Scope
This policy explains how ChosenCRM collects, uses, and safeguards information when you visit chosencrm.com, request a product walkthrough, contact us, or use ChosenCRM services.
Information you provide
We may collect your name, work email, company or team, role, team size, phone number when provided, workflow questions, support messages, account information, and information you choose to enter into the service.
Information collected automatically
We may collect device, browser, IP address, referring source, campaign parameters, pages visited, and interaction data needed to operate, secure, and understand the website and service.
How information is used
- Respond to demo, sales, and support requests.
- Provide and operate ChosenCRM services.
- Understand website and product usage.
- Prevent misuse and investigate technical or security issues.
- Meet legal obligations.
Service providers and disclosure
We may use vendors for hosting, analytics, communication, payments, and other operational needs. We may also disclose information when required by law, to protect rights and safety, or as part of a business transaction. We do not sell mobile opt-in or SMS consent data, and we do not share that data with third parties or affiliates for their marketing purposes.
Demo requests and SMS
The mortgage demo form does not request consent for SMS marketing. Providing a phone number only indicates that you prefer a call about the request. Any separate SMS program is governed by the consent presented at enrollment and the SMS Terms.
Retention and choices
We retain information as needed for the purposes described here and applicable legal obligations. You may request access, correction, or deletion where applicable, or unsubscribe from marketing email using the link in that message.
Security
No method of storage or transmission is completely secure. Security requirements and current product controls can be reviewed with ChosenCRM during product and vendor diligence.
Contact
Questions or privacy requests can be sent to privacy@chosencrm.com.
Changes
We may update this policy as services and legal requirements change. The updated date above identifies the current version.