Privacy Policy

Last Updated: June 11, 2025
Effective Date: May 2, 2022

Introduction

Your privacy is important to us. It is Relio CRM's policy to respect your privacy and comply with any applicable law and regulation regarding any personal information we may collect about you, including across our website, reliocrm.com, and other sites we own and operate.

This Privacy Policy describes how Relio CRM ("we," "us," "our," or "Relio") collects, uses, and shares information about you when you use our services. Relio CRM is a company duly organized and validly existing, located at 19800 MacArthur Blvd, Irvine, California 92612.

Personal information includes any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

Section 1 - Information We Collect

Information You Provide to Us

We collect information you provide directly to us, such as when you:

  • Create or modify your account
  • Request customer support or contact us
  • Participate in surveys, contests, promotions, or events
  • Subscribe to newsletters or marketing communications
  • Use interactive features of our services

This information may include:

  • Personal identifiers: Name, email address, phone number, postal address
  • Account information: Username, password, and other registration details
  • Communication data: Messages, feedback, and correspondence with us
  • Professional information: Job title, company name, industry
  • Marketing preferences: Communication preferences and interests

Information We Collect Automatically

When you access our services, we automatically collect certain information, including:

  • Device information: IP address, browser type, operating system, device identifiers
  • Usage data: Pages visited, time spent, clicks, scrolling, and other interactions
  • Location data: General geographic location based on IP address
  • Cookies and tracking data: Information collected through cookies and similar technologies

Information from Third Parties

We may receive information about you from third parties, including:

  • Business partners and affiliates
  • Social media platforms (when you connect your accounts)
  • Data brokers and marketing partners
  • Public databases and directories

Section 2 - How We Use Your Information

We use the information we collect for various purposes, including:

Service Provision and Management

  • Providing, maintaining, and improving our services
  • Creating and managing your account
  • Processing transactions and sending related information
  • Providing customer support and responding to inquiries
  • Personalizing your experience and content

Communication

  • Sending administrative information and service announcements
  • Responding to your comments, questions, and requests
  • Sending marketing communications (with your consent)
  • Notifying you about changes to our services or policies

Business Operations

  • Analyzing usage patterns and trends
  • Conducting research and development
  • Preventing fraud and ensuring security
  • Complying with legal obligations
  • Protecting our rights and interests

Marketing and Analytics

  • Understanding how our services are used
  • Improving our marketing efforts
  • Conducting surveys and market research
  • Developing new products and services

Section 3 - How We Share Your Information

We may share your personal information in the following circumstances:

Service Providers

We may share information with third-party service providers who perform services on our behalf, including:

  • Cloud hosting and data storage providers
  • Email and communication service providers
  • Payment processors
  • Analytics and marketing platforms
  • Customer support tools

Business Transfers

In connection with any merger, sale of assets, financing, or acquisition of all or a portion of our business, your information may be transferred to the acquiring entity.

Legal Requirements

We may disclose information when required by law or when we believe disclosure is necessary to:

  • Comply with legal obligations, court orders, or government requests
  • Protect our rights, property, or safety
  • Protect the rights, property, or safety of others
  • Prevent or investigate fraud or security issues

Consent

We may share information with your explicit consent or at your direction.

Aggregated Data

We may share aggregated or de-identified information that cannot reasonably be used to identify you.

Section 4 - Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication measures
  • Employee training on data protection
  • Incident response procedures

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security.

Section 5 - Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors we consider when determining retention periods include:

  • The nature and sensitivity of the information
  • Legal and regulatory requirements
  • Business and operational needs
  • Your relationship with us

When we no longer need your personal information, we will securely delete or anonymize it.

Section 6 - Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

Access and Portability

  • Request access to the personal information we hold about you
  • Request a copy of your information in a portable format

Correction and Updates

  • Request correction of inaccurate or incomplete information
  • Update your account information at any time

Deletion

  • Request deletion of your personal information (subject to certain exceptions)
  • Delete your account through your account settings

Marketing Communications

  • Opt out of marketing communications at any time
  • Unsubscribe from newsletters and promotional emails

Cookies and Tracking

  • Control cookie preferences through your browser settings
  • Opt out of certain analytics and advertising tracking

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

Section 7 - Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and store information about your interactions with our services. These technologies help us:

  • Remember your preferences and settings
  • Analyze usage patterns and improve our services
  • Provide personalized content and advertisements
  • Ensure security and prevent fraud

Types of Cookies We Use

  • Essential cookies: Necessary for our services to function properly
  • Analytics cookies: Help us understand how our services are used
  • Marketing cookies: Used to deliver relevant advertisements
  • Preference cookies: Remember your settings and preferences

You can control cookies through your browser settings, but disabling certain cookies may affect the functionality of our services.

Section 8 - Children's Privacy

Our services are not intended for children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information promptly.

Parents or guardians who believe their child has provided personal information to us should contact us immediately.

Section 9 - International Data Transfers

Your information may be transferred to, stored, and processed in countries other than your own, including the United States. These countries may have different data protection laws than your jurisdiction.

When we transfer information internationally, we implement appropriate safeguards to protect your information, including:

  • Standard contractual clauses approved by relevant authorities
  • Adequacy decisions by regulatory bodies
  • Other legally recognized transfer mechanisms

Section 10 - Third-Party Links and Services

Our services may contain links to third-party websites, applications, or services. This Privacy Policy does not apply to these third-party services, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party services you use.

Section 11 - California Privacy Rights

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and other California privacy laws, including:

  • Right to know what personal information is collected, used, shared, or sold
  • Right to delete personal information
  • Right to opt out of the sale of personal information
  • Right to non-discrimination for exercising your privacy rights

We do not sell personal information as defined by the CCPA.

Section 12 - European Privacy Rights

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you may have additional rights under applicable data protection laws, including:

  • Right of access and data portability
  • Right to rectification
  • Right to erasure ("right to be forgotten")
  • Right to restrict processing
  • Right to object to processing
  • Rights related to automated decision-making

Our legal basis for processing your information includes consent, contract performance, legal obligations, and legitimate interests.

Section 13 - Changes to This Privacy Policy

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

  • Update the "Last Updated" date at the top of this policy
  • Notify you of significant changes through our services or by email
  • Obtain your consent for material changes where required by law

Your continued use of our services after the effective date of any changes constitutes your acceptance of the revised Privacy Policy.

Section 14 - Contact Us

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

Relio CRM
Attn: Privacy Officer
19800 MacArthur Blvd
Suite 150
Irvine, California 92612

Phone: (714) 580-6500
Email: privacy@reliocrm.com

For privacy-related inquiries, please include "Privacy Policy" in the subject line of your email.

Section 15 - Data Protection Officer

For residents of the EEA, UK, or Switzerland, you may contact our Data Protection Officer:

Email: dpo@reliocrm.com
Subject Line: Data Protection Inquiry

You also have the right to lodge a complaint with your local data protection authority if you believe we have not complied with applicable data protection laws.

This Privacy Policy is effective as of the date listed above and supersedes any prior versions. By using our services, you acknowledge that you have read and understood this Privacy Policy.