Privacy Policy

Quotametrics (“Company,” “we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and otherwise process personal information in connection with our website (quotametrics.com) and our sales analytics platform (the “Service”).

Please read this Privacy Policy carefully. By accessing or using Quotametrics, you acknowledge that you have read, understood, and agree to be bound by all the terms of this Privacy Policy.

This Privacy Policy applies to:

• Quotametrics.app or Quotametrics.com website visitors
• Quotametrics Service users and their organizations
• Any data processed through the Quotametrics platform

This Privacy Policy does not cover data practices of third parties, including ConnectWise Manage, your MSP organization, or your clients. We encourage you to review the privacy policies of those services separately.

3.1 Account Registration Information

When you create a Quotametrics account, we collect:

• Name, email address, and phone number
• Company name and industry
• Job title and role
• Password and authentication credentials
• Payment and billing information

3.2 ConnectWise Integration Data

To provide our Service, we collect and process data that you authorize us to access from your ConnectWise Manage instance, including:

• Sales opportunities and orders
• Purchase orders and product information
• Company and contact information
• User and team data
• Quote and proposal data
• Invoice and financial data (as authorized)
• Custom fields and metadata you have configured

3.3 Usage and Analytics Data

We collect information about how you interact with our Service:

• Login and access logs
• Features used and actions taken
• Pages and dashboards viewed
• Search queries and filters applied
• Device type, IP address, and browser information
• Date and time of activities
• Error logs and technical data

3.4 Communication Data

When you communicate with us:

• Email messages and support tickets
• Chat or messaging interactions
• Feedback, surveys, and feature requests
• Call recordings (if applicable, with consent)

3.5 Automatically Collected Data

• Cookies and similar tracking technologies
• Server logs and access data
• Performance and diagnostic data

We use the information we collect for the following purposes:

4.1 Service Delivery

• Providing, maintaining, and improving the Quotametrics platform
• Processing and synchronizing data between ConnectWise and Quotametrics
• Generating reports, dashboards, and analytics
• Authenticating users and managing accounts
• Personalizing your experience

4.2 Business Operations

• Billing and payment processing
• Customer support and technical assistance
• Fraud detection and prevention
• Security monitoring and threat detection
• System administration and maintenance

4.3 Communications

• Sending service updates, announcements, and security alerts
• Responding to your inquiries and requests
• Sending marketing communications (with your consent)
• Conducting surveys and gathering feedback

4.4 Legal and Compliance

• Complying with legal obligations and regulations
• Enforcing our Terms of Service and other agreements
• Protecting our rights, privacy, and safety
• Resolving disputes

4.5 Analytics and Improvement

• Analyzing usage patterns and trends
• Identifying bugs and troubleshooting issues
• Understanding user needs and preferences
• Developing new features and services

For users in the European Union and other jurisdictions with similar requirements, we process personal information based on:

• Contract Performance: Information needed to provide the Service you requested
• Legitimate Interests: Analytics, security, fraud prevention, and service improvement
• Consent: Marketing communications and optional features
• Legal Obligation: Compliance with applicable laws

6.1 No Sale of Personal Information

We do not sell, trade, or rent your personal information to third parties.

6.2 Service Providers

We share information with third-party service providers who assist us:

• Cloud infrastructure providers (hosting, storage, databases)
• Payment processors and billing services
• Customer support and ticketing platforms
• Analytics services
• Email delivery services
• Security and monitoring services

These service providers are contractually obligated to use your information only as necessary to provide services to us and are required to maintain the confidentiality and security of your information.

6.3 Legal Requirements

We may disclose information when required by law, court order, or government authority, including:

• Law enforcement requests
• Legal proceedings and litigation
• Protection of public safety
• Compliance with regulatory obligations

6.4 Business Transfers

If Quotametrics is involved in a merger, acquisition, bankruptcy, dissolution, reorganization, or similar transaction, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

6.5 Aggregate and De-identified Data

We may share aggregated, anonymized, or de-identified information that cannot reasonably identify you. This data may be used for research, marketing, analytics, and other purposes without restriction.

7.1 Security Measures

We implement comprehensive security measures to protect your information:

• Encryption in transit (HTTPS/TLS) and at rest
• Role-based access controls and authentication
• Regular security audits and penetration testing
• Intrusion detection and monitoring
• Secure data center facilities
• Employee access controls and training
• Incident response procedures

7.2 Password Protection

You are responsible for maintaining the confidentiality of your login credentials. Notify us immediately of unauthorized access or use of your account.

7.3 Limitations

While we use industry-standard security measures, no system is completely secure. We cannot guarantee absolute security of your information. Your use of our Service is at your own risk.

We retain your information for as long as necessary to:

• Provide the Service
• Fulfill the purposes outlined in this Privacy Policy
• Comply with legal obligations
• Resolve disputes and enforce agreements

8.1 Retention Periods

• Account Information: Retained for the duration of your account plus 90 days after termination
• ConnectWise Data: Retained as long as your authorization remains active; deleted within 30 days of authorization revocation
• Usage Logs: Retained for 12 months for security and troubleshooting purposes
• Backups: May be retained for up to 30 days for disaster recovery purposes

8.2 Data Deletion

Upon account termination, we will delete or de-identify your personal information within 30 days, except where retention is required by law.

9.1 Access and Portability

You have the right to access your personal information and, in many jurisdictions, to receive a copy in a portable format.

9.2 Correction and Updates

You can update or correct your account information through your Quotametrics account settings.

9.3 Deletion

You have the right to request deletion of your personal information, subject to legal exceptions. Email us at privacy@quotametrics.com with your request.

9.4 Opt-Out

• Marketing Communications: Unsubscribe using the link in our emails or contact us
• Cookies: Manage cookie preferences through your browser settings
• Analytics: Opt out of analytics tracking where available

9.5 GDPR Rights (EU Users)

If you are in the EU, you have additional rights:

• Right to access (Article 15)
• Right to rectification (Article 16)
• Right to erasure (“right to be forgotten”) (Article 17)
• Right to restrict processing (Article 18)
• Right to data portability (Article 20)
• Right to object (Article 21)
• Right to lodge a complaint with your supervisory authority

9.6 CCPA Rights (California Users)

If you are in California, you have the right to:

• Know what personal information is collected, used, shared, or sold
• Delete personal information collected from you
• Opt-out of the sale or sharing of your personal information
• Non-discrimination for exercising your rights

To exercise these rights, contact us at privacy@quotametrics.com.

10.1 Cookies We Use

• Essential Cookies: Required for authentication and service functionality
• Performance Cookies: Help us understand how you use our Service
• Analytics Cookies: Track usage patterns and improve our Service
• Marketing Cookies: Used to deliver relevant content (with your consent)

10.2 Cookie Management

Most browsers allow you to refuse cookies or alert you when cookies are being sent. If you disable cookies, some features of our Service may not function properly.

10.3 Third-Party Analytics

We use third-party analytics services (such as Google Analytics) that may collect information about your online activities. You can opt out by visiting those services' privacy pages.

Our Service may contain links to third-party websites. We are not responsible for the privacy practices of those websites. Please review their privacy policies before providing any personal information.

Quotametrics is based in the United States. Your information may be transferred to, stored in, and processed in the United States and other countries. By using our Service, you consent to such transfers. We implement appropriate safeguards for international transfers, including Standard Contractual Clauses where applicable.

The Quotametrics Service is not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child under 13, we will take steps to delete such information promptly. Contact us if you believe we have collected information from a child under 13.

In addition to rights outlined above, California residents have the right to:

• Know whether their personal information is sold, shared, or disclosed
• Request deletion of personal information
• Correct inaccurate personal information
• Limit use and disclosure of sensitive personal information

We do not sell personal information. To submit a rights request, email privacy@quotametrics.com.

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by posting the updated policy on our website and updating the “Last Updated” date.

Your continued use of the Service after changes become effective constitutes your acceptance of the updated Privacy Policy.

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

For EU residents, you may also lodge a complaint with your local data protection authority.

By using Quotametrics, you acknowledge that you have read and understood this Privacy Policy and agree to our collection, use, and sharing of your information as described herein.