Servly Pty Ltd (ABN 43 689 938 654) ("Servly", "we", "us" or "our") respects your privacy and is committed to protecting the personal information we collect and handle.

This Privacy Policy explains what information we collect, why we collect it, how we use and protect it, and the choices you have regarding your information.

1. About Servly

Servly Pty Ltd
ABN: 43 689 938 654
21 Darlot Rd
Landsdale WA 6065
Australia

Website: www.servly.au
Email: anthony@servly.au

2. What information we collect

The personal information we collect depends on how you interact with us.

It may include:

• your name, email address, phone number and job title;
• your company or business details;
• information you provide through website forms, enquiries, assessments or sales conversations;
• account and user information where you use Servly services;
• communications between you and Servly;
• technical information such as your IP address, browser type, device information and website usage data; and
• any other information you choose to provide to us.

We aim to collect only the information reasonably necessary to provide our services, communicate with you and operate our business.

3. How we collect information

We may collect personal information when you:

• visit or use our website;
• submit an enquiry or contact form;
• book a meeting, demonstration or assessment;
• become a Servly customer or user;
• communicate with our team;
• subscribe to marketing or other communications; or
• interact with Servly through one of our technology or service providers.

We may also receive information from customers, business partners, Salesforce, implementation partners or other third parties where it is lawful and appropriate for them to provide it to us.

4. How we use your information

We may use personal information to:

• respond to enquiries and communicate with you;
• provide, administer and support Servly services;
• establish and manage customer accounts;
• provide Salesforce licensing and related services;
• arrange demonstrations, assessments and consultations;
• improve our website, services and customer experience;
• manage our business relationships;
• send relevant product, service or marketing communications;
• maintain the security of our systems and services;
• meet our contractual and legal obligations; and
• investigate or resolve enquiries, complaints or disputes.

We will not sell your personal information.

5. Customer data and Salesforce

Servly provides services built on the Salesforce platform.

Where you are a Servly customer, business and customer data stored within your Salesforce environment remains subject to the applicable customer agreement and Salesforce's own data handling, security and privacy obligations.

Servly only accesses or uses customer data where reasonably necessary to provide, administer, maintain or support the services you have engaged us to provide, or where required by law.

6. AI and automated systems

Some Servly services may use artificial intelligence or automated systems for tasks such as lead qualification, scheduling, customer communication or other operational workflows.

Where these systems process personal information, we aim to ensure that the information is used only for the purpose for which the relevant service has been configured.

We do not use customer business data to train AI models for other customers without permission.

Where appropriate, human oversight and the ability to review or override automated actions are maintained.

For more information, please see our AI Usage Policy.

7. Cookies and website analytics

Our website may use cookies and similar technologies to understand how visitors use the site, improve performance and measure the effectiveness of our marketing.

These technologies may collect information such as your IP address, browser, device, pages visited and interactions with our website.

You can control or disable cookies through your browser settings. Some website functionality may be affected if cookies are disabled.

8. Marketing communications

We may send you information about Servly, our services or related content where you have requested it, consented to receive it, or where otherwise permitted by law.

You can unsubscribe from marketing emails at any time using the unsubscribe link provided in the communication or by contacting us.

We will respect requests to stop receiving direct marketing communications.

9. Sharing your information

We may disclose personal information where reasonably necessary to:

• technology and cloud service providers;
• Salesforce and related platform providers;
• implementation and service partners;
• website hosting, analytics, CRM and marketing providers;
• professional advisers such as accountants, lawyers and consultants;
• contractors supporting Servly's operations; or
• government authorities, regulators or other parties where required by law.

We take reasonable steps to ensure service providers handling personal information on our behalf protect that information appropriately.

We do not disclose personal information to third parties for them to independently market their products or services to you unless you have agreed to it.

10. Overseas processing

Some technology providers we use may store or process information using infrastructure located outside Australia.

Where personal information is disclosed or processed overseas, we take reasonable steps appropriate to the circumstances to protect that information and to comply with applicable Australian privacy requirements.

11. Security

We take reasonable technical and organisational steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Our services use Salesforce's infrastructure for core platform data, together with access controls and other security measures appropriate to the services being provided.

No online system can be guaranteed to be completely secure. If we become aware of a data breach that requires notification under Australian law, we will take the appropriate steps.

12. How long we keep information

We retain personal information for as long as it is reasonably required for the purpose for which it was collected, to provide our services, or to meet our legal and contractual obligations.

When information is no longer required, we take reasonable steps to delete or de-identify it where appropriate.

13. Accessing or correcting your information

You may contact us to request access to personal information we hold about you or to ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.

We may need to verify your identity before responding to a request.

To make a request, contact:

Servly Pty Ltd
21 Darlot Rd, Landsdale WA 6065
anthony@servly.au

14. Privacy complaints

If you have a question or concern about how we have handled your personal information, please contact us first so we can investigate and respond.

Email: anthony@servly.au

If you are not satisfied with our response, you may also have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

15. Changes to this policy

We may update this Privacy Policy from time to time as our business, services or legal obligations change.

The latest version will always be published on www.servly.au with the date it was last updated.

Questions?

If you have any questions about this Privacy Policy or how Servly handles personal information, contact us at:

Servly Pty Ltd
21 Darlot Rd
Landsdale WA 6065
Australia

Email: anthony@servly.au