Privacy Policy.

Date of last modification: October 21, 2025

1. preamble

As part of its activities, Agendize collects and processes your Personal Data in compliance with the amended Data Protection Act and the General Personal Data Protection Regulation (RGPD) in order to meet your needs and requests.
The purpose of this document is to explain Agendize's principles and commitments in terms of the protection of Personal Data.In particular, it aims to inform you about:

Personal Data that Agendize collects and the reasons for these collections
How your Personal Data will be used
Your rights as a person concerned by our data processing.

2. What is the scope of this policy?

The Policy concerns any natural person in connection with Agendize.

3. Who is the Data Controller of your personal data?

The person responsible for processing personal data is:

Agendize
33 Rue de la République, 69002 Lyon, France
R.C.S Lyon 449 162 403

4. How Agendize implements Personal Data Protection

Agendize meets the following obligations:

To integrate the protection of personal data at the outset of projects: “Privacy by Design”

Agendize is committed to taking into account the protection of your Personal Data and your privacy when designing the services offered to you, thus making it possible to minimize the risks of non-compliance with the principles of the RGPD and the amended Data Protection Act.

Thus, appropriate and proportionate technical and organizational measures for the processing of Personal Data are taken in view of the purpose sought by Agendize in the processing envisaged. The application of this principle also makes it possible to implement preventive measures to limit the risks relating to Personal Data.

Agendize implements appropriate technical and organizational measures in order to ensure that by default, optimal processing security is organized and implemented.

Agendize implements appropriate technical and organizational measures in order to ensure that by default, optimal processing security is organized and implemented.

5. What are the treatments, purposes, legal bases and collected data concerned by this policy ?

Agendize collects and processes data for the purposes described below or specified at the time of collection.

Processing Register	Purposes	Legal Basis	Data Collected
Customer Support and Assistance
Management of interactions with Agendize support / Support registration	Follow-up of after-sales service requests made by clients to professional services Providing a solution to the client’s issue or request	Contract or pre-contractual measures	Identification data Professional data
Support request tracking / Opening a ticket or contact request	Providing a solution to the client’s issue or request	Contract or pre-contractual measures Consent	Identification data Professional data
Client project management	Delivery of agreed deliverables to the client Definition and monitoring of services provided to clients by professional teams	Contract or pre-contractual measures	Identification data Professional data
Subcontracting
Customer satisfaction survey	Providing client and prospect feedback to Agendize clients for their own continuous service improvement	Consent	Identification data Connection data
Log retention	Customer support when an issue occurs Analysis of incidents and security events potentially causing data loss, alteration, or leaks	Legitimate interest	Identification data Connection data
Agenda – Appointment booking	Booking an appointment with the client by the end-user	Contract or pre-contractual measures Consent	Identification data Professional data
Client history (platform usage)	Client support for technical requests related to their accounts or statistical visualization of the tool	Contract or pre-contractual measures	Identification data Professional data
Marketing campaigns (SMS and email)	Communication of information and promotional offers by the client	Consent Legitimate interest	Identification data
Processing Register	Purposes	Legal Basis	Data Collected
Product
Management of client / prospect reviews	Continuous improvement of our services	Contract or pre-contractual measures	Identification data
Sales
Follow-up of contact requests	Connecting prospects with Agendize sales teams	Contract or pre-contractual measures	Identification data
Commercial proposal or quotation	Sending a commercial proposal or quotation to a prospect	Contract or pre-contractual measures	Identification data
Solution discovery – Agendize	Demonstration of the Agendize solution	Contract or pre-contractual measures	Identification data Connection data
Prospect management	Developing and managing potential business relationships with contacts and individuals interested in Agendize services	Contract or pre-contractual measures	Identification data
Client management	Ensuring the follow-up, development, and management of the commercial relationship with clients	Contract or pre-contractual measures	Identification data
Processing Register	Purposes	Legal Basis	Data Collected
Marketing
Cookie management	Monitoring the activity and attractiveness of the website	Consent	Connection data
Provision of an ebook / white paper	Allowing the download of the ebook or white paper Promoting the tool and its updates Expanding the prospect database	Consent	Identification data
Newsletter, communication	Promoting the tool and its updates	Consent Legitimate interest	Identification data
Human Resources
Recruitment management	Identify, evaluate and select candidates for open positions Manage applications received (CVs, cover letters, etc.) Organize recruitment stages (interviews, tests, etc.) Create and maintain a CV database	Contract or pre-contractual measures	Identification data Professional data

6. Who may your Personal Data be communicated to?

The data collected is intended for Agendize. Your data may be transmitted or communicated depending on the treatment concerned:

To the relevant internal departments of Agendize;
To recipients external to Agendize: Your personal data may be communicated only to authorized recipients and within the limit necessary to achieve the purposes described in this policy. These may include technical service providers, contractual partners or professional consultants who act on our behalf and are subject to a contractual obligation of confidentiality and security.

These service providers are subcontractors of personal data within the meaning of the RGPD and that is why the data is accessible to them under a subcontracting agreement which requires them to respect the principles of this personal data protection policy.If you wish to obtain a list of Agendize's subcontractors, you can contact the data protection officer at:dpo@Agendize.com

To “authorized third parties”, i.e. competent authorities when required by law or to respond to legitimate requests, in particular in the context of legal proceedings, legal obligations or requests from public authorities.

Under no circumstances are your data transferred, sold or rented to third parties for commercial purposes without your prior consent.

7. Can your Personal Data be transferred outside the European Union?

Agendize carries out most of the processing of your personal data on the territory of the European Union (EU).

In the case of transfers of personal data outside the EU, Agendize ensures that these transfers are governed by an adequacy decision or by appropriate guarantees, in accordance with articles 45 and 46 of the RGPD.

8. How long is your Personal Data stored for?

The duration of storage of your Personal Data depends on the processing carried out.
Agendize undertakes not to keep your Personal Data beyond the time necessary for the provision of the service, and therefore for your use of the service, plus the retention period imposed by the applicable rules on legal prescription.

Data processing	Retention period
Data processing	Active database	Intermediate archiving
Commerce
Follow-up of contact requests	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Discovery of the Agendize solution	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Commercial offer or quote	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract - Accounting data: 10 years from the end of the fiscal year
Prospect management	- 2 years after last contact
Client management	- Duration of the contract	- Duration of the contract - 5 years after the end of the contract - Accounting data: 10 years from the end of the fiscal year
Marketing
Cookie management	- Cookies: 90 days
Provision of an ebook/book	- Client: duration of the contract - Prospect: 2 years after last contact	- Client: 2 years after the end of the contract
Newsletter, communications	- Client: duration of the contract - Prospect: 2 years after last contact	- Client: 2 years after the end of the contract
Product
Management of client/prospect reviews	2 years
Customer support and assistance
Management of interactions with Agendize support / Support registration	Duration of the contract	2 years after the end of the contract
Follow-up of support requests / Opening of a ticket or contact request	Duration of the contract	2 years after the end of the contract
Customer project management	Duration of the contract	2 years after the end of the contract
Subcontracting
Client/prospect history	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Follow-up and appointment scheduling management - calendar	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Marketing campaigns (SMS and emails)	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Click to call	- Prospect: 2 years after last contact - Client: duration of the contract	- Client: 5 years after the end of the contract
Digital queue	Immediate deletion after the client is received following the queue
Customer satisfaction survey	Customer satisfaction survey
Log retention	One year
Human Resources
Recruitment management	- Candidates: 2 years after last contact - Employee: duration of the employment contract	- Employee: 5 years after the end of the employment contract

9. How is your Personal Data protected?

Agendize undertakes to take all measures to ensure the security and confidentiality of your Personal Data and in particular to prevent them from being damaged, erased or from being accessed by unauthorized third parties.

Only authorized persons can access the data. Any subcontractor personnel are always accompanied and supervised by an employee of Agendize and/or the Information System Department (DSI) when they access the data servers.

We are constantly improving our security procedures as technologies evolve in order to maintain a maximum level of protection. Our staff and that of our subcontractors who have access to personal data are contractually subject to an obligation of confidentiality.

Organizational measures include limiting access to personal data to only authorized persons with a legitimate interest in knowing it.

In addition, in the event of a security incident affecting your Personal Data (destruction, loss, alteration or disclosure), Agendize ensures that it complies with the obligation to notify Personal Data breaches, in particular to the CNIL.

10. What are your rights to your Personal Data?

You have the right to exercise with Agendize at any time the rights provided for by the regulations in force applicable to personal data, subject to meeting the conditions and according to the basis for the processing of the data concerned:

Right of access: you may have communication of your Personal Data processed by Agendize based on your consent, the execution of a public service mission, a legal obligation, the execution of your contract or the legitimate interest of Agendize;
Right to correction: you can update your Personal Data or have your Personal Data processed by Agendize rectified based on your consent, the execution of a public service mission, a legal obligation, the execution of your contract or the legitimate interest of Agendize;
Right to object: you can express your wish that your Personal Data will no longer be processed in the event that the processing is based on your consent (you withdraw your consent) or on contractual performance (contract withdrawal clause) as well as in the case of processing carried out in the legitimate interests of Agendize. However, you cannot object to processing carried out in the framework of a legal obligation incumbent on Agendize or in the context of the execution of a public service mission which presents compelling and legitimate reasons that prevail over your rights and freedoms;
Right to erasure: you may request the deletion of your Personal Data, subject to the legal retention period, in the event that the processing is based on your consent (you withdraw your consent) or on contractual performance (contract waiver clause) as well as in the case of processing carried out in the legitimate interests of Agendize. On the other hand, you cannot request the deletion of data from processing carried out in the framework of a legal obligation or the performance of a public service mission incumbent on Agendize;
Right to limitation: you can request the suspension of the processing of your Personal Data based on your consent, legal obligation, contractual performance or the legitimate interest of Agendize if you have an ongoing request for correction, deletion or opposition or if you believe the processing is unlawful;
Right to portability: you can ask Agendize to recover your Personal Data in order to dispose of it only if the processing is based on your consent or the execution of a contract. You cannot benefit from the right to portability in the event that the processing is carried out in the context of a legal obligation, the execution of a public service mission or the legitimate interest of Agendize.

11. How to exercise your rights over your Personal Data?

When collecting your Personal Data, you are given the address (postal and/or electronic) to which to send your request to exercise your rights.

Any request made in a framework that does not make it possible to eliminate a doubt about the identity of the applicant must be accompanied by a copy of a proof of identity.

Agendize undertakes to respond to your requests to exercise your rights as soon as possible and at the latest within one (1) month from the receipt of your request and insofar as the exercise of these rights does not affect the execution of the contract or the compliance with legal and regulatory obligations. If necessary, this period could be extended by two (2) months in case of complexity and/or a large number of requests.

Agendize complies with its obligations in terms of the protection, security and confidentiality of users' personal data and has appointed a Data Protection Officer.

You can contact our Data Protection Officer in the following way:

Mailing address: AGENDIZE SAS Legal Department: 12 rue Bégand, 10000 Troyes, France
Email: dpo@agendize.com

In addition, you still have the possibility to file a complaint with the CNIL by sending your requests on the site:
https://www.cnil.fr/fr/adresser-une-plainte

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