Privacy Policy

We collect information you provide directly to us, including:

• Name, email address, phone number, and company information
• Payment and billing information
• Communications with our support team

We automatically collect certain information when you use our services:

• Device information, IP address, and browser type
• Usage data and analytics
• Cookies and similar tracking technologies

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and send related information
• Send technical notices, updates, and support messages
• Respond to your comments and questions
• Analyze usage patterns and optimize user experience
• Detect, prevent, and address fraud and security issues
• Comply with legal obligations

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: With third-party vendors who perform services on our behalf
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Legal Requirements: When required by law or to protect our rights
• With Your Consent: When you authorize us to share information

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit and at rest
• Regular security audits and penetration testing
• Access controls and authentication measures
• Employee training on data protection practices

You have the right to:

• Access: Request a copy of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal information
• Opt-Out: Unsubscribe from marketing communications
• Data Portability: Request your data in a portable format

To exercise these rights, please contact us at privacy@proactivecrm.ai

If you are located in the European Economic Area (EEA), you have additional rights under GDPR, including:

• Right to object to processing of your personal data
• Right to restrict processing
• Right to lodge a complaint with a supervisory authority
• Right to withdraw consent at any time

California residents have the right to:

• Know what personal information is collected
• Know whether personal information is sold or disclosed
• Opt-out of the sale of personal information
• Access their personal information
• Request deletion of personal information
• Non-discrimination for exercising privacy rights

When you provide your phone number and consent to receive communications, we may contact you via:

• Phone calls including automated calls, pre-recorded messages, and calls using AI voice technology
• SMS text messages for appointment reminders, follow-ups, and service updates

We may use these communication methods to send you:

• Appointment reminders and confirmations
• Marketing information about our services and products
• Follow-up communications related to your inquiry
• Service updates and important notifications
• Responses to your questions or requests
• Account and transaction-related messages

Consent: By providing your phone number and checking the communications consent box on our forms, you expressly consent to receive phone calls (including automated calls, pre-recorded messages, and calls using AI voice technology) and SMS text messages from ProactiveCRM for marketing and service-related purposes. Your consent is not a condition of purchasing any goods or services.

AI Voice Technology: Some of our calls may use artificial intelligence voice technology to communicate with you efficiently. These AI-powered calls are designed to provide helpful information and assistance regarding our services.

Opting Out of SMS: You can opt out of SMS messages at any time by replying STOP to any message. After opting out, you may receive one final confirmation message.

Opting Out of Calls: To stop receiving calls, you can say "Do not call" during any call, or email us at support@proactivecrm.ai with your phone number and request to be removed from our calling list.

Help: For SMS assistance, reply HELP to any message. For general assistance with communications, contact our support team at support@proactivecrm.ai.

Communication Frequency: Message and call frequency varies based on your interactions with our services and the nature of your inquiry. You may receive multiple communications per week during active engagements.

Costs: Message and data rates may apply depending on your mobile carrier plan. ProactiveCRM does not charge for SMS messages or calls, but your carrier's standard rates will apply.

Supported Carriers: Our communications services are available on most major U.S. carriers. Carriers are not liable for delayed or undelivered messages or calls.

We use cookies and similar technologies to improve your experience. You can control cookies through your browser settings. For more information, see our Cookie Policy.

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

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.

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

• Email: privacy@proactivecrm.ai
• Phone: (757) 909-6537
• Address: BDB Coaching, LLC (DBA ProactiveCRM), 1436 Lake Christopher Drive, Virginia Beach, VA 23464