Privacy Policy

Effective Date: August 15, 2023

This Privacy Policy tells you about the information Patri Inc. d/b/a OpenGTM or a Patri Inc. Affiliate (together, “OpenGTM,” “Patri,” “we or us”), collects, uses, discloses, and protects information from and about you through websites and services operated by us that link to this Privacy Policy, such as (the “Site”), and any other interactions (e.g., customer service and other communications) that you may have with OpenGTM (collectively, with the Site, the “Services”).


This Policy contains the following sections:

  • Scope of this Policy
  • The Information We Collect
  • How We Use Your Information
  • Legal Bases for Use of Your Information
  • Online Analytics and Advertising
  • How We Share and Disclose Your Information
  • Retention of Your Information
  • Your Rights and Choices
  • Third-Party Links and Features
  • International Users
  • How We Protect Your Information
  • Privacy Information for California Users
  • Changes to Our Policy
  • Contact Information

For purposes of this Policy:

  • A “Customer” means an entity or individual that has contracted with OpenGTM (such as through an applicable Terms of Service) to access our Services.
  • A “User” means an individual who accesses the Services as or on behalf of a Customer, including, if applicable, Customer personnel.
  • A “Site Visitor” means an individual who visits our Site outside of the context of our Customers’ use of the Services.

This Policy applies to our handling of information about Site Visitors, prospective Customers, and Customers and Users (in relation to their procurement of the Services and management of their relationship with OpenGTM). We refer collectively to these categories of individuals as “you” throughout this Policy.

However, this Policy does not cover information about individuals that OpenGTM receives from Customer, or otherwise processes on Customer’s behalf, in connection with the Services provided by OpenGTM to Customer pursuant to an applicable Terms of Service. OpenGTM processes such information under the instructions of the relevant Customer, which is the “data controller” (or occupies a similar role as defined in applicable privacy laws), as described in the applicable Terms of Service between such Customer and OpenGTM.

If you are such an individual and you have questions about how your information is collected and processed through the Services, please contact the Customer who has provided your information to us for more information.


We collect, store, and use certain information from or about you for the purposes described below.


We collect a variety of information that you provide directly to us. For example, we collect information from you when you:

  • Sign up for and use the Services
  • Communicate with us; for example, when you communicate with our customer service teams or submit requests or questions to us via online forms, email, phone, chat, or otherwise
  • Interact with us when we reach out to you by phone or email in our sales and marketing efforts
  • Attend our conferences or events or interact with us at other conferences or events

The types of information we collect directly from you include:

  • First and last name
  • Business contact information (email address, phone number, postal address)
  • Personal contact information (email address, phone number, postal address)
  • Username and password associated with the Services (unless you log in via a single sign-on “SSO,” in which case we only receive your associated email address)
  • Your position and role in your company or organization
  • Certain data to process payments made through the Services (we use third-party payment processors to handle such payments and we never receive full payment information)
  • In accordance with applicable law, photos, videos, or audio recordings of sales calls by voice or video chat
  • Any other information you choose to directly provide to us in connection with your use of the Services


When you use our Services, we and our service providers (who are third parties that perform services on our behalf) automatically collect certain information about your device and how you use the Services, including your IP address, browser type, browser language, operating system, the state or country from which you accessed the Services, software and hardware attributes (including device IDs), number of clicks, pages viewed and the order of those pages, the amount of time spent on particular pages, the date and time you used the Services, and other similar information. From your IP address, we may be able to infer your general location (e.g., city/state or postal code).

To collect this information, we and our service providers may use “cookies” or similar tools that track, measure, and analyze the behaviors and usage patterns of our users. Cookies are small data files that can be stored on your browser and device so we can recognize you when you return. We use cookies for analytics purposes, to deliver certain features of the Services, to help us understand how users engage with the Services, and to improve your experience. You may set your web browser to notify you when you receive a cookie and to accept or refuse certain cookies. However, if you elect not to accept cookies, some functionality and areas of the Services may be restricted. To learn how to manage your cookies, please review Section 5 of this Policy and follow the instructions from your specific browser, or if accessing the Services via a mobile device, refer to the manufacturer’s instructions.


From time to time, we may collect information about you from other sources, including our affiliates, marketing vendors, and third-party databases. We use this information to supplement the information that we collect directly from you and for any of the purposes described in the next section.

When you “like” or “follow” us on Facebook, LinkedIn, Twitter or other social media sites, we may collect some information from you including your name, email address, and any comments or content you post relevant to us.


We use your information for various purposes depending on the types of information we have collected from and about you to:

  • Provide and maintain our Services
  • Respond to your inquiries and requests for information, and provide you with more effective and efficient customer service
  • Engage in analysis and research regarding use of the Services, improve the Services, and develop new products and services
  • Measure the effectiveness of our advertising and deliver relevant advertising to you
  • To suggest Services that may be of interest to you
  • Secure our Services and resolve technical issues being reported
  • Comply with any procedures, laws, and regulations which apply to us where it is necessary for our legitimate interests or the legitimate interests of others
  • Establish, exercise, or defend our legal rights where it is necessary for our legitimate interests or the legitimate interests of others

Aggregate and/or De-Identified Information. We may aggregate and/or de-identify any information collected through our Services so that such information can no longer be linked to you or your device (“Aggregate and/or De-Identified Information”). We may use such information for any purpose, including without limitation for research and marketing purposes, and may also share such Aggregate and/or De-Identified Information with any third parties, including advertisers, partners, and sponsors.


The legal bases for using your information as set out in this Policy are as follows:

  • Where we need to perform the contract we are about to enter into or have entered into with you for the Services
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests
  • Where we need to comply with a legal or regulatory obligation
  • Where we have your consent to process your information in a certain way

a. ANALYTICS. We may use third-party web analytics services (such as those of Google Analytics) on our Services to collect and analyze usage information through cookies and similar tools; engage in auditing, research, or reporting; assist with fraud prevention; and provide certain features to you. To prevent Google Analytics from using your information for analytics, you may install the Google Analytics Opt-out Browser Add-on by clicking here. If you receive email from us, we may use certain analytics tools, such as clear GIFs to capture data such as when you open our message or click on any links or banners our email contains. This data allows us to improve our Services and marketing, including by gauging the effectiveness of our communications and marketing campaigns.

b. ONLINE ADVERTISING. In using the Services, we allow select third party advertising technology partners to place cookies or other tracking technologies on the browser of your device to collect information about you as discussed above. These third parties (e.g., ad networks and ad servers such as LinkedIn Ads and others) may use this information to serve relevant content and advertising to you as you browse the Internet, and access their own cookies or other tracking technologies on your browser to assist in this activity. If you are interested in more information about these online advertising activities, and how you can generally control cookies from being put on your computer to deliver tailored advertising, you may visit the Network Advertising Initiative’s Consumer Opt-Out link, the Digital Advertising Alliance’s Consumer Opt-Out link, or Your Online Choices to opt-out of receiving tailored advertising from companies that participate in those programs. We do not control these opt-out links or whether any particular company chooses to participate in these opt-out programs. We are not responsible for any choices you make using these mechanisms or the continued availability or accuracy of these mechanisms. Please note that if you use these mechanisms, you may still see advertising on our Services or across the Internet, but it will not be tailored to you based on your online behavior over time.

c. DO NOT TRACK (“DNT”). DNT is a privacy preference that users can set in certain web browsers. We are committed to providing you with meaningful choices about the information collected on our Services through cookies and similar technologies, and that is why we provide the variety of opt-out mechanisms listed above. However, we do not currently recognize or respond to browser-initiated DNT signals.


We will disclose your information in the following ways:

  • Service Providers.We provide access to or disclose your information with select entities who help us deliver or improve our Services or perform services on our behalf, including billing and payment, advertising and marketing, analytics, fraud prevention, research, data storage, security, and consulting and legal services.
  • Affiliates and Subsidiaries. We may disclose the information we collect within the OpenGTM family of companies.
  • Your Company. If you are a User, we may provide your information to the company you are engaged or employed by to fulfill and enforce our applicable sales agreement with your company, and to inform your company regarding usage, support, or training needs.
  • Protection of OpenGTM and Others. By using the Services, you acknowledge and agree that we may access, retain, and disclose the information we collect and maintain about you if required to do so by applicable law or in a good faith belief that such access, retention or disclosure is reasonably necessary to: (a) comply with legal process (e.g. a subpoena or court order); (b) enforce any contracts with you; (c) respond to claims that any content violates the rights of third parties; and/or (d) protect the rights, property or personal safety of OpenGTM, its agents and affiliates, its users and/or the public.
  • Business Transactions. In accordance with applicable legal obligations, your information may be provided to third parties in connection with a merger or acquisition (including transfers made as part of insolvency or bankruptcy proceedings) involving all or part of OpenGTM or our assets, or as part of a corporate reorganization or stock sale or other change in corporate control or business change, including for the purpose of determining whether to proceed or continue with such transaction or business relationship.
  • Aggregate and/or De-Identified Information. From time to time, we may disclose Aggregate and/or De-identified Information about use of the Services or our user base with partners and others in our discretion, but such information will not identify you personally.
  • With Your Consent or at Your Direction. In addition to the disclosures described in this Policy, we may provide information about you to third parties whenever you consent to or direct such disclosure.

We keep your information for no longer than necessary for the purposes for which it is processed. The length of time for which we retain information depends on the purposes for which we collected and use it and/or as required to comply with applicable laws.


You have certain rights with respect to your information as further described in this section.


If you would like further information in relation to your legal rights under applicable law or would like to exercise any of them, please contact us using the information in the “Contact Information” section below at any time. Your local laws (e.g., if you are a citizen or resident of the European Economic Area) may permit you to request that we:

  • provide access to and/or a copy of certain information we hold about you
  • update information which is out of date or incorrect
  • delete certain information that we are holding about you
  • restrict the way that we process and disclose certain of your information

Such laws may also permit you to revoke your consent to the processing of your information for certain purposes. We will consider all requests and provide our response within the time period stated by applicable law and as otherwise required by applicable law. Please note, however, that certain information may be exempt from such requests in some circumstances, which may include if we need to keep processing your information for our legitimate interests or to comply with a legal obligation. We may request you provide us with information necessary to confirm your identity before responding to your request.

If you are an individual whose information has been collected by OpenGTM as a result of our Customer’s use of the Services pursuant to a Terms of Service between Customer and OpenGTM, OpenGTM collects and processes any information of yours under the directions of the relevant Customer. If these circumstances apply to you and you wish to access, correct, delete or exercise any rights you may have under applicable data protection laws with respect to any information that we have collected about you, please direct your query to the relevant Customer, as this may expedite the completion of your request. We will provide reasonable assistance to our Customers to give effect to data subject rights as appropriate and required by applicable laws.


If, in accordance with applicable legal requirements, we send you marketing communications regarding our Services or the services of third parties that we believe will be interesting to you, you can ask us to stop sending such communications at any time by contacting us using the information in the “Contact Information” section below. In our marketing email messages, you can also opt out by following the instructions located at the bottom of such emails. Please note that, regardless of your request, we may still use and disclose certain information as permitted by this Policy or as required by applicable law. For example, you may not opt out of certain transactional emails from us, such as those confirming your requests or providing you with updates regarding our Policy or other terms.


Our Services may contain links to third-party websites. If you choose to visit these sites and use their services, please note that we are not responsible for their content or privacy practices. The collection, use, and disclosure of your information will be subject to the privacy policies of the third-party websites, and not this Policy. We urge you to read the privacy policies of these third parties.


We are headquartered in the United States, and recipients of the data disclosures described in this Privacy Policy are located in the United States and elsewhere in the world, including where privacy laws may not provide as much protection as those of your country of residence. Per applicable law, we will ensure that transfers of personal information to such recipients are subject to appropriate safeguards.


OpenGTM takes a variety of technical and organizational security measures to protect the information provided to us from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. However, no Internet or email transmission is ever fully secure or error free. Please keep this in mind when disclosing any information to us online.


The California “Shine the Light” law gives residents of California the right under certain circumstances to request information from us regarding the manner in which we share certain categories of personal information (as defined in the Shine the Light law) with third parties for their direct marketing purposes. We do not share your personal information with third parties for their own direct marketing purposes.


We reserve the right to amend this Policy at any time to reflect changes in the law, our data collection and use practices, or advances in technology. We will make the revised Policy accessible on the Services, so you should review the Policy periodically. You can know if the Policy has changed since the last time you reviewed it by checking the “Effective Date” at the beginning of the document. If we make a material change to the Policy, you will be provided with appropriate notice in accordance with legal requirements. By continuing to use the Services, you are confirming that you have read and understood the latest version of this Policy.


OpenGTM welcomes your comments and questions regarding this Policy and the collection and use of your information. If you have questions or concerns, you should contact us via email at or by mail at OpenGTM, Inc. 224 S. Main Street #528 Springville, UT 84663.