Privacy Policy

LeadPointe, LLC (“LeadPointe,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, the websites we host for our customers, and our platform (collectively, the “Services”). Please read this policy carefully. If you do not agree with its terms, please discontinue use of our Services.

We may update this Privacy Policy from time to time. We will notify you of any changes by updating the “Last Updated” date above. Your continued use of the Services after any changes constitutes your acceptance of the revised policy.

1. Information We Collect

1.1 Information You Provide

We collect information you provide directly to us, including:

• Name, email address, phone number, and business information when you request information from us, set up an account, or answer our onboarding questions about your business
• Mobile phone number when you opt in to SMS notifications, either when you set up your account or in your account settings
• Contact and customer data you import or enter into the platform (leads, jobs, tasks, form submissions)
• Content you create or approve, such as website pages, blog posts, images, and messages
• Payment information when you subscribe to our Services
• Communications you send to us, including support requests

1.2 Information Collected Automatically

When you use our Services, we may automatically collect:

• Log data including IP address, browser type, pages visited, and time spent
• Device information including hardware model and operating system
• Cookies and similar tracking technologies, described in Section 7

1.3 Visitors to Websites We Host

We host leadpointe.com and the websites of our customers. When someone visits one of these websites, we record the visit: the pages viewed, the website or ad that referred the visitor (including campaign codes and ad click identifiers added to the link by services such as Google, Facebook, and Microsoft), taps on phone number links, and an approximate location (city or town) derived from the visitor’s IP address. If the visitor later fills in a form on that website, the visit history is linked to the information they submit, so the website’s owner can see how the visitor found them. Visit records are deleted after 13 months, except visit history linked to a form submission, which is kept with that contact’s record.

On our customers’ websites, this information belongs to our customer, the owner of that website, and we process it on their behalf to provide the Services. Questions about how a business uses information collected on its website should go to that business.

1.4 Information From Accounts You Connect

If you connect your QuickBooks Online company to LeadPointe, we read your customer list from QuickBooks: customer names, company names, email addresses, phone numbers, billing addresses, and notes. We use this information only to add those customers to your LeadPointe contacts when you choose to import them, and you review each import before anything is saved. We only read from QuickBooks. We never change anything in your books.

The QuickBooks sign-in we keep for your account is encrypted. We do not sell information from QuickBooks, share it with anyone other than the service providers that operate our Services (Section 5), or use it to train AI models. You can disconnect QuickBooks at any time, in your account settings or from within QuickBooks. We then delete the stored sign-in. Customers you already imported stay in your contacts until you delete them.

1.5 Facebook, Instagram, and Google Business Profile

If you connect your Facebook Page, Instagram business account, or Google Business Profile to LeadPointe, we receive what that service shares when you connect: the names and IDs of the accounts and pages you choose, and a sign-in token that lets LeadPointe publish on your behalf. We use them only to publish the posts you approve, such as a new blog article, to the accounts you choose, and to show you which accounts are connected. We do not read your messages, your followers’ information, or your ad accounts, and we do not use this information for advertising or to train AI models.

The sign-in tokens we keep are encrypted. We do not sell this information or share it with anyone other than the service providers that operate our Services (Section 5). You can disconnect an account at any time in your account settings. You can also remove LeadPointe from your Facebook account under Settings & privacy > Business integrations; Facebook then tells us, and we delete the information we received from it. You can check a deletion request at crm.leadpointe.com/meta/data-deletion. Posts already published stay on those platforms until you delete them there.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our Services, including building and hosting websites
• Draft website content and messages for your review, using AI (Section 4)
• Send transactional notifications including email and SMS alerts based on your account activity and notification preferences
• Process payments and manage your subscription
• Respond to your comments, questions, and support requests, including requests for information about LeadPointe
• Send administrative communications such as updates to our Terms of Service or this Privacy Policy
• Monitor and analyze usage to improve our Services
• Detect and prevent fraudulent or unauthorized activity, including spam submitted through website forms
• Comply with applicable laws and regulations

3. SMS and Text Messaging

3.1 Consent and Opt-In

LeadPointe Notifications is a text message program for registered users of the LeadPointe platform (business owners and their staff). You can opt in two ways: by checking the optional SMS consent box when you set up your account at leadpointe.com/getting-started, or by turning on SMS notifications in your account settings. The consent box is unchecked by default, and you can set up and use the Services without checking it. By opting in, you consent to receive text messages from LeadPointe for platform-related alerts such as new leads, task assignments, job updates, and appointment reminders. Consent to receive SMS messages is never a condition of purchasing or using our Services.

3.2 Message Frequency

Message frequency varies based on your account activity and notification preferences.

3.3 Message and Data Rates

Message and data rates may apply. You are responsible for any fees charged by your mobile carrier.

3.4 Opt-Out

You may opt out of SMS notifications at any time by replying STOP to any message or by disabling SMS notifications in your account settings at crm.leadpointe.com/crm/notification-preferences. After opting out, you will receive one confirmation message and no further SMS messages will be sent.

3.5 Help

Reply HELP to any message for assistance, or contact us at info@leadpointe.com or 303.489.7484.

3.6 No Sharing of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

4. Artificial Intelligence

Parts of the Services use artificial intelligence (“AI”) provided by third-party AI services to draft website pages, blog posts, and messages. To do this, we send the AI service the information needed for the task, such as your business details, your existing website content, and your instructions. Nothing the AI drafts is published or sent until you, or a setting you chose, approves it. When you create an AI image, we send your description, and any photos you add, to our AI image service to make it. We use AI services that do not use the information we send them to train their AI models.

5. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: We share information with trusted third-party vendors who assist us in operating our Services, including cloud hosting (Amazon Web Services); website delivery, security, spam protection for forms, and file storage (Cloudflare); email delivery (Postmark); SMS delivery and phone number validation (Twilio); AI services that draft content (Section 4); address mapping (OpenStreetMap); and payment processing. These providers are contractually obligated, or bound by their terms of service, to use your information only to perform services on our behalf.
• Partners You Authorize: If you authorize a LeadPointe partner, such as your web designer, to work in your account, that partner and its staff can see and act on the information in your account within the access you grant. You can revoke that access at any time in your account settings. A partner you came to us through can see your account’s plan and billing status, but not the information in your account unless you authorize access.
• Legal Requirements: We may disclose your information if required to do so by law or in response to a valid legal request such as a subpoena or court order.
• Business Transfers: In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction. We will notify you of any such change via email or prominent notice on our website.
• Protection of Rights: We may disclose information where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, or violations of our Terms of Service.

Websites we host may load fonts from Google Fonts and may show videos embedded from YouTube or Vimeo. When a page does this, the visitor’s browser connects to those services, which receive the visitor’s IP address under their own privacy policies.

Text messaging originator opt-in data and consent are excluded from all of the categories above and will not be shared with any third parties.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our Services. We keep a record of actions taken in each account, including by its users and authorized partners, for as long as the account is open. If your account closes, we keep its data for 90 days in case you return, and then delete it, except: your account and login details and billing records, which we keep for legal, tax, and accounting purposes and so you can return; a record of the email addresses and phone numbers that opted out of your messages, kept in a form that can’t be read back, so those people are not contacted again if you return; and images that appear in emails already sent, which remain available so those emails still display.

7. Cookies

We use cookies and similar tracking technologies to maintain your session, remember your preferences, and analyze usage patterns. You can control cookies through your browser settings; however, disabling cookies may affect the functionality of our Services.

On websites we host, we set one cookie that recognizes a returning visitor, so their visits can be counted once and linked to any form they submit (Section 1.3). It lasts up to one year. We do not set it, and treat the visit as anonymous, when the visitor’s browser sends a Global Privacy Control or Do Not Track signal.

Emails sent through our Services, including account notifications and billing messages, contain a small invisible image that tells us when an email is opened. We use this to confirm that important messages were received. Most email programs let you turn off automatic image loading, which also turns off this signal.

8. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure cloud infrastructure. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

9. Your Rights and Choices

You have the following rights regarding your personal information:

• Access and Correction: You may access and update your personal information at any time through your account settings.
• Deletion: You may request deletion of your personal information by contacting us. We will fulfill your request subject to any legal obligations to retain certain data.
• SMS Opt-Out: You may opt out of SMS messages at any time by replying STOP or updating your notification preferences.
• Email Opt-Out: You may opt out of non-transactional emails by following the unsubscribe link in any email or updating your notification preferences.
• Data Portability: You may request a copy of the personal data we hold about you in a portable format.
• Visitors to our customers’ websites: To access or delete information a business collected through its website, contact that business. We will help them respond.

10. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

11. Third-Party Links

Our Services may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies before providing any personal information.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

LeadPointe, LLC
2875 Blue Sky Cir, 4-108
Erie, CO 80516
Email: info@leadpointe.com
Phone: 303.489.7484