Privacy Policy Last Updated: October 6, 2026

SalesOptima (a product of The Edge Group, LLC, “we,” “us,” or “our”) has created this Privacy Policy to demonstrate our commitment to protecting your privacy. This Policy describes how we collect, use, store, and share information gathered from visitors and customers of our website and services (“Site” and “Service”).

Collection

We require customers who register to use the Service to provide contact information, such as their name, company name, address, phone number, and email address, as well as financial qualification and billing information, such as billing name and address, credit card number, and the number of users within the organization that will be using the Service.

At the time you express interest in obtaining additional information, or when you register for the Service, we may also ask for additional personal information, such as title, department name, fax number, or additional company details such as annual revenues, number of employees, or industry. You can opt out of providing this additional information by not entering it when asked.

Customers can update or remove their personal information at any time by logging into the website and editing their profile within Settings.

Use of Information

SalesOptima uses the information we collect to set up the Service for individuals and their organizations. We may also use the information to contact customers to discuss their interest in our company and the Service, and to send information regarding our company or partners, such as promotions and events. Customer email addresses and personal information will not be distributed or sold to third parties.

Customers can opt out of being contacted by us at any time by sending an email to support@salesoptima.com.

Customers are also asked to provide an email address upon registration to receive account credentials. We may send service updates and newsletters to this address. Customers can opt out of receiving any communication by emailing support@salesoptima.com.

Except as explicitly stated at the time we request information, or as provided in the SalesOptima Master Subscription Agreement, we do not disclose customer information to third parties. All financial and billing information collected through the Site is used solely to qualify prospective customers and to bill for the Service.

We may share limited information with trusted third-party service providers who assist us in operating the Site and Service, such as hosting providers, payment processors, and analytics services. These providers are contractually obligated to use your information only for the purposes of providing services to us and in accordance with this Privacy Policy.

Google User Data

If you choose to connect your Google account to SalesOptima, we may access certain Google user data as authorized by you, such as your name and email address, solely to provide and improve the features you have enabled. We do not use Google user data for advertising, to sell to third parties, or for any purpose unrelated to the functionality of our application. Our use of information received from Google APIs complies with the Google API Services User Data Policy, including the Limited Use requirements.

Limited Use of Google User Data

We do not use Google user data for:

• Advertising purposes
• Sale to third parties
• Any purpose unrelated to the functionality of our application

We only use Google user data to provide and improve user-facing features in compliance with Google’s policies.

Data Retention and Deletion

We retain personal information, including any Google user data accessed through our application, only for as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by applicable law.

Specifically:

• Account data is retained for the duration of your active account with SalesOptima. If you close your account, we will delete or anonymize your personal data within 30 days, except where retention is required by law.
• Google user data (such as profile information or email address obtained via Google OAuth) is retained only for the period needed to provide the services you requested. We do not retain Google user data beyond the scope or duration of your active use of those features.

• Usage and log data may be retained for up to 12 months for security, debugging, and performance improvement purposes.

You may request deletion of your personal data at any time by contacting us at support@salesoptima.com. Upon a verified deletion request, we will remove your data from our active systems within 30 days. Note that some residual data may remain in backups for a limited time before being purged in the normal course of our backup rotation.

Connecting your Google or Microsoft account

You can sign in to SalesOptima with Google or Microsoft, connect a Gmail, Microsoft 365 or Outlook.com mailbox together with its calendar, and import your Google or Outlook contacts. This section explains exactly what we access when you do, why, and how you can stop it.

Signing in

When you sign in with Google or Microsoft we receive your name, your email address, your profile picture and an account identifier. We use them only to create and sign in to your SalesOptima account. We do not keep any Google or Microsoft access token from a sign-in.

Connecting a mailbox

When you connect a mailbox, you give SalesOptima permission to read it, to send email from it, and to use its calendar (described below), all on one Google or Microsoft permission screen. We never ask for permission to delete, move, label or change anything in your mailbox, and we don’t.

What we send. We send email from your mailbox only when you send it in SalesOptima: when you press send, or when a message you scheduled reaches its time. We never write or send email on our own, and sequences and campaigns never send from your mailbox; they go out through SalesOptima’s own sending service. What we send is saved in your mailbox’s Sent folder, as if you had sent it yourself.

What we read. When you connect, we read the last 90 days of your mail (you can choose to bring in 6 months or a year), and new mail after that, so that your conversations with your customers appear in SalesOptima next to their records.

What we keep.

• For mail with people who are already contacts in your SalesOptima workspace, we keep the message (sender, recipients, subject, date, text and message identifiers) as part of that contact’s history.
• For mail with people who are not contacts, in a mailbox you connected as your own, we keep only the sender’s name and address and how many messages they sent, so we can suggest them as a contact. We do not keep the text of those messages. If you add them as a contact, their mail is brought in from then on.
• For a shared team mailbox your workspace connects (such as sales@yourcompany.com), we keep all of its mail, because the whole team works from it.

Your calendar

The calendar uses the same permission as the mailbox, so that appointments booked in SalesOptima appear in your calendar and your calendar keeps people from booking you when you are busy.

• What we read. The list of your calendars, so you can choose the one to use, and the events on that calendar: their dates and times, and whether each one makes you busy.
• What we keep. For every event SalesOptima did not create, only when it starts and ends and that it makes you busy: not its title, description, location, guests or anything else. An event marked as free is not kept at all. For the appointments SalesOptima booked, we follow their time: if you move or cancel one in your calendar, it moves or is cancelled in SalesOptima.
• What we write. We create, change and delete only the events for appointments booked in SalesOptima, on a calendar you own. We never change or delete your other events.

Your contacts

When you choose to import contacts, we ask Google or Microsoft for permission to read your contacts (and, if you pick them, Google’s “Other contacts” and, for work accounts, your organisation’s directory), only at that moment. We show you the people we found, and only the ones you approve are added to your workspace; we do not keep the rest. The permission is used once, for that import: we do not store it, and we read nothing more until you import again.

How we protect this access

The permission you give for a mailbox and its calendar (the “token”) is stored encrypted and is used only by SalesOptima’s own servers to do what is described above. Access is limited to the people and systems that run the service.

How we use this data, and how we don’t

We use data from your Google or Microsoft account only to provide and improve the features you use in SalesOptima, as described above. We do not:

• sell it, or share it with anyone except as needed to run the service, to comply with the law, or with your permission;
• use it for advertising;
• use it to train generalized artificial intelligence or machine-learning models;
• allow people to read it, except with your permission, where needed for security (for example investigating abuse), to comply with the law, or when it has been aggregated and anonymized for running the service.

SalesOptima’s use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Disconnecting and deleting

You can disconnect a mailbox at any time in Settings. Disconnecting it also stops its calendar, because they share one permission. When you do, we revoke our access with Google or Microsoft straight away and delete the stored permission; nothing more is read from, sent from or written to that account. The busy times we copied from your calendar are deleted (as they are if you only turn calendar sync off). Appointments SalesOptima put in your calendar stay there as ordinary events, which you can keep or delete; we no longer update them. Mail that already became part of your contacts’ history stays in your workspace until you delete it or your workspace is closed. You can also remove SalesOptima’s access from your side at any time, at myaccount.google.com/permissions or myaccount.microsoft.com (or your organisation’s Microsoft admin centre).

To ask us to delete data we hold from your Google or Microsoft account, contact support@salesoptima.com.

Hosting of Customer Data

Customers of the Service may use the Site to host data and information (“Data”). SalesOptima will not review, share, distribute, print, or reference any such Data except as provided in the Master Subscription Agreement or as required by law. Individual records may be accessed only for the purpose of resolving a problem, support issue, or suspected violation of the Agreement, or as required by law.

Customers are responsible for maintaining the confidentiality and security of their user credentials.

Children’s Privacy

Our Service is not directed to individuals under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that a child under 16 has provided us with personal information, we will take steps to delete such information promptly. If you believe a child has provided us with personal data, please contact us at support@salesoptima.com.

Cookies

When you visit our Site, our server may send a cookie to your computer. Cookies are files that web browsers place on your device and are used to recognize returning visitors and improve the browsing experience. Cookies alone do not identify you personally — they recognize your browser.

We use session cookies to uniquely identify you while you are logged in, which allows us to process your online transactions and requests. We use persistent cookies to recognize returning customers. We do not store account numbers or passwords in persistent cookies.

We may also use third-party analytics and performance cookies to help us understand how the Site is used and improve our Service. You may control cookie preferences through your browser settings. Note that disabling cookies may affect certain features of the Service.

Security

Our Site uses industry-standard security measures to help protect against the loss, misuse, and alteration of data under our control. Data transmitted through our Site is protected using SSL/TLS encryption. We also implement advanced security methods including dynamic data encoding and host our Site in a secure environment protected by firewalls and access controls. Each customer is provided unique credentials that must be entered at each login. These safeguards help prevent unauthorized access, maintain data accuracy, and ensure the appropriate use of data.

In the event of a data breach that compromises the security or confidentiality of your personal information, we will notify affected users and relevant authorities as required by applicable law. Notification will be provided without unreasonable delay and will include a description of the incident, the types of data involved, and the steps we are taking in response.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete data we hold about you. California residents may have additional rights under the California Consumer Privacy Act (CCPA). EU/EEA residents may have rights under the General Data Protection Regulation (GDPR).

Legal Basis for Processing (EEA Users)

If you are located in the European Economic Area, our legal bases for collecting and using your personal information include: (a) your consent, where you have provided it; (b) the performance of a contract with you (e.g., providing the Service); (c) compliance with a legal obligation; and (d) our legitimate interests, such as improving the Service and communicating with customers, where those interests are not overridden by your data protection rights.

International Data Transfers

Your information may be transferred to and processed in the United States, where our servers and operations are located. If you are located outside the United States, please be aware that data protection laws in the U.S. may differ from those in your jurisdiction. By using the Service, you consent to the transfer of your information to the United States. Where required by applicable law, we use appropriate safeguards such as Standard Contractual Clauses to protect your data in connection with such transfers.

To exercise any of these rights, please contact us at support@salesoptima.com.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting a notice on our Site or by email. Your continued use of the Service after changes are posted constitutes your acceptance of the updated Policy.

Contact Us

Questions regarding this Privacy Policy or our data practices should be directed to:

SalesOptima / The Edge Group, LLC
8770 West Bryn Mawr Ave. Suite 1300
Chicago, IL 60631

Email: support@salesoptima.com