Privacy Policy

1. Scope of This Privacy Policy

This Privacy Policy applies to:

• Visitors to the ScalerForce website
• Registered users of the Service
• Individuals whose data is processed through the Service by users

This policy does not apply to third-party services that may be linked or integrated with the Service.

2. Information We Collect

2.1 Information You Provide

We may collect information you voluntarily provide when registering for or using the Service, including:

• Name
• Email address
• Phone number
• Account login credentials
• Organization or team affiliation
• Billing and subscription information
• Communications with us (support inquiries, feedback)
• Data entered into the platform such as contacts, leads, notes, or workflow information

2.2 Information Collected Automatically

When you access the Service, we may automatically collect certain information including:

• IP address
• Device type
• Operating system
• Browser type
• Pages viewed
• Platform features used
• Time and date of access
• Referring URLs

This information helps us operate, secure, and improve the Service.

Session interaction metadata, including clicks, scroll depth, navigation timing, and error telemetry. All text content rendered in the interface — including contact and prospect information — is masked on your device before being transmitted and is never stored by our analytics provider.

2.3 Contact, Prospect, and Organizational Information

Users of the Service may store and manage contact information related to prospects, clients, recruits, or other business contacts.

In these cases:

• The user acts as the data controller (or equivalent legal role under applicable law).
• ScalerForce acts as a data processor or service provider.
• Users are responsible for ensuring they have all necessary rights, permissions, and legal authority to collect, upload, use, and share such information.
• ScalerForce processes such information solely for the purpose of providing and operating the Service.

Organizational Visibility

Certain features of the Service are designed to facilitate collaboration, coaching, mentoring, reporting, accountability, compliance, recruiting, business management, and organizational oversight within an organization.

If a user creates, joins, or is invited to join an organization, team, or upline hierarchy within the Service, the user acknowledges and agrees that certain information relating to their account may be visible to authorized members of their upline as part of the normal functionality of the Service.

For purposes of this Privacy Policy, "upline" means every authorized user within the organizational hierarchy above the user's account, whether directly or indirectly, including the user's direct recruiter, that recruiter's recruiter, and all higher levels of the organizational hierarchy.

Information that may be shared with authorized members of a user's upline includes, without limitation:

• (a) User Data, including prospect names, pipeline stages, notes, activities, meeting history, statuses, tasks, onboarding information, recruiting information, production information, documents, and other prospect- or business-related information entered into the Service;
• (b) User Activity, including information relating to the user's use of the Service, such as workflow progress, onboarding progress, meetings created or completed, follow-up activity, recruiting metrics, production metrics, login activity, feature usage, task completion, performance information, and other operational information generated through the user's use of the Service;
• (c) Recruit Information. If a user invites, sponsors, recruits, or otherwise causes another individual to create an account within the Service, once that individual joins the same organization, information relating to that individual's account, User Data, User Activity, prospect information, workflow information, and other information generated through their use of the Service may likewise be visible to all authorized members of that individual's upline hierarchy, including the sponsoring user and every authorized user above that sponsoring user within the organizational hierarchy.

Phone numbers and email addresses are not shared with authorized members of the upline through the standard functionality of the Service unless expressly authorized by the applicable user or through features specifically designed to share such information, including the "Request Upline Help" functionality.

Such information is shared solely to provide the collaborative functionality of the Service, including coaching, mentoring, recruiting, reporting, accountability, compliance, business management, and organizational oversight.

ScalerForce does not contact, solicit, market to, sell, rent, or otherwise use the contacts, leads, prospects, recruits, or other information uploaded to the Service for any purpose other than providing the Service. As your data processor, we act only on your instructions. Any marketing communications from ScalerForce are sent solely to registered account holders and never to the contacts, prospects, or recruits whose information is stored within the Service.

2.4 SMS Messaging and Consent

ScalerForce may enable users of the Service to send SMS messages to their contacts for purposes such as meeting confirmations, event invitations, and related follow-up communications.

ScalerForce does not send unsolicited messages. SMS messages are only sent after the recipient has explicitly agreed to receive communication from the user of the Service.

In most cases, consent is obtained directly by the user (e.g., the Financial Professional) through a one-to-one interaction, such as in person, by phone, or via direct messaging, prior to sending any SMS message through the Service.

By using ScalerForce to send SMS messages, users represent and warrant that:

• They have obtained prior express consent from the recipient to receive such messages
• The recipient has agreed to receive communication related to a specific meeting, event, or business interaction
• The recipient's contact information was collected lawfully

SMS messages sent through the Service may include:

• Meeting confirmations
• Event invitations
• Scheduling details
• Follow-up reminders related to a requested interaction

All SMS messages include clear instructions for opting out. Recipients may opt out of future messages at any time by replying STOP to any message.

ScalerForce acts as a service provider and does not control the content or recipients of messages sent by users. Users are solely responsible for ensuring their messaging practices comply with applicable laws and regulations, including those related to consent and communications.

3. Calendar Files (.ics)

When a user schedules a meeting through the Service, ScalerForce generates a calendar file (.ics) describing the meeting. This file is delivered to the user and to meeting attendees by email and SMS so that they can add the meeting to their own calendar of choice. This is the default and requires no calendar connection.

3a. Google Calendar Connection (Optional)

A user may optionally connect their Google Calendar so that meetings scheduled through the Service appear automatically on their calendar. This connection is entirely optional and can be revoked at any time from the user's profile.

If a user connects Google Calendar, ScalerForce requests the calendar.app.created OAuth scope and the user's account email address. Under this scope, ScalerForce can only create its own dedicated ScalerForce calendars and manage the events it places on them. ScalerForce:

• Does not read, modify, or delete any of the user's existing calendars or events;
• Writes meeting events one way only (from ScalerForce to Google) — it does not import or sync events back from Google;
• Stores only the OAuth tokens and Google account email required to write those events, and the identifiers of the calendars and events it creates;
• Deletes the ScalerForce calendars it created when the user disconnects.

ScalerForce's use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

4. How We Use Information

We use collected information to:

• Provide and operate the Service
• Create and manage user accounts
• Enable platform features such as scheduling, workflow management, and activity tracking
• Generate calendar files (.ics) for meetings scheduled through the Service so that users and attendees can add the meeting to a calendar of their choice, and send scheduling-related SMS reminders and notifications
• Communicate with users regarding updates, support, or security notices
• Improve system performance and functionality
• Detect fraud, abuse, or security incidents
• Comply with legal obligations
• Facilitate user-initiated SMS communications related to meetings, events, and follow-ups where appropriate consent has been obtained

We do not sell personal information.

5. Sharing of Information

We share information only as necessary to provide the Service, at your direction, or as otherwise described in this Privacy Policy.

5.1 Service Providers

We rely on the following third-party service providers ("sub-processors") to operate the Service:

• Neon — managed PostgreSQL database hosting
• Vercel — application hosting and usage analytics
• Twilio — SMS message delivery
• Brevo (formerly Sendinblue) — transactional and marketing email delivery
• Tidio — in-app chat widget for customer support
• PostHog (PostHog Inc., United States) — product analytics, session-interaction recording, and error monitoring, used to diagnose bugs, improve performance, and understand usage patterns. Session content is masked client-side; recordings capture interaction structure only.

These providers are contractually obligated to protect information and use it only to provide services to ScalerForce. We will update this list as our sub-processors change.

5.2 Legal Compliance

We may disclose information when required to:

• Comply with legal obligations
• Respond to lawful government requests
• Protect the rights or safety of users or the public

5.3 Business Transfers

If ScalerForce is involved in a merger, acquisition, restructuring, or sale of assets, information may be transferred as part of that transaction subject to appropriate safeguards.

5.4 Authorized Account Access

The Service allows an account holder to grant other individuals (such as an assistant or team member) access to their account. When access is granted, the authorized individual can view and act on all information within that account, including contact, lead, and prospect information.

The account holder is responsible for who they grant access to and for revoking access when it is no longer needed. ScalerForce provides tools to grant and revoke this access at any time.

5.5 Sharing Within Organizations

If you choose to create, join, or connect your account to an organization, team, or upline hierarchy within the Service, ScalerForce shares User Data and User Activity with authorized members of that organization's upline hierarchy as necessary to provide the collaborative functionality of the Service.

For purposes of this Privacy Policy, "upline hierarchy" means every authorized user within the organizational hierarchy above a user's account, whether directly or indirectly, including the user's direct recruiter, that recruiter's recruiter, and all higher levels of the organization.

Information that may be shared with authorized members of the upline hierarchy includes, without limitation, User Data, User Activity, prospect information, workflow information, recruiting information, production information, onboarding information, meeting information, notes, tasks, pipeline information, performance information, and other business-related information generated through or entered into the Service.

If a user invites, sponsors, recruits, or otherwise causes another individual to create an account within the Service, and that individual joins the same organization, the recruited user's User Data, User Activity, prospect information, and other information generated through or entered into the Service may likewise be shared with all authorized members of that recruited user's upline hierarchy, including the sponsoring user and every authorized user above the sponsoring user within the organizational hierarchy, as part of the normal functionality of the Service.

Such sharing is performed solely to provide the features and functionality of the Service and occurs at the direction of users through their organizational and account configuration. ScalerForce does not independently determine organizational relationships or which authorized users are permitted to access such information.

Phone numbers and email addresses are excluded from this organizational sharing through the standard functionality of the Service unless expressly authorized by the applicable user or shared through a feature specifically designed for that purpose, including the "Request Upline Help" functionality.

6. Data Security

ScalerForce implements administrative, technical, and organizational security measures designed to protect personal information from unauthorized access, misuse, or disclosure.

These measures may include:

• Encryption of data in transit and at rest
• Secure authentication systems
• Access controls
• Monitoring systems
• Infrastructure security protections

However, no system can be guaranteed to be completely secure.

7. Data Retention

We retain personal information only for as long as necessary to:

• Provide the Service
• Fulfill contractual obligations
• Resolve disputes
• Comply with legal requirements

Users may request deletion of their data at any time.

8. Data Deletion

Users may request deletion of their personal information by contacting us at: support@scalerforce.com

Upon request, we will delete user data unless we are required to retain it for legal or regulatory reasons.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Service and improve user experience.

Types of cookies used may include:

• Essential cookies required for platform functionality
• Preference cookies that store settings
• Analytics cookies used to understand product usage
• Session identification cookies set by our analytics provider to associate interactions within a single visit

Users may control cookies through their browser settings.

10. Analytics and Session Replay

We use analytics primarily to identify bugs and understand how the product is used. All application text — including contact and prospect information — is masked on your device before transmission. Prospect content is never revealed to or stored by our analytics provider.

Analytics captures page navigation, click and scroll interactions, error telemetry, and device and browser metadata. It does not capture rendered text or form input values.

You may opt out of analytics at any time by emailing support@scalerforce.com.

11. California Privacy Rights

California residents may have rights under the California Consumer Privacy Act (CCPA / CPRA), including the right to:

• Know what personal information is collected
• Access personal information
• Request deletion of personal information
• Correct inaccurate personal information

ScalerForce does not sell personal information.

Requests may be submitted via email using the contact information below.

12. GDPR Rights (EEA / UK)

Individuals located in the European Economic Area or United Kingdom may have rights including:

• Access to personal data
• Correction of inaccurate data
• Deletion of personal data
• Restriction of processing
• Data portability
• Withdrawal of consent where applicable

You may also lodge a complaint with your local data protection authority.

13. International Data Transfers

Information may be transferred to and processed in the United States or other countries where our service providers operate. Appropriate safeguards are implemented where required.

14. Children's Privacy

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

15. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be reflected by the "Last Updated" date above.

Continued use of the Service after changes constitutes acceptance of the updated policy.

16. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

ScalerForce
Email: support@scalerforce.com
Website: https://scalerforce.com