Welcome to Suitely CRM ("Suitely CRM," "we," "our," or "us"). Suitely CRM is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, create an account, purchase our services, or use our software platform.
By accessing or using our website or services, you acknowledge that you have read and agree to this Privacy Policy.
We may collect information you voluntarily provide, including:
- Full Name
- Company Name
- Email Address
- Phone Number
- Mailing Address
- Billing Address
- Payment Information
- Account Login Credentials
- Appointment Details
- Uploaded Documents
- Support Requests
- Survey Responses
- Communication Preferences
We may automatically collect information including:
- IP Address
- Browser Type
- Device Information
- Operating System
- Referral URLs
- Pages Visited
- Time Spent on Pages
- Click Activity
- Cookies
- Analytics Data
We use your information to:
- Create and manage your account
- Provide CRM software and services
- Process payments
- Deliver purchased products and services
- Schedule appointments
- Send invoices and receipts
- Respond to support requests
- Improve our software
- Monitor platform performance
- Detect fraud and unauthorized activity
- Secure customer accounts
- Send updates regarding your account
- Send marketing communications (where permitted)
- Comply with applicable laws and regulations
Certain features of Suitely CRM may use Artificial Intelligence ("AI") to improve productivity, automate workflows, generate content, summarize communications, or enhance user experiences.
Your information is used only to provide these services. Suitely CRM does not use your personal information to train public or generalized AI models.
We use cookies, pixels, and similar technologies to:
- Improve website functionality
- Remember your preferences
- Analyze website traffic
- Measure advertising performance
- Personalize your experience
Most web browsers allow you to control cookies through your browser settings. Disabling cookies may affect certain website functionality.
If you choose to receive text messages from Suitely CRM, we may send:
- Appointment reminders
- Account notifications
- Billing alerts
- Support updates
- Product announcements
- Marketing communications (when permitted)
Message frequency varies. Message and data rates may apply. Reply STOP at any time to unsubscribe. Reply HELP for assistance.
SMS consent is not shared with third parties or affiliates for marketing purposes.
By providing your email address, you consent to receive:
- Account notifications
- Password reset emails
- Service updates
- Product announcements
- Educational content
- Marketing emails
You may unsubscribe from promotional emails at any time using the unsubscribe link included in the email. Operational emails related to your account may continue to be sent.
To provide our services, Suitely CRM works with trusted third party providers. Depending on the services you use, your information may be processed by providers including, but not limited to:
- HighLevel / LeadConnector
- Stripe
- PayPal
- Twilio
- Mailgun
- Meta (Facebook & Instagram)
- OpenAI
- Zoom
- Microsoft
- Other technology providers necessary to operate our platform
These providers process information according to their own privacy policies.
We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, disclosure, misuse, alteration, or destruction. Although we strive to protect your information, no electronic transmission or storage system can be guaranteed to be completely secure.
We retain personal information only as long as necessary to:
- Provide requested services
- Maintain customer accounts
- Meet legal obligations
- Resolve disputes
- Enforce agreements
- Maintain business records
When information is no longer required, it is securely deleted or anonymized.
Suitely CRM is not intended for individuals under the age of sixteen (16). We do not knowingly collect personal information from children. If we discover that information has been collected from a child, we will promptly delete it.
Depending on your location, you may have rights to:
- Access your personal information
- Correct inaccurate information
- Request deletion
- Restrict processing
- Object to certain processing
- Withdraw consent
- Request data portability
Requests may be submitted using the contact information below.
California residents may have additional rights under the California Consumer Privacy Act (CCPA), California Privacy Rights Act (CPRA), and other applicable state privacy laws. These rights may include:
- Right to Know
- Right to Correct
- Right to Delete
- Right to Opt Out of Certain Data Sharing
- Right to Non-Discrimination
We will respond to verified requests in accordance with applicable law.
If you access our website from outside the United States, your information may be transferred to, stored, and processed within the United States or other countries where our service providers operate. By using our services, you consent to these transfers where permitted by law.
Suitely CRM is an independently owned and operated software company providing CRM, marketing automation, communication, sales, scheduling, website, and business management solutions.
Our platform is powered by HighLevel® technology and other trusted third party providers. Although our software infrastructure utilizes HighLevel, all customer relationships, subscriptions, billing, onboarding, training, support, pricing, and business operations are managed exclusively by Suitely CRM. HighLevel is not responsible for the services, customer support, pricing, policies, or business practices of Suitely CRM.
In certain circumstances, Suitely CRM acts as a data processor on behalf of our customers. Businesses using Suitely CRM may collect and manage personal information belonging to their own customers through our platform. In these situations, Suitely CRM processes information solely according to the instructions of our customers.
If your information was collected through one of our customers, you should contact that business directly regarding requests to access, modify, or delete your information.
Suitely CRM does not sell personal information for monetary compensation. We do not sell, rent, or share personal information with third parties for their independent marketing purposes. Your information is used only to operate our services, fulfill legal obligations, process transactions, provide customer support, improve our platform, and deliver the features you request.
SMS consent, phone numbers collected for messaging, and opt-in data are never sold or shared with third parties or affiliates for marketing purposes. This does not include trusted service providers that facilitate message delivery on our behalf.
Suitely CRM provides software and automation tools to help businesses manage customer relationships, communications, scheduling, marketing, payments, websites, and business operations. Customers are solely responsible for ensuring their use of the platform complies with all applicable federal, state, local, and international laws, including but not limited to:
- CAN-SPAM Act
- Telephone Consumer Protection Act (TCPA)
- A2P 10DLC Messaging Requirements
- GDPR
- CCPA
- HIPAA (where applicable)
- Industry specific regulations
Suitely CRM does not provide legal, tax, accounting, or regulatory compliance advice. Customers should consult qualified professionals regarding their compliance obligations.
Our website may contain links to third party websites or services. Suitely CRM is not responsible for the content, privacy practices, or security of external websites. We encourage you to review the privacy policies of every website you visit.
We reserve the right to modify this Privacy Policy at any time. Changes become effective immediately upon posting to this page unless otherwise required by law. Your continued use of the website or services following the posting of changes constitutes your acceptance of the updated Privacy Policy.
If you have questions regarding this Privacy Policy or wish to exercise your privacy rights, please contact us.