Privacy Policy

Introduction

PocketClients is a mobile CRM application designed for owner-operators to manage their client relationships, appointments, and communications. This privacy policy explains how we handle your data.

Data We Collect

PocketClients collects and stores the following information locally on your device:

• Client Information: Names, phone numbers, email addresses, physical addresses, and notes
• Appointment Data: Dates, times, descriptions, and associated photos, links, and files
• Message Content: For automated appointment reminders, follow-ups, and custom messages sent via SMS or email
• Invoices & Quotes: Billing documents including line items, amounts, and bill-to contact details
• Business Expenses: Expense records including amounts, categories, notes, and attachments
• Contacts (Optional): When you choose to import contacts from your device

Additionally, your phone number is collected during sign-in (see Authentication below), and limited data is synced to the cloud for account integrity (see Cloud Data below).

App Permissions

PocketClients requests the following permissions:

• Contacts: To import client information from your device contacts (optional)
• Notifications: To alert you about upcoming appointments
• SMS: To send automated appointment reminders and follow-up messages to your clients

Authentication

PocketClients uses phone number verification (OTP) via Firebase Authentication to sign you in. Your phone number is sent to Firebase to deliver a one-time verification code. Firebase retains your phone number as part of your authentication record. You can delete your account at any time, which removes this record.

How We Store Your Data

The vast majority of your data is stored locally on your device.

Android Backup: On Android devices with a lock screen (PIN, pattern, or password), your app data is automatically backed up to your Google Drive. Google's own backup system protects this data in transit and at rest. Backups are only enabled on devices running Android 9+.

Cloud Data

A small amount of data is synced to Google Cloud Firestore to maintain account integrity:

• Trial start date: To ensure the free trial period is applied correctly across app reinstalls
• SMS send quota: To track monthly SMS usage and prevent abuse

This data is linked to your authenticated account and does not include any client information, message content, or business data.

Data Sharing

We do not sell or rent your personal data. The following third-party services receive limited data as part of delivering features:

• Twilio: When you send an automated SMS, the recipient's phone number and message content are transmitted to Twilio for delivery.
• Firebase Authentication: Your phone number is used for sign-in via one-time verification code (see Authentication above).
• Google Cloud Firestore: Trial status and SMS quota data are synced to the cloud for account integrity (see Cloud Data above).
• RevenueCat: Manages subscriptions and in-app purchases (such as SMS credit top-ups). RevenueCat receives a randomized app user ID and purchase transaction data to verify entitlements. No personal information beyond what the App Store or Google Play provides during a purchase is shared with RevenueCat.
• Email (SMTP): If you configure email sending, message content and recipient email addresses are transmitted through your chosen email provider (e.g., Gmail, Outlook). Your SMTP credentials are stored securely on your device and are never sent to our servers.
• PocketPages: If you use PocketPages, lead information (name, phone, email) submitted by potential clients on your public page is delivered to you via email notification and can be imported into the app.

Beyond these services, your client information, appointment details, and business data remain on your device.

Analytics and Crash Reporting

To improve app quality and user experience, we collect anonymized usage data and crash reports. All data is completely anonymous and cannot be linked back to you or your clients.

We use the following services:

• PostHog: Anonymized product analytics to understand how features are used and identify areas for improvement. This includes screen views, button clicks, and general app interactions.
• Firebase Crashlytics: Anonymous crash reports to identify and fix bugs.

The anonymized data collected includes:

• Device type and operating system version
• App version and crash stack traces
• Feature usage patterns (e.g., which screens are visited)
• Performance metrics (e.g., app load times)

IMPORTANT: No personal data, client information, phone numbers, addresses, message content, or any identifiable information is ever included in analytics or crash reports. All analytics data is fully anonymized before being sent.

Your Rights

You have full control over your data:

• Delete: Remove any client, appointment, invoice, expense, or message at any time
• Export: Export your clients, appointments, messages, and expenses as CSV files via Settings > Data Management
• Backup Control: You can disable automatic backups in your device settings
• Uninstall: Removing the app deletes all locally stored data
• Account Deletion: You can delete your account, which removes your authentication record and cloud-synced data from our servers

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy in the app and updating the effective date.

Contact Us

If you have questions about this privacy policy or our data practices, please contact us at support@pocketclients.com or visit our contact page.