PRIVACY POLICY

Effective Date: [Effective Date]

[Business Name] (“[Business Name],” “we,” “us,” or “our”) provides customer relationship management, marketing automation, and related software services. We respect your privacy and are committed to protecting personal information collected through our website, platform, and services.

This Privacy Policy explains how we collect, use, store, and safeguard information when you use [Business Name].

Information We Collect

A. Information You Provide Directly

We may collect information you voluntarily provide, including:

Name
Email address
Phone number
Business name
Billing and account information
Login credentials
Any other information you choose to submit

B. Client Controlled Data End User Data

[Business Name] enables its customers (“Clients”) to upload, store, and manage contact and customer data belonging to their own customers or leads (“End Users”), which may include:

Names
Phone numbers
Email addresses
Property or business information
Communication history

[Business Name] acts solely as a data processor for Client Controlled Data. Clients remain the data controllers and are fully responsible for:

Lawful data collection
Obtaining required consent
Compliance with TCPA, CTIA, CAN SPAM, GDPR, and other applicable laws

C. Automatically Collected Information

We may automatically collect certain information, including:

IP address
Browser type
Device information
Log files
Usage and diagnostic data
Cookies and analytics information

D. SMS and Messaging Data

We may collect and process:

Opt in and consent status
Message delivery and engagement data

Mobile Information Disclosure
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared only with subcontractors providing essential services such as SMS carriers, hosting providers, or customer support. Text messaging originator opt in data and consent will never be shared with third parties.

How We Use Information

We use collected information to:

Provide, operate, and maintain the platform
Authenticate users and manage accounts
Process billing and subscriptions
Deliver SMS, email, and automation services
Monitor system performance and prevent misuse
Comply with legal and regulatory obligations
Improve platform functionality and reliability

[Business Name] does not use Client or End User data for its own marketing purposes.

Information Sharing

We do not sell, rent, or trade personal data.

Information may be shared only:

With service providers necessary to operate the platform such as hosting providers or messaging carriers
To comply with legal obligations or lawful requests
To protect the rights, security, or integrity of [Business Name]

All service providers are contractually required to protect data confidentiality.

Data Security

We implement reasonable administrative, technical, and physical safeguards, including:

Secure servers
Encryption where appropriate
Role based access controls

No system is completely secure, and use of the platform is at your own risk.

Data Retention

We retain personal data only as long as necessary to provide services or comply with legal obligations. Clients control retention and deletion of End User data within their accounts.

Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information, or opt out of certain communications.

Requests may be submitted to:
[Privacy Contact Email]

Cookies and Tracking

We use cookies and similar technologies to improve performance and usability. Cookie preferences can be managed through your browser settings.

Third Party Links

Our website or platform may contain links to third party services. We are not responsible for their privacy practices.

Changes to This Policy

We may update this Privacy Policy at any time. Continued use of the services constitutes acceptance of the updated policy.

Contact Information

[Business Name]
📧 [Support or Privacy Email Address]