Privacy Policy

Effective Date: June 10, 2026

Plain-English summary: We collect data to run the platform — your account info, the calls and deals you upload, and how you use the Service. We don't sell your data. We share it only with vendors who help run the Service (under contract), and as required by law. You have rights to access, delete, and export your data. If you opt in to SMS, your consent is never shared with third parties. Contact [email protected] for any privacy request.

This Privacy Policy explains how Primal Sales AI, LLC ("PrimalSales," "we," "us," or "our") collects, uses, shares, and protects information when you use the PrimalSales.ai platform and website (the "Service").

This Policy applies to information collected from customers, their authorized users, website visitors, and prospect data uploaded to the Service. By using the Service, you agree to the practices described here.

1. Information We Collect

1.1 Information You Provide

Account information: name, email address, phone number, company name, role/title, password (hashed), payment information (handled by our payment processor).

Configuration data: sales methodology selections, team member information, integration credentials, customizations.

Customer Data: CRM records, prospect contact information, deal data, call transcripts, recordings, email content, and other materials you upload or sync to the Service.

Communications: messages you send to support, feedback you submit, content of demo calls.

1.2 Information Collected Automatically

Usage data: pages visited, features used, actions taken, timestamps, session duration, click patterns.

Device and connection data: IP address, browser type and version, operating system, device identifiers, language preferences, referrer URL.

Cookies and similar technologies: see our Cookie Policy for details.

1.3 Information from Third Parties

CRM and integration data: when you connect HubSpot, Salesforce, GoHighLevel, Gmail, Slack, or other services, we receive data those services share based on your authorization.

Authentication providers: if you sign in via Google SSO, we receive basic profile information from Google.

Payment processors: Stripe provides us with subscription status and payment confirmation, but not full payment card details.

2. How We Use Information

We use information to:

Provide, operate, maintain, and improve the Service;

Process subscriptions, payments, and communications;

Authenticate users and protect against fraud, abuse, and security incidents;

Generate AI-powered coaching, recommendations, training content, and email drafts;

Train and improve our AI models on de-identified and aggregated data;

Send service-related notifications (account, billing, security, product updates);

Send SMS messages to contacts who have opted in to receive them;

Respond to support inquiries and customer feedback;

Conduct analytics, research, and product development;

Comply with legal obligations and enforce our Terms of Service.

3. AI and Automated Processing

The Service uses artificial intelligence to analyze calls, deals, emails, and methodology configurations. We use third-party AI providers (currently including Anthropic and OpenAI) to power these features.

When AI processes Customer Data:

We have contractual agreements with our AI providers prohibiting them from using your data to train their general-purpose models;

We may use de-identified and aggregated data to improve the Service and our internal AI models;

AI-generated outputs may contain errors and should always be reviewed by you before use;

You can disable certain AI features in your account settings.

4. How We Share Information

We do not sell personal information. We share information in these limited cases:

4.1 Service Providers

We share information with vendors who help us operate the Service, under contracts requiring them to protect the data and use it only for the agreed purposes. Categories include:

Cloud hosting and infrastructure (e.g., Vercel, Supabase);

AI providers (e.g., Anthropic, OpenAI);

Payment processing (e.g., Stripe);

Email and notification delivery (e.g., Resend, SendGrid);

Analytics and error monitoring;

Customer support tools.

4.2 Integrations You Authorize

When you connect third-party services (HubSpot, Salesforce, GoHighLevel, etc.), data flows between those services and PrimalSales as you configure. Their use of your data is governed by their privacy policies.

4.3 Legal and Safety

We may disclose information when required by law, subpoena, court order, or governmental request; to protect our rights, property, or safety, or those of users or the public; to investigate fraud, security, or technical issues; or to enforce our Terms.

4.4 Business Transfers

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

4.5 Aggregated and De-Identified Data

We may share aggregated and de-identified data (which cannot reasonably identify any individual) for any lawful purpose, including marketing, research, and benchmarking.

5. Your Rights and Choices

Depending on your location, you may have rights including:

Access: request a copy of personal information we hold about you;

Correction: request that inaccurate information be corrected;

Deletion: request that we delete your personal information, subject to legal retention requirements;

Portability: receive your information in a structured, machine-readable format;

Opt-out of sale/sharing: we do not sell personal information, but California residents may opt out of any sharing for cross-context behavioral advertising;

Withdrawal of consent: where processing is based on consent, you may withdraw consent at any time.

To exercise any of these rights, email [email protected]. We will respond within 30 days (or as required by applicable law). We may need to verify your identity before fulfilling certain requests.

5.1 Authorized Users

If you are an authorized user added to the Service by a customer (your employer), the customer controls your account and decisions about your data. Direct privacy requests to your customer organization first.

5.2 Prospect Data

If your data appears in our Service because a customer (a sales team) uploaded it, that customer is the controller of your data. We act as a processor on their behalf. Direct privacy requests to that customer.

6. California Privacy Rights

California residents have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including:

The right to know what personal information we collect, use, and share;

The right to delete personal information;

The right to correct inaccurate information;

The right to opt out of "sale" or "sharing" — we do not sell personal information;

The right to limit use of sensitive personal information;

The right to non-discrimination for exercising these rights.

To exercise these rights, contact [email protected]. We do not knowingly collect or sell information of consumers under 16.

7. Data Security

We implement reasonable administrative, physical, and technical safeguards to protect personal information, including:

Encryption in transit (TLS) and at rest;

Multi-tenant architecture with org-level data isolation;

Access controls, authentication, and audit logging;

Regular security reviews and updates;

Vendor security assessments.

No system is perfectly secure. If we become aware of a security incident affecting your personal information, we will notify you as required by law.

8. Data Retention

We retain personal information as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements. Specifics:

Account data: for the duration of your subscription, plus 30 days after termination for export and recovery;

Customer Data: for the duration of your subscription, plus 30 days after termination, then permanent deletion;

Payment records: 7 years for tax and accounting purposes;

Backups: rolling 90 days, with deletion confirmed thereafter;

Legal hold: longer if required by law, regulation, or active litigation.

9. International Data Transfers

The Service is operated in the United States. If you access the Service from outside the U.S., your information will be transferred to and processed in the U.S. The Service is currently designed for U.S. customers; we do not offer the Service in jurisdictions where transfer of data to the U.S. requires specific safeguards we have not implemented.

10. Children's Privacy

The Service is not intended for individuals under 18. We do not knowingly collect personal information from children under 18. If we learn we have collected such information, we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be notified by email or in-app notice at least 30 days before they take effect. The "Effective Date" at the top reflects the most recent version.

12. SMS Consent and Mobile Information

If you provide your phone number and opt in to receive SMS messages from Primal Sales AI, LLC, we may use your phone number to send text messages related to account notifications, onboarding assistance, support responses, billing alerts, and service updates. If you separately select the marketing SMS option, we may also send promotional messages, special offers, and platform updates. Message frequency may vary. Message and data rates may apply. You may reply STOP to opt out or HELP for assistance at any time.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

For information about the terms governing our SMS program, please review our Terms of Service at https://go.primalsales.ai/terms-of-service.

13. Contact Us

For privacy questions, requests, or concerns, contact:

Primal Sales AI, LLC Email: [email protected] Subject line: Privacy Request

For questions about your SMS consent or to review the terms governing our messaging program, please also visit our Terms of Service at https://go.primalsales.ai/terms-of-service.

Primal Sales AI, LLC · A Florida Limited Liability Company