ConvertIQ Systems – Privacy Policy (Full Legal Version)
Effective Date: January 2025
Last Updated: January 2025
1. Introduction
ConvertIQ Systems, LLC (“ConvertIQ Systems,” “we,” “us,” or “our”) provides AI-powered CRM, scheduling, automation, and communication tools for service-based businesses.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit convertiqsystems.com, use our SaaS platform, or interact with our services.
By accessing or using our services, you agree to the terms of this Privacy Policy.
2. Information We Collect
A. Information You Provide
Name, email, phone number
Business information
Login credentials
Payment information (processed via secure third parties; we do not store full card numbers)
Communications with our team
B. Information Collected Automatically
IP address
Device information
Browser type
Usage data (pages visited, actions within the CRM)
Cookies and tracking technologies
C. Customer Data Stored in the CRM
If you use our platform to store your client information, schedule jobs, message leads, or automate follow-up, we may process that data on your behalf.
You always retain ownership of your customer data.
3. How We Use Your Information
We use collected information for:
Providing and maintaining the SaaS platform
Creating and managing user accounts
Delivering AI automation services
Scheduling and communication tools
Improving performance and user experience
Processing payments
Marketing and contacting you about product updates
Compliance with legal obligations
Protecting against fraud, abuse, or misuse
4. Legal Basis for Processing (GDPR Users)
For users in the EU/EEA, we process data under:
Performance of a contract
Your consent
Legitimate interests
Legal obligations
5. Sharing Your Information
We do not sell your personal information.
We may share information with:
Service providers (hosting, analytics, email, payment processors)
Business partners necessary to operate the SaaS
Legal authorities when required
Successors in the event of a merger or acquisition
All third-party processors are required to protect your data.
6. Cookies & Tracking
We use cookies to:
Understand usage
Improve performance
Maintain user sessions
Deliver marketing and analytics
You may disable cookies in your browser settings, but some features may not function properly.
7. Data Retention
We retain information as long as:
Your account is active
Required to deliver our services
Necessary to meet legal, tax, or regulatory obligations
You may request deletion at any time (details below).
8. Data Security
We implement industry-standard security measures:
Encrypted data transmission (HTTPS/SSL)
Secure hosting
Access controls
Regular monitoring and auditing
However, no method of transmission is 100% secure, and we cannot guarantee absolute protection.
9. Your Privacy Rights
Depending on your location, you may have the right to:
Access your data
Correct inaccurate data
Request deletion
Opt out of marketing
Restrict processing
Export your data (data portability)
To exercise these rights, email:
10. CCPA/CPRA Notice (California Users)
California users have the right to:
Know what personal information is collected
Request deletion
Access a copy of collected data
Opt out of data sharing for advertising purposes
We do not sell personal information.
11. Children’s Privacy
Our services are not intended for individuals under 18.
We do not knowingly collect information from minors.
If you believe data was collected from a minor, contact us immediately.
12. Third-Party Links
Our website may contain links to external sites.
We are not responsible for their privacy practices.
13. Business Transfers
If ConvertIQ Systems undergoes a merger, acquisition, restructuring, or asset sale, user data may be transferred as part of the transaction.
14. Changes to This Policy
We may update this Privacy Policy periodically.
The updated version will include a new “Last Updated” date.
Continued use of the platform signifies acceptance of the changes.
15. Contact Us
For questions, requests, or concerns:
ConvertIQ Systems, LLC
Email: [email protected]
Website: convertiqsystems.com