Privacy Policy

1. Introduction

InsitePilot ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our customer relationship management (CRM) platform and related services, including SMS and WhatsApp messaging features.

2. Information We Collect

We collect information that you provide directly to us, including:

• Contact Information: Name, email address, phone number, company name
• Account Information: Username, password, account preferences
• Communication Data: Messages sent and received through our platform, including SMS and WhatsApp communications
• Lead Information: Data submitted through lead capture forms
• Usage Data: Information about how you interact with our services

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our CRM services
• Send transactional messages, including appointment reminders and notifications
• Send marketing communications with your explicit consent
• Process and manage lead information on behalf of our clients
• Respond to your inquiries and provide customer support
• Ensure compliance with legal obligations

4. SMS and WhatsApp Messaging

Our platform enables businesses to communicate with their leads and customers via SMS and WhatsApp. By providing your phone number through our lead forms or directly to our clients, you consent to receive:

• Transactional Messages: Appointment reminders, booking confirmations, and service updates
• Marketing Messages: Promotional content, special offers, and newsletters (only with explicit opt-in consent)

Opt-Out: You can opt out of SMS messages at any time by replying STOP to any message. For WhatsApp, you can block the business number or reply STOP. Standard message and data rates may apply.

5. Information Sharing

We may share your information with:

• Service Providers: Third-party vendors who assist in operating our platform (e.g., Twilio for messaging services)
• Business Clients: The businesses that use our platform to manage their customer relationships
• Legal Compliance: When required by law or to protect our rights

We do not sell your personal information to third parties.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of sensitive data, secure authentication protocols, and regular security assessments.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When data is no longer needed, we securely delete or anonymize it.

8. Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications
• Withdraw consent for data processing

To exercise these rights, please contact us at [email protected].

9. Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our platform. These help us understand usage patterns and improve our services. You can control cookie preferences through your browser settings.

10. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of our services after any changes indicates your acceptance of the updated policy.

12. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: