Privacy Policy

1. About StreamlineFlow

StreamlineFlow is an AI-powered CRM, marketing automation, scheduling, communication, and lead management platform built for service-based businesses. Our services may include AI-powered lead response, customer relationship management, appointment scheduling, email and SMS automation, websites and funnels, lead capture forms, workflow automation, reputation management, reporting, analytics, and related growth tools.

This Privacy Policy applies to information collected through:

• The StreamlineFlow website
• The StreamlineFlow platform and dashboard
• AI assistant and automation features
• Forms, landing pages, funnels, and chat tools
• Demo requests and contact forms
• Customer support communications
• Billing and subscription processes
• Marketing campaigns and business communications
• Integrations, connected tools, and third-party services used with StreamlineFlow

2. Information We Collect

We may collect different categories of information depending on how you interact with StreamlineFlow.

3. How We Use Information

We use collected information to provide, operate, support, improve, and protect StreamlineFlow.

We may use information to:

• Create and manage user accounts
• Provide access to platform features
• Configure AI assistants and automations
• Capture and organize leads
• Support CRM and pipeline functions
• Enable appointment scheduling
• Send emails, SMS, reminders, and workflow messages
• Power website forms, funnels, and landing pages
• Provide reporting and analytics
• Process payments and manage subscriptions
• Respond to questions, support requests, and demo inquiries
• Improve website and platform performance
• Personalize user experience
• Monitor security and prevent misuse
• Detect fraud, spam, abuse, or unauthorized activity
• Improve AI functionality and automation performance
• Send service updates, administrative notices, and account alerts
• Send marketing communications where permitted
• Comply with legal, tax, accounting, and regulatory obligations
• Enforce our Terms and Conditions
• Protect the rights, safety, and security of StreamlineFlow, users, customers, and third parties

4. AI Features and Data Use

StreamlineFlow may process business, lead, and communication data through AI-powered systems to support lead response, customer engagement, appointment scheduling, workflow automation, content creation, and operational assistance.

AI features may use information you provide, such as business details, FAQs, service descriptions, pricing guidance, calendar availability, conversation rules, and customer communication history.

We may use AI interaction data to:

• Generate responses
• Qualify leads
• Route conversations
• Suggest next steps
• Summarize conversations
• Improve automation accuracy
• Support handoff to your team
• Help personalize customer interactions
• Improve product reliability and performance

5. Cookies and Tracking Technologies

StreamlineFlow may use cookies, pixels, tags, scripts, log files, and similar technologies to operate the website, remember preferences, understand visitor behavior, measure performance, and improve marketing.

Cookies may help us:

• Keep users signed in
• Remember preferences
• Understand website traffic
• Analyze page performance
• Improve user experience
• Measure campaign effectiveness
• Support advertising or retargeting
• Detect security issues

You can control cookies through your browser settings. If you disable certain cookies, some website or platform features may not work properly.

6. Analytics and Advertising Tools

We may use analytics, advertising, and tracking tools to understand how users interact with our website and marketing campaigns.

These tools may collect information such as browser type, device information, pages viewed, traffic source, clicks, and conversions. Third-party providers may process this information according to their own privacy policies.

Where required, we will provide cookie notices, consent tools, or opt-out options based on applicable law.

7. How We Share Information

We do not sell personal information in the traditional sense of exchanging it directly for money. However, we may share information with trusted parties when necessary to operate, support, secure, or improve our services.

We may share information with:

8. Marketing Communications

If you sign up for updates, request information, download resources, start a trial, or become a customer, we may send your business, product, educational, promotional, or service-related communications.

You can unsubscribe from marketing emails by using the unsubscribe link included in the message or by contacting us. Even if you opt out of marketing messages, we may still send important accounts, billing, legal, security, or service-related communications.

For SMS or other messaging channels, you are responsible for ensuring that your own customer communications comply with applicable consent, opt-out, and messaging laws.

9. Your Responsibilities for Customer Communications

If you use StreamlineFlow to send SMS, email, calls, chat messages, WhatsApp messages, social media responses, or automated communications to leads and customers, you are responsible for compliance with all applicable laws and platform rules.

This includes requirements related to:

• Consent
• Opt-ins
• Opt-outs
• Unsubscribe requests
• Do-not-call rules
• SMS and email marketing laws
• Telemarketing rules
• Call recording notices
• Consumer privacy rights
• Accurate sender identification
• Prohibited or misleading content

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, disclosure, or destruction.

These safeguards may include access controls, secure infrastructure, encryption where appropriate, monitoring, authentication tools, and internal security practices.

However, no website, platform, transmission method, storage system, or internet-based service can be guaranteed to be completely secure. You are responsible for using strong passwords, managing user access carefully, and protecting your own account's credentials.

11. Data Retention

We retain information for as long as it is reasonably necessary to provide services, maintain accounts, comply with legal obligations, resolve disputes, enforce agreements, improve security, prevent fraud, and support business operations.

Retention periods may vary depending on the type of information, account status, service usage, legal requirements, and operational needs.

You may request deletion of certain personal information, subject to legal, contractual, security, billing, or technical limitations.

12. Your Privacy Rights

Depending on your location, you may have rights related to your personal information. These rights may include the ability to:

• Request access to personal information
• Request correction of inaccurate information
• Request deletion of personal information
• Request restriction of certain processing
• Object to certain processing
• Request a copy of your information
• Withdraw consent where processing is based on consent
• Opt out of certain marketing communications
• Lodge a complaint with a privacy authority, where applicable

To submit a request, contact us using the details listed in this Privacy Policy. We may need to verify your identity before completing your request.

Some requests may be limited by legal obligations, security requirements, fraud prevention needs, billing records, or our ability to continue providing services.

13. U.S. State Privacy Notice

If you are located in a U.S. state with specific privacy laws, you may have additional rights regarding the collection, use, disclosure, correction, deletion, or portability of your personal information.

Where required by applicable law, you may also have the right to opt out of certain data sharing, targeted advertising, or profiling activities.

StreamlineFlow will respond to eligible privacy requests in accordance with applicable law. We will not discriminate against you for exercising privacy rights.

14. International Users

StreamlineFlow may process and store information in the United States or other locations where we or our service providers operate.

If you access StreamlineFlow from outside the United States, you understand that your information may be transferred to, stored in, or processed in jurisdictions that may have different data protection laws than your country.

Where required, we use appropriate safeguards for international data transfers.

15. Children's Privacy

StreamlineFlow is intended for business users and is not directed to children. We do not knowingly collect personal information from children under 13 years old, or the applicable minimum age in your jurisdiction.

If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

16. Links to Other Websites

Our website or platform may contain links to third-party websites, tools, integrations, social platforms, payment processors, or external resources.

We are not responsible for the privacy practices, content, security, or policies of third-party websites or services. You should review their privacy policies before sharing information with them.

17. Data Processed on Behalf of Customers

When StreamlineFlow processes lead, customer, or contact data on behalf of a business customer, that business may be considered the controller or owner of the data, and StreamlineFlow may act as a service provider or processor.

If you are a customer, lead, or contact of a business using StreamlineFlow and want to exercise privacy rights related to your data, you may need to contact that business directly. We may assist our business customers in responding to valid requests where appropriate.

18. Account Access and Team Users

If your account includes multiple users, administrators may be able to view, manage, edit, export, or delete information within the account. Account owners are responsible for controlling team access, assigning permissions, and removing users who should no longer have access.

StreamlineFlow is not responsible for unauthorized access caused by weak passwords, shared credentials, improper permission settings, or failure to remove former employees or contractors.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements, or business practices.

When we update the Policy, we will revise the "Last Updated" date above. In some cases, we may provide additional notice through the website, platform, email, or account notification.

Your continued use of StreamlineFlow after an updated Privacy Policy becomes effective means you accept the revised Policy.

20. Contact Us

If you have questions about this Privacy Policy, your information, or your privacy rights, please contact us:

Please include your name, account email, business name, and a clear description of your request so we can respond appropriately.