Privacy Policy

Last updated: October 16, 2026

1. Controller

The controller for your personal data is Max Benz, Am hohen Stein 36a, 01189 Dresden, Germany, email: team@thecustomersuccessmanager.com.

2. What data we process

  • Account data: Your name, email address, and password (stored as a hash by the authentication provider).
  • Workspace data: Customer account names, commitment details, evidence notes, and source links that you or your team enter.
  • Usage data: We do not use tracking cookies, analytics, or advertising scripts. Server logs may contain IP addresses for a limited period.

3. Processors

We use the following third-party processors to operate the service:

  • Bolt / Netlify — Application hosting and content delivery.
  • Bolt Database / Supabase — PostgreSQL database, authentication, and file storage.
  • SendGrid — Transactional email delivery (reminder emails and overdue digests to internal owners).

We do not use any other processors. No analytics, advertising, or tracking services are integrated.

4. Customer workspace data

For the content you and your team enter in your workspace (customer names, commitments, evidence), the operator acts as a processor on behalf of the workspace owner. A Data Processing Agreement (DPA) is available on request by contacting team@thecustomersuccessmanager.com.

5. No cookies or tracking

We do not use tracking cookies, session cookies for analytics, fingerprinting, or any third-party advertising. No cookie consent banner is needed because no non-essential cookies are set.

6. Your rights

Under the GDPR, you have the right to access, rectify, erase, restrict, and port your personal data. You can also object to processing and lodge a complaint with a supervisory authority.

Supervisory authority: Sächsische Datenschutzbeauftragte, Archivstraße 15, 01097 Dresden, Germany.

7. Data retention

Workspace data is retained for as long as your account is active. When you delete your workspace, all associated data is permanently removed. Account data is deleted when you close your account.

8. Contact

For any privacy-related questions or to exercise your rights, contact: team@thecustomersuccessmanager.com.