PRIVACY MATTERS!
Privacy Policy
Cliently Technologies LLC, doing business as Cliently, is committed to protecting your privacy and handling data responsibly. We understand the importance of trust when using a business automation platform that manages communications, workflows, and customer information. This Privacy Policy explains how we collect, use, store, and safeguard information when you access or use the Cliently platform, and outlines your rights and choices regarding your data.
Privacy Policy
This Privacy Policy explains how we collect, use, store, and safeguard information when you access or use the Cliently platform, and outlines your rights and choices regarding your data.
Privacy Policy
Last Updated: February 23, 2026
Cliently Technologies LLC (“Cliently,” “we,” “our,” or “us”) operates a business automation and communications platform.
1. Information We Collect
1.1 Personal and Account Information
Name
Business name
Email address
Phone number
Billing information
1.2 Platform and Usage Data
IP address
Device information
Browser type
Automation logs
System interaction data
1.3 Customer and Contact Data
Users may upload contact data including names, phone numbers, email addresses, call records, message content, tags, and notes related to their customers. Cliently processes this data solely on behalf of the user.
2. How We Use Information
We use information to:
• Provide and operate the platform
• Enable automation, AI voice, and AI SMS features
• Process payments
• Provide support
• Improve reliability and security
• Comply with legal obligations
3. SMS and Voice Communications Data
If you opt in to receive SMS or voice communications:
• We collect and store consent records
• We maintain opt-in and opt-out status
• We process message logs and call records
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except aggregators and providers of the text message services.
All other categories of information sharing exclude text messaging originator opt-in data and consent.
4. Cookies and Tracking Technologies
We use cookies and similar technologies to:
• Operate and secure the platform
• Remember user preferences
• Analyze site usage
• Improve performance
• Measure marketing effectiveness
Types of cookies may include:
• Essential cookies
• Performance and analytics cookies
• Functional cookies
You may control cookies through your browser settings. Disabling cookies may limit functionality.
5. AI Voice and AI SMS Communications
Cliently enables AI-assisted and automated communications. Users are solely responsible for lawful use, including obtaining required consent and providing required disclosures.
6. Carrier-Specific Disclaimers
SMS and voice delivery depend on third-party carriers and providers and are not guaranteed.
Carriers may block, throttle, filter, delay, label, or restrict traffic.
Message and data rates may apply.
Caller ID reputation and spam labeling vary by carrier and device.
7. User Rights
Depending on your jurisdiction, you may have the right to:
• Access personal information
• Correct inaccurate information
• Request deletion of personal information
• Object to certain processing
• Withdraw consent where applicable
Requests may be submitted to [email protected]. We may verify identity before fulfilling requests.
8. Data Security
We implement commercially reasonable safeguards; however, no system is guaranteed to be completely secure.
9. Data Retention
Data is retained as long as accounts remain active or as required by law.
10. Changes to This Policy
We may update this Privacy Policy at any time. Continued use constitutes acceptance of updates.
11. Contact
Questions regarding this Privacy Policy may be sent to:
FAQ
Here are some answers to Frequently Asked Questions.
What is Cliently, and who is it for?
Cliently is an all-in-one marketing and CRM platform designed for agencies and marketers to help them manage and automate their businesses. It offers tools for funnel building, email and SMS marketing, appointment scheduling, reputation management, and CRM functionalities.
Can I use Cliently to build websites and landing pages?
Yes, Cliently includes a drag-and-drop funnel and website builder that allows users to create websites, landing pages, and funnels with customizable templates and pre-built elements.
Does Cliently offer funnel and A/B testing tools?
Yes, Cliently offers powerful funnel-building tools with built-in A/B testing capabilities. You can create highly customizable sales funnels using a drag-and-drop builder, allowing you to test different funnel variations. The A/B testing feature helps you compare different versions of landing pages, opt-in forms, or email sequences to determine which performs better. This allows you to optimize conversions, improve customer engagement, and drive more revenue by identifying the most effective strategies.
Does Cliently have Email and SMS marketing automation?
Yes, Cliently includes comprehensive email and SMS marketing automation tools, allowing users to create campaigns, workflows, and sequences to nurture leads and communicate with clients effectively.
Does Cliently offer appointment scheduling and calendar features?
Yes, Cliently has built-in appointment scheduling, integrated with a calendar system. It allows you to manage appointments, set availability, automate reminders, and sync with external calendars like Google Calendar.
What integrations does Cliently offer?
Cliently integrates with popular tools such as Zapier, Stripe, Twilio, QuickBooks, Facebook Ads, Google Ads, Zoom, and more.
What is the pricing structure for Cliently?
Cliently offers several pricing tiers, including an affordable starter plan and more advanced options for agencies. Pricing starts at $69/month for the base plan, with higher-tier plans offering expanded features. Email, Phone, SMS, & a few other features do have additional costs associated with them.

