1.1 Scope and Relationship to Customer Data

DealerTeam provides a cloud-based dealership management platform built natively on Salesforce. In operating its websites, marketing programs, account administration, and support functions, DealerTeam may act as a data controller. When processing Customer Data within the Services on behalf of a customer, DealerTeam generally acts as a processor or service provider.

Individuals with questions about Personal Information submitted by a customer into the Services should contact that customer directly, because the customer controls the purposes and means of that processing.

1.2 How We Collect Information

DealerTeam may also receive Customer Data from customers as part of providing the Services, including customer records, service records, vehicle information, and transaction-related information. That processing is governed by the applicable customer agreement.

1.3 Categories of Information Collected

Depending on the context, DealerTeam may collect identifiers, contact details, professional information, device and network information, website activity, communications content, and inferences derived from interaction history. DealerTeam may also process dealership-related information when acting on behalf of customers through the Services.

1.4 How We Use Information

• Provide, secure, maintain, and improve the Services and related operations
• Respond to requests, support customers, and manage accounts
• Send administrative notices and, where permitted, marketing communications
• Conduct analytics, troubleshooting, research, and product development
• Process Customer Data only as permitted by contract and customer instructions

DealerTeam may use automation and AI-assisted tools to improve efficiency, support recommendations, and maintain data quality, subject to applicable safeguards and contractual obligations.

1.5 Sharing and Disclosure

DealerTeam does not state that it sells Personal Information. Information may be disclosed:

• To customers that control the relevant Customer Data
• To Salesforce and authorized subprocessors supporting service delivery
• To vendors providing hosting, payment processing, customer support, analytics, or similar business services
• To affiliates, advisors, or counterparties in connection with legal obligations, financing events, corporate transactions, or with consent
• In aggregated or de-identified form where no individual is identified

1.6 International Transfers

Personal Information may be processed in the United States and other jurisdictions where DealerTeam, Salesforce, or service providers operate. Where required, DealerTeam relies on appropriate transfer mechanisms and safeguards made available through applicable contractual and legal frameworks.

1.7 Data Retention

DealerTeam retains Personal Information only for as long as necessary for the purposes described in this Policy, to comply with legal obligations, resolve disputes, and enforce agreements. Customer Data retention is governed by the applicable contract, customer instructions, and platform retention practices.

1.8 Choices and Rights

• Marketing opt-out requests may be sent to privacy@dealerteam.com
• Individuals may request access, correction, or deletion where provided by applicable law
• Requests relating to Customer Data should generally be directed to the relevant customer
• California and other state privacy rights may apply depending on residence and legal status
• Cookie and browser controls may be used to manage certain tracking technologies

1.9 Security, Children, and Policy Updates

DealerTeam uses administrative, technical, and organizational safeguards designed to protect Personal Information, including controls supported through the Salesforce platform. No method of transmission or storage is fully secure, and users remain responsible for protecting their credentials and access.

DealerTeam’s websites and Services are not directed to children under the age thresholds established by applicable law. DealerTeam may revise this Privacy Policy from time to time by posting an updated version on this page.

1.10 Contact Information

DealerTeam Privacy Officer
2195 Larkspur Ln STE 203
Redding, CA 96002
Email: privacy@dealerteam.com

2.1 Parties and Purpose

This Data Processing Agreement forms part of the applicable agreement between DealerTeam, Inc. as Processor and the customer as Controller. Its purpose is to govern DealerTeam’s processing of Personal Data on the customer’s behalf in connection with the Services.

2.2 Definitions

Capitalized terms may include Personal Data, Processing, Data Subject, Controller, Processor, Customer Data, GDPR, CCPA, and Subprocessor, each as defined in the underlying agreement or applicable law.

2.3 Processing Instructions

DealerTeam processes Personal Data only on documented customer instructions, including instructions reflected in the agreement, platform configuration, support interactions, and other written directions, unless otherwise required by law.

2.4 Customer Obligations

• The customer is responsible for the lawfulness of the Personal Data it provides
• The customer is responsible for required notices, consents, and legal bases for processing
• The customer remains responsible for responding to Data Subject requests, with assistance from DealerTeam where applicable

2.5 DealerTeam Obligations

• Implement appropriate technical and organizational measures
• Ensure personnel handling Personal Data are subject to confidentiality obligations
• Notify the customer of security incidents without undue delay where required
• Provide reasonable assistance with rights requests, impact assessments, and breach-related obligations as required by law or contract
• Delete or return Personal Data at the end of the services period, subject to contractual and legal retention requirements
• Make available information reasonably necessary to demonstrate compliance

2.6 Subprocessors

DealerTeam may engage Salesforce and other subprocessors in providing the Services. Such subprocessors are expected to be bound by data protection obligations appropriate to the nature of the processing.

2.7 International Transfers

Where Personal Data is transferred across borders, DealerTeam and its service providers may rely on legally recognized transfer safeguards and related contractual protections, as applicable.

2.8 Duration, Retention, and Ownership

This DPA applies for the duration of the underlying agreement and for any period during which DealerTeam continues to process Personal Data on the customer’s behalf.

Upon termination, DealerTeam will return or delete Personal Data in accordance with the agreement, customer instructions, and applicable retention requirements. Ownership of Customer Data remains with the customer.

2.9 Processing Schedule Summary

The processing schedules should identify the categories of data, categories of Data Subjects, the nature and purpose of processing, and the duration of processing relevant to the Services.

2.10 Governing Law and Execution

Governing law and execution mechanics follow the underlying agreement unless otherwise stated. Questions regarding this DPA may be directed to sales@dealerteam.com.

3.1 Acceptance, Competitor Restriction, and Effective Date

The Agreement governs access to and use of DealerTeam Services, including any applicable free trials. By accepting the Agreement or executing an Order Form that references it, the customer agrees to the stated terms.

If an individual accepts the Agreement on behalf of an entity, that individual represents they have authority to bind the entity and its affiliates as applicable. Direct competitors may not access the Services without prior written consent for benchmarking, monitoring, competitive analysis, or related purposes.

3.2 Key Definitions

The Agreement defines core terms such as Affiliate, Agreement, Beta Services, Content, Documentation, Order Form, Purchased Services, Services, User, Customer, and Your Data.

3.3 Free Trial Terms

If a customer registers for a free trial, DealerTeam may make one or more Services available without charge until the earlier of the trial end date, the start date of a paid subscription for those Services, or termination by DealerTeam.

Unless otherwise stated, data entered during a free trial may be lost at the end of the trial if the customer does not purchase applicable Services or export its data beforehand. Free trial Services are generally provided on an “as is” basis.

3.4 DealerTeam Responsibilities

• Provide the Services and related content in accordance with the Agreement and applicable Order Forms
• Provide standard support, and additional support if purchased
• Use commercially reasonable efforts to maintain service availability, subject to planned downtime and events beyond reasonable control
• Maintain safeguards designed to protect the security, confidentiality, and integrity of Customer Data
• Remain responsible for personnel performance and compliance with the Agreement

3.5 Use of Services and Customer Responsibilities

Services are generally purchased as subscriptions and are subject to contractual and documented usage limits. The customer is responsible for its users and for compliance with the Agreement, applicable documentation, and Order Forms.

• Maintain the accuracy, quality, legality, and authorized use of its data
• Use commercially reasonable efforts to prevent unauthorized access
• Notify DealerTeam promptly of unauthorized use or security concerns
• Use the Services only as permitted by contract and law

3.6 Non-DealerTeam Providers and Integrations

DealerTeam may support interoperability with third-party products, services, or applications. Any acquisition or use of third-party offerings is generally between the customer and the relevant provider unless expressly stated otherwise.

If the customer enables a third-party application, DealerTeam may allow the provider to access Customer Data to support that integration. DealerTeam is not responsible for third-party handling of Customer Data outside its control.

3.7 Fees, Invoicing, Overdue Charges, and Taxes

• Fees are based on purchased subscriptions, not actual usage unless otherwise stated
• Payment obligations are generally non-cancelable and fees are generally non-refundable except as expressly provided
• Invoiced amounts are due according to the payment terms in the Order Form or invoice
• Late amounts may be subject to interest at the lower of 1.5% per month or the maximum rate permitted by law
• The customer is responsible for applicable taxes other than taxes imposed on DealerTeam’s income, property, or employees

3.8 Proprietary Rights and Licenses

DealerTeam and its licensors retain all rights, title, and interest in the Services, related content, and associated intellectual property, except for the limited rights expressly granted to the customer.

The customer grants DealerTeam a limited license to host, copy, transmit, and display Customer Data as necessary to provide the Services. DealerTeam does not obtain ownership of Customer Data through this license.

3.9 Confidentiality

Confidential Information includes information designated as confidential or that reasonably should be understood as confidential, including Customer Data, pricing, technical information, service materials, and agreement terms.

Each party must protect the other party’s Confidential Information using at least reasonable care and may use it only as necessary to perform under the Agreement, subject to lawful disclosure obligations.

3.10 Representations, Warranties, and Disclaimers

Each party represents that it has the authority to enter into the Agreement. DealerTeam may provide limited performance and documentation warranties as described in the governing contract.

Except as expressly stated, the Services, content, and any Beta Services may be provided without additional implied warranties to the maximum extent permitted by law.

3.11 Mutual Indemnification

3.12 Limitation of Liability

The aggregate liability of each party and its affiliates may be limited to amounts paid under the Agreement during the applicable lookback period, subject to any exceptions expressly stated in the contract.

Neither party is generally liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or revenues, except where such limits are not permitted by law.

3.13 Term, Renewal, Termination, and Data Portability

• The Agreement continues until all subscriptions expire or are terminated
• Subscriptions may renew automatically unless timely notice of non-renewal is given
• Either party may terminate for material breach if the breach is not cured within the applicable notice period
• After termination or expiration, the customer may have a limited period to export its data

3.14 Governing Law, Notices, and General Provisions

Unless otherwise stated, the governing law is California together with applicable United States federal law, and notices may be directed to DealerTeam, Inc., 2195 Larkspur Ln #203, Redding, CA 96002.

The Agreement may also include standard provisions addressing assignment, export compliance, anti-corruption, waiver, severability, and entire agreement.

3.15 Table of Contents Alignment