Privacy Policy
This policy explains what data we handle when your company uses our sales incentive platform, why we handle it and how it is protected. It covers website visitors, account administrators and the salespeople whose targets and payouts are managed in the platform.
1. Who this policy covers
Customers are the companies that sign up and run incentives in the platform. Users are the people those companies invite: admins, sales heads, finance heads, managers and salespeople. Visitors are people who browse this website or fill in a form on it.
2. Data we collect
- Account data: name, work email, mobile number, company, role and login activity.
- Field force data: reporting lines, territories, products, targets and plan assignments uploaded by the customer.
- Sales data: invoices, secondary sales, returns, credit notes and other records the customer connects or uploads.
- Payout data: calculated incentives, adjustments, approvals, queries and statements.
- Website form data: the details you enter in the signup or contact form.
- Technical data: browser type, device, IP address and pages visited, used for security and to keep the service running.
3. How data is used
- To calculate targets, incentives and payouts according to the plans the customer configures.
- To flag anomalies such as unadjusted returns, duplicates and territory changes for human review.
- To show each salesperson their own targets, progress and payout, and to send statements.
- To provide support, keep the service secure and improve how it works.
- To reply to signup and contact requests and set up trial accounts.
4. Role of AI
AI models are used to calculate incentives and detect anomalies within each customer's own workspace. The AI does not approve payouts. Approvals are always made by people the customer authorises. Customer data is not used to train models for other customers.
5. Who can see what
Salespeople see only their own payout. Leaderboards show ranks and achievement, never earnings. Managers see their own team. Admins, sales heads and finance heads see what their role permits. Our staff access customer data only to provide support when asked, and every access is logged.
6. Data is never sold
We do not sell, rent or trade personal data or sales data. We share data only with service providers needed to run the platform, such as cloud hosting, email and messaging delivery, under contracts that require them to protect it.
7. Security
Data is encrypted in transit and at rest. Access is role-based, sessions time out, and changes to targets, plans and payouts are recorded in an audit trail. Backups are encrypted and tested.
8. Retention
Customer data is kept while the account is active and for the period the customer sets for audit and payroll records. When an account closes, data is deleted or returned on request. Website form submissions are kept only as long as needed to respond and manage the account.
9. Your choices and rights
Salespeople can ask their employer, who controls their data in the platform, to access, correct or delete it. Visitors and customers can write to us through the Contact page to access, correct or delete their details, or to stop marketing emails.
10. Cookies
The website uses only the cookies needed to run forms securely, such as the session used by the quick check on our forms. We do not use advertising cookies.
11. Changes to this policy
If we make material changes, customers are told by email or inside the platform before the changes apply.