(Updated May 24, 2018)

The Simple Version:

  • We want to help you be more organized & more productive.
  • We take extraordinary precautions to protect your data.
  • We follow the best practices that help us and our customers maintain compliance with things like GDPR, HIPPA, and other similar laws.
  • We don’t sell your information.
  • We don’t share your information with others, except as necessary to perform our services such as processing payments with a credit card processor, or syncing your data as directed by you.
  • You own and control the data you put in our system. You can have it back any time. You can delete the data, you can change the data.
  • If you want us to stop emailing you, just ask & we will stop.


The Legal-ese Version:  


Your Privacy Matters

Our mission is to help individuals and business be more productive, organized, and successful. Central to this mission is our commitment to be transparent about the data we collect about you, how it is used and with whom it is shared.

This Privacy Policy applies when you use our Services (described below). We offer our users choices about the data we collect, use and share as described in this Privacy Policy, Cookie Policy, Settings and our Help Center.


  1. Complete XRM, inc, (“CXRM”, “us”, “our” or “we”), owns, operates, or provides access to, several interactive websites, mobile and connected applications, and other online interactive features and services, including, but not limited to, emails, newsletters, blogs, forums, communities, and contests (collectively “Services”). This Privacy Policy applies to all information collected about you by Complete XRM,inc, regardless of how it is collected or stored, and describes, among other things, the types of information collected about you when you interact with the Services, how your information may be used, when your information may be disclosed, how you can control the use and disclosure of your information, and how your information is protected.
    1. This Privacy Policy applies to any Member or Visitor to our Services. Members includes Subscribers, or purchasers of our software or visitors to our websites including:
      1. PlanPlusOnline.com
      2. PocketInformant.com (Informant for iOS, Informant for Android, Informant for macOS, Informant Sync, Informant Sync for Outlook)
      3. Fanatic Software
      4. KPIFire.com
      5. EBSuite.com
      6. CRMRealestate.com


  1. We use the term “Designated Countries” to refer to countries in the European Union (EU), European Economic Area (EEA), and Switzerland.
    1. Data Controllers, Data Processors,  and Contracting Parties
      1. If you reside inside or outside of the Designated Countries: Complete XRM, inc will be the controller of your personal data provided to us, or collected by or for, or processed in connection with, our Services; you are entering into the User Agreement with Complete XRM, inc.
      2. If you reside in the “Designated Countries” and are using our services to collect personal data of citizens of Designated Countries, you may also be considered a Data Controller and subject to certain GDPR Regulations.


  1. As a Visitor to our sites or Member of our Services, the collection, use and sharing of your personal data is subject to this Privacy Policy (which includes our Cookie Policy and other documents referenced in this Privacy Policy) and updates.
  2. Change
    1. Changes to the Privacy Policy apply to your use of our Services after the “effective date.”  Complete XRM, inc (“we” or “us”) can modify this Privacy Policy, and if we make material changes to it, we will provide notice through our Services, or by other means, to provide you the opportunity to review the changes before they become effective. If you object to any changes, you may close your account. You acknowledge that your continued use of our Services after we publish or send a notice about our changes to this Privacy Policy means that the collection, use and sharing of your personal data is subject to the updated Privacy Policy.
  3. Services
    1. This Privacy Policy including our Cookie applies to our Services and to your use of our Services
    2. We provide productivity software for individuals and businesses for devices and from cloud based servers. Users of our software organize their own information which may include personal information or personal information about others. We don’t control what information you put into our system, so you should take necessary precautions to ensure your own compliance with required laws.
  4. Data We Collect
    1. Data You Provide To Us: You may provide certain personal data to create an account with us.
      1. Registration (PlanPlus Online ONLY)
        1. To create an account you need to provide data including  an account name: your name, email address and/or and a password. If you register for a paid Service, you will need to provide payment (e.g., credit card) and billing information.
        2. Registration: You may provide information to us such as your industry, location, revenue, or number of employees.  We use this information to: assign the correct sales reps and technical support resources to your account, and to target other customers who are more like you.  We hope you agree that if we get more customers who are more like you, our services will continue to improve and you will get more value from them. If you don’t want to share this information with us, you can select “other” or skip in our web forms.
      2. Registration (Pocket Informant ONLY)
        1. To create an Informant Sync account you must provide us with an email address and password. You do not need to provide any information to us to use our products if purchased through Apple or Google.
        2. You may send other data to us, such as by syncing your address book or calendar.
      3. Other Forms of data we collect:
        1. We collect personal data from you when you complete a webform where we offer a free download of a pdf, video, or other content. We do this to provide you with more relevant information and to determine which additional services you might be interested in.
        2. If you sync your contacts or calendars  or tasks with our Services, we may collect sync logs for the purposes of troubleshooting and ensuring quality.
        3. You don’t have to post or upload personal data; though if you don’t, it may limit which of our services you may benefit from.
    2. Data From Others: Others may collect data about you.
      1. Users of our Services may collect personal data of people they come in contact with, that may be you.
      2. Contact and Calendar Information: We receive personal data (including contact information) about you when others import or sync their contacts or calendar with our Services, or if you use a form built with our service.
      3. We provide ways for each of our subscribers to search for data by contact name or email address so you may request directly from them to be removed from our databases via their access.
      4. Since we don’t spy on our customers databases, we really don’t have any way to tell you if your name is in one of our customers databases. You would need to contact them directly.
    3. Service Usage:
      1. We log your visits and use of our Services, including mobile apps.
      2. We log usage data when you visit or otherwise use our Services. We use log-ins, cookies, device information and internet protocol (“IP”) addresses to identify you and log your use. We do this to protect your account identify and integrity and to monitor our services for quality and potential unusual usage that could indicate.
      3. Apple Devices: Apple provides options to exclude tracking of usage information, some of the items we disclosed here may not apply to you on apple devices if you have disabled tracking.
    4. Cookies, Web Beacons and Other Similar Technologies
      1. We collect data through cookies and similar technologies.
      2. As further described in our Cookie Policy, we use cookies and similar technologies (e.g., web beacons, pixels, ad tags and device identifiers) to recognize you and/or your device(s) on, off and across different Services and devices such as Google Adwords, Facebook Ads, and Linkedin Ads. . We also allow some others to use cookies as described in our Cookie Policy. You can control cookies through your browser settings and other tools. You can also opt-out from our use of cookies and similar technologies that track your behavior on the sites of others for third party advertising.
      3. We may not be able to stop you from seeing ads that we place on a particular network, but we do allow you to request an unsubscribe https://www.planplusonline.com/services/contact-us/ . By completing this form you can request your email address and all related data be deleted from our system and also added to our unsubscribe lists which we will also remove from our 3rd Party advertising platforms where possible.
    5. Your Device and Location
      1. We receive data from your devices and networks, including location data.
      2. When you visit or leave our Services, we may receive the URL of both the site you came from and the one you go to next. We also get information about your IP address, proxy server, operating system, web browser and add-ons, device identifier and features, and/or ISP or your mobile carrier. If you use our Services from a mobile device, that device will send us data about your location based on your phone settings. We will ask you to opt-in before we use GPS or other tools to identify your precise location.
    6. Other
      1. We are improving our Services, which means we get new data and create new ways to use data.
      2. Our Services are dynamic, and we often introduce new features, which may require the collection of new information. If we collect materially different personal data or materially change how we use your data, we will notify you and may also modify this Privacy Policy.
  5. How We Use Your Data
    1. We use your data to provide, support, personalize and develop our Services.
    2. How we use your personal data will depend on which Services you use, how you use those Services and the choices you make in your settings. We use the data that we have about you to provide and personalize, including with the help of automated systems and inferences we make, our Services so that they can be more relevant and useful to you and others.
    3. Services
      1. Our Services are intended to help you stay organized and be more organized and productive.
      2. We use your data to authorize access to our Services.
      3. Stay Informed: Many of our free services on our blogs include information and tips that help you stay organized, or become a better leader.
    4. Communications
      1. We may contact you through email, phone, notices posted on our websites or apps, messages on social media pages, and other ways through our Services, including text messages and push notifications. We will send you messages about the availability of our Services, security, or other service-related issues. We also send messages about how to use the Services, network updates, reminders and promotional messages from us and our partners. You may change your communication preferences at any time. Please be aware that you cannot opt-out of receiving service messages from us, including security and legal notices.
    5. Marketing
      1. We promote our Services to you and others.
      2. We use data about your preferences including links to content or products that you have clicked on or visited in the past to provide you with more relevant messages and ads.
    6. Developing Services and Research.
      1. We develop our Services and conduct research.
    7. Service Development.
      1. We use data, including public feedback, to conduct research and development for the further development of our Services in order to provide you and others with a better, more intuitive and personalized experience, drive membership growth and engagement on our Services, and to promote productivity.
    8. Customer Support.
      1. We use data to help you and fix problems.
        1. We use the data (which can include your communications) to investigate, respond to and resolve complaints and Service issues (e.g., bugs). You understand that if you share a log file with us, there may be personal information in it. Our policy is to delete log files older than 90 days unless in the case of valid reason for keeping them.
    9. Aggregate Insights
      1. We use data to generate aggregate insights.
      2. We use your data to produce and share aggregated insights that do not identify you. For example we may use your data to generate statistics about overall productivity or goal types that we share with our members.
    10. Security and Investigations
      1. We use data for security, fraud prevention and investigations.
      2. We use your data if we think it’s necessary for security purposes or to investigate possible fraud or other violations of our User Agreement or this Privacy Policy and/or attempts to harm our Members or Visitors.
  6. How We Share Information
    1. Our Services
      1. Any data that you put into your account is yours. We do not claim ownership of your data, and we do not use your data for purposes other than providing the services to you.
      2. [PlanPlusOnline: Business & Multi User Accounts] Your employer may offer you access to our Services. In this case, your account will have one or more Administrators who may have access to your data. Your employer can review and manage these permissions in each account.
      3. Service Providers
        1. We may use others to help us provide you with our Services.
        2. We use others to help us provide our Services (e.g., payment processing, application hosting, maintenance, analysis, audit, fraud detection, marketing and development). They may  have access to your information as reasonably necessary to perform these tasks on our behalf and are obligated not to disclose or use it for other purposes.
      4. Legal Disclosures
        1. We may need to share your data when we believe it’s required by law or to help protect the rights and safety of you, us or others.
        2. It is possible that we will need to disclose information about you when required by law, subpoena, or other legal process or if we have a good faith belief that disclosure is reasonably necessary to (1) investigate, prevent, or take action regarding suspected or actual illegal activities or to assist government enforcement agencies; (2) enforce our agreements with you, (3) investigate and defend ourselves against any third-party claims or allegations, (4) protect the security or integrity of our Service (such as by sharing with companies facing similar threats); or (5) exercise or protect the rights and safety of our company, our Members, personnel, or others. We attempt to notify Members about legal demands for their personal data when appropriate in our judgment, unless prohibited by law or court order or when the request is an emergency. We may dispute such demands when we believe, in our discretion, that the requests are overbroad, vague or lack proper authority, but we do not promise to challenge every demand.
    2. Change in Control or Sale
      1. We may share your data when our business is sold to others, but it must continue to be used in accordance with this Privacy Policy.
      2. We can also share your personal data as part of a sale, merger or change in control, or in preparation for any of these events. Any other entity which buys us or part of our business will have the right to continue to use your data, but only in the manner set out in this Privacy Policy unless you agree otherwise.
  7. Your Choices & Obligations
    1. Data Retention
      1. We keep most of your personal data for as long as your account is open.
    2. Rights to Access and Control Your Personal Data
      1. You can access or delete your personal data. You have many choices about how your data is collected, used and shared.
      2. We provide many choices about the collection, use and sharing of your data, from deleting or correcting data you include in your profile and controlling the visibility of your posts to advertising opt-outs and communication controls. We offer you settings to control and manage the personal data we have about you .
    3. Archive: In order to help customers who might accidentally delete data, In most cases when you mark an item for Delete or make it inactive, we keep it in the database in a Recycle bin. You may have an option to restore this data. If you would like to have your information permanently deleted from our servers you can request this via our support portal. https://www.planplusonline.com/services/contact-us/
    4. For personal data that we have about you:
      1. Delete Data: You can ask us to erase or delete all or some of your personal data (e.g., if it is no longer necessary to provide Services to you).
      2. Change or Correct Data: You can edit some of your personal data through your account. You can also ask us to change, update or fix your data in certain cases, particularly if it’s inaccurate.
      3. Object to, or Limit or Restrict, Use of Data: You can ask us to stop using all or some of your personal data (e.g., if we have no legal right to keep using it) or to limit our use of it (e.g., if your personal data is inaccurate or unlawfully held).
      4. Right to Access and/or Take Your Data: You can ask us for a copy of your personal data and can ask for a copy of personal data you provided in machine readable form.
      5. Residents in the Designated Countries may have additional rights under their laws.
    5. Account Closure.
      1. We keep some of your data even after you close your account.
      2. If you choose to close your account, we generally delete closed account information within 30 days of account closure, except as noted below.
      3. We retain your personal data even after you have closed your account if reasonably necessary to comply with our legal obligations (including law enforcement requests), meet regulatory requirements, resolve disputes, maintain security, prevent fraud and abuse, enforce our User Agreement, or fulfill your request to “unsubscribe” from further messages from us. We will retain de-personalized information after your account has been closed.
  8. Other Important Information
    1. Security
      1. We monitor for and try to prevent security breaches. Please use the security features available through our Services.
      2. We implement security safeguards designed to protect your data, such as HTTPS. We regularly monitor our systems for possible vulnerabilities and attacks. However, we cannot warrant the absolute security of any information that you send us. There is no guarantee that data may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards. Cross-Border Data Transfers
    2. We may store and use your data outside your country.
    3. We process data both inside and outside of the United States and rely on legally-provided mechanisms to lawfully transfer data across borders. Learn more. Countries where we process data may have laws which are different, and potentially not as protective, as the laws of your own country.
    4. Lawful Bases for Processing
      1. We have lawful bases to collect, use and share data about you. You have choices about our use of your data.
    5. At any time, you can withdraw consent you have provided by going to settings. https://www.planplusonline.com/services/contact-us/
    6. We will only collect and process personal data about you where we have lawful bases. Lawful bases include consent (where you have given consent), contract (where processing is necessary for the performance of a contract with you (e.g. to deliver the Services you have requested)) and “legitimate interests”. Learn more.
    7. Where we rely on your consent to process personal data, you have the right to withdraw or decline your consent at any time and where we rely on legitimate interests, you have the right to object. Learn More. If you have any questions about the lawful bases upon which we collect and use your personal data, please contact our Data Protection Officer here.https://www.planplusonline.com/services/contact-us/
    8. Direct Marketing and Do Not Track Signals
      1. Our statements regarding direct marketing and “do not track” signals.
      2. We currently do not share personal data with third parties for their direct marketing purposes without your permission.
    9. Contact Information
    10. You can contact us or use other options to resolve any complaints.

If you have questions or complaints regarding this Policy, please first contact us via our support helpdesk. You can also reach us by physical mail. If contacting us does not resolve your complaint, you have more options. Residents in the Designated Countries may also have the right to contact our Data Protection Officer here. https://www.planplusonline.com/services/contact-us/