onboardflow.ai

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Privacy Policy

Effective Date: June 15, 2025

At Onboardflow.ai, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information when you use our services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

When you contact us, sign up, or request services, we may collect:

  • Name

  • Email address

  • Company name

  • Job title

  • Phone number (optional)

  • Any additional details provided via forms or emails

b. Usage Data

We may automatically collect information about your interaction with our website:

  • IP address

  • Browser type and version

  • Referring website

  • Device type and OS

c. Client Data

For onboarding or reporting purposes, we may collect client-specific data such as:

  • Onboarding documents

  • CRM details

  • Custom reporting data

  • Branding assets (logos, templates)

2. How We Use Your Information

We use the information we collect to:

  • Provide and improve our services

  • Respond to inquiries and support requests

  • Automate client onboarding and reporting

  • Analyze usage trends to enhance user experience

  • Send important updates, service communications, and marketing (if opted in)

3. Data Sharing & Disclosure

We do not sell, trade, or rent your personal data.

We may share information with trusted third parties only in the following cases:

  • To integrate with third-party tools you use (e.g., CRMs, reporting platforms)

  • With service providers who assist in running our website and services (under confidentiality)

  • When required by law or to protect rights, safety, or property

4. Data Security

We implement industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure. However, no system is 100% secure, and we encourage you to protect your credentials and use strong passwords.

5. Data Retention

We retain personal and client data only as long as necessary for the purposes outlined above or as required by law. You may request deletion of your data at any time.

6. Your Rights

You have the right to:

  • Access the personal data we hold about you

  • Request correction or deletion of your data

  • Opt out of marketing communications

  • Withdraw consent at any time (where applicable)

To exercise any of these rights, email us at: info@onboardflow.ai

7. Cookies & Tracking Technologies

We use cookies to analyze site traffic and improve user experience. You can manage cookie settings through your browser.

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices, so we encourage you to review their policies separately.

9. Changes to This Policy

We may update this policy from time to time. The latest version will always be posted on this page with the effective date.

Contact Us

For any questions regarding this Privacy Policy, please contact:

Onboardflow.ai
Email: info@onboardflow.ai
Address: 447 Broadway, 2nd FL #146, New York, NY 10013

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