Privacy Policy

1. Information We Collect

We collect information in three ways: information you provide, information collected automatically, and information collected through our CRM system.

Information You Provide

This includes:

• Name, email, phone number, business name
• EIN and business details required for SMS/A2P compliance
• Payment information (processed securely through Stripe)
• Content submitted for your website, CRM, or marketing materials
• Domain registrar access credentials
• Testimonials and media you choose to share

Information Collected Automatically

This may include:

• IP address and browser details
• Device type
• Pages visited and time spent on the site
• Form submissions
• Email and SMS engagement

Information Collected Through Our CRM

This may include:

• Messages sent or received
• Form and funnel submissions
• Appointment activity
• Workflow actions and system logs

2. How We Use Your Information

We use your information to:

• Set up and deliver Smart Website + CRM services
• Process payments and manage your subscription
• Build your website, workflows, funnels, and automations
• Communicate project updates or support
• Maintain A2P and carrier compliance
• Troubleshoot issues and enhance user experience
• Prevent fraud, abuse, or misuse
• Comply with legal or regulatory requirements

We do not sell your information.

3. Sharing Your Information

We may share information with:

• Third-party providers such as Stripe, hosting platforms, email/SMS carriers
• Our internal team for support and service delivery
• Compliance platforms required for SMS/A2P verification
• Legal authorities if required by law

We only share the minimum information necessary to complete services.

4. Cookies and Tracking

Our website may use cookies, pixels, and similar tracking tools for analytics, performance improvements, personalized experience, and advertising. You may disable cookies in your browser settings.

5. Data Retention

• CRM data is retained while your subscription is active.
• After cancellation, your data may be deleted within 30 days.
• Website drafts, backups, and internal assets may be removed upon account closure.

6. Data Ownership

Clients own:

• Contacts
• Content and media they upload
• Form submissions

The Company owns:

• Templates
• Automations and workflows
• Website structures
• Proprietary tools, frameworks, and systems

These items cannot be transferred to another platform.

7. Security Measures

We take reasonable steps to protect your information; however, no method of transmission or storage is 100 percent secure. We cannot guarantee absolute security.

8. SMS & A2P Compliance

To activate SMS features, clients must provide:

• EIN
• Business details
• Website URL
• Message samples

Messages must comply with carrier rules. Non-compliant messaging may result in suspension.

9. Your Rights

You may request to:

• Access your information
• Update your information
• Export your contacts (after the 3-month commitment)
• Request deletion after account closure

10. Children’s Privacy

We do not knowingly collect information from children under 13.

11. Changes to This Policy

We may update this Privacy Policy at any time. Continued use of our services means you accept the updated version.