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Compliance & preferences
Manage how SumX communicates with you regarding onboarding, support, billing, and ERP account notifications.
Onboarding updates, ERP and account alerts, billing reminders, authentication or security notices, and support responses tied to your requests.
You can opt out of SMS at any time (see compliance keywords below). Opting out of SMS may not affect other channels such as email, in-app notifications, or legally required notices.
SumX may collect phone numbers during normal business operations. This list is representative of common touchpoints across the customer lifecycle.
Phone numbers collected when your organization begins implementation with SumX.
Contact numbers tied to ERP user profiles, approvals, and workflow notifications.
When you reach out for help, we may use your number for follow-up and case updates.
Scheduling a product demo may include a mobile number for confirmations and reminders.
Numbers used for billing notices, payment reminders, and account administration.
Your CSM may coordinate check-ins or escalations using contact details on file.
Workflows that sync external contacts may store phone numbers supplied by your team.