Privacy Policy
Last updated: October 30, 2026
Smith & Allen Consulting, Inc. (“SACI,” “we” or “us”) respects your privacy. This policy explains what information we collect through www.saci.com, how we use it, who we share it with, and the choices you have.
Information you give us
We collect the information you choose to send us through our website forms:
- Contact form: your name, email address and message.
- Schedule a Meeting: your name, company, phone number, email address, meeting details, and the names and email addresses of anyone you invite.
- ERP requirements questionnaires and the Business Model form: your contact details and the information you give us about your company, processes and systems.
- The $100,000 AI Challenge application: your name, company, phone number, email address and your answers to the application questions.
- Affiliate sign-up: your name, company, title, email address, phone number, mailing address, website, how you heard about us, your payment preference, and the date, time and IP address when you accepted the affiliate terms.
- ProCare price calculator: your name, company, email address, phone number and the details of your ERP environment that you enter.
- Chat assistant: the messages you type and, if you choose to give them, your email address and name. See "Our chat assistant" below.
Information collected automatically
- Analytics. We use Google Analytics to understand how visitors use our site, such as which pages are viewed, the type of device and browser, and approximate location. Google Analytics uses cookies to do this.
- Server logs. Like most websites, our servers record technical information such as your IP address, the pages you request and the time of each request. We use it to keep the site secure, prevent abuse and limit how often forms can be submitted.
- Sign-in. If you have an account and sign in, a cookie keeps you signed in.
How we use your information
- To answer your questions, schedule meetings and prepare proposals and estimates.
- To deliver and support the services you buy from us.
- To review applications, such as for the $100,000 AI Challenge and our affiliate program, and to pay affiliate commissions.
- To follow up with you about our services, if you have contacted us or asked us to.
- To keep our website secure and working, and to improve it.
- To meet our legal and accounting obligations.
Our chat assistant
The chat assistant on our site answers questions about SACI using an AI model provided by Anthropic. To produce each reply, the messages in your conversation are sent to Anthropic for processing. We don’t keep the conversation on our servers unless you give us your email address; otherwise it stays in your browser until you close the tab.
If you give the assistant your email address, we save your email address, your name if you gave it, a short summary of what you need and the full conversation in our CRM (HubSpot), and we email a copy to our team so we can follow up with you.
Please don’t share passwords, payment details or other sensitive personal information in the chat.
Who we share information with
We do not sell your personal information. We share it only with service providers that help us run our business and website, and only as they need it to provide their services to us:
- Heroku (Salesforce) hosts this website.
- MongoDB stores form submissions in our database.
- Google delivers our email and provides Google Analytics.
- Anthropic provides the AI model (Claude) behind our chat assistant.
- HubSpot is our CRM, where we keep contact records and follow-up notes.
- Auth0 (Okta) handles sign-in for clients and staff who have an account.
We may also disclose information if the law requires it, to protect our rights or the safety of others, or as part of a merger, acquisition or sale of our business.
Cookies and browser storage
We use cookies for Google Analytics and to keep signed-in users signed in. The chat assistant stores your current conversation in your browser’s session storage, which is cleared when you close the tab.
You can block or delete cookies in your browser settings. To opt out of Google Analytics on all websites, you can install the Google Analytics opt-out browser add-on.
How long we keep information
We keep personal information for as long as we need it for the purposes described in this policy, such as an ongoing business relationship, or as long as the law requires. When we no longer need it, we delete it or make it anonymous.
Your choices and rights
You can ask us to tell you what personal information we hold about you, to correct it, or to delete it. You can also ask us to stop contacting you at any time. Depending on where you live, you may have additional rights under local law, and we will honor them as that law requires.
To make a request, email richard@saci.com. We may need to confirm your identity before we act on a request.
Security
We use reasonable safeguards to protect your information, including encrypted connections (HTTPS) and access controls. No website or system is completely secure, so we can’t guarantee absolute security.
International visitors
SACI is based in the United States, and our team works around the world, including in India. Your information may be stored and processed in the United States and in other countries where we or our service providers operate.
Children
Our website and services are for businesses. They are not intended for children under 16, and we do not knowingly collect personal information from them.
Changes to this policy
We may update this policy from time to time. When we do, we will change the “Last updated” date at the top of this page.
Contact us
Questions about this policy or your information? Email richard@saci.com or use our contact form.