Privacy Policy

Introduction

Automize REI LLC (“AutomizeCRM,” “we,” “us,” or “our”) operates the AutomizeCRM platform and website located at automizecrm.com. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

By accessing or using our platform, you agree to the collection and use of information in accordance with this policy. If you do not agree with any part of this policy, please do not use our services.

Information We Collect

Personal Information

We may collect personally identifiable information that you voluntarily provide to us, including but not limited to:

• Name and contact information (email address, phone number, mailing address)
• Business information (company name, title, industry)
• Account credentials (username, password)
• Payment and billing information
• Communication preferences

Usage Data

We automatically collect certain information when you access our platform, including:

• IP address and browser type
• Device information and operating system
• Pages visited and features used
• Time spent on pages and click patterns
• Referring URLs and search terms

CRM Data

When you use our CRM services, we process data you input into the platform, including:

• Contact and lead information you import or create
• Communication records (calls, texts, emails)
• Deal and pipeline information
• Documents and contracts uploaded to the platform

How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our platform and services
• Process transactions and send related information
• Send administrative information, updates, and security alerts
• Respond to inquiries and provide customer support
• Improve our platform, products, and user experience
• Monitor usage patterns and analyze trends
• Prevent fraudulent activity and ensure platform security
• Comply with legal obligations
• Send marketing and promotional communications (with your consent)

Data Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: We share data with third-party vendors who assist us in operating our platform (e.g., hosting, payment processing, analytics, communication services).
• Legal Requirements: We may disclose information if required to do so by law or in response to valid legal process.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
• With Your Consent: We may share your information for any other purpose with your explicit consent.

Third-Party Services

Our platform integrates with third-party services including but not limited to GoHighLevel, Twilio, Stripe, and various data providers. Each of these services has its own privacy policy governing the use of your information. We encourage you to review the privacy policies of any third-party services you connect to through our platform.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure data storage, access controls, and regular security assessments. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our services. We may retain certain information after account closure as required by law, to resolve disputes, enforce agreements, or for legitimate business purposes.

Your Rights and Choices

Depending on your jurisdiction, you may have the following rights:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to legal obligations.
• Opt-Out: Unsubscribe from marketing communications at any time.
• Data Portability: Request your data in a machine-readable format.

To exercise any of these rights, please contact us at the email address provided below.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our platform. These technologies help us analyze usage trends, administer the site, track user movements, and gather demographic information. You can control cookie preferences through your browser settings.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last updated” date. We encourage you to review this Privacy Policy periodically for any changes.