Privacy Policy

Last Updated: 22 April 2025

1. Introduction

Welcome to Convo Sumo ("we," "us," or "our"). We are committed to protecting the privacy of our clients and website visitors ("you"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [Your Website URL] (the "Site") or use our expense reduction services (the "Services"). Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

2. Information We Collect

We may collect information about you in a variety of ways. The information we may collect includes:

• Personal Data: Personally identifiable information, such as your name, email address, company name, and telephone number, that you voluntarily give to us when you contact us via the Site, email, or calendar booking, or when you engage our Services.
• Financial & Business Data: When you engage our Services, we will necessarily collect information related to your business expenses, invoices, supplier contracts, billing data, and other financial information required to perform the expense reduction analysis and negotiation ("Business Data"). We treat this Business Data with the utmost confidentiality.
• Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the Site.
• Data From Booking Tools: If you use an embedded booking tool (like Sumo9/Calendly), we may receive information you provide to that tool, such as your name, email, and appointment details, as governed by the privacy policy of that third-party tool.

3. How We Use Your Information

Having accurate information permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you to:

• Provide, operate, and maintain our Services.
• Analyze your Business Data to identify potential cost savings.
• Negotiate with suppliers & intermediaries on your behalf (only with your explicit authorization for specific actions).
• Communicate with you, including responding to your inquiries, providing updates on our Services, and sending administrative information.
• Improve our Site and Services.
• Send you marketing and promotional communications (you may opt-out at any time).
• Comply with legal obligations.
• Generate anonymized and aggregated data for reporting and service improvement (this data will not identify you or your business).

4. Disclosure of Your Information

We do not sell, trade, rent, or otherwise share your Personal Data or Business Data for marketing purposes.

We may share information we have collected about you in certain situations:

• With Your Consent: We may share your information with third parties (e.g., suppliers and intermediaries for negotiation) when we have your explicit consent to do so.
• By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.
• Third-Party Service Providers: We may share your data with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work (e.g., cloud hosting, data analytics, booking tools). These third parties are obligated to protect your data.
• Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
• Aggregated/Anonymized Data: We may share aggregated or anonymized information which cannot reasonably be used to identify you.

Confidentiality of Business Data: We treat your Business Data as highly confidential. It is used solely for the purpose of providing the Services and is not shared except as explicitly necessary (e.g., aggregated data with a supplier during negotiation, only with consent) or as required by law.

5. Data Security

We use administrative, technical, and physical security measures to help protect your personal information and Business Data. While we have taken reasonable steps to secure the information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

6. Data Retention

We will retain your Personal Data and Business Data only for as long as is necessary for the purposes set out in this Privacy Policy, including for the duration of our service engagement and as required to comply with our legal obligations (e.g., record-keeping requirements), resolve disputes, and enforce our legal agreements and policies.

7. Your Data Protection Rights

Depending on your location, you may have the following rights regarding your personal data:

• The right to access – You have the right to request copies of your personal data.
• The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
• The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
• The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
• The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
• The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you wish to exercise any of these rights, please contact us at [email protected].

8. Cookies and Tracking Technologies

We may use cookies, web beacons, tracking pixels, and other tracking technologies on the Site to help customize the Site and improve your experience. When you access the Site, your personal information is not collected through the use of tracking technology. Most browsers are set to accept cookies by default. You can usually choose to set your browser to remove or reject browser cookies. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Site.

9. Children's Privacy

Our Site and Services are not intended for use by children under the age of 13 (or higher age as required by applicable law), and we do not knowingly collect personal information from children under this age.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Email: [email protected]

Back to Home