Sage Reception distinguishes between these categories of Customer Data because the direct relationship we have with you is different than the indirect relationship we have with your prospective or actual customers.

How Sage Reception Processes Customer Account Data

We collect and process your Customer Account Data:

• When you use the Sage Reception mobile phone app;
• When your customers interact with the Sage Reception system via voice or text messaging;
• When you request support from us, we process any personal information you provide;
• When you contact Sage Reception’ Sales Team or Customer Support Team; and
• When you sign up for a Sage Reception account and use our products and Services.

Broadly speaking, we use Customer Account Data to:

• Perform our contract with you;
• Pursue our legitimate interests to:
• understand who our customers and potential customers are and their interests in Sage Reception’ products and Services,
• manage our relationship with you and other customers,
• provide you with marketing materials,
• perform research (including marketing research),
• carry out core business operations such as accounting and filing taxes, and
• help detect, prevent, or investigate security incidents, fraud, and other abuse and/or misuse of our products and services;
• Comply with any legal obligations we may have; and
• Carry out other uses to which you have consented.

What Customer Account Data Sage Reception Processes When you Use the Sage Reception App or Your Customers interact with the Sage Reception System

When you sign up for Sage Reception or request more information about Sage Reception, we will collect personal information that you submit to us (e.g., through a web form) and we will also collect information automatically using tracking technologies like cookies. We collect this information to fulfill your request, to learn more about who is interested in our products and services, to advertise to you, and to improve our Services.

Information You Share Directly: In some places on the Website, you may be able fill out web forms to ask to be contacted by our Sales Team, sign up for a marketing or a newsletter, register for a Sage Reception event, request a demo, or take a survey. The specific personal information requested on these forms will vary based on the purpose of the form. We will ask you for information necessary for us to provide you with what you request through the form (for example, we will ask you for your email address if you want to sign up for an email newsletter and for your phone number if you want a member of our Sales Team to call you).

We may deliver marketing and communications to you across various platforms such as e-mail, text messaging, and direct mail. We also ask you for additional information to help us understand you better as a customer like your Sage Reception use case, your company’s name, or your role at your company. If you provide your email address through a form on our Website and give your consent, you will receive marketing emails from us about the services you requested and related Sage Reception products or services. If you sign up to receive marketing communications from Sage Reception, like our newsletter, you can always choose to opt-out of further communications through a preferences page which will be linked from any marketing email you receive from Sage Reception. You may also contact our Customer Support Team to communicate your choice to opt-out.

Information We Collect Automatically: When you visit a Website, including our web forms, we and service providers acting on our behalf automatically collect certain information using tracking technologies like cookies, web beacons, and similar technologies. We use this information to understand how visitors to our Websites are

using them, which pages and features of the Websites are most popular, and to tailor and deliver advertisements. This helps us understand how we can improve our Websites and track performance of our advertisements. Read more in “Cookies and Other Technologies” below.

All information we collect when you sign up for a Sage Reception Account and interact with the Sage Reception Dashboard or our products and Services may be used to detect, prevent, or investigate security incidents, fraud, or abuse and misuse of our Platform and services.

Information You Grant us Permission to Collect: When using the Sage Reception Services, you will be asked to share information with us so that we can provide our service to you. Specifically, you grant us access to and we may retain Google calendar data or data from other calendar services solely for the purpose of maintaining scheduling and maintaining events at the request of our customers. No data accessed or retained through the use of Google, Microsoft or similar APIs are used to develop, improve or train generalized AI or ML models.

Information Collected When You Communicate with Us: If you contact our Sales or Support Teams, those teams keep a record of that communication, including your contact details and other information you share during the communication. We store this information to help us keep track of the inquiries we receive from you and from customers generally so we can improve our products and Services and provide training to team members. This information also helps our teams manage our ongoing relationships with our customers. Because we store a record of these communications,

please be thoughtful about what information you share with our Sales and Support Teams. We will try to take appropriate measures to protect any sensitive information you share with us, but it is best to avoid sharing any personal or other sensitive information in these communications unless it is necessary for these teams to assist you.

Account Information:

When you sign up for an Account, we ask for certain personal information like your contact details and billing information so we can communicate with you, market to you using your email address as described above, and so you can pay for our products and Services. We also collect some information automatically, like your IP address, when you log into your account or when Your Application makes requests to our Platform. We use this to understand who is using our Services and how, and to detect, prevent and investigate fraud, abuse, or security incidents.

If you upgrade your Beta account, we will ask you to provide our payment processor with your payment method information like a credit card and/or your billing address. Our payment processor, acting on our behalf, gathers this so we can bill you for your use of our products and Services. Our payment processor will share your billing address with Sage Reception. Your billing address may also be used by Sage Reception for tax calculation and audit purposes.

Other Customer Account Data We Collect and Why

We may collect personal information about you from publicly available sources so we can understand our customer base better. We may also obtain information about your company from third party providers to help us understand our customer base better, such as your industry, the size of your company, and your company’s website URL. Specifically, third parties provide us with contact information and purchasing potential of customer leads, information on the creditworthiness of customers, and background information on job applicants.

How Long We Retain Your Customer Account Data

In general, Sage Reception will retain your Customer Account Data generally as long as needed to provide you with our Services, to operate our business, and comply with applicable laws. If you ask Sage Reception to delete specific Customer Account Data, we will honor this request unless deleting that information prevents us from carrying out necessary business functions, like billing for our services, calculating taxes, or conducting required audits.

Subject to the earlier exercise of your rights in your personal information, we will retain your Customer Account Data and Restricted Customer End-User Data for as long as you have an account with us, plus two months. We do not store your payment information. We keep your email if you do not revoke your consent to direct marketing. We will retain the rest of your personal information as long as we deem reasonably necessary to provide the Services, secure our systems, and protect ourselves from liability. We store log file information, which may contain personal information, for one year. We are developing ways to retain your data for shorter periods and will update this Privacy Policy accordingly.

Please note that if you request that we delete your Customer End-User Data, it may take up to 30 calendar days from our response to you for Customer End-User Data to be completely removed from our systems. In some cases, a copy of those records, including the personal information contained in them, may be retained to carry out necessary functions like billing, invoice reconciliation, troubleshooting, and detecting, preventing, and investigating spam, fraudulent activity, and network exploits and abuse. Legal matters may also require us to preserve records, including those containing personal information. These matters include litigation, law enforcement requests, or government investigations. If we must do this, we will delete the impacted records when no longer legally obligated to retain them. We may, however, retain Customer End-User Data that has been de-identified or aggregated such that your end-user cannot be identified.

Closing Your Account and Deletion: To request closure or deletion of your Account, you can contact Customer Support. Within 30 days following your request, Sage Reception will either delete your Customer Account Data or de-identify it such that it can no longer be used to identify you. You should know that closure and/or deletion of your Account will result in you permanently losing access to your Account and Customer Data in the Account. Please note that certain information associated with your Account may nonetheless remain on Sage Reception’ servers in a de-identified or aggregated form that does not identify you or your end-users. Similarly, we are required to maintain Customer Account Data for legal purposes or for necessary business operations (see “How Long We Retain Your Customer Account Data” section above).

Cookies and Other Technologies:

We use strictly necessary cookies on the Website and Services. These cookies are strictly necessary to provide you with the Website and the Services available through our Website and to use some of their

features, such as access to secure areas. Because these cookies are strictly necessary to deliver the Website, you cannot refuse them without impacting how our Website functions. You may be able to block or delete essential cookies by changing your browser settings.

We also use performance and non-essential cookies to help us analyze how the Services are being accessed and used, enable us to track performance, and secure the Website. For example, we use cookies to get insights regarding users and Website performance, such as page speed or to help us customize our Website and services for you to enhance your experience.

Finally, we may use targeted advertising cookies to make advertising messages more relevant to you and your interests. We sometimes use cookies delivered by third parties to track the performance of our advertisements. For example, some cookies remember which browsers have visited our Website. The information provided to third parties does not include personal information, but this information may be re-associated with personal information after we receive it. This process helps us manage and track the effectiveness of our marketing efforts.

Other Choices About Your Customer Account Data: In addition, you can exercise other choices about your Customer Account Data (e.g., accessing it, correcting or amending it, deleting it, restricting or objecting to its use, transporting it, or withdrawing consent) by contacting us here. We will process such requests in accordance with applicable laws. To protect your privacy, Sage Reception will take steps to verify your identity before fulfilling your request.

What Customer End-User Data Sage Reception Processes and Why

We use Customer End-User Data to provide Services to you and your end-users and to carry out necessary functions of our business as a communications service provider.

The Customer End-User Data that Sage Reception processes when you, our customer, use our products and Services and the reason Sage Reception processes it depends on which Sage Reception products and Services you use and how you use those products and Services.

Records containing Customer End-User Data may also be used in debugging or troubleshooting or in connection with investigations of security incidents, bugs, as well as for the purposes of detecting and preventing spam or fraudulent activity and detecting and preventing network exploits and abuse.

When and Why We Share Customer Data

Below are the different scenarios under which we generally share Customer Data with third parties.