Privacy Policy

Last Updated on December 1, 2021

Your privacy and data security are important to us. As users of countless applications ourselves, we know how important it is to trust the apps and websites we all use. As a result, we abide by strict internal processes developed to maintain your data in a secure environment. uses private and publicly available data to provide you with information on your prospects. We pull information from across the web, from your Connected Accounts and from our data partners.

The purpose of this Privacy Policy is to explain (1) what personal data we collect and store, (2) how we handle the data, (3) how we use the data, and (4) who we share the data with.

What Data We Collect and Store

We may collect and use the following information to provide, improve and protect our Services:

Personal Data

As part of assisting our customers with prospecting, we may collect the following personal data:

In addition, we may collect the following personal data from users who create an account with our service:

We may collect usage metrics for the products that we offer. This includes information related to user engagement and actions that are triggered by Product usage.

We collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services.

Cookies and Pixel Tags

We use cookies and pixel tags to provide, improve, protect and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interacting with our Services, and improving them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use the Services.

If you wish to exercise any rights you may have to access, correct, migrate or delete your personal data please contact us at

Connected Accounts

When you use Detective, you may grant us access to third-party applications like Salesforce. We query, store, process, and transmit information related to your Connected Accounts. When using data from Connected Accounts, we distinguish between

Password Accounts

When you use Detective, you may create a password (hashed) to access your account.

How We Handle Personal Data

Data Retention

Personal Data is kept for as long as necessary to provide the Services that Detective offers.

The retention period of personal data that we store is calculated based on the sensitivity of the data, the purpose for which it is stored, and the legitimate business relevance of the data to the Services.

User Account Deletion

If you would like to delete your account, we will delete all of your private data. This includes information associated with your account. Please note: (1) there might be some latency in deleting this information from our servers and back-up storage; and (2) we may retain this information if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements. To delete your account, contact us at


We have team members dedicated to keeping your information secure and testing for vulnerabilities. We also continue to work on features to keep your information safe. However, while we attempt to protect all information you send to us and we maintain to provide Detective to you, please note that no connection through the Internet and data storage facilities are entirely immune from unauthorized hacking and access, and so you should use Detective with discretion. You can help us by protecting your username and password and using Detective only through secure networks.

How We Use Personal Data

Research & Prospecting

We may access your Connected Accounts to assist with researching the people and companies you are prospecting. For example, we may use your Salesforce account to fetch information about the Accounts and Contacts you are prospecting.

Product Analytics

We may use user level engagement metrics to understand usage patterns, improve our Services, and offer Product assistance.

How We Share Personal Data

Your private data will be kept secure and private as detailed above. It may need to be processed by other people or third party purposes. We will only share such information for the following purposes.

Others working for Charlie

For quality and technical support purposes, select Charlie employees may review your data. These employees will access your information only to perform tasks on behalf of and in compliance with this Privacy Policy.

Service Providers

Detective uses trusted third party service providers to help us provide, improve, protect, and promote our Services (for example, Google Analytics uses cookies to help us understand how users interact with the Charlie website). These third parties will access your information only to perform tasks on our behalf and in compliance with this Privacy Policy.

Anonymized & Aggregated Data

We may share aggregated or otherwise non-identifiable information, like Detective usage statistics. For example, we may write a blog post using statistics like “The average engineer takes most meetings in the morning.”

Law & Order

We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to (a) comply with the law; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of Detective or our users; or (d) protect Charlie's property rights.

Stewardship of your data is critical to us and a responsibility that we embrace. We believe that our users' data should receive the same legal protections regardless of whether it's stored on our services or on their home computer's hard drive. We'll abide by the following principles when receiving, scrutinizing and responding to government requests for our users' data:


If we are involved in a reorganization, merger, acquisition or sale of our assets, your information may be transferred as part of that deal. We will notify you (for example, via a message to the email address associated with your account) of any such deal and outline your choices in that event.

We may revise this Privacy Policy from time to time, and will post the most current version on our website. Please visit this page from time to time to check for updates. If a revision meaningfully reduces your rights, we will notify you.


If you use or access Detective from a country outside the United States, you understand and agree that your information will be collected, maintained and processed on servers located both in and outside the United States.


Detective is not intended for or directed to children under the age of 13. If we become aware that someone under the age of 13 has provided their personally identifiable information, we will promptly delete that information.


Have questions or concerns about Charlie, our Services and privacy? Contact us at