Privacy Policy

1. Who We Are

CRM Ready provides CRM setup, cleanup, automation, and optional monthly support services for real estate agents, teams, and brokerages. This Privacy Policy explains how we collect and handle information when you visit crmready.ca, book a consultation, or engage our services.

2. Information We Collect

• Contact info you give us: name, email, phone number, brokerage, and details you share when booking a video call or purchasing a service.
• Engagement materials: branding files, website links, and CRM access credentials shared with us to deliver a project.
• Contact data you import: CSV/XLS contact files provided for cleanup or import into your CRM.
• Payment information: handled by our third-party secure payment processor; we do not store full card details.
• Site analytics: standard usage data (such as pages visited, device, and referrer) collected through privacy-respecting analytics and conversion tracking tools.

3. How We Use Information

• To deliver the CRM setup, cleanup, automation, or support service you booked.
• To communicate with you about your engagement, scheduling, and follow-up.
• To process payments and maintain invoices.
• To improve our website, services, and client experience.

We do not sell your information. We do not use the contact lists you share with us for our own marketing or for any purpose outside of your engagement.

4. CRM Access & Client Data

When you grant us access to your CRM, we use that access only for the agreed work. We treat your database and your clients' contact information as confidential. We recommend changing your CRM password after setup is complete. Working files (such as imported CSVs) are deleted from our working storage once the engagement is complete or shortly thereafter.

5. Third-Party Services

To run our business, we rely on third-party tools, which may include video conferencing (e.g. Zoom), messaging (e.g. WhatsApp), email providers, payment processors, scheduling tools, and analytics platforms. These providers handle data under their own privacy policies. We do not control and are not responsible for their practices.

6. Cookies & Tracking

Our website may use cookies and similar technologies for analytics and conversion tracking (for example, Google Analytics or Meta Pixel). You can disable cookies in your browser settings; doing so may affect site functionality.

7. Data Retention

We retain client engagement records, invoices, and communications for as long as necessary to operate our business and comply with legal obligations. Working contact files used during cleanup or import work are deleted once the engagement is complete.

8. Your Rights

You may request access to, correction of, or deletion of the personal information we hold about you by emailing Support@crmready.ca. We will respond within a reasonable timeframe consistent with applicable law.

9. Security

We take reasonable steps to protect the information you share with us, including limiting internal access and using secure third-party tools. No method of internet transmission is 100% secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above will reflect any changes.

11. Contact

Questions about this Privacy Policy or how your data is handled? Email Support@crmready.ca.