Privacy Policy

Overview

ClientFlow AI helps service businesses manage leads, clients, follow-ups, messages, and revenue recovery. This Privacy Policy explains what information we may process and how we use it when you use the ClientFlow AI platform.

Information we may process

• Business owner account information
• Business settings and preferences
• Client and lead contact details
• Appointment and follow-up information
• Message drafts and send history
• Integration data from connected providers such as Square, Resend, and Twilio
• Technical and log data related to app performance and security

How we use data

We use information to:

• Provide and operate the ClientFlow AI application
• Generate AI drafts and summaries for business review
• Send owner-approved messages through supported channels
• Maintain delivery and send logs
• Improve security, reliability, and product functionality

Messaging and consent

• We do not sell personal information.
• SMS opt-in data collected through consent forms is not sold or shared with third parties for their marketing purposes.
• We do not send SMS or email messages unless initiated or approved by the business user through the platform.
• Business users are responsible for having proper consent to message their own clients and leads.
• Customers can opt out of SMS by replying STOP where supported by the messaging workflow.

Service providers

Data may be processed by service providers that help us run the platform, such as hosting, database, AI, email, SMS, and integration providers. These providers process data on our behalf to deliver the service.

Contact

For privacy-related questions, contact support@clientflowagents.com.