Privacy Policy
Your territory data lives in a file you own, with optional cloud sync you control per data type. This policy explains what we collect, what we never collect, and the control you have over all of it.
1. Who we are
TerritoryDB ("TerritoryDB," "we," "us," or "our") is a sales workspace for individual sales reps. This Privacy Policy describes how we handle information in connection with our marketing website and the TerritoryDB application. The service is operated by Zach Adams, doing business as TerritoryDB.
2. Where your territory data lives
The data you create inside the app — your accounts, notes, next steps, tasks, contacts, deals, forecast, and install base — is stored locally by default:
- ✓Your working data is held in local browser storage and, when you link one, in a workspace file on your own device that the app keeps up to date automatically.
- ✓You own your data. You can export it and delete it from within the app at any time.
- ✓Data that stays local never passes through us: we cannot read it, and it is not part of any TerritoryDB backup or analytics.
- ✓Clearing your browser storage or deleting your workspace file removes that local data. Keeping your own file and exports is your responsibility.
3. Optional cloud sync
Cloud sync is off until you turn it on, and it is controlled per data category. When enabled, the categories you select are stored with our backend provider (Supabase) so they can sync across your devices:
- ✓You choose the scope. Accounts, notes & activity, deals & forecast, and competitor intel each have their own toggle.
- ✓Your customers' install base is never synced. Assets, renewal and support dates, serial numbers, and asset tags stay on your device. If you enable the competitor intel scope, only reduced entries — who, where, and what — are synced, with no dates, serials, or tags.
- ✓Turning a category off deletes its cloud copy. Deleting your account deletes all of your synced data.
- ✓We do not sell synced data, and it is not used to train AI models.
If your employer has policies about where customer-related data may be stored, review them before enabling cloud sync. Local-only use remains fully supported.
4. AI features
Territory AI and AI Assist process the text you paste or the audio you record in order to return structured updates or cleaned-up notes to you. That content is sent to our AI processing provider (currently OpenAI) solely to generate the result, and the results are written into your own workspace like any other data. We do not use your content to train AI models, and AI processing does not add your install base to the cloud.
5. Information we do collect
a. Account and authentication information
When you sign up, we collect your email address and authentication details through our authentication provider (Supabase) so we can create and secure your account and contact you about the product. Transactional emails (such as sign-in links) are delivered through our email provider.
b. Billing information
Paid subscriptions start after a 7-day free trial. Payments are handled by a third-party payment processor; we receive limited billing information such as your plan, payment status, and transaction identifiers, but your full card details are collected by the processor and are not stored on our servers.
c. Technical, usage, and analytics information
Our website and app hosting may automatically log standard technical information such as IP address, browser type, and timestamps for security and reliability.
We use PostHog, a product analytics service, on our website and in the application to understand how TerritoryDB is used and to improve it. PostHog collects usage events such as page views, screens visited, features opened, and interface interactions, along with technical details like device and browser type, approximate location derived from IP address, and session identifiers. If you sign in to the application, this activity is associated with your account email so we can understand product usage per user; anonymous visits (including the public demo) are not tied to an identity. Analytics events describe which features you use, not what you put in them — they do not include the contents of your accounts, notes, contacts, deals, or install base.
d. AI usage metering
To operate plan limits and prevent abuse, we record metadata about your use of Territory AI and AI Assist — such as the number of requests, token counts, and the computed processing cost per billing month. This metering data is stored with your account and does not include the content of your notes or updates beyond what is processed to return your result (see Section 4).
e. Cookies and similar technologies
The website and application use cookies and browser storage (such as local storage) to keep you signed in, remember preferences like your theme, and support the analytics described above. The application also uses local browser storage to hold your workspace data on your device, as described in Section 2. You can clear these through your browser settings; doing so may sign you out or remove local workspace data.
6. How we use information
- ✓To create and secure your account and operate the service, including cloud sync you enable.
- ✓To authenticate users and provide access to the application.
- ✓To communicate with you about access, updates, and support.
- ✓To maintain security, prevent abuse, and improve the product.
7. We do not sell your data
We do not sell, rent, or trade your personal information or your synced territory data. We do not share your information with third parties for their own marketing.
8. Third-party services
We rely on a small number of infrastructure providers to deliver the service. These providers process limited information on our behalf:
- ✓Supabase — authentication and, if you enable it, cloud sync storage.
- ✓Vercel — hosting and delivery of the website and application.
- ✓PostHog — product and web analytics, as described in Section 5.
- ✓OpenAI — processing for Territory AI and AI Assist requests you initiate.
- ✓A payment processor — subscription billing after your free trial; your full card details stay with the processor.
- ✓An email provider — delivery of authentication and product emails; a form provider may be used for signups and contact requests.
These providers maintain their own privacy and security practices. We share only what is needed for them to perform their function.
9. Data retention
We retain account information for as long as needed to operate the service and to contact you about the product, or until you ask us to delete it. Synced data is retained while the relevant sync category is on and is deleted when you turn the category off or delete your account. Local data created inside the app is retained on your device under your control.
10. Your rights and choices
- ✓You can request access to, correction of, or deletion of the personal information we hold about you.
- ✓You can turn cloud sync categories on or off at any time; turning one off deletes its cloud copy.
- ✓You can unsubscribe from product emails at any time.
- ✓You can export and delete your in-app data directly from within TerritoryDB.
To make a request, contact us using the details below.
11. Security
We use reasonable technical and organizational measures to protect the information we hold, and synced data is stored under access controls tied to your account. Keeping your working copy on your device further reduces central-store risk. No method of storage or transmission is completely secure, so we cannot guarantee absolute security.
12. Children
TerritoryDB is a business tool intended for adults. It is not directed to children, and we do not knowingly collect personal information from children.
13. Changes to this policy
We may update this Privacy Policy as the product evolves. We will update the "Last updated" date above when we do, and material changes will be communicated to users by email.
14. Contact
Questions about this policy or your data can be sent to Territorydb.app@gmail.com.