Privacy Policy

1. Information We Collect

We collect the following types of information:

• Personal Information: Names, phone numbers, and email addresses of users and their customers/referrals
• Project Information: Details related to projects, jobs, and business operations entered into the platform
• Referral Submission Data: Information submitted through referral forms and communications
• Technical Data: IP addresses, browser type, device information, and cookies for platform functionality and analytics
• Usage Data: Information about how you interact with our platform

2. How We Use Information

We use the information we collect to:

• Provide, maintain, and improve the ReferralHarvest platform
• Send automated SMS messages on behalf of users (thank-you messages, referral requests, and introductions)
• Facilitate referral tracking and appointment requests
• Communicate with users about their accounts and our services
• Maintain platform security and prevent fraud
• Comply with legal obligations

3. SMS Messaging & Consent

ReferralHarvest takes SMS compliance seriously:

• Messages are sent only with consent provided by the user who added the contact
• End users may opt out at any time by replying STOP to any message
• We do not send mass or unsolicited messages
• All messaging complies with TCPA, CTIA, and carrier requirements
• Phone numbers are never sold or shared for marketing purposes

4. Information Sharing

We are committed to protecting your information:

• We do not sell personal information
• We share data only with service providers necessary to operate the platform (such as SMS carriers and payment processors)
• We may disclose information when required by law or to protect our rights
• In the event of a business transfer, user information may be transferred as part of that transaction

5. Data Retention

We retain personal information for as long as necessary to provide our services and fulfill the purposes described in this policy. When information is no longer needed, it is deleted or anonymized. Users may request deletion of their data at any time, subject to legal retention requirements.

6. Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure data storage, access controls, and regular security assessments.

7. User Rights & Choices

You have the following rights regarding your information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Opt-Out: Opt out of SMS communications by replying STOP to any message
• Data Portability: Request your data in a portable format

8. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our platform. You can manage cookie preferences through your browser settings.

9. Children's Privacy

ReferralHarvest is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will notify users of material changes through the platform or via email.

11. Contact Information

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us at: help@convoyleads.com