Privacy Policy

Personal Information: When you contact us through our website, subscribe to our services, or engage with our managed operations services, we collect information such as your name, email address, company name, phone number, payment information, and project details.

Service Data: When you use our managed operations services, we collect and process data necessary to provide those services, including CRM data, calendar information, email communications, QuickBooks data, and other business information you authorize us to access.

Usage Data: We may collect information about how you interact with our website and services, including pages visited, time spent on pages, and referring websites.

Technical Data: We automatically collect certain technical information, including your IP address, browser type, operating system, and device information.

We use the information we collect to:

• Provide and deliver our managed operations services, including CRM configuration, automations, AI receptionist services, and integrations
• Respond to your inquiries and provide customer support
• Process payments and manage subscriptions
• Send you project proposals and service information
• Improve our website and services
• Comply with legal obligations
• Protect our rights and prevent fraud

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

• With your explicit consent
• To comply with legal requirements or court orders
• To protect our rights, property, or safety
• In connection with a business transfer or merger

We use reasonable technical and organizational measures to protect systems and data under our control. We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee that unauthorized access will never occur. You understand that no system is perfectly secure.

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. For subscription services, we may retain data during the subscription term and for a reasonable period thereafter.

Upon termination of services, we may delete your data from our systems after 30 days, except where we are legally required to retain it. When we no longer need your information, we will securely delete or anonymize it.

You have the right to:

• Access and review your personal information
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Object to or restrict certain processing activities
• Withdraw consent where applicable

To exercise these rights, please contact us using the information provided below.

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie settings through your browser preferences.

Essential cookies are necessary for the website to function properly and cannot be disabled.

Our website may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties.

We encourage you to review the privacy policies of any third-party services you use.

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have collected such information, please contact us immediately.

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

Your continued use of our services after any changes constitutes acceptance of the updated policy.

If you have any questions about this privacy policy, please contact us: