1. Information We Collect
We may collect information you provide when you request a demo, schedule a meeting, create or use a CRM account, contact us, or otherwise use Fresh View CRM. This may include your name, company name, email address, phone number, business details, appointment details, time zone, CRM notes, and other information you choose to provide. We may also collect limited technical information such as browser type, device information, approximate location, IP address, and information about how you use the site.
2. How We Use Information
We use information to provide and operate Fresh View CRM; schedule meetings and send confirmations, reminders, and follow-ups; respond to questions and support requests; improve our website, products, and services; prevent fraud, abuse, and security incidents; and comply with legal obligations.
3. CRM and Business Data
Fresh View CRM helps businesses organize prospects, customers, appointments, notes, workflows, and related business information. If you enter information about another person, you are responsible for having an appropriate basis to provide it and for honoring requests to update or remove it.
4. Service Providers and Sharing
We may share information with vendors that help us host the site, operate the database, authenticate users, send email, process payments, monitor security, or provide support. We may also disclose information when required by law, to protect rights and safety, to investigate misuse, or as part of a business transfer. We do not sell personal information for money.
5. Communications
If you schedule a meeting or request information, we may send service-related emails such as confirmations, reminders, reschedule links, follow-ups, and account notices. You can request that we stop non-essential marketing communications, but we may still send messages needed to provide a service you requested.
6. SMS Communications
If SMS functionality is enabled for your appointment or demo and you voluntarily opt in through an unchecked consent box or another documented consent method, Fresh View Business Solutions may send appointment confirmations, meeting reminders, rescheduling updates, and meeting links. Message frequency varies based on customer-requested appointments. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. SMS consent is optional and is not required to request a demo or use another contact method. We do not sell or share mobile opt-in data, including phone numbers and SMS consent records, with third parties for their own marketing purposes.
7. Retention and Security
We retain information for as long as reasonably necessary to provide the service, maintain business records, resolve disputes, enforce agreements, and meet legal or security requirements. We use reasonable safeguards, but no internet transmission or storage system can be guaranteed completely secure.
8. Your Choices and Requests
You may ask us to access, correct, export, or delete personal information associated with your account, subject to legal and operational limits. You may opt out of SMS at any time by replying STOP. For privacy questions or requests, email fvbusinesssolutions@gmail.com.
9. Children
Fresh View CRM is intended for businesses and adults. We do not knowingly collect personal information from children under 13.
10. Changes
We may update this Privacy Policy as the service changes. When we make a material update, we will post the revised version on this page and update the effective date.
Questions about privacy, terms, or support can be sent to fvbusinesssolutions@gmail.com. Support hours are 9:00 AM–6:00 PM Pacific Time.