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Privacy Policy Last Updated: February 16, 2026 SalesReady LLC (“we”, “us”, “our”) is a software application running inside the Salesforce CRM ecosystem. This Privacy Policy explains how we collect, use, disclose, process, and retain your information in connection with our Services (the “Services”). By using our Services, you agree to the collection and use of your information as described below. 1. Information We Collect a. Information You Provide Account details you provide when installing/authorizing the app inside Salesforce (e.g., user name, email address, company name, billing information). Configuration data, user inputs, uploaded templates or documents you upload into the app while using it. Support requests, feedback or communications you send to us. b. Information Collected Automatically Usage data such as how you use the app inside Salesforce: features clicked, session durations, logs of interactions. Technical and device data: browser type, device type, operating system, IP address, time stamps. Cookies and similar tracking technologies when you interact with our websites (not necessarily inside Salesforce) for analytics and functionality. c. Information from Third-Parties (Integrations) Because SalesReady embeds into and integrates with Salesforce, we may receive certain data from Salesforce or other platforms (with your authorisation) to enable features such as syncing templates or documents. d. Customer Data & Ownership Your “Customer Data” (the information you upload, store, or process through the app inside Salesforce) remains your property. We process it only on your instruction to provide the Services. 2. How We Use Your Information We use the information we collect to: Provide, maintain and operate the Services you request. Monitor, support and improve the performance of the Services and our app inside Salesforce. Communicate with you—including sending service notifications, updates, billing notices or other administrative messages. Process billing and payments for subscriptions. Ensure the security, integrity and compliance of our Services (including detecting fraud, unauthorized activity, and managing access). Comply with legal obligations. Importantly: We do not use your Customer Data for our own marketing or behavioural-advertising purposes unless agreed separately. 3. How We Share Information a. Service Providers / Subprocessors We engage certain trusted third-party vendors (subprocessors) to help us operate and deliver the Services. These subprocessors may have access to your data solely to perform services on our behalf and under our instructions. Your data is not sold or rented to third-parties for marketing. b. Integrations you authorise If you enable integrations between SalesReady and other systems (for example within Salesforce or other connected apps), you may authorize those systems to receive data. You control those authorisations. c. Legal & Safety We may disclose information (including Customer Data) if required by law, regulation, or court order; to defend our rights; or to protect the safety of users or the public. d. Aggregated/Anonymised Data We may create aggregated or anonymised data (so it can’t reasonably identify you) for analysis or improvement of our Services, and we may use and share that without restriction. 4. Subprocessors Below is a description of how we engage subprocessors and some illustrative categories. We maintain internal contracts (Data Processing Agreements) with each subprocessor, ensuring they offer appropriate safeguards in accordance with applicable data protection laws. Types of Subprocessors Infrastructure & hosting providers: for example cloud platforms that host our app environment, databases, backups. Analytics, logging & monitoring providers: to monitor performance and usage of our app inside Salesforce. Payment / billing processors: to handle subscription payments. Support, operations & customer success tools: to enable our team to respond to support requests, manage onboarding, etc. List of Subprocessors You may find our current subprocessors here. 5. Data Transfer & International Processing Since our Services may operate globally, your information (including Customer Data) may be transferred to, stored, or processed in the United States or other countries where our service providers or subprocessors operate. If you are located in the EU/EEA or Switzerland and we transfer personal data outside those regions to recipients without an adequacy decision, we will use appropriate safeguards (e.g., Standard Contractual Clauses) in accordance with applicable law. 6. Data Retention We retain your information (including Customer Data) as long as your account is active or as needed to provide the Services. We may also retain data for a longer period if required to comply with legal obligations, resolve disputes, enforce our Agreements, or comply with record-keeping requirements. Where you delete your data or close your account, we will either delete or anonymise the data in line with our data retention policy. 7. Security We implement administrative, technical and physical safeguards designed to protect your information from unauthorized access, use, alteration or destruction. This includes encryption of data in transit, access controls, least-privilege access, periodic vulnerability assessments, and incident-response processes. Nonetheless, no system is perfectly secure and we cannot guarantee absolute security. 8. Your Rights Depending on your jurisdiction, you may have the following rights regarding your personal information: The right to access, correct or update your personal information The right to delete or request erasure of your personal information (subject to legal or contractual retention obligations) The right to restrict or object to certain processing The right to data portability (where applicable) The right to withdraw consent (to the extent processing is based on consent) If you are an administrator of a SalesReady account, you control the Customer Data and can manage, export or delete that data via your Salesforce environment and our Services. To exercise any of the above rights, please contact us at the address below. 9. Changes to This Privacy Policy We may update this Privacy Policy from time to time (for example to reflect changes in how we operate, changes in the law or feedback from users). When we do, we will update the “Last Updated” date and, where required by law, we may provide you with more prominent notice (e.g., email notification or in-app notice). Your continued use after the update constitutes acceptance of the revised Policy. 10. Contact Us If you have questions or concerns about this Privacy Policy, our data practices, or to request our current list of subprocessors, you can contact us at: SalesReady Email: support@salesready.io Address: 3540 Toringdon Way Suite 200 Charlotte, NC 28277 Website: https://salesready.io