Privacy Policy

Introduction

RefCase ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you use the RefCase application — a reference management tool designed for SaaS sales professionals.

By using RefCase, you agree to the collection and use of information in accordance with this policy.

Information We Collect

We may collect the following types of information:

• Account information — name and email address when you sign up or log in.
• Usage data — how you interact with the application, features used, and session duration.
• Customer reference data — the case data you upload or input into RefCase (e.g. CSV files). This data is yours and is treated as confidential.
• Device & browser data — browser type, operating system, and IP address for security and analytics purposes.

How We Use Your Information

We use the information we collect to:

• Provide and maintain the RefCase application
• Improve and personalise your experience
• Send product updates and important notices (you may opt out at any time)
• Monitor usage for security and to prevent abuse
• Respond to support requests and troubleshoot issues

We do not sell your personal data or your uploaded reference case data to third parties.

Your Data & Customer Reference Cases

Any customer reference data you upload to RefCase (e.g. deal names, company names, use cases, outcomes) remains your property. We act as a data processor on your behalf.

We do not use your reference case data to train models, serve advertising, or share with other users. You can delete your data at any time by contacting us or using the in-app data management options.

Cookies & Tracking

RefCase uses essential cookies to keep you logged in and maintain your session. We may also use analytics cookies (e.g. anonymous usage stats) to understand how the product is used. You can disable non-essential cookies via your browser settings.

Data Retention

We retain your personal data for as long as your account is active or as necessary to provide services. If you delete your account, we will remove your personal data within 30 days, except where retention is required for legal or compliance reasons.

Third-Party Services

RefCase may use trusted third-party services for hosting, analytics, and authentication. These providers are contractually bound to protect your data and may not use it for their own purposes. Current third-party services include:

• Hosting infrastructure (e.g. GitHub Pages, Vercel, or equivalent)
• Authentication providers (if applicable)
• Anonymous analytics (e.g. Plausible or equivalent privacy-first tools)

Your Rights

Depending on your location, you may have the following rights regarding your personal data:

To exercise any of these rights, please contact us below.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting a notice in the application or by email. Continued use of RefCase after changes constitutes your acceptance of the updated policy.