Terms and conditions
The fine print—because smooth CRM deserves smooth terms.
1. Introduction
Last updated: January, 2025.

At Optalio, your trust means everything to us. This Privacy Policy explains what data we collect, why we collect it, and how we use it so you can focus on growing relationships while we keep your information safe.
2. What we collect
To help you manage your customer relationships with ease, we may collect:
- Basic account info (like your name, email, company name)
- Contact data from your uploaded lists or integrations
- Usage data (how you interact with Optalio features)
- Support conversations (when you reach out to us)
We do not sell your data. Ever.
3. Why we collect it
We use this data to:
- Personalize your Optalio experience
- Provide customer supportImprove our features and services
- Keep your account secure
- Send important updates or insights (never spam)
4. How we keep it safe
Your data is encrypted in transit and at rest. We follow industry best practices to ensure your information is stored securely and only accessed when necessary by authorized personnel.
5. Third parties & integrations
We only share your data with trusted tools and partners that help us deliver Optalio to you (think email services, analytics, CRM integrations). We vet them carefully and ensure they comply with strict privacy standards.
6. Data retention
We retain your data as long as your account is active or as needed to provide our services. If you close your account, we’ll delete your data unless we’re required to keep it for legal, tax, or regulatory reasons.
7. International users
If you're accessing Optalio from outside the country where we operate, your data may be transferred and processed in a different jurisdiction. We take appropriate safeguards to ensure your information is handled according to this Policy, no matter where you are.
8. Changes to this policy
We may update this Privacy Policy from time to time to reflect product updates or legal changes. When we do, we’ll update the “Effective Date” and notify you if the changes are significant.
Join over 500,000 businesses using Öptalio
Subscribe newsletter
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.