Privacy Policy

Workyla (“Workyla”, “we”, “us”, or “our”) provides a customer relationship management platform, including messaging, calling, scheduling, and related tools (the “Service”). This Privacy Policy explains what information we collect, how we use and share it, and the choices you have. It applies to visitors of our marketing site and to organizations and individual users of the Service (“Customers”, “you”).

If you are an end customer or contact of one of our Customers (for example, someone a Customer messages or calls through Workyla), your information is processed by that Customer as the data controller, and Workyla acts as a data processor on their behalf. Requests about that data should be directed to the relevant Customer; we will support them in responding as required by our agreements and applicable law.

Account & profile information. Name, email address, phone number, organization name, role, password (hashed), and profile details you provide when you create or manage an account.

Customer data you upload or generate. Contacts, leads, deals, pipeline records, notes, forms, and files you add to the Service, and the content of messages, emails, calls, and appointments you send, receive, or schedule through the Service.

Communications metadata. When you send or receive email, SMS, or voice calls through the Service (including via our providers such as Amazon SES and Twilio), we process message and call metadata — timestamps, sender/recipient identifiers, delivery status, call duration, and recordings or transcripts where that feature is enabled.

Billing information. Subscription plan, billing address, and transaction history. Card and payment details are collected and processed directly by our payment processor (Stripe); Workyla does not store full card numbers.

Usage & device data. Log data, IP address, browser and device type, pages viewed, and actions taken in the Service, collected automatically through cookies and similar technologies (see Section 8).

Third-party connections. If you connect integrations (e.g. Google, Microsoft, Zoom, Slack, calendar or email providers), we receive account identifiers and the data those integrations are authorized to share, as governed by the permissions you grant at the time of connection.

• Provide, operate, secure, and maintain the Service.
• Deliver messages, calls, emails, and scheduled appointments you initiate through the Service.
• Process subscriptions, invoices, and payments.
• Authenticate accounts and enforce role-based permissions within your organization.
• Respond to support requests and communicate about updates to the Service.
• Monitor for fraud, abuse, and security incidents, and enforce our Terms of Service.
• Analyze usage to improve reliability, performance, and features.
• Comply with legal obligations and enforce our agreements.

We do not sell personal information, and we do not use Customer data to train third-party general-purpose AI models.

We share information only as needed to provide the Service:

• Service providers (sub-processors) who host infrastructure, send email and SMS/voice, or process payments on our behalf, including cloud hosting providers, Amazon SES (email delivery), Twilio (SMS and voice), and Stripe (billing). These providers may only use data to perform services for us and are bound by contractual confidentiality and security obligations.
• Other members of your organization, according to the roles and permissions configured by your organization’s administrators.
• Integrations you connect (e.g. calendar or video-conferencing providers), to the extent needed to operate the integration.
• Legal & safety — where required to comply with law, respond to lawful requests, or protect the rights, property, or safety of Workyla, our Customers, or others.
• Business transfers — in connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality obligations.

We retain account and Customer data for as long as your account is active and as needed to provide the Service. After account cancellation, we retain data for a limited period to allow reactivation and to meet legal, tax, and backup-retention obligations, after which it is deleted or anonymized. Communications data (email, SMS, call logs and recordings) is retained according to your organization’s configured retention settings, where available, or our default retention schedule.

We use industry-standard technical and organizational measures to protect information, including encryption in transit, access controls, and monitoring. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Depending on your location, you may have rights to access, correct, export, or delete your personal information, or to object to or restrict certain processing (for example, under the EU/UK GDPR or the California Consumer Privacy Act). If you are an end user of a Workyla Customer, please direct your request to that organization first; we will assist them as required by law and our agreements. Otherwise, you can exercise these rights by contacting us at hello@workyla.com.

We use cookies and similar technologies to keep you signed in, remember preferences (such as theme), and understand how the Service and marketing site are used. You can control cookies through your browser settings; disabling essential cookies may affect the Service’s functionality.

We and our service providers may process and store information in countries other than your own. Where required, we rely on appropriate safeguards, such as standard contractual clauses, to protect information transferred internationally.

The Service is intended for business use and is not directed to individuals under 16. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. Material changes will be notified through the Service or by email, and the “Effective” date above will be updated. Continued use of the Service after changes take effect constitutes acceptance of the revised policy.

Questions about this Privacy Policy can be sent to hello@workyla.com.