Privacy Policy

1. Information We Collect

We collect information you provide directly to us when you:

• Create an account or sign up for our services
• Fill out forms on our website
• Contact us for support
• Subscribe to our newsletter
• Participate in surveys or promotions
• Interact with our AI assistants (Lexi, Sarah, Alex and Marcus) via phone, SMS, or chat

This information may include:

• Name and contact information (email, phone number, address)
• Company information
• Payment information
• Communications with us
• Roofing project data and customer contact information

Voice and Data Recording: When you interact with CompanySync's AI assistants (Lexi, Sarah, Alex and Marcus) via phone calls or SMS, these interactions are recorded and processed. This includes:

• Phone call recordings and transcriptions
• SMS message content and metadata
• AI chat conversations and queries
• Voice patterns and interaction data for service improvement

These recordings are used to improve our AI models, provide better service, ensure quality control, and comply with legal requirements.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and send related information
• Send you technical notices, updates, and support messages
• Respond to your comments and questions
• Send marketing communications (with your consent)
• Monitor and analyze trends and usage
• Detect and prevent fraud and abuse

3. Information Sharing and Third-Party Processing

We may share your information only with:

• Service Providers: Third-party vendors who perform services on our behalf
• AI Processing Providers: Your data is processed through AI providers (such as OpenAI or similar) to power our AI assistants and automation features
• Communication Services: Twilio and similar providers for SMS and phone call functionality
• Legal Requirements: When required by law or to protect our rights
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you direct us to share information

All third-party processors are required to maintain appropriate security measures and use your data only for the purposes we specify.

4. Data Security

We implement industry-standard technical and organizational measures to protect your personal information, including:

• Industry-standard encryption of data in transit and at rest
• Encrypted storage of roofing job data and customer contact information
• Regular security assessments and penetration testing
• Access controls and multi-factor authentication
• Employee training on data protection and GDPR/CCPA compliance
• Secure API connections to third-party services

While we strive to protect your data, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security.

5. Your Rights and Choices (GDPR & CCPA Compliant)

6. Cookies and Tracking

We use cookies and similar tracking technologies to:

• Remember your preferences
• Understand how you use our services
• Improve user experience
• Serve relevant advertisements

You can control cookies through your browser settings.

7. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services
• Comply with legal obligations
• Resolve disputes
• Enforce our agreements

8. Children's Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place for such transfers.

10. Google API Services User Data Policy Disclosure

CompanySync's use and transfer of information received from Google APIs to any other app will adhere to Google API Service User Data Policy, including the Limited Use requirements. We do not sell your Google user data to third parties. We only use Google Calendar data to provide and improve features of our CRM, such as job scheduling and appointment syncing.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

12. Contact Us

If you have questions about this Privacy Policy, please contact us:

• Email: contact@companysync.com
• Phone: 1-888-512-3907
• Address: 5420 Mardale Ave, Bedford Heights, OH 44146