Information we collect
Information you provide
We may collect information you provide directly, including:
- • Name, business email, phone number, company, job title, and mailing address
- • Company website, industry, revenue range, lead volume, sales-process details, and technology information
- • Form responses, appointment details, support requests, and correspondence
- • Account, project, onboarding, and client-service information
- • Payment, billing, and transaction information
- • Communication preferences and consent records
- • Audio recordings, call transcripts, conversation summaries, and information shared during recorded or AI-assisted interactions when notice or consent is required
Payment-card information may be processed directly by a payment provider. We may receive transaction details without receiving complete card information.
Information collected automatically
When you use our website or communications, we may automatically collect:
- • IP address, browser type, device type, operating system, and approximate location
- • Pages viewed, links clicked, referring pages, session activity, and timestamps
- • Form, email, SMS, and appointment engagement
- • Cookie identifiers, analytics identifiers, and advertising attribution information
- • System logs, security events, and diagnostic information
Information from other sources
We may receive information from referral partners, lead providers, publicly available business sources, advertising platforms, analytics providers, communication providers, scheduling systems, payment processors, and other service providers.
