CloseMaster - Privacy Policy

Privacy Policy

This Privacy Policy describes how The Close Agency ("Company," "we," "us," or "our") collects, uses, shares, and protects your personal information when you visit our website, use our services, or engage with our platform, including our proprietary CRM software (CloseMaster).

By using our services or accessing our website, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Information you voluntarily provide when signing up, scheduling a call, or filling out a form, such as:

  • Name
  • Email address
  • Phone number
  • Company name
  • Job title
  • Billing and payment information
  • Any other personal data you choose to provide

b. Automated Data Collection

When you use our website or software, we may automatically collect information such as:

  • IP address
  • Browser type and version
  • Device information
  • Time zone and general location data
  • Pages visited and time spent on our site
  • Referral source

c. CRM Data (for Clients)

If you are using CloseMaster or any of our CRM tools, we may store and process:

  • Customer contact records
  • Leads and interaction history
  • Notes and tags
  • Email and SMS communication logs
  • Call recordings or transcripts (if enabled)

2. How We Use Your Information

We use the information we collect to:

  • Deliver and manage our services
  • Provide customer support
  • Process payments and invoices
  • Improve our platform and user experience
  • Send service updates, newsletters, or promotional messages
  • Detect, prevent, and address security or technical issues
  • Comply with legal obligations

3. Sharing Your Information

We do not sell your personal information.

We may share your data with:

  • Trusted service providers who assist us in operating our business (e.g., payment processors, hosting providers, analytics platforms)
  • Business partners as necessary to deliver co-branded or integrated services
  • Authorities or legal advisors if required to comply with applicable laws or protect our rights

All third parties are contractually obligated to protect your data and use it only for specific purposes.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Analyze website traffic and usage
  • Save user preferences
  • Provide personalized content and marketing

You can manage your cookie preferences through your browser settings.

5. Your Rights

Depending on your location, you may have rights under applicable privacy laws, including:

  • Right to Access – Request a copy of the personal data we hold about you
  • Right to Correction – Request correction of inaccurate or incomplete data
  • Right to Deletion – Request that we delete your personal data, where legally permitted
  • Right to Object or Restrict Processing – Request restrictions on certain data uses
  • Right to Withdraw Consent – Where processing is based on consent, you may withdraw it at any time
  • Right to Data Portability – Receive your personal data in a usable format

To exercise any of these rights, contact us at [email protected] with your request.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, loss, or misuse. While we strive to safeguard your data, no system can guarantee complete security.

7. Data Retention

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by law, contracts, or internal policies. CRM data is retained according to client instructions or until deletion is requested.

8. Children's Privacy

Our services are not intended for use by children under the age of 13. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. All changes will be posted on this page with a revised "Effective Date." Continued use of our services after updates constitutes acceptance of the revised policy.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us at:

[email protected]

www.thecloseagency.com