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Legal

Privacy Policy

Effective date: 2025

We care about the privacy of the sales teams who trust EZPZ FollowUp. This notice explains what information we collect, how we use it to power your follow-up workflows, and the choices you have.

Overview

This Privacy Policy explains how EZPZ FollowUp ("we", "us", or "our") collects, uses, and protects your information when you use our sales follow-up platform.

By accessing or using the Service, you agree to this Privacy Policy. If you do not agree, please discontinue use of the Service.

Information we collect

Account and profile details such as name, email address, role, and authentication credentials.

Lead and customer data you upload or sync, including contact information, interaction notes, and follow-up activity.

Usage data about how you access the Service, including device information, browser type, IP address, and event logs.

Communication records like emails, SMS messages, and notifications sent through integrated providers (for example, Twilio or Resend).

How we use information

Provide, maintain, and improve the Service, including personalized follow-up recommendations and activity tracking.

Secure accounts, prevent fraud, and enforce our terms and acceptable use policies.

Communicate with you about product updates, support, billing, and operational notices.

Analyze aggregated usage trends to improve reliability, performance, and user experience.

Sharing and disclosure

Service providers and subprocessors that help us deliver the Service (for example, cloud hosting, analytics, email, and SMS providers).

Authorized teammates and workspace administrators based on your organization's settings.

If required by law, regulation, legal process, or to protect the rights, property, or safety of EZPZ FollowUp, our users, or the public.

In connection with a business transaction such as a merger, acquisition, or asset sale, subject to appropriate safeguards.

Data retention

We retain personal information for as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements.

You may request deletion of certain data by contacting us, but some records may be kept for compliance or legitimate business purposes.

Security

We implement administrative, technical, and physical safeguards designed to protect personal information. No system is perfectly secure, and we cannot guarantee absolute security of your data.

Your choices

You can update profile details and notification preferences within your account settings.

Depending on your region, you may have rights to access, correct, download, or delete personal information. Submit requests using the contact details below.

You can opt out of non-essential marketing communications by following the unsubscribe instructions in those messages.

Children's data

The Service is not directed to children under 16, and we do not knowingly collect personal information from children. If we learn we have collected such data, we will delete it promptly.

International transfers

We may process and store information in countries outside of where you reside. Where required, we use appropriate safeguards such as standard contractual clauses to protect your data during transfers.

Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the Service or via email. Continued use of the Service after changes become effective constitutes acceptance of the revised policy.

Contact

For questions, requests, or concerns about this Privacy Policy, contact us at hello@ezpzfollowup.com.

Need something else?

If you have security concerns, data subject requests, or privacy questions, reach us athello@ezpzfollowup.com.