Effective Date: April 2026

Introduction

This Privacy Policy describes how Business Forecast Systems, Inc. (“BFS,” “we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you visit our website at https://www.forecastpro.com/, use our Forecast Pro software, or interact with our support or training services.

Consent

By using the Forecast Pro website, you consent to the data practices described in this statement.

Collection of Your Personal Information

We collect personal information that you voluntarily provide to us, including:

  • Contact Information: Name, email address, phone number, and mailing address when you:
    • Register for our software
    • Contact customer support
    • Subscribe to our newsletter
    • Request a demo or trial
    • Attend webinars or events
  • Professional Information: Company name, job title, industry, and other business-related details
  • Support Data: When you voluntarily provide data for technical support purposes, we may temporarily access and process this information solely to assist you with your technical issues
  • Communications: Content of emails, support tickets, survey responses, and other communications with us

Information We Collect Automatically

When you visit our website, we automatically collect certain information through cookies and similar technologies, including:

  • Device and Browser Information: IP address, browser type and version, operating system, device identifiers
  • Usage Information: Pages visited, time spent on pages, click-through rates, referral URLs, search terms used to find our site
  • Location Information: General geographic location based on your IP address (city/region level)

Information From Third Parties

We may receive personal information about you from third parties, including:

  • Business Partners: Information from authorized resellers or partners when they facilitate your purchase or use of our products
  • Public Sources: Publicly available professional information for business development purposes
  • Service Providers: Information from third-party services that help us deliver our products (such as payment processors)

Payment Information
We use Stripe as our payment processor. When you make a purchase, Stripe collects and processes your payment information (including credit card details) in accordance with their privacy policy. We do not store complete payment card information on our systems, though we may retain transaction records and limited payment information for accounting and customer service purposes.

How We Use Your Information

We use your personal information for the following purposes:

Primary Business Operations

  • Providing and maintaining our Forecast Pro® software
  • Processing transactions and managing your account
  • Providing customer support, training, and technical assistance
  • Communicating with you about your account, orders, and support updates

Business Development and Marketing

  • Sending marketing communications (with your consent where required)
  • Analyzing usage patterns to improve our products
  • Conducting market research and customer satisfaction surveys
  • Personalizing your experience with our products

Legal and Compliance

  • Complying with legal obligations and regulatory requirements
  • Protecting our rights and the rights of others
  • Preventing fraud and ensuring security

Legal Basis for Processing (GDPR)

For users in the European Union, our legal basis for processing personal information include:

  • Contract Performance: Processing necessary to provide our products
  • Legitimate Interests: Business operations, marketing, and product improvement
  • Legal Compliance: Meeting regulatory and legal requirements
  • Consent: Where specifically obtained for marketing communications

Email Communications

We may send you emails related to:

  • Transactional Communications: Order confirmations, account notifications, product updates (these are necessary for product delivery)
  • Marketing Communications: Product announcements, newsletters, promotional offers (you can opt out at any time)

You can unsubscribe from marketing emails by clicking the unsubscribe link in any email or by contacting us directly. Please note that even if you opt out of marketing communications, we may still send you essential product-related communications.

Advertising and Analytics

Google Analytics

We use Google Analytics to understand how visitors interact with our website. Google Analytics collects information such as how often users visit our site, what pages they visit, and what other sites they used prior to coming to our site. We use this information to improve our website and products.

Google’s ability to use and share information collected by Google Analytics about your visits to our site is restricted by the Google Analytics Terms of Use and Google Privacy Policy.

Google Ads

We may use Google Ads to display advertisements to you on other websites based on your previous visits to our site. This is sometimes called “remarketing” or “retargeting.” You can opt out of Google’s use of cookies for advertising by visiting Google’s Ads Settings.

Salesforce

We use Salesforce for customer relationship management and marketing automation. Information you provide may be stored and processed in Salesforce to help us manage our relationship with you and provide better customer service.

Legal Requirements

We do not sell or share your personal information.

We may disclose your information when required by law or to protect our rights, property, or safety, or that of our users or others.

With Your Consent

We may share your information for other purposes with your explicit consent.

Your Rights

California Privacy Rights Act (CPRA) Rights

If you are a California resident, you have the following rights:

  • Right to Know: Request information about the categories and specific pieces of personal information we have collected about you
  • Right to Delete: Request deletion of your personal information
  • Right to Correct: Request correction of inaccurate personal information
  • Right to Opt-Out: Opt out of the sale or sharing of your personal information (we do not sell personal information)
  • Right to Limit: Limit the use and disclosure of sensitive personal information
  • Right to Non-Discrimination: Not receive discriminatory treatment for exercising your privacy rights

GDPR Rights (European Union)

If you are in the European Union, you have the following rights under GDPR:

  • Right of Access: Obtain confirmation of whether we process your personal data and access to such data
  • Right to Rectification: Correct inaccurate or incomplete personal data
  • Right to Erasure: Request deletion of your personal data under certain circumstances
  • Right to Restrict Processing: Limit how we process your personal data
  • Right to Data Portability: Receive your personal data in a structured, commonly used format
  • Right to Object: Object to processing based on legitimate interests or for direct marketing
  • Right to Withdraw Consent: Withdraw consent where processing is based on consent

Exercising Your Rights

To exercise any of these rights, please contact us at:

Email: security@forecastpro.com

Mail:    Business Forecast Systems, Inc.

465 Waverley Oaks Road

Suite 318

Waltham, Massachusetts 02452

We will respond to your request within 30 days. We may need to verify your identity before processing your request.

Children’s Privacy

Our software products are not directed at individuals under 16 years of age. We do not knowingly collect personal information from children under 16. If we become aware that we have collected personal information from a child under 16, we will take steps to delete such information promptly.

Support or Training Data

Forecast Pro is a locally installed application, and we do not access customer forecasting data unless you voluntarily provide it for technical support or training purposes. When you provide data:

  • We access and use the data solely to resolve your technical issues or assist with product training questions
  • We limit appropriate access to employees who are providing these services
  • We delete or revoke access to your data once the support or training issue is resolved
  • We do not use your data for any other purpose without your explicit consent

Security

We implement appropriate technical, physical, and administrative security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption: We use SSL/TLS encryption for data transmission and encrypt sensitive data at rest
  • Access Controls: Limited access to personal information on a need-to-know basis
  • Regular Security Assessments: Ongoing monitoring and testing of our security measures
  • Employee Training: Regular training for employees on data protection and security practices

However, while we implement strong safeguards, no method can be guaranteed to be completely secure.

International Data Transfers

If you are located d outside the United States, please be aware that we may transfer your personal information to, and process it in, the United States and other countries where we operate. We implement appropriate safeguards to ensure your personal information receives an adequate level of protection.

Privacy Inquiry and Dispute Resolution

We are committed to resolving privacy-related inquiries and complaints promptly and fairly. If you have any concerns about our privacy practices or wish to file a complaint, please contact us at security@forecastpro.com. We will investigate your inquiry or complaint thoroughly. We will respond to you within 30 days with our findings and any corrective actions taken. If you are not satisfied with our response, you may contact the appropriate regulatory authority in your jurisdiction. We maintain records of all privacy inquiries and complaints to ensure proper handling and resolution.

Data Breach Notification

In the event of a confirmed data breach that affects your personal information, we will:

  1. Immediate Response: Contain and investigate the breach
  2. Risk Assessment: Evaluate the nature and scope of the breach and potential harm to affected individuals
  3. Notification: Notify affected data subjects and relevant regulatory authorities as required by applicable law, including:
    • For EU residents: Within 72 hours to supervisory authorities and without undue delay to affected individuals when there is a high risk to rights and freedoms
    • For California residents: As required under state breach notification laws
    • For other jurisdictions: In accordance with applicable local requirements

We will provide clear information about the nature of the breach, the categories of information involved, and steps being taken to address the incident.

Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this Privacy Policy or as required by law. Our retention practices are based on the following criteria:

Retention Periods

  • Account Information: Retained while your account is active and for 7 years after account closure for business and legal compliance purposes
  • Transaction Records: Retained for 7 years for accounting and tax compliance
  • Marketing Communications: Until you unsubscribe or request deletion
  • Support Communications: Retained for 3 years for quality assurance and training purposes
  • Website Analytics: Retained only as long as necessary to analyze website performance and user trends, in accordance with the retention settings of our third-party analytics providers (e.g., Google Analytics).

Retention Criteria

We determine retention periods based on:

  • The nature and purpose of the data collection
  • Legal and regulatory requirements
  • Business operational needs
  • Your relationship with us and continued use of our products
  • Industry best practices for data security and privacy

When personal information is no longer needed, we securely delete or anonymize it in accordance with our data disposal procedures.

Policy Updates and Review

We review this Privacy Policy at least annually to ensure it remains accurate and compliant with applicable laws and regulations. We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. Your continued use of our products after any changes constitutes your acceptance of the updated Privacy Policy.

Contact Information

For questions about this Privacy Policy, to exercise your rights, or to submit a privacy complaint, please contact us:

Business Forecast Systems, Inc.
465 Waverley Oaks Rd. Suite 318
Waltham, Massachusetts 02452 USA

Email: security@forecastpro.com
Phone: (617) 484-5050