Privacy Policy

Effective Date: July 30, 2026

1. Introduction

OmniVentis Systems ("OmniVentis," "we," "our," or "us") develops and operates QuotaPartner, an AI-powered business operating system designed to help organizations manage customer relationships, sales, communications, operations, workflow automation, and business intelligence.

This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to our users.

By using QuotaPartner, you agree to the practices described in this Privacy Policy.

2. Information We Collect

Depending on the services you use, we may collect:

Account Information

Name

Company name

Email address

Telephone number

Business address

User role

Authentication information

Organization Information

Company profile

Revenue DNA

Industry

Service areas

Customer records

Opportunity data

Project information

Documents

Users may upload documents including but not limited to:

Contracts

Proposals

Estimates

Invoices

Permits

Inspection reports

HR documents

Financial records

Other business documents

Uploaded files may be scanned for malware and processed to extract business information to assist authorized users.

3. Connected Services

Users may choose to connect third-party services including:

Google Workspace / Gmail

Microsoft 365

QuickBooks Online

Stripe

Twilio

SignWell

Other supported providers

These connections are optional and require the user's authorization.

QuotaPartner only accesses the information necessary to provide the requested functionality.

4. Google User Data

If you connect a Google account, QuotaPartner may access authorized Google Workspace or Gmail information to:

Send emails that you approve

Synchronize replies

Maintain conversation history

Associate communications with CRM records

Support workflow automation

Improve customer relationship management

Google Workspace and Gmail data is never sold to third parties.

Google user data is not used for advertising purposes.

Google user data is only used to provide the functionality requested by the authorized user.

5. How We Use Information

Information may be used to:

Operate QuotaPartner

Provide CRM functionality

Generate AI-assisted recommendations

Deliver workflow automation

Analyze documents

Improve business intelligence

Generate reports

Provide customer support

Detect fraud and abuse

Maintain platform security

Comply with legal obligations

6. Artificial Intelligence

QuotaPartner includes an AI system known as Atlas.

Atlas may analyze business information that authorized users choose to provide in order to:

Generate recommendations

Draft communications

Analyze documents

Identify workflow improvements

Produce business insights

Atlas is designed to assist users.

Users remain responsible for reviewing AI-generated content before taking action.

7. Data Security

We use commercially reasonable administrative, technical, and organizational safeguards including:

Encryption in transit

Encryption at rest where applicable

Access controls

Authentication

Audit logging

Malware scanning

Tenant isolation

Role-based permissions

Secure cloud infrastructure

No security system can guarantee absolute protection.

8. Data Sharing

We do not sell personal information.

Information may be shared only:

With service providers necessary to operate QuotaPartner

When requested by the user

To comply with applicable law

To protect the rights, safety, or security of users or the platform

9. Data Retention

Information is retained only as long as necessary to:

Provide services

Meet legal obligations

Resolve disputes

Enforce agreements

Maintain business records

Users may request deletion of their account subject to applicable legal requirements.

10. Your Choices

Users may:

Update account information

Disconnect third-party integrations

Delete connected accounts

Request deletion of personal information where permitted by law

11. Cookies and Analytics

QuotaPartner may use cookies and similar technologies to:

Maintain user sessions

Improve security

Remember preferences

Measure application performance

Analyze product usage

Users may control cookies through their browser settings, although disabling cookies may affect certain features.

12. Children's Privacy

QuotaPartner is intended for business users and is not directed to children under the age of 13.

13. International Users

If you access QuotaPartner from outside the United States, your information may be transferred to and processed in countries where we or our service providers operate.

14. Changes to this Policy

We may update this Privacy Policy periodically.

Material changes will be communicated through the application or website.

15. Contact Information