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Our Privacy Policy.

    sales-i understands that your privacy is important and that you care about how your personal data is used and shared online. We respect the privacy of everyone who visits our websites and uses our services.

    We are committed to respecting, securing and protecting your personal data. We are also committed to being transparent about what we collect from you and how we use it.

    This privacy policy covers information practices, including how we use, share and secure the personal information you provide through our publicly available websites and sales-i services.

    As used in this Privacy Policy, “personal information” or “personal data” is any data about an identified or identifiable natural person, or any information that in combination with other non-personal information can reasonably be used to identify a natural person.

    We reserve the right to change, modify, add or remove portions of this Privacy Policy from time to time and in our sole discretion. Our policy is to alert you that changes have been made by indicating on the Privacy Policy the date it was last updated.


    The data controller of www.sales-i.com and any subpages thereto is SugarCRM Inc., a Delaware corporation, located at 548 Market Street, PMB 59423, San Francisco, CA 94104-5401, USA. If you have any questions on this Privacy Policy or any of our data processing practices, please contact dataprivacy@sugarcrm.com or SugarCRM Inc., 548 Market Street, PMB 59423, San Francisco, CA 94104-5401, USA, c/o Chief Legal Officer.

    Your Rights.

    Under the General Data Protection Regulation (GDPR), you have several rights about your personal data. This policy has been designed to uphold your rights where we act as a data processor:

    • Right of access – you have the right to request a copy of the information that we hold about you.
    • Right of rectification – you have a right to correct data that we hold about you that is inaccurate or incomplete.
    • Right to be forgotten – in certain circumstances you can ask for the data we hold about you to be erased from our record.
    • Right to restriction of processing – where certain conditions apply to have a right to restrict the processing.
    • Right of portability – you have the right to have the data we hold about you transferred to another organization.
    • Right to object – you have the right to object to certain types of processing such as direct marketing.
    • Right to object to automated processing, including profiling – you also have the right not to be subject to automated processing or profiling.
    • Right to judicial review – if we refuse your request under rights of access, we will provide you with a reason to why. You have the right to complain as detailed below.

    Inquiries and Your right to lodge a complaint

    If you believe that sales-i is not processing your personal data in accordance with the requirements set out herein or applicable data protection laws, you can at any time lodge a complaint with the relevant supervisory authority.

    If you wish to make a complaint about how your personal data is being processed or how your complaint has been handled, you have the right to lodge a complaint directly to us at dataprivacy@sugarcrm.com or via mail SugarCRM Inc., attn. Privacy Team, 548 Market Street PMB 59423, San Francisco, CA 94104-5401, USA.

    If we are unable to help, or you are not satisfied with our response, you also have the right to lodge a complaint with the UK’s supervisory authority – The Information Commissioner’s Office (ICO). The ICO can be contacted:

    By post – The Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF.
    By telephone – 0303 123 1113
    Via its website – www.ico.org.uk

    What personal data do we collect from you?

    The type of information we collect from you depends upon the type of interactions you have with our websites and services, including the context of your interactions with sales-i, the choices you make (including privacy settings) as well as the services you use.

    You may choose to give us personal information directly in a variety of situations, such as if you request to receive information or a service from us, if you apply for a job via our job application portal, or if you do business with us as a supplier or partner.

    We may also collect information relating to your use of our websites and our services using various technologies. For example, when you visit our websites, we may log certain information that your browser sends, such as your IP address, browser type and language, access time, and referring website addresses. We may collect information about the pages you view within our websites and other actions you take while visiting us. In addition, some of our services include technologies that allow us to collect certain information about product use.

    We may also collect information that pertains to you indirectly through other sources, such as vendors. When we do so, we ask the vendors to confirm that the information was legally acquired and that we have the right to obtain it from them and use it.

    More examples of information we may collect include:

    • Contact information such as name, company name, address, phone number and email address.
    • Financial information such as billing name, billing address and credit/debit card details.
    • Other information such as number of people within your organization using our service.
    • Location information when using our mobile app to plan/manage customer visits.

    How we use your personal data.

    We process data our customers input to our products and services or that they request us to process on their behalf pursuant to our subscription terms and conditions as well as to perform customer support activities, such as fulfilling product orders, hosting services, providing technical support, evaluating the quality of our products and services, improving product offerings, and providing technical services to customers.

    We may also collect personal information about our prospective and existing customers, employees, vendors, and service providers.

    The information collected is used to provide services to our customers. These may include but not limited to:

    • Processing service requests
    • Negotiating contracts
    • Handling orders
    • Processing payments
    • Communicating with customers about orders
    • Promotional offers and marketing
    • Providing customer support
    • Managing customer and prospect relationships
    • Managing customer meetings and notes through the sales-i app
    • Developing and improving our services
    • Compliance with governmental, legislative and regulatory bodies, and investigating complaints about the use of our services
    • Educate and inform clients about our product and to improve our services

    We process personal information for certain business purposes, which include some or all of the following:

    • Where the processing enables us to enhance, modify, personalize or otherwise improve our services/communications for the benefit of our customers
    • To enhance the security of our network and information systems
    • To better understand how people interact with our websites
    • To provide postal communications which we think will be of interest
    • To determine the effectiveness of promotional campaigns and advertising

    We ensure that we only process data in the interests of our company in conducting and managing our business to enable us to give customers the best services/products and secure experiences.

    We will only ever send you communications that we feel are relevant to you. We may process your information to protect you against fraud when transacting on our website, and to ensure our websites and systems are secure.

    When processing your personal information for our legitimate interests, we consider and balance any potential impact on you – both positive and negative and your rights under data protection laws.

    Our legitimate interests do not automatically override your interests. As such, we will not use your personal data for activities where our interests are overridden by the impact on you, unless we have another legal basis such as your consent or are otherwise required or permitted to by law.

    If you have any objection to our data processing by legitimate interests, please see ‘your rights’ section at the start of this policy.

    Why you are required to provide personal data.

    In general, your provision of any personal data or granting of consent to a processing activity is entirely voluntary. However, there are certain circumstances in which sales-i cannot act without processing certain personal data, for example to process your orders, or to assist you with use of our services, or to provide access to a web offering or newsletter. In these cases, it will not be possible for sales-i to provide what you request without the relevant personal information. In some circumstances, sales-i may need to terminate your ability to use the services without access to your personal data. sales-i intends to notify you of whether such communication or data sharing is deemed mandatory and the impact of not sharing.

    Storing and sharing your information.

    sales-i, a SugarCRM company, is part of a global organisation, with business processes, management structures and technical systems that cross borders. As such, we may share data about you with other sales-i and SugarCRM group entities and transfer it to countries in the world where we do business in connection with the uses identified in this Privacy Policy. Our procedures are designed to provide a globally consistent level of protection for personal information by all sales-i and SugarCRM group entities.

    In some cases we use suppliers located in various countries to collect, use, analyse, and otherwise process information on our behalf. We may also use third party service providers including digital marketing service providers that conduct marketing activity on our behalf. We may also use subcontractors that provide services to us in connection with providing our services to you. We put in place contractual safeguards for the protection of your personal data with such suppliers, third party service providers and subcontractors including obligations for processing in line with applicable legal requirements to ensure compliant processing.

    We may also disclose your personal information to other business partners. Unless otherwise specified in this Privacy Policy, we will only do so with your consent. We do not in any event sell or lease any of your personal information.

    Where you post information to our wikis, forums, blogs, message boards, chat rooms, websites or other social networking environments, your information will be shared with audiences within those platforms.

    We may share your personal data based on a good faith belief that such disclosure is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, or situations involving potential threats to the safety of any person. We may use your personal data as evidence in litigation in which we are involved, to protect the rights or safety of any person or entity, to respond to a judicial process or valid government inquiry or as otherwise required by law.

    We do not sell your personal information.  


    When you provide information through one of our webforms or other avenues, we might provide you with further information about our services. You can manage your subscription preferences at any time and unsubscribe from this information.

    Should you request information from us, we will use the data you provide to process this request.

    For example, by completing our ‘Request a Demo’ form, we will get a better understanding of your requirements.

    We may use information you provided to contact you to further discuss your interest in our services and to send you information regarding us and our affiliates. We will only process the information you provide on the grounds of legitimately meeting your requirements.

    To consistently provide an expected level of service, we may also use information collected to update, expand and analyse our records to create a more befitting service for you.

    For further enquiries about receiving marketing communications, contact marketing@sales-i.com.

    Keeping your data up-to-date.

    We may retain your information for a period consistent with the original reason it was collected. Upon entering into an agreement with us, we reserve the right to store and use your information to provide the services. Upon termination of the agreement, we would keep your information for a pre-defined period as stipulated in our terms and conditions located at https://www.sales-i.com/about/terms-and-conditions.

    As a client, you have the right to request to review, correct, delete or otherwise modify any of the personal information you may have previously provided to us, at any time. As a user of our product, you may generally update information wherever necessary. To update your billing information or terminate your agreement with us, you can contact orderdesk@sugarcrm.com.


    We employ procedural and technological measures that are reasonably designed to help protect personal information from loss, unauthorized access, disclosure, alteration, or destruction.

    In addition, these employees only act within the scope of their authority and are trained to prevent any errors or omissions. Access to your name and address is restricted to our employees who need to know such information in connection with delivering our services to you and are bound by legal confidential obligations.

    We also carry out ongoing security monitoring exercises to ensure that our systems are updated and adopt appropriate industry data collection, storage, and processing practices.

    Third Party Processors.

    Our carefully selected partners and service providers may process personal information about you on our behalf as described below.

    Digital Marketing Service Providers

    We periodically appoint digital marketing agents to conduct marketing activity on our behalf, such activity may result in the compliant processing of personal information. Our appointed data processors include:

    Prospect Global Ltd - trading as Sopro (Reg. UK Co. 09648733). You can contact Sopro and view their privacy policy here: http://sopro.io. Sopro are registered with the ICO Reg: ZA346877 and their Data Protection Officer can be emailed at: dpo@sopro.io.


    If you use our websites, we may use various website navigation information including tracking technologies such as cookies and web beacons to collect and store information from you. Website navigation information includes standard information from your Web browser (such as browser type and browser language), language choices, time zone, your Internet Protocol (IP) address, actions you take on our websites, URL and page metadata, installation data (such as the operating system type and application version), system crash information, system activity and hardware settings. We may also automatically collect and store certain information in activity logs such as: details of how you use our websites, your search queries, and your IP address.

    For more details, please see our “Cookie Policy” at https://www.sales-i.com/cookie-policy.

    Recruitment and selection (Applicant/Candidate) privacy notice.

    This Privacy Notice applies to all personal information of job applicants collected or used by sales-i UK Limited and sales-i INC (collectively referred to as sales-i). This Privacy Notice explains how your information will be collected, used and shared if you submit an employment application to us through our careers page or via our hrops@sugarcrm.com email address.


    When you apply for a position within sales-i, you will be asked to provide certain personal information, such as your name and contact information, your education and employment history, your work skills, and your desired work location. You also will be able to upload documents such as cover letters, CVs and references.

    Additionally, depending upon your location or the location of the job, we may request additional information about you or there may be an opportunity for you to provide on a voluntary basis other self-identification information.


    We may use the information we obtain through these channels to:

    • Help us to evaluate and assess your experience and qualifications as they relate to specific requirements for the position for which you applied, and possibly to determine whether you would be suitable for other positions within sales-i;
    • Keep in touch with you about future openings in other similar positions;
    • To respond to and communicate with you about your requests, questions and comments;
    • To help protect against, identify and prevent fraud and other criminal activity, claims and other liabilities; and
    • To ensure we comply with and enforce applicable legal requirements, relevant industry standards and our policies.


    We may share your personal information with our internal departments and hiring leads for the purpose of evaluating your experience and qualifications as they relate to specific requirements for the position and possibly to determine whether you would be suitable for other positions within sales-i. In addition, we may use your personal information for reporting purposes as may be required by law.

    We may also supply your personal information to third parties who perform services on our behalf. We may share your application and any additional information you provide to us with service providers such as recruitment agencies, employment services and salary evaluators who may be working with sales-i for the purposes of evaluating candidates for employment opportunities, as well as with service providers who help us administer this website or assist our online recruiting process (such as our internet service providers). sales-i requires these third parties to adequately safeguard your personal information and not use it for any unauthorized purpose.

    In addition, if you supply references to support your employment application, we may contact these individuals to help us evaluate you for employment opportunities at sales-i. Doing so will necessarily involve a limited disclosure of your personal information to those individuals, such as your name, the fact that you have submitted an application to sales-i for employment and that you are interested in a certain type of position at sales-i.

    We will not provide your personal information to third parties for those third parties’ own marketing purposes without your prior consent.


    We may transfer the personal information we collect about you to countries other than the country in which the information originally was collected. For example, we may transfer the information to our service providers in the United States and Canada that host the Site and our international database, and the information may be accessed by internal and external recruiters acting on our behalf, who may be located in other geographies, to inform you of future openings in similar positions. Those countries may not have the same data protection laws as the country in which you initially provided the information. When we transfer your information to other countries, we will protect that information as described in this Privacy Notice and in accordance with applicable law.


    Our careers site (https://www.sales-i.com/about/careers) may provide links to other websites for your convenience and information. These websites may operate independently from us. Linked sites may have their own privacy notices or policies, which we strongly encourage you to review to better understand their procedures for collecting, using and disclosing personal information. We are not responsible for the content of linked websites, any uses of these sites, or the privacy practices of these sites.


    We maintain administrative, technical and physical safeguards designed to protect the personal information you provide through the Site against accidental, unlawful or unauthorized destruction, loss, alteration, access, disclosure or use.


    sales-i will store the personal information that you send us via this website for as long as is reasonably necessary for your employment application, taking into consideration our need to answer queries or resolve problems and comply with legal requirements under applicable laws. This means that we may retain your personal information to be able to contact you should a suitable job opening occur in the future. If you do not wish to be considered for future employment opportunities, we will delete your personal information at your request. Applicants who are recruited for interviews or who receive employment positions within sales-i will have their information stored for longer periods, consistent with employment need and local law.


    In accordance with applicable law, you have the right to request access to your personal data and, if this data is incorrect or incomplete, the right to request rectification of the data. You also have the right to request and, if applicable, obtain erasure of your personal data or, where provided by law, you may also object, on grounds relating to your particular situation, to us keeping and using your personal data to contact you for future opportunities. You may also lodge a complaint with a supervisory authority, in the EU country of your habitual residence or place of work, or of a possible violation of the EU data protection rules. The data controller responsible for the processing of your personal data in the context of the recruitment process is the sales-i entities for which you decide to apply for a job position.

    If you have any questions about the processing of your personal data or if you wish to access, revise or deactivate your candidate profile at any time, or have your personal information removed completely, you can do so by contacting us at dataprivacy@sugarcrm.com.

    Effective: May 15, 2024

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