Privacy Policy

Scope of This Policy

This Privacy Policy applies to all users, visitors, customers, and businesses interacting with our platform, websites, applications, automation systems, products, services, and related offerings.

We may also operate under associated brand names or DBAs where applicable.

Information We Collect

We collect information necessary to operate our platform, deliver services, and improve performance.

Personal and Business Information

We may collect your name, email address, phone number, company details, website, billing information, and any information you voluntarily provide through forms, onboarding, communication, or service requests.

CRM and Customer Data

We may store and process customer data within your CRM environment, including leads, contact records, appointments, pipeline activity, campaign data, and communication history. This data is processed on your behalf to support your business operations.

AI and Communication Data

Our AI voice agents, chat systems, and automation tools may process conversations, inputs, responses, and interaction data to generate outputs, trigger workflows, and improve system performance.

Usage and Technical Data

We may automatically collect technical information such as IP address, browser type, device information, interaction behaviour, and system usage analytics.

Billing and Transaction Data

We collect billing-related information necessary to process subscriptions, payments, and usage-based charges through Stripe and other payment providers. Full payment details such as complete card numbers are not stored on our systems.

How We Use Information

We use collected data to:

• Operate and deliver our CRM platform and automation systems
• Manage workflows, pipelines, and communications
• Enable AI-driven interactions and automation logic
• Provide onboarding, done-for-you services, support, and implementation
• Process subscriptions, payments, and billing through Stripe
• Track usage for metered or consumption-based features
• Improve system performance, reliability, and user experience

We do not use your data for unrelated or hidden purposes.

Service Models and Data Handling

We may operate across multiple service models, including:

• SaaS Platform Usage: Users manage their own CRM data and automation systems within the platform.
• Done-for-You Services: Our team may access and manage systems on your behalf for setup, optimisation, or support.
• White-Label Infrastructure: Certain platform features may be powered by third-party infrastructure providers.

AI and Automation Transparency

We use AI-powered systems to automate business operations and customer interactions. AI may process data to generate responses, trigger workflows, analyse inputs, and manage communications.

We do not use your data to train external or unrelated AI systems, nor do we repurpose it outside your service environment.

Metered and Usage-Based Features

Certain platform features may operate on a usage-based or metered billing model. This may include messaging, calls, automation executions, AI interactions, or third-party service usage.

To support those features, we may track and process usage data associated with your account.

Payments and Billing Data

Payments and subscriptions are processed securely through Stripe and other trusted payment providers.

We do not store full payment details such as credit card numbers. Billing data is handled according to the security and compliance standards of our payment processors.

Third-Party Services and Infrastructure

We integrate with third-party platforms and infrastructure providers to deliver functionality, including:

• Stripe for payments and subscriptions
• Google for analytics and services
• Meta for advertising and tracking
• Twilio for communication infrastructure
• CRM infrastructure and white-label systems
• Other APIs, integrations, and service providers

These providers may process data as necessary for functionality and operate under their own privacy policies.

Data Sharing and Disclosure

We do not sell personal or business data.

Data may be shared only when necessary to:

• Deliver services and operate the platform
• Integrate with third-party tools and infrastructure
• Provide done-for-you services and technical support
• Comply with legal obligations
• Protect system integrity and prevent misuse

Data Security

We implement reasonable safeguards to protect data, including secure infrastructure, controlled access, and trusted technology providers.

While we take reasonable steps to protect data, no system can guarantee absolute security.

Data Retention

We retain data only as long as necessary to:

• Provide services and support
• Maintain system functionality
• Track usage and billing activity
• Meet operational, legal, or compliance requirements

Retention periods may vary depending on the type of data and its purpose.

User Rights

Depending on your location, you may have the right to:

• Access your personal data
• Request corrections
• Request deletion where applicable
• Restrict or object to certain processing
• Withdraw consent where processing is based on consent

For clients, much of your data can be managed directly within your CRM environment.

International Data Transfers

We operate globally. Data may be processed in different regions depending on infrastructure, service providers, and system requirements.

We take reasonable steps to ensure data protection regardless of location.

Children’s Privacy

Our services are intended for businesses and professionals. We do not knowingly collect personal information from children under the age of 13.

Updates to This Policy

We may update this Privacy Policy as our platform evolves, new services are introduced, or legal requirements change.

Continued use of our services indicates acceptance of any updates.

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