Who is responsible
DealsClutch is operated as a product affiliated with Passport Planners Limited and Passport Planners LLC. The entity identified in your order form or service agreement is responsible for account, website, billing, and support data.
When a customer places personal data inside a DealsClutch workspace, that customer is normally the controller and DealsClutch normally acts as a processor on the customer's instructions.
Information we handle
The information handled depends on how the service is used. It can include account details, profile information, workspace membership, login and security records, subscription information, support communications, device information, and product activity.
- CRM data such as leads, companies, contact details, notes, tasks, meetings, messages, files, documents, invoices, and workflow activity.
- Connection information for services the workspace chooses to integrate, including provider identifiers, connection status, and protected credentials.
- Technical records used to secure, operate, diagnose, and improve the service.
How we use information
We use information to provide and secure DealsClutch, authenticate users, maintain tenant and workspace isolation, process subscriptions, deliver requested integrations, prevent misuse, communicate about the service, comply with legal duties, and improve reliability.
The legal basis can be performance of a contract, legitimate interests, consent, or a legal obligation depending on the activity and the user's location.
Connected services
A workspace can connect third-party services for email, calendars, messaging, calling, files, payments, scheduling, and AI assistance. DealsClutch sends data to a connected service only as needed for the action the user or workspace requests.
Those providers process information under their own terms and privacy notices. Workspace administrators should review provider settings, scopes, retention, and account rules before enabling a connection.
Sharing and subprocessors
Information can be shared with authorized workspace members, infrastructure and communication providers, payment processors, professional advisers, and public authorities where disclosure is legally required.
We use service providers only for defined operational purposes and require appropriate confidentiality and data-protection commitments where applicable.
International transfers
DealsClutch and its providers can process information in more than one country. Where a transfer requires a safeguard, the relevant entity uses an available lawful mechanism such as contractual protections or an adequacy framework.
Retention and deletion
Information is retained for the life of the account and for a limited period afterward when needed for recovery, security, disputes, accounting, or legal obligations. Retention varies by data type, provider connection, and workspace configuration.
Workspace owners should export information they need before deleting a workspace. Backup copies can remain for a limited operational cycle before being removed or overwritten.
Security
DealsClutch uses access controls, tenant-aware authorization, protected provider credentials, transport security, logging, backups, and operational safeguards proportionate to the service.
No system can guarantee absolute security. Users must protect their credentials, use authorized accounts, and report suspected misuse promptly.
Your choices and rights
Depending on location, a person may request access, correction, deletion, restriction, portability, or objection, and may withdraw consent where processing relies on consent.
If DealsClutch processes the requested CRM information for a customer, the request can be directed to that customer so the controller can make the decision. We assist the customer where required.
Children and changes
DealsClutch is a business service and is not directed to children. We can update this policy when the product, providers, or legal requirements change. Material updates will be communicated through an appropriate product or account channel.
Contact DealsClutch
Email info@passportplanners.org and include the relevant workspace or account email where appropriate.