Legal

Privacy Policy

Last updated: October 8, 2025

Effective date: October 8, 2025

1. Introduction

Welcome to Lamdesk ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered CRM platform and related services (collectively, the "Services").

By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use the Services.

We comply with GDPR, CCPA, HIPAA, and other applicable data protection regulations. Your trust is our priority.

2. Information We Collect

2.1 Information You Provide

We collect information that you voluntarily provide to us when you:

  • Register for an account: Name, email address, phone number, company name, job title, and password
  • Use our Services: Customer data, contact information, communication records, and business information you input into the platform
  • Contact us: Information in support tickets, feedback forms, or other communications
  • Subscribe to services: Payment information (processed securely through third-party payment processors)
  • Participate in surveys: Feedback, preferences, and opinions

2.2 Information Collected 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, features used, time spent, click patterns
  • Location data: General geographic location based on IP address
  • Cookies and tracking technologies: Session IDs, preferences, analytics data

2.3 Information from Third Parties

We may receive information from third-party sources, such as:

  • Business partners and integrations (Salesforce, HubSpot, etc.)
  • Social media platforms (if you connect your accounts)
  • Data enrichment services for business intelligence
  • Public databases and marketing partners

3. How We Use Your Information

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

3.1 Service Delivery

  • Providing, maintaining, and improving our Services
  • Processing transactions and managing your account
  • Enabling AI-powered features and automation
  • Personalizing your experience and recommendations

3.2 Communication

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

3.3 Analytics and Improvement

  • Analyzing usage patterns to improve our Services
  • Developing new features and functionality
  • Conducting research and data analysis
  • Monitoring and analyzing trends and user behavior

3.4 Security and Compliance

  • Detecting, preventing, and addressing fraud and security issues
  • Enforcing our Terms of Service and policies
  • Complying with legal obligations and regulatory requirements
  • Protecting our rights, privacy, safety, and property

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

4.1 Service Providers

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

  • Cloud hosting and infrastructure providers
  • Payment processors and financial institutions
  • Analytics and data processing services
  • Customer support and communication tools
  • Marketing and advertising partners

4.2 Business Transfers

If we are involved in a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred as part of that transaction. We will notify you of any such change.

4.3 Legal Requirements

We may disclose your information if required by law, court order, or governmental authority, or to:

  • Comply with legal processes and obligations
  • Protect the rights, property, or safety of Lamdesk, our users, or others
  • Prevent or investigate fraud, security issues, or illegal activities
  • Enforce our Terms of Service and agreements

4.4 With Your Consent

We may share your information with third parties when you explicitly consent to such sharing.

5. Data Retention

We retain your personal information for as long as necessary to provide our Services, comply with legal obligations, resolve disputes, and enforce our agreements. The retention period depends on the type of information and the purpose for which it was collected.

  • Account information: Retained while your account is active and for a reasonable period thereafter
  • Transaction records: Retained for 7 years or as required by tax and financial regulations
  • Marketing data: Retained until you unsubscribe or request deletion
  • Backup data: May be retained for up to 90 days in backup systems

You may request deletion of your personal information at any time by contacting us at privacy@lamdesk.com.

6. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Our security practices include:

  • Encryption: Data encrypted in transit (TLS 1.3) and at rest (AES-256)
  • Access controls: Role-based permissions and multi-factor authentication
  • Security monitoring: 24/7 intrusion detection and security event monitoring
  • Regular audits: Penetration testing and third-party security assessments
  • Compliance certifications: SOC 2 Type II, ISO 27001, GDPR, HIPAA-ready
  • Data backups: Regular automated backups with disaster recovery procedures

While we use industry-leading security measures, no system is 100% secure. Please use strong passwords and protect your account credentials.

7. Your Privacy Rights

Depending on your location and applicable law, you may have the following rights regarding your personal information:

7.1 General Rights

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (right to be forgotten)
  • Portability: Receive your data in a structured, machine-readable format
  • Objection: Object to processing of your information for certain purposes
  • Restriction: Request restriction of processing in certain circumstances
  • Withdraw consent: Withdraw consent where processing is based on consent

7.2 California Residents (CCPA/CPRA)

California residents have additional rights under the California Consumer Privacy Act:

  • Right to know what personal information is collected and how it's used
  • Right to delete personal information
  • Right to opt-out of the sale of personal information (we do not sell your data)
  • Right to non-discrimination for exercising privacy rights
  • Right to correct inaccurate personal information
  • Right to limit use of sensitive personal information

7.3 EEA/UK Residents (GDPR)

If you are in the European Economic Area or United Kingdom, you have rights under GDPR including those listed above, plus the right to lodge a complaint with a supervisory authority.

7.4 Exercising Your Rights

To exercise any of these rights, please contact us at privacy@lamdesk.com. We will respond to your request within 30 days (or as required by applicable law).

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and track information about your use of our Services. Cookies are small data files stored on your device.

8.1 Types of Cookies We Use

  • Essential cookies: Required for the Services to function properly
  • Performance cookies: Help us understand how visitors use our Services
  • Functional cookies: Remember your preferences and settings
  • Marketing cookies: Track your visit across websites for advertising purposes

8.2 Managing Cookies

You can control cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our Services. For more information, visit your browser's help section.

8.3 Third-Party Analytics

We use third-party analytics services such as:

  • Google Analytics (learn more at Google Privacy Policy)
  • Mixpanel, Amplitude, and other analytics tools
  • Marketing platforms for campaign tracking and optimization

9. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that are different from the laws of your country.

When we transfer personal information from the EEA, UK, or Switzerland to other countries, we use appropriate safeguards such as:

  • Standard Contractual Clauses (SCCs) approved by the European Commission
  • Adequacy decisions recognizing certain countries as providing adequate protection
  • Binding Corporate Rules and other approved mechanisms

We maintain data centers in the EU, US, and APAC regions to minimize data transfer and ensure regional compliance.

10. Children's Privacy

Our Services are not intended for children under the age of 16 (or the applicable age of consent in your jurisdiction). We do not knowingly collect personal information from children under 16.

If you are a parent or guardian and believe that your child has provided us with personal information, please contact us at privacy@lamdesk.com. We will take steps to delete such information from our systems.

11. 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 material changes, we will:

  • Update the "Last updated" date at the top of this policy
  • Notify you via email or through a prominent notice on our Services
  • In some cases, seek your consent if required by law

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. Contact Us

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

Lamdesk Privacy Team

Address:
Lamdesk Inc.
123 Innovation Drive
San Francisco, CA 94105
United States
Support:
24/7 via live chat or
support@lamdesk.com
Data Protection Officer (DPO):
For GDPR-related inquiries, contact our DPO at dpo@lamdesk.com
Your privacy matters to us

We're committed to transparency and protecting your data. If you have any questions or concerns about this policy or our practices, we're here to help.