Channel Bits

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Legal

This section contains every legal document and policy related to our services.


This Privacy Policy describes how ChannelBits Ltd. (together with its affiliated companies – “ChannelBits”, “we”, “our” or “us”) collects, stores, uses and discloses the following categories of personal data:

(i) Customer Data: personal data that we collect, process and manage on behalf of our business customers (“Customers”), submitted to the ChannelBits cloud-based services, including our CRM platform, products, applications, APIs, tools, and any ancillary or supplementary ChannelBits products and services, offered online and via mobile application (collectively, “Platform”).

We process such Customer Data on behalf and under the instruction of the respective Customer in our capacity as a “data processor”, in accordance with our Data Processing Addendum with them.

Accordingly, this Privacy Policy – which describes ChannelBits’ independent privacy and data processing practices as a “data controller” – applies with respect to the Platform, Sites (as defined below) and any other services provided to Customers by ChannelBits (“Services”), and does not apply to the processing of Customer Data. If you have any questions or requests regarding Customer Data, please contact your account administrator(s) (“Account Admin”) directly.

(ii) User Data: personal data concerning our Customers’ internal focal persons who directly engage with ChannelBits concerning their ChannelBits account (e.g. billing contacts and authorized signatories), Customers’ Account Admins, and authorized users of the Platform (collectively, “Users”).

(iii) Prospect Data: data relating to visitors of our websites (including but not limited to www.channelbits.com), participants at events, and any other prospective customer, user or partner (collectively, “Prospects”).

(iv) Technology Partner Data: data relating to individuals or organizations participating and/or engaging as developers, integrators, or technology partners who interact with our Platform, Sites, events and/or other platforms utilized by ChannelBits.

Specifically, this Privacy Policy describes our practices regarding –

  • Data Collection & Processing
  • Data Uses & Legal Bases
  • Data Location and Retention
  • Data Disclosures
  • Cookies and Tracking Technologies
  • Communications
  • Data Security
  • Data Subject Rights
  • Data Controller/Processor Roles
  • Additional Notices

1. Data Collection & Processing

We collect or generate the following categories of personal data:

  • Usage and device information: IP addresses, device type, browser version, operating system, session activity, CRM feature usage, clicks, and logs.
  • Contact and profile information: Name, email, phone number, company name, role, login credentials, billing information.
  • Communications: Customer support requests, feedback, surveys, testimonials, chat interactions, email correspondence.
  • Marketing and prospect data: event registrations, campaign responses, website visits, and cookies-based interactions.

2. Data Uses & Legal Bases

We use personal data for the following purposes:

  • To provide, operate and secure our CRM Services (Performance of Contract; Legitimate Interests)
  • To process billing, payments and account management (Performance of Contract; Legal Obligations)
  • To improve our Services and user experience (Legitimate Interests)
  • To send service-related notifications and promotional communications (Legitimate Interests; Consent)
  • To comply with applicable legal requirements (Legal Obligations)

3. Data Location & Retention

We and our authorized service providers maintain, store and process personal data in the United States, Europe, the United Kingdom, and other locations as reasonably necessary.

We retain personal data as long as needed to provide our Services, comply with legal obligations, resolve disputes, and enforce agreements.

4. Data Disclosures

We may disclose personal data in the following circumstances:

  • Service Providers: cloud hosting, payment processors, analytics providers, communications tools.
  • Business Partners: distributors, resellers, consultants who help deliver our Services.
  • Legal Compliance: to comply with lawful requests by public authorities.
  • Corporate Transactions: in the event of merger, acquisition, or sale of assets.

5. Cookies and Tracking Technologies

We use cookies, pixels and similar technologies to provide and monitor Services, improve performance, and personalize user experience. See our Cookie Policy for details.

6. Communications

  • Service Communications: password resets, billing notices, system updates.
  • Promotional Communications: product updates, offers, events, features. You may opt out anytime.

7. Data Security

We implement industry-standard technical and organizational measures to protect data, including encryption and access controls. However, no method of transmission or storage is 100% secure.

8. Data Subject Rights

Depending on your jurisdiction (e.g., GDPR, CCPA), you may have rights to:

  • Access, rectify, or delete your data
  • Restrict or object to processing
  • Data portability
  • Equal services and non-discrimination

Requests may be made by contacting us at contact@channelbits.com.

9. Data Controller/Processor Roles

  • ChannelBits acts as data controller for User, Prospect and Partner Data.
  • ChannelBits acts as data processor for Customer Data submitted by Customers into the CRM.

10. Additional Notices

  • Children: Our Services are not directed at children under the age of majority in their jurisdiction.
  • Third Parties: Integrations and links to third-party services are subject to those providers’ privacy policies.
  • Updates: We may update this Privacy Policy from time to time. Material changes will be notified through the Platform or by email.

Contact Us
 For questions or requests about this Privacy Policy, please contact us at:
 📧 contact@channelbits.com


Thanks for choosing ChannelBits CRM!

These Terms of Service (“Terms”) constitute a legally binding agreement as of the Effective Date (defined below), governing your access, use, registration, and receipt of: (i) www.channelbits.com and any related website owned or operated by ChannelBits (the “Site”); (ii) ChannelBits’ CRM services, products, and applications (the “Services”); and/or (iii) any ancillary services or products provided in connection with the Services. These Terms are between ChannelBits Ltd. (“ChannelBits,” “us,” “we,” or “our”) and you, either individually, or on behalf of your employer or any other entity you represent (“you” or “your”). By using the Services, you confirm that you have authority to accept these Terms on behalf of your organization.

PLEASE READ THESE TERMS CAREFULLY. BY REGISTERING, ACCESSING, OR USING THE SERVICES, YOU AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT AGREE, DO NOT USE THE SERVICES.

1. Our Services

1.1 Scope. ChannelBits provides CRM services including but not limited to lead management, account management, opportunities, communications, files, quotes, orders, invoices, and related tools.

1.2 Modification. We may modify, improve, or discontinue any part of the Services at our discretion. If material changes are made, we will notify you by posting on the Site or by email.

1.3 Eligibility. You represent and warrant that you are at least sixteen (16) years old. The Services are not intended for individuals under that age.

1.4 Support. Depending on your subscription plan, you may be entitled to support and uptime commitments.

2. Account Registration and Users

2.1 Account Creation. To use the Services, you must create an account (“Account”). The first user is the Account administrator (“Admin”).

2.2 Accuracy. You agree to provide accurate, complete, and current information when creating an Account.

2.3 Security. You are responsible for maintaining confidentiality of your password and for all activities that occur under your Account.

2.4 Admins & Users. Admins have privileges to manage users, data, and billing. Different user types (e.g., agents, managers, finance, IT admin) may have different rights depending on your subscription plan.

2.5 Responsibility. You are responsible for all activities by your users and any data submitted to the Services.

3. Customer Data

3.1 Ownership. You retain all rights to the data you submit (“Customer Data”).

3.2 License. You grant ChannelBits a limited license to use Customer Data solely to provide and improve the Services, ensure security, and comply with legal obligations.

3.3 Compliance. You are responsible for ensuring Customer Data complies with applicable laws, including privacy and data protection regulations.

3.4 Restrictions. Sensitive data such as health records (unless agreed separately), payment card data, or other regulated information must not be submitted unless explicitly permitted.

4. Intellectual Property

4.1 Our IP. All rights, title, and interest in the Services, software, designs, trademarks, and related intellectual property belong to ChannelBits or its licensors.

4.2 Your License. Subject to compliance with these Terms, we grant you a limited, non-exclusive, non-transferable license to use the Services for internal business purposes.

4.3 Restrictions. You may not reverse engineer, resell, sublicense, or misuse the Services.

5. Privacy and Security

5.1 Security. We implement reasonable technical and organizational measures to protect Customer Data.

5.2 Privacy Policy. Your use of the Services is subject to our Privacy Policy, which explains how we collect and use personal data.

5.3 Data Processing. If applicable, a Data Processing Agreement (DPA) may be entered into between you and ChannelBits.

6. Third-Party Services

The Services may integrate with third-party tools. ChannelBits is not responsible for third-party services and their terms and privacy policies will govern your use of them.

7. Fees and Payments

7.1 Subscription. Services are provided on a subscription basis according to the plan you select.

7.2 Billing. You agree to pay all fees in accordance with your subscription. Fees are non-refundable unless otherwise required by law or agreed in writing.

7.3 Taxes. Fees exclude applicable taxes, which you are responsible for paying.

8. Term and Termination

8.1 Term. These Terms remain in effect while you use the Services.

8.2 Termination by You. You may terminate by canceling your subscription and deleting your Account. Fees already paid are non-refundable.

8.3 Termination by Us. We may suspend or terminate your Account if you breach these Terms, fail to pay fees, or misuse the Services.

8.4 Data Export. Upon termination, it is your responsibility to export your Customer Data before closure.

9. Disclaimers

The Services are provided on an “AS IS” and “AS AVAILABLE” basis without warranties of any kind. We disclaim all warranties including merchantability, fitness for a particular purpose, and non-infringement.

10. Limitation of Liability

To the maximum extent permitted by law, ChannelBits shall not be liable for indirect, incidental, or consequential damages. Our total liability for any claims under these Terms shall not exceed the amount you paid us in the 12 months preceding the event giving rise to the claim.

11. Governing Law & Disputes

These Terms are governed by the laws of [Insert Governing Jurisdiction]. Any disputes shall be resolved exclusively in the competent courts of [Insert Venue].

12. General Provisions

  • These Terms may be updated from time to time. Continued use constitutes acceptance.
  • Neither party shall be liable for events outside reasonable control (force majeure).
  • These Terms constitute the entire agreement between you and ChannelBits.
  • If any provision is invalid, the remainder shall remain in effect.

Contact Us
 If you have questions about these Terms, please contact us at:
 ChannelBits Ltd.
 Email: contact@channelbits.com


This Acceptable Use Policy (“AUP”) forms part of the Terms of Service or other agreement governing the use of ChannelBits’ Services (“Agreement”) and reflects the activities that are prohibited in connection with your use of the Services and/or any of ChannelBits’ Sites (as used herein collectively “Services”), in addition to the restrictions set forth in the Agreement. All capitalized terms not defined herein shall have the meaning set forth in the Agreement.

1. Prohibited Activities

You represent and warrant that you shall not, and shall not cause or allow any third party to:

1.1 Access (or attempt to access), tamper with, reverse engineer, export, download or search any portion of the Services and/or its underlying or related infrastructures, systems, networks and technologies (“Systems”), by any means other than through the interface that is provided by us in connection with the Services or the Systems (e.g., scraping, spidering or crawling);

1.2 Probe, scan, or test the vulnerability of the Services or the Systems or breach or circumvent any security or authentication measures thereof;

1.3 Attempt to disrupt or overwhelm our infrastructure by imposing unreasonable requests or burdens on our resources (e.g., using “bots” or other automated systems to send requests to our servers at a rate beyond what could be sent by a human user during the same period of time);

1.4 Copy, modify, alter, change or create any derivative works of the Services or Systems, or any part thereof, or otherwise remove proprietary marks from the Services or Systems;

1.5 Use the Services and/or the Systems to transmit malware or for phishing purposes;

1.6 Perform any activities or upload, submit, transmit or distribute any materials or Content that may harm or disrupt the operation of the Services, the Systems or any other infrastructure of ChannelBits or any third party;

1.7 Use the Services to perform any illegal, unlawful, fraudulent or deceptive activities or for competitive purposes;

1.8 Attempt to gain unauthorized access to the Services or the Systems to defeat, avoid, bypass, remove, deactivate, or otherwise circumvent any software protection or monitoring mechanisms of the Services or the Systems;

1.9 Impersonate any person, organization or entity, or falsely state or otherwise misrepresent your affiliation with any person, organization or entity;

1.10 Use the Services to violate the privacy of others, including posting private and confidential information of others without their express authorization;

1.11 Use the Services to perform or encourage others to perform any activities that are defamatory, libelous, threatening, constitute hate speech, harassment, or stalking;

1.12 Upload, submit or transmit through the Services or the Systems any content that contains or redirects (or may contain or redirect) to a virus, Trojan horse, worm, scripting exploits, bots or other harmful component or technology that may or is intended to damage or hijack the operation of any hardware, software (including the Services), telecommunications equipment, or any other actually or potentially harmful, disruptive, or invasive code or component;

1.13 Misuse or otherwise use the Services or the Systems in an excessive manner compared to the anticipated standard of use (examined at our sole discretion), including without limitation, consuming excessive storage, or otherwise burdening the Services or the Systems in a manner that impairs its operation or in violation of documentation or other operational restriction designated by us;

1.14 Send messages or communications which are (i) unlawful or contain unlawful content; (ii) unsolicited, including spam, bulk messaging, or any other form of unwanted communication that does not comply with applicable spam laws; (iii) sent or intended to be sent to contacts that were purchased, scraped, rented, obtained through unauthorized means, or otherwise acquired without explicit and verifiable consent from the recipients; or (iv) to recipients who requested not to receive such messages;

1.15 Generate content (including through functionalities within the Services, such as AI functionalities) that is illegal, harmful, hateful, discriminatory, threatening, violent, harassing, damaging or which encourages any such content; and/or

1.16 Generate or use content which infringes any third party right.

2. Content Restrictions

You represent and warrant that you shall not, and shall not allow, cause or encourage others, to upload, submit, prompt, input, transmit, broadcast, send, publish, output, collect or otherwise make available to or through the Services or Systems any Content that:

2.1 Exploits or abuses children, including but not limited to images or depictions of child abuse or sexual abuse, or that presents children in a sexual manner;

2.2 Infringes ChannelBits’ or any third party’s intellectual property or other rights, including any copyright, trademark, patent, trade secret, moral rights, or any other intellectual property right, including proprietary or contractual rights;

2.3 Infringes any privacy rights or publicity rights;

2.4 Is deceptive, fraudulent, illegal, obscene, defamatory, libelous, threatening, harmful, pornographic, indecent, harassing, hateful, inducing violence and/or terrorism, or otherwise encouraging any illegal, tortious or inappropriate conduct; and/or

2.5 Attacks or otherwise unlawfully relates to others based on their race, ethnicity, national origin, religion, sex, gender, sexual orientation, disability, or medical condition.

3. Monitoring

We are under no obligation to monitor your activities in relation to the Services or the Systems. However, we may systematically screen and/or monitor any Content uploaded, submitted and/or transmitted through our Services or Systems, at any time and for any reason, for compliance with this AUP and the Agreement, with or without notice.

4. Intellectual Property

It is our policy to respect the legitimate rights of copyright and other intellectual property owners, and we will respond to notices of alleged copyright infringement in accordance with our Copyright and Content Policy.

5. Enforcement

In addition to any other remedies that may be available to us, if we suspect that your Content, any of your activities, or use of the Services are in violation of this AUP, the Agreement, or applicable law, we may, without limitation, with or without advance notice, and without liability to you: (i) remove and/or block such violating Content, in whole or in part; (ii) terminate or suspend your Account, access to the Services, or access to certain functionalities; and/or (iii) remove or limit access to Content or data you submitted to the Services or made available to third parties using the Services.

6. Updates

We may update and/or amend this AUP from time to time. If ChannelBits makes material changes to this AUP, we will give notice as appropriate under the circumstances, e.g., by displaying a prominent notice within the Services or by sending an email. Your continued use of the Services after the changes have been implemented will constitute your acceptance of the changes.

Contact Us
 If you have any questions about this AUP, please contact us at:
 📧 contact@channelbits.com

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Dentistry

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Customer Success Stories

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Written Testimonials

Hear directly from our satisfied clients in their own words.

Industry Use Cases

See how different sectors solve problems using our solutions.

Customer Reviews & Ratings

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Customer Onboarding

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Blog & Resources

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Getting Started

Begin your CRM journey with an introduction and account setup.

User Roles & Permissions

Manage user access through roles, permissions, and groups.

Managing Contacts & Leads

Add, edit, qualify, and import leads and contacts efficiently.

Sales Pipeline & Opportunities

Track opportunities, manage stages, and analyze pipeline.

Communication Tools

Use integrated tools for emails, SMS, and communications.

Task & Activity Management

Organize your tasks, reminders, and follow-ups efficiently.

Reports & Analytics

Gain insights through dashboards and custom reporting.

Customization & Settings

Configure and customize fields, workflows, and alerts.

Data Import & Export

Easily migrate or back up your data using import/export tools.

Troubleshooting & FAQs

Find answers and solutions for common CRM issues.

Advanced Features (Non-API)

Explore mobile access and non-API based integrations.

Pricing

Pricing

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Our Values

Learn about the principles that guide our company and culture.

Contact Us

Get in touch with our team for any inquiries or support.

Careers

Explore job openings and join our growing team.

Press & Media

Access press releases, media resources, and brand assets.

Partners

Discover partnership opportunities and collaboration models.

Privacy Policy

Understand how we collect, use, and protect your data.

Terms of Service

Review the rules and guidelines for using our platform.

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