Privacy Policy

We may collect the following categories of information:

A. Account Information

• Name and business name.
• Email address and telephone number.
• Login credentials and account preferences.
• Billing details and subscription information, where applicable.

B. CRM and Lead Information

When you use our platform, you may submit or manage:

• Business contacts and prospect information.
• Names, job titles, business email addresses, and phone numbers.
• Lead lists, notes, call outcomes, and sales activities.
• Contact histories, tasks, appointments, and pipeline information.

Users are responsible for ensuring they have the appropriate rights and permissions to upload and process this information.

C. Communications and Telephony Data

If you use calling, SMS, or related communications features, we may process:

• Phone numbers and call metadata.
• Call timestamps, durations, statuses, and outcomes.
• SMS messages and delivery information, where applicable.
• Call recordings or transcripts, if those features are enabled.
• Consent records and opt-out requests, where applicable.

Call recording and messaging features may depend on third-party providers and your account configuration.

D. Technical Information

We may automatically collect IP addresses, browser types, device information, usage logs, diagnostic information, and interactions with our platform.

We use information for legitimate business purposes, including to:

• Provide and operate PeakProspects CRM.
• Manage contacts, leads, campaigns, and sales pipelines.
• Enable calling, messaging, and integrations.
• Process subscriptions and payments.
• Provide technical support and respond to inquiries.
• Maintain platform security and prevent fraud or abuse.
• Troubleshoot errors and improve our services.
• Comply with applicable laws and enforce our agreements.

We do not use customer contact lists for our own unrelated marketing merely because a customer uploads them to the CRM.

We may share information with the following categories of recipients when necessary to provide our services:

Service Providers: Hosting providers, cloud infrastructure providers, analytics services, customer support tools, and other vendors supporting our platform.

Communications Providers: Telephony, SMS, email delivery, and related providers, such as Twilio, when a user enables or uses an applicable integration.

Payment Providers: Third-party payment processors that handle transactions and subscription payments.

Legal and Security Purposes: Authorities or other parties when disclosure is required by law or reasonably necessary to protect our rights, users, or platform.

Business Transfers: Information may be transferred as part of a merger, acquisition, financing, or sale of business assets, subject to applicable legal requirements.

We do not sell personal information in exchange for money. We do not share mobile phone numbers, SMS opt-in data, or text messaging consent records with third parties or affiliates for their own marketing or promotional purposes.

Service providers may process information on our behalf under applicable contractual arrangements.

PeakProspects CRM may integrate with third-party services, including telephony, email, payment, and automation platforms.

Your use of these services may be governed by their own terms and privacy policies. We are not responsible for the independent privacy practices of third parties.

When connecting an external service, you authorize the data transfers necessary for the integration to operate, subject to applicable permissions and law.

Users who use PeakProspects CRM to make calls or send messages must comply with applicable laws, including relevant telemarketing, consumer protection, privacy, and telecommunications requirements.

We may process consent records, do-not-call information, opt-out requests, and communication logs to support compliance and platform operations.

Where required, users must obtain valid consent before sending SMS messages or making automated, prerecorded, or otherwise regulated calls.

We may use service-related emails to communicate about account security, billing, maintenance, and important changes. Marketing communications, where offered, will be handled in accordance with applicable law and your preferences.

We retain information for as long as reasonably necessary to provide our services, maintain customer accounts, comply with legal obligations, resolve disputes, and enforce our agreements.

Retention periods may vary depending on the type of data and the purpose for which it was collected.

When an account is closed, we may delete or anonymize associated information within a reasonable period, subject to applicable legal, security, backup, and recordkeeping requirements.

Customers should export any information they need before closing their accounts.

We use reasonable technical and organizational measures designed to protect information against unauthorized access, disclosure, alteration, and destruction.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure. We cannot guarantee absolute security.

Users are responsible for protecting their login credentials and promptly reporting suspected unauthorized access.

PeakProspects CRM and its service providers may process or store information in countries other than the country where the information originated.

Where required by applicable law, we will take appropriate steps to protect information transferred internationally.

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

• Request access to personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of certain information.
• Object to or restrict certain processing.
• Request a copy of eligible information in a portable format.
• Withdraw consent where processing is based on consent.
• Opt out of certain marketing communications.

These rights may be subject to legal exceptions.

To submit a privacy request, contact us using the information provided in Section 13.

Customers using PeakProspects CRM retain their rights to the information they submit to the platform, subject to applicable law and third-party rights.

Customers are responsible for ensuring they have a lawful basis to collect, upload, store, and use prospect information, including personal data obtained from third-party lead providers.

Customers must honor applicable privacy requests, unsubscribe requests, do-not-call requirements, and communication preferences.

We may use cookies and similar technologies to maintain sessions, remember preferences, improve functionality, understand platform usage, and protect our services.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect platform functionality.

Where required, we will obtain consent for non-essential cookies or similar technologies.

PeakProspects CRM is intended for business use and is not directed toward children under 13. We do not knowingly collect personal information directly from children under 13. If we become aware that such information has been collected inappropriately, we will take reasonable steps to address it.

For questions, concerns, or requests relating to this Privacy Policy, contact PeakProspects CRM:

• Website: https://peakprospectscrm.com
• Privacy email: peakprospectsllc@gmail.com

We may update this Privacy Policy periodically to reflect changes in our services, business practices, or legal obligations.

We will update the “Last Updated” date when changes are made and provide additional notice when required by applicable law.

Your continued use of PeakProspects CRM after an updated policy becomes effective is subject to applicable law and any required consent.