Privacy Policy

Pontem Sales Inc. ("Pontem Sales", "we", "us") is based in Port Perry, Ontario, Canada. We make PontemVelo and run this website. This policy explains how we handle personal information, in line with Canada's privacy law (PIPEDA). If anything here is unclear, write to us at [email protected].

1. Who this covers

• Visitors to our website.
• People who ask about a demo or start an order, including people who start a form and do not finish it.
• Customers and their team members who use a Pontem Sales workspace.
• Buyers whose details, such as a name, title and work email, a customer enters in the service.

2. What we collect

On our website

When you request a demo or start an order, we collect what you type: your name, work email, company, team size, the number of seats and plan you want, and any message. We save an email address and the details entered so far as soon as you have typed it, even if you leave without sending the form, so that we can follow up. We also keep a random reference number in your browser's session storage to link the steps of one request together, and remember your currency and billing choice for the visit. We use one advertising cookie: the LinkedIn Insight Tag, which helps us measure how our LinkedIn ads perform and show our ads to people who have visited this site. LinkedIn receives technical details such as your browser, the pages you visit and the time of your visit; we see only aggregated reports, not who you are. You can decline it with "No thanks" on the notice shown on your first visit (or by clearing this site's data to see the notice again), and you can control LinkedIn ad settings in your LinkedIn account. We use no other advertising or analytics cookies. Our pages load fonts from Google Fonts, which means your browser contacts Google when a page loads.

In a workspace

Account details (name, work email, a password handled by our sign-in provider), and the content customers put in: plans, steps, due dates, comments, deal details such as client name, industry, deal size and anticipated close date, buyer contact names and emails, and notes. Activity such as when steps are completed and what reps log against targets is recorded so reports can be produced.

If a customer links Microsoft 365

With the user's or an administrator's approval, we read when email was sent, to whom and whether a reply came back, and calendar events with outside attendees: who was invited, their replies, and the event title and agenda. We do not read email subjects, message text or attachments, and we skip calendar events marked private or confidential.

If a customer links Google (Gmail and Google Calendar)

With the user's approval, we read only message headers and calendar event details: when mail was sent or received and the sender and recipient addresses, and calendar events with outside attendees, their replies, and the event title and agenda. We do not read email subjects, message text or attachments, we skip calendar events marked private or confidential, and we cannot send, change or delete anything. Pontem Sales' use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not sell this data, use it for advertising, or use it to train AI models. No person at Pontem Sales reads it except with the user's consent, to investigate abuse or security, or where the law requires. Each person can unlink at any time in the app, and choose to delete the figures collected, and can also remove access from their Google Account.

If a customer links a CRM (HubSpot, Pipedrive or Salesforce)

When an Owner or Admin links a CRM, we read deals only: deal name, stage, amount, dates, company, the buyer contact's name and email, and the deal owner. We never write to or change anything in the CRM. The access key the customer provides is stored encrypted, is never shown again, and is used only when the Owner or Admin chooses to pull deals. It is deleted when the CRM is unlinked, and the customer can also delete the key in their CRM at any time.

Payments

Payments are handled by Stripe. Card details go to Stripe and never reach our servers. We receive confirmation of payment, the amount, the plan and seat count, and a customer reference.

3. How we use it

• To provide, secure and support the service, including emailing notifications that customers have turned on.
• To respond to demo requests and orders, and to follow up with people who started a request and did not finish. These follow-ups are about the request you started, and each one tells you who we are and how to stop them.
• To bill customers and keep records.
• To improve the product.
• To produce aggregated, anonymised statistics (see section 5).

We do not sell personal information, and we do not use customer content to advertise to anyone.

4. Who we share it with

Only with service providers that help us run Pontem Sales, and only so they can do that work:

• Supabase, for the database and sign-in.
• Resend, for sending email.
• Stripe, for payments.
• Microsoft, only if a customer links Microsoft 365.
• Google, only if a customer links Gmail and Google Calendar.
• HubSpot, Pipedrive or Salesforce, only if a customer links that CRM, so we can read their deals.
• Anthropic, only when a customer uses an optional writing or planning assistant. What the user asks about, and the plan information needed to answer, is sent to produce the result. Anthropic does not use it to train its models under our commercial terms.

These providers may store or process information outside Canada, including in the United States, where it can be accessed under local law. We may also disclose information if the law requires it, or to protect our rights and the safety of others, or as part of a sale or reorganization of our business.

Customers' own content. For the content a customer puts into a workspace, including information about their buyers, the customer decides what to enter and why, and we handle it on their behalf and on their instructions. A customer who records a buyer’s details is responsible for telling that buyer.

5. Aggregated and anonymised statistics

We combine activity across workspaces into statistics, for example how often a type of step comes before a closed deal, or the most common reasons deal dates move. We may publish these in our own articles and marketing. The statistics never name or identify a company, person, plan or deal, and use no free text that customers have typed. A figure is only produced when it is based on at least three workspaces, and a step name or industry appears only when it is built into Pontem Sales or used by at least three workspaces. A customer can ask us to leave its workspace out of these statistics at any time by writing to [email protected].

6. How long we keep it

We keep a workspace's content while the account is active. When an account is closed, we delete or anonymise its content within a reasonable period, except where we need to keep records for legal or accounting reasons. We keep details from demo requests and unfinished forms only as long as needed to follow up, and then delete them. Stripe keeps payment records as its own rules and the law require.

7. Your choices and rights

You can ask us for access to the personal information we hold about you, ask us to correct it, or withdraw your consent to our using it, subject to legal and contractual limits. You can tell us to stop following up with you at any time. If you are a buyer whose details a customer has entered, or a team member in a customer's workspace, we may direct your request to that customer. Write to [email protected] and we will reply within 30 days. If you are not satisfied, you can complain to the Office of the Privacy Commissioner of Canada.

8. Security

We use access controls, separate each workspace from the others, and rely on our providers' security measures. Our Security page describes what we do. No system is perfectly secure, and we will tell affected customers if a breach puts their information at real risk, as the law requires.

9. Children

Pontem Sales is a business tool and is not directed to children.

10. Changes

We will update this page when our practices change and show the date at the top. For significant changes affecting customers we will also tell them directly.

11. Contact

Pontem Sales Inc., Port Perry, Ontario, Canada. [email protected]