ProperPlan Privacy Policy


At ProperPlan, we are committed to protecting the privacy and security of our users’ data. This GDPR policy outlines our practices and obligations under the General Data Protection Regulation (GDPR). We handle personal data in compliance with GDPR and other applicable laws.

Controller Information

For our European Union users, ProperPlan is the data controller responsible for how your personal data is processed. As the data controller, we determine the purposes and means of processing personal data in accordance with GDPR.

Data Collection

ProperPlan collects various types of personal data to provide and improve our services:

  • Name
  • Email address
  • Phone number
  • Physical address
  • Team information
  • Project information
  • App usage data
  • Business-related information submitted by you

Use of Data

We use the collected data for the following purposes:

  • Delivery of our service (contractual necessity)
  • User support (contractual necessity)
  • Marketing (based on consent)
  • Analytics (based on legitimate interests)

Legal Basis for Processing

The processing of personal data by ProperPlan is based on the following legal bases:

  • Contractual Necessity: Data needed to fulfil our service obligations.
  • Consent: Specifically obtained for marketing purposes and non-essential cookies.
  • Legitimate Interests: Data used for business analytics and service improvements.
  • Compliance with Legal Obligations: Necessary data processing for compliance with laws.

Data Sharing

We share data between our Customer Relationship Management (CRM) platform and ProperPlan to efficiently deliver our services and conduct marketing activities. We also share your data with:

  • Service Providers: Third parties who provide services such as payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.
  • Business Transfers: If we’re involved in a merger, acquisition, or asset sale, your personal data may be transferred.

International Data Transfers and Third-Party Sharing

Service Providers: ProperPlan may provide access to or share your information with select third parties that perform services on our behalf. These service providers are utilized by ProperPlan to enhance our services and include, but are not limited to, sales, marketing, content provision, advertising, analytics, research, data storage, security, and fraud prevention. All service providers are obligated to protect your information and may only use your data to deliver the services ProperPlan has contracted them for.

Cookies and Tracking Technologies (Website Only)

ProperPlan employs cookies and similar tracking technologies on our website to enhance user experience and analyze site usage:

  • Essential Cookies: Necessary for site functionality, enabling basic features like navigation and access to secure areas.
  • Analytics Cookies: Collect data on traffic and user interactions to help us improve our website.
  • Advertising Cookies: Used to deliver advertisements more relevant to you and your interests. They are also used to limit the number of times you see an advertisement.
  • Social Media Cookies: Set by a range of social media services that enable you to share our content with your friends and networks.

Data Protection

ProperPlan uses robust security measures to protect your personal data. Data is encrypted both at rest and in transit, with advanced threat detection and access controls in place to prevent unauthorized access and ensure data integrity.

Data Retention

ProperPlan retains user data for the period necessary to fulfill the purposes outlined in this policy unless a longer retention period is required or permitted by law. This includes retaining financial data for 7 years in accordance with UK law, which is necessary for compliance with legal obligations. User data is retained in the app for 12 months unless a deletion request is made or a longer retention is justified by specific requirements.

Data Breach Notification Procedures

In the event of a data breach, we will notify affected individuals and relevant authorities as required by GDPR within 72 hours, if it is likely to result in a risk to the rights and freedoms of individuals.

Changes to the Policy

ProperPlan reserves the right to update or modify this GDPR policy at any time. Changes to this policy may be necessary due to new legal requirements, changes in our business practices, or enhancements to our data protection efforts. Whenever we make changes to this policy, we will post the revised policy on our website with an updated revision date. We will also inform our users of any significant changes via email to ensure they are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

Contact Us

For any questions regarding this GDPR policy or data protection practices, please contact us at

Proper Plan