records, generate responses
  • Social Media Management: Schedule posts, track analytics, manage accounts
  • AI-Powered Insights: Generate business intelligence and recommendations
  • Task Management: Organize projects, assign tasks, track progress

3.2 AI and Machine Learning

We use your data to:

  • Email Classification: Categorize emails using our 3-tier AI system
  • Deal Intelligence: Automatically create and update deals from email content
  • Contact Extraction: Identify and create contact records from email signatures
  • Brand Detection: Recognize and create brand profiles from email domains
  • Predictive Analytics: Provide business insights and recommendations

3.3 Service Improvement

We analyze usage data to:

  • Enhance Features: Improve existing functionality and develop new features
  • Performance Optimization: Optimize system performance and reliability
  • User Experience: Personalize the interface and improve usability
  • AI Model Training: Improve our AI algorithms (using anonymized data)

3.4 Communication

We use your contact information to:

  • Service Notifications: Send important updates about your account
  • Support Communications: Respond to your inquiries and provide assistance
  • Product Updates: Inform you about new features and improvements
  • Marketing Communications: Send promotional content (with your consent)

3.5 Legal Basis for Processing (GDPR)

When processing personal data under GDPR, we rely on:

  • Contract Performance: Processing necessary for providing our Service
  • Legitimate Interests: Improving our Service and developing new features
  • Consent: Marketing communications and optional features
  • Legal Obligation: Compliance with applicable laws and regulations

4. Information Sharing and Disclosure

4.1 When We Share Information

We may share your information in the following circumstances:

4.2 Service Providers

We share information with third-party service providers who assist us in operating our Service:

  • Cloud Hosting: Data storage and computing infrastructure
  • AI Services: Machine learning and natural language processing
  • Email Services: Email delivery and tracking
  • Analytics Providers: Usage analytics and performance monitoring
  • Payment Processors: Secure payment processing

4.3 Business Transfers

If Beeasy is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

4.4 Legal Requirements

We may disclose your information if required to do so by law or in response to:

  • Legal Process: Valid court orders, subpoenas, or search warrants
  • Law Enforcement: Legitimate requests from law enforcement agencies
  • Legal Rights: Protection of our legal rights and property
  • Safety: Protection of the safety of our users or the public

4.5 With Your Consent

We may share your information for any other purpose with your explicit consent.

4.6 Aggregated Data

We may share aggregated, anonymized data that does not identify you personally with third parties for research, marketing, analytics, and other purposes.


5. Data Security

5.1 Security Measures

We implement industry-standard security measures to protect your information:

  • Encryption: All data is encrypted in transit (TLS/SSL) and at rest (AES-256)
  • Access Controls: Role-based access controls and multi-factor authentication
  • Network Security: Firewalls, intrusion detection, and DDoS protection
  • Regular Audits: Security audits and vulnerability assessments
  • Employee Training: Regular security awareness training for staff

5.2 Data Processing

Email content is processed temporarily in memory and is not permanently stored. Only extracted metadata and business intelligence are retained in our secure databases.

5.3 Limitations

While we strive to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your data.


6. Data Retention

6.1 Retention Periods

We retain your information for as long as necessary to provide our Service:

  • Account Data: Retained while your account is active
  • CRM Data: Retained until you delete it or close your account
  • Email Content: Processed temporarily and not stored permanently
  • Usage Data: Retained for up to 2 years for analytics
  • Backup Data: Retained in backups for up to 90 days

6.2 Account Deletion

When you delete your account, we will delete or anonymize your personal information within 30 days, except where we are required to retain it for legal or regulatory purposes.

6.3 Legal Obligations

We may retain certain information as required by law, to resolve disputes, enforce our agreements, or for other legitimate business purposes.


7. Your Rights and Choices

7.1 Access and Correction

You have the right to:

  • Access: Request a copy of your personal information
  • Correction: Update or correct inaccurate information
  • Portability: Receive your data in a structured, machine-readable format

7.2 Deletion

You can delete your CRM data at any time through the Service interface. You can request deletion of your account and all associated data by contacting us.

7.3 Marketing Communications

You can opt out of marketing emails by clicking the unsubscribe link in any marketing email or by updating your preferences in your account settings.

7.4 GDPR Rights (European Users)

If you are located in the European Economic Area, you have additional rights:

  • Right to Object: Object to processing of your personal data
  • Right to Restrict: Request restriction of processing
  • Right to Withdraw Consent: Withdraw consent at any time
  • Right to Complain: Lodge a complaint with a supervisory authority

7.5 CCPA Rights (California Users)

California residents have the right to:

  • Know: Know what personal information is collected
  • Delete: Request deletion of personal information
  • Opt-Out: Opt out of the sale of personal information (we do not sell personal information)
  • Non-Discrimination: Not be discriminated against for exercising these rights

7.6 Exercising Your Rights

To exercise any of these rights, please contact us at tanner.hatch@beeasy.ai or call +1 385-204-1934.


8. Cookies and Tracking Technologies

8.1 What We Use

We use cookies and similar tracking technologies to:

  • Essential Cookies: Required for the Service to function
  • Analytics Cookies: Understand how you use the Service
  • Preference Cookies: Remember your settings and preferences
  • Marketing Cookies: Deliver relevant advertisements (with consent)

8.2 Managing Cookies

You can control cookies through your browser settings. Note that disabling certain cookies may limit your ability to use some features of the Service.

8.3 Do Not Track

We do not currently respond to Do Not Track signals as there is no industry standard for compliance.


9. Third-Party Services

9.1 Integrations

Our Service integrates with third-party services including:

  • Email Providers: Gmail, Outlook, and other email services
  • Social Media Platforms: Facebook, Instagram, LinkedIn, Twitter
  • Cloud Storage: For data storage and processing
  • AI Services: For natural language processing and machine learning

9.2 Third-Party Privacy Policies

These third-party services have their own privacy policies. We encourage you to review their policies before connecting these services to Beeasy.

9.3 OAuth Permissions

When you connect third-party services, you grant us specific permissions through OAuth. You can revoke these permissions at any time through your account settings or the third-party service directly.


10. International Data Transfers

10.1 Data Location

Our servers are primarily located in the United States. By using our Service, you consent to the transfer of your information to the United States and other countries where we operate.

10.2 Data Protection

We ensure that international data transfers comply with applicable data protection laws through appropriate safeguards such as Standard Contractual Clauses approved by the European Commission.

10.3 EU-U.S. Data Privacy Framework

We comply with applicable data transfer frameworks and regulations for international data transfers.


11. Children's Privacy

11.1 Age Restriction

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18.

11.2 Parental Notice

If we become aware that we have collected personal information from a child under 18 without parental consent, we will take steps to delete that information as soon as possible.

11.3 Reporting

If you believe we have collected information from a child under 18, please contact us immediately at tanner.hatch@beeasy.ai.


12. Changes to This Privacy Policy

12.1 Updates

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors.

12.2 Notification

We will notify you of any material changes by:

  • Email Notification: Sending an email to the address associated with your account
  • Service Notice: Displaying a prominent notice in the Service
  • Website Update: Updating the "Last Updated" date at the top of this policy

12.3 Continued Use

Your continued use of the Service after we post changes constitutes your acceptance of the updated Privacy Policy.


13. Contact Information

13.1 Questions and Concerns

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Beeasy
3503 W Mitchell Drive
Lehi, Utah 84043
United States

Email: tanner.hatch@beeasy.ai
Phone: +1 385-204-1934
Website: beeasy.ai

13.2 Data Protection Officer

For GDPR-related inquiries, you can contact our Data Protection Officer at tanner.hatch@beeasy.ai.

13.3 Response Time

We will respond to your inquiries within 30 days of receipt. For urgent matters, please call us directly.

Thank you for trusting Beeasy with your business data.

Last Updated: October 13, 2025
Version: 1.0
Effective Date: October 13, 2025

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