Neos
Privacy Policy
Last updated: February 19, 2026
At Neos ("we," "our," or "us"), we take your privacy seriously. This Privacy Policy explains how we collect, use, share, and protect your information when you use our CRM consulting and advisory services.
1. Information We Collect
When you use Neos, we may collect:
- Account Information: Name, email address, phone number, and company details
- CRM Data: Contact information, deal pipelines, sales data, and business metrics you choose to share
- Communication Data: Messages, queries, and interactions with our AI-powered assistant
- Usage Data: How you interact with our services, features used, and performance metrics
- Device Information: Browser type, IP address, and device identifiers
2. How We Use Your Information
We use your information for the following purposes:
- Consulting & Advisory Services: To provide personalized CRM consulting, strategic recommendations, and business advisory services
- AI-Based Processing: To power our AI assistant, generate insights, analyze your CRM data, and provide intelligent recommendations
- Service Improvement: To enhance our platform, develop new features, and improve user experience
- Communication: To respond to your inquiries, send service updates, and provide customer support
- Security: To protect against fraud, unauthorized access, and ensure platform security
Important: We use AI technology (including large language models) to process your data and provide intelligent insights. This processing may involve third-party AI service providers who handle data in accordance with strict security standards.
3. Data Sharing and Consent
With Your Explicit Consent: We may share your data with third-party providers for consulting and advisory purposes only when you explicitly authorize such sharing. This includes:
- Sharing anonymized or aggregated data with consulting partners
- Providing your data to specialized advisors you've requested
- Enabling integrations with third-party CRM platforms you choose to connect
AI Service Providers: We use third-party AI services (such as Anthropic's Claude) to power our intelligent features. Your data is processed by these providers under strict confidentiality and security agreements.
We do NOT sell your data to third parties for marketing purposes.
4. Your Rights and Control
You have the following rights regarding your data:
- Access: Request a copy of your personal data
- Correction: Update or correct inaccurate information
- Deletion: Request deletion of your data from our systems
- Portability: Export your data in a machine-readable format
- Opt-Out: Withdraw consent for data processing or sharing at any time
To Request Data Deletion: You may request deletion of your data directly through the Neos app or by contacting us at
privacy@neos.network. We will process deletion requests within 30 days.
5. Data Security
We implement industry-standard security measures to protect your data, including:
- Encryption in transit (TLS/SSL) and at rest
- Access controls and authentication
- Regular security audits and monitoring
- Secure data storage with reputable cloud providers
However, no method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
6. Data Retention
We retain your data for as long as necessary to provide our services and fulfill the purposes outlined in this policy. When you request deletion, we will:
- Delete your data from active systems within 30 days
- Retain backup copies for up to 90 days (for disaster recovery purposes)
- Permanently delete all data after the retention period
7. Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.
8. International Data Transfers
Your data may be processed in countries outside your jurisdiction. We ensure appropriate safeguards are in place to protect your data in accordance with this Privacy Policy and applicable laws.
9. Cookies and Tracking
We use cookies and similar technologies to improve your experience, analyze usage, and provide personalized features. You can control cookie preferences through your browser settings.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes via email or through the app. Continued use of our services after changes constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us:
Your Consent: By using Neos, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and sharing of your data as described herein.
© 2026 Neos. All rights reserved.