Last updated: September 8, 2026
ClientCee ("we", "us", "our") provides a multi-tenant customer relationship management (CRM) platform at app.clientcee.com. This policy explains what information we collect, how we use it, and the choices you have. It applies to platform account holders (agencies and their team members) and to the business contact data they manage in the platform.
If you choose to connect your Google Calendar, ClientCee requests access to: your Google Calendar (to display your events inside ClientCee and to create, update, or delete events you initiate from ClientCee) and your email address (to show which Google account is connected).
ClientCee's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
We separate cookies and similar technologies into necessary, preferences, analytics, and marketing purposes. Necessary processing supports security, fraud prevention, checkout, payment verification, and account creation. It remains available when you choose Accept necessary.
When you choose Accept all, or enable the relevant category in privacy settings, ClientCee may use the following configured services for activity that ends when subscription checkout is completed:
Analytics and marketing services do not receive passwords, payment-card details, checkout form values, resume tokens, or raw payment-provider responses. You can change or withdraw your choice from Cookie settings on the pricing page. When this control is turned off by the platform, optional tracking is disabled. Withdrawing consent stops future nonessential collection but does not affect processing already completed.
We record your submitted cookie choice, the categories that took effect, server date and time, a pseudonymous browser reference, the site and page template, approximate network country where available, and the notice presented. If you are signed in, the record can be linked to your account. We retain changes, withdrawals and browser privacy restrictions to administer your choice and respond to privacy requests or disputes. These records are restricted to authorized Superadmins and are not used for advertising.
Full IP collection for consent records is currently disabled. Historical records may contain a keyed IP hash that cannot be converted back into the original address.
Consent evidence is kept while the associated processing relies on it and for a documented period needed to resolve privacy requests or legal claims. Evidence holds are reviewed and removed when no longer needed. Contact us with your consent receipt or browser details to request access or erasure; we may need to verify your request. Cookie permission is separate from permission to send marketing emails. Withdrawing during a connection failure stops optional activity in that browser, but server-side processing can receive the change only when the save succeeds.
When analytics consent is active, ClientCee keeps a first-party, minimized checkout record so we can understand where subscription checkout stopped, confirm a purchase, and prevent duplicate conversions. This may include an anonymous checkout identifier, landing path without its query string, referring hostname, allowlisted campaign values, selected plan, billing cycle, currency, value, checkout step, gateway category, and normalized failure category. Customer-entered contact and payment details are not copied into the analytics event record.
A checkout may be classified as abandoned after a period of inactivity. Analytics processing does not continue into the authenticated CRM after a confirmed subscription purchase.
For authenticated workspace owners, employees, and client-portal users, ClientCee uses a short-lived, pseudonymous session-presence record to calculate aggregate "Logged in now" counts. Presence expires after a short inactivity window and is normally removed within 24 hours. Authorized Superadmins see role-level totals only, not names, email addresses, IP addresses, session identifiers, devices, or page activity in these widgets.
We do not sell personal information. We share data only with service providers needed to run the platform (hosting, email delivery, payment processing), within your own workspace according to the roles and permissions you configure, and where required by law.
Workspace data is retained while your subscription is active. Raw checkout-analytics events are normally retained for up to 90 days, while minimized aggregate reporting may be retained longer for year-over-year business analysis. Provider-side retention follows the configuration of the applicable provider account. Consent and security records may be retained as needed to demonstrate choices, prevent abuse, and meet legal obligations. You may request deletion of your account and associated data by contacting us; connected Google tokens are deleted immediately upon disconnection.
We use industry-standard measures including encryption in transit (HTTPS), encryption at rest for sensitive credentials and tokens, role-based access controls, and workspace isolation between tenants.
Depending on your jurisdiction, you may have rights to access, correct, export, or delete your personal information. Contact us to exercise these rights.
We may update this policy from time to time. Material changes will be communicated through the platform or by email.
Questions about this policy or your data: support@clientcee.com