Privacy Policy

Effective date: July 19, 2026  |  Last updated: August 25, 2026

This Privacy Policy explains how Soluzionali LLC (“Soluzionali,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects personal information through soluzionali.com, TellKeep by Soluzionali, and related applications, APIs, communications, integrations, and services (collectively, the “Services”).

1. Scope and roles

This policy applies when Soluzionali determines why and how personal information is processed. When an organization uses the Services for its employees, contractors, customers, prospects, or other users, that organization may be the data controller or business, and Soluzionali may process information as its service provider or processor. In those cases, questions about the organization’s use of information should first be directed to that organization.

2. Information we collect

Information you or your organization provide

• Identity and contact information, such as name, business email address, telephone number, employer, title, and organization.
• Account information, such as authentication records, account status, roles, preferences, and consent records.
• CRM and workflow information, including companies, contacts, opportunities, activities, notes, tasks, and records submitted through connected systems.
• Calendar and scheduling information, including event details, participants, availability, and follow-up instructions.
• Communications and content, including voice recordings, transcripts, meeting notes, prompts, messages, support requests, and other information processed at your direction.
• SMS consent information, including the consent language accepted, date and time, telephone number, IP address, user agent, and consent-policy version.
• Payment and commercial information, if paid Services are offered. Payment-card data may be collected directly by a payment processor rather than by Soluzionali.

Information collected automatically

• Device, browser, operating-system, IP-address, network, and approximate location information.
• Usage and diagnostic data, such as pages viewed, features used, timestamps, errors, logs, API calls, and performance data.
• Cookies and similar technologies used for essential functionality, security, analytics, and user preferences.
• Session-replay data describing how pages are interacted with (clicks, scrolling, navigation paths, and page structure). Displayed record content is masked and typed form values are never collected — see Section 10.

Information from integrations and third parties

At your or your organization’s direction, we may receive information from CRM, telephony, messaging, calendar, identity, cloud-hosting, analytics, and AI providers. The information available depends on the permissions granted to the integration.

3. How we use information

• Respond to website inquiries by email and, when a telephone number is voluntarily provided, by a manual telephone call.
• Send website-inquiry SMS messages only after separate, affirmative SMS consent.
• Provide, operate, configure, maintain, and support the Services.
• Authenticate users, administer accounts, and enforce permissions.
• Perform requested CRM updates, meeting summaries, scheduling, notifications, and automated workflows.
• Send transactional account, security, workflow, and service notifications.
• Monitor performance, troubleshoot errors, prevent abuse, detect fraud, and secure the Services.
• Improve features, usability, reliability, and customer support.
• Comply with law, enforce agreements, and establish, exercise, or defend legal claims.
• Send marketing communications only where permitted and subject to applicable opt-out rights. Transactional SMS consent is not used as consent for marketing.

4. Artificial intelligence and automated processing

The Services may use artificial-intelligence models and automated systems to process prompts, recordings, transcripts, notes, CRM data, and other content solely to provide requested functionality. AI-generated content may be incomplete or inaccurate and should be reviewed before it is used for material business, legal, financial, medical, employment, or safety decisions. We do not represent that AI output is error-free.

We may use third-party AI providers as service providers. We configure and select providers based on the needs of the Services, contractual terms, security, and availability. Customer content is not sold for advertising. Any use of customer content to improve models will be governed by the applicable customer agreement, provider terms, and available configuration choices.

5. SMS and telephone communications

If you voluntarily provide a telephone number with a website inquiry, Soluzionali may manually call you to respond to that inquiry. Providing a telephone number does not, by itself, opt you in to SMS messages or authorize automated or prerecorded telemarketing calls.

Soluzionali sends recurring conversational SMS messages about a website inquiry and requested follow-up only when the person separately checks the SMS consent box. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for assistance. Consent to receive SMS messages is not a condition of purchase.

TellKeep sends transactional account notifications to users who have expressly opted in. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for assistance. Consent to receive SMS messages is not a condition of purchase. We may send one final message confirming an opt-out. We do not sell, rent, or share mobile telephone numbers, mobile opt-in data, or SMS consent with third parties or affiliates for their own marketing or promotional purposes.

For additional details, see our SMS Opt-In and Opt-Out Consent Notice.

6. How we disclose information

We may disclose information in the following circumstances:

• Service providers: vendors that provide hosting, storage, security, communications, messaging, telephony, email, analytics, customer support, payment processing, and AI processing under contractual or legal obligations.
• Customer-directed integrations: systems selected or authorized by you or your organization, such as CRM, calendar, telephony, or identity providers.
• Your organization: administrators and authorized representatives of the organization that provides your account.
• Legal and safety matters: when reasonably necessary to comply with law, lawful process, protect rights or safety, investigate fraud or abuse, or enforce agreements.
• Business transactions: in connection with a merger, financing, acquisition, reorganization, bankruptcy, or sale of assets, subject to appropriate confidentiality protections.
• With consent: when you direct or authorize the disclosure.

7. Data retention

We retain personal information for as long as reasonably necessary to provide the Services, fulfill the purposes described in this policy, comply with contractual and legal obligations, resolve disputes, maintain security, and enforce agreements. Retention periods vary by data type, customer configuration, legal requirements, and operational need. Information may remain in encrypted backups for a limited period before deletion through ordinary backup rotation.

8. Security

We use administrative, technical, and organizational safeguards designed to protect information, including access controls, authentication, encryption where appropriate, logging, monitoring, least-privilege permissions, and vendor risk controls. No system is completely secure, and we cannot guarantee that unauthorized access, loss, or misuse will never occur. Users are responsible for protecting credentials and promptly notifying us of suspected compromise.

9. Your choices and privacy rights

Depending on where you live and the nature of our relationship, you may have rights to request access, correction, deletion, portability, restriction, or objection regarding personal information, or to appeal a decision. These rights may be subject to exceptions. Where Soluzionali processes information on behalf of your employer or another customer, we may direct your request to that organization.

To submit a request, email privacy@soluzionali.com. We may verify your identity and authority before completing a request. Authorized agents may be required to provide written authorization.

10. Cookies, analytics, and session replay

We use a small number of cookies and similar technologies. They fall into two groups, and you control the second one.

Strictly necessary — always active

These are required for the Services to function and are set without consent because the Services cannot work without them:

• crm_voice_auth — keeps you signed in after login. It is an HTTP-only cookie, meaning it cannot be read by scripts running in your browser.
• sidebar_state — remembers whether you collapsed the navigation sidebar.

Analytics and session replay — only with your consent

These are off until you turn them on. When you first visit, we ask before loading anything: no analytics cookies are set and no analytics code runs unless you accept. You can change your mind at any time using the “Cookie Preferences” link in the site footer, which reopens the same panel and lets you withdraw consent as easily as you gave it.

We use Contentsquare (which also operates Hotjar) as a service provider for product analytics and session replay. This technology records how pages of our website and application are used — pages visited, navigation paths, clicks, taps, scrolling, mouse movement, screen size, and errors — so that we can find and fix parts of the product that are confusing or broken.

We configure this technology to exclude the content of your data. Specifically:

• Text displayed in the application — including CRM contact and company records, call notes, transcripts, and tasks — is masked before it leaves your browser. Masked text is replaced character-by-character so that only layout and structure are recorded, not the words.
• Values typed into form fields are never collected, including passwords, email addresses, search terms, and any free-text entry. This applies at all times and cannot be overridden by our configuration.
• Personal-track notes, which are private to the individual who recorded them, and raw call transcripts are excluded from recording entirely.
• We do not use session replay to monitor the performance, productivity, or conduct of individual users, and we do not sell or share this data.

Contentsquare processes this information on our behalf under a data-processing agreement and is not permitted to use it for its own purposes. You can opt out of Contentsquare collection at any time using their opt-out page at contentsquare.com/privacy-center/opt-out/, or by enabling “Do Not Track” in your browser. Opting out does not affect your ability to use the Services.

11. International processing

Information may be processed in the United States and other countries where we or our service providers operate. Those jurisdictions may have data-protection laws different from those in your location. Where required, we use appropriate contractual or legal safeguards for cross-border transfers.

12. Children

The Services are designed for business use and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so we can review and delete it as appropriate.

13. Third-party services and links

The Services may connect to or link to third-party services. Their privacy practices are governed by their own policies. Soluzionali is not responsible for the privacy, security, availability, or content of third-party services.

14. Changes to this policy

We may update this policy from time to time. We will post the revised policy and update the “Last updated” date. Where required by law or contract, we will provide additional notice or obtain consent.

15. Contact us

Soluzionali LLC
Orlando, Florida, United States
Email: privacy@soluzionali.com
General inquiries: hello@soluzionali.com