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CRMMarketing.ai (“CRMMarketing.ai,” “we,” “our,” or “us”) is a U.S.-based company providing A.I.-powered messaging, voice, scheduling, marketing automation, and related services for contractors and service businesses. CRMMarketing.ai processes certain personal information acting as a data controller (for example, for billing, account administration, fraud prevention, taxes) and also processes personal information as a data processor on behalf of our customers when they use our platform to contact their own leads and customers. We are committed to complying with applicable privacy and data protection laws and regulations. We maintain and periodically review policies, procedures, standards, and guidelines that support this commitment.

This Privacy Policy explains processing performed by CRMMarketing.ai when acting both as controller and as processor. If your personal information is processed by a CRMMarketing.ai customer acting as controller (for example, a contractor using our platform to text or call you), please consult that customer’s privacy notices for details about their practices.

Topics Covered (Controller and Processor Perspectives)

• What personal information is collected
• How we collect personal information
• Why personal information is collected (purposes and legal bases)
• How long personal information is retained
• Data subject rights and choices
• How to exercise your rights
• To whom personal information may be transferred
• Where information is stored and processed
• How information is protected
• California user and consumer rights (when CRMMarketing.ai is controller)

What Personal Information Is Collected

We collect information limited to what is relevant, adequate, and reasonably necessary for identified purposes, considering applicable jurisdictional requirements. Depending on your interactions with us (and whether we act as controller or processor), the information may include:

• Identification data: first name, last name.
• Contact data: business email address, business phone number, mailing address if provided.
• Professional details: job title or functional role, company name, country/region.
• Account and usage data: login identifiers, authentication logs, feature usage, preferences, time zone, device and browser information, IP address, and related telemetry.
• Communications content and metadata: messages, call recordings, voicemails, attachments, calendar details, forms and survey responses, support chats.
• Payment data: limited billing details and transaction identifiers (card data is handled by our payment processors).
• Recruitment data (if you apply for a role): resume/CV, cover letter, LinkedIn profile, portfolio links, and any information you submit.
• Event and marketing data: registrations, attendance, campaign responses, preferences, and unsubscribes.
• Cookies and similar technologies: as described in our cookie policy (settings, identifiers, analytics).

How CRMMarketing.ai Collects Personal Information

Data you provide directly

We collect information you voluntarily provide when you: (i) register on our website, knowledge base, or community; (ii) request information or a demo; (iii) interact with our social media campaigns; (iv) register for events (webinars, meet-ups, roundtables); (v) apply for jobs; (vi) download resources; or (vii) contact us via phone, chat, or email.

Data we receive from third parties

We may receive business contact information from: your employer, reseller partners, trusted strategic alliances, lead providers, or licensed professional contact databases. We conduct appropriate privacy and security assessments and require that collection and sharing are lawful, with notice and consent where required by law.

Typical third-party data elements: name, business email, business phone, job role, company, country/region, and (when appropriate) public LinkedIn profile URL.

Data from publicly accessible sources

We may collect information from public sources such as LinkedIn to support recruiting or B2B outreach. Typical elements include identification, contact, job details, and skills.

Data Protection Officer (DPO) contact: info@crmmarketing.ai or info@crmmarketing.ai.

Why Personal Information Is Collected (Purposes) and Legal Bases

We process personal information for the following purposes (examples include controller and processor contexts):

• To contact you and respond to requests (e.g., demo, sales consultation, support).
• Recruiting and hiring management.
• Sales engagement and B2B marketing, including feedback on the engagement process.
• Sending marketing information about our products and services (including telemarketing where permitted) in a B2B context, with opt-out options.
• Customer relationship management, including contracting, onboarding, billing, and payments.
• Providing and improving the Service, including support and troubleshooting.
• Managing business relationships with prospective customers, vendors, suppliers, resellers, and partners.
• Event registrations and communications (webinars, meet-ups, roundtables).
• Office access management (visitor logs where applicable).
• Cookies and similar technologies for site operation, preferences, analytics, and marketing (see cookie policy).
• Compliance with laws and regulations (including export control and sanctions), and to assert our rights or defend against legal claims, which may include automated screenings against sanctions lists and follow-up clarifications if a potential match is detected.

Legal bases. Depending on the jurisdiction and specific processing, our legal bases may include: performance of a contract, legitimate interests (for example, providing and improving the Service, securing our systems, B2B marketing consistent with law), compliance with legal obligations, and consent (including explicit consent where required). Where we rely on consent, you have a free choice to grant or withhold it, and you may withdraw consent at any time.

CRMMarketing.ai does not use personal data for purposes incompatible with the purposes identified above and does not sell personal information, and does not permit our processors to sell personal information, as “sell” is defined under the CCPA/CPRA.

Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected and to satisfy legal, accounting, or reporting requirements. Specific retention periods vary by data type and context and will be provided or are available upon request to our DPO at info@crmmarketing.ai.

Data Subject Rights

Rights vary by jurisdiction. Subject to applicable law, you may have some or all of the following rights:

• Access: learn whether we process your personal information and obtain a copy.
• Rectification: correct inaccurate or incomplete information.
• Erasure (“Right to be Forgotten”): request deletion of your information in certain circumstances.
• Restriction: request we restrict processing in certain circumstances.
• Portability: receive your information in a structured, commonly used, machine-readable format.
• Objection: object to processing, including profiling or direct marketing, in certain circumstances.
• Automated Decisions: not to be subject to a decision based solely on automated processing where prohibited by law.
• Withdraw Consent: where we rely on consent, withdraw it at any time.
• Complaint: lodge a complaint with a supervisory authority.

Your Choices

• Marketing messages: opt in or out at any time. Unsubscribe via the link in our emails or email info@crmmarketing.ai.
• Events: we collect only what is needed to register you and communicate event details.
• Cookies: you can decline non-essential cookies and adjust preferences in our cookie banner or browser settings. See our cookie policy for details.

How to Exercise Your Rights

Submit a request to our Data Protection Officer at info@crmmarketing.ai or info@crmmarketing.ai. We may need to verify your identity to process your request.

Sharing and Transfers

We may share, transfer, or disclose personal information in specific situations to these categories of recipients, consistent with law and contracts:

• Trusted SaaS and infrastructure providers acting as processors under our instructions.
• Reseller partners and strategic alliances that support sales or service delivery in compliance with privacy laws.
• Event partners and sponsors for co-hosted/partner events where disclosures are appropriate and lawful.
• Affiliates following our security and privacy policies and applicable regional laws.
• Corporate transactions: prospective or actual buyers and advisors in connection with a merger, acquisition, reorganization, or sale of assets.
• Government and law enforcement when required by law.

We do not sell personal information and do not permit our sub-processors to sell personal information as defined under the CCPA/CPRA.

To request a list of our current processors/sub-processors, contact info@crmmarketing.ai.

International Storage and Processing

As a U.S.-headquartered company, personal data may be collected, transferred to, processed, and stored in the United States, by our affiliates in other countries, and by third parties described above located in the United States and other countries. Where applicable, we implement appropriate safeguards for international transfers (for example, standard contractual clauses) consistent with law. Physical records, where maintained, are stored in the location where they are produced or as required by policy or law.

Security

We maintain information security, privacy information management, and business continuity controls designed to protect personal information, including policies, access controls, encryption in transit and at rest where appropriate, logging, training, third-party due diligence, and audits where applicable. We regularly assess our providers for security and privacy compliance.

California User and Consumer Rights (Controller Context)

When CRMMarketing.ai acts as a controller, California residents may contact the California Department of Consumer Affairs at 400 R Street, Suite 1080, Sacramento, CA 95814; 916-445-1254 or 800-952-5210; or dca@dca.ca.gov. For privacy resources, visit www.ftc.gov.

Under California Civil Code Section 1798.83, California residents may request information regarding our disclosure of personal information to third parties for their direct marketing purposes (note: this policy applies only to our activities within California). Submit requests to info@crmmarketing.ai.

CCPA/CPRA rights (when we are a controller): the right to know categories and specific pieces of personal information collected; the right to delete personal information (subject to exceptions); the right to correct inaccurate information; the right to opt out of the sale or sharing of personal information; the right to limit use and disclosure of sensitive personal information; and the right not to be discriminated against for exercising these rights. Submit requests to the DPO at info@crmmarketing.ai.