Privacy Policy

REVENUE SOL ("we", "us") provides a customer relationship management (CRM) platform that helps local service businesses ("Customers") communicate with their own customers across SMS, email, phone, WhatsApp, and Instagram. This policy explains what information we collect, how we use it, and the choices you have.

Information we collect

• Account data: name, email, business details, and login information (via our authentication provider, Clerk).
• Customer & contact data: contact names, phone numbers, email addresses, and notes that a Customer stores in their CRM.
• Message content: messages sent and received through connected channels (SMS, email, WhatsApp, Instagram) so they can be displayed and replied to in the Customer's inbox.
• Connected-account data: when a Customer connects a third-party account (Meta WhatsApp/Instagram, Google, QuickBooks, Stripe, Square, Twilio, RingCentral), we receive access tokens and account identifiers needed to provide the connected feature on their behalf. Tokens are stored encrypted.
• Usage data: log and device information used to operate and secure the service.

How we use information

• To provide the CRM and unified messaging features, including sending and receiving messages.
• To deliver automations, reminders, quotes, payments, bookings, and reporting that Customers configure.
• To secure, maintain, and improve the service.
• To comply with legal obligations and platform requirements (including Meta's WhatsApp and Instagram policies).

Meta (WhatsApp & Instagram) data

When a Customer connects a WhatsApp Business or Instagram professional account, we access message threads and related metadata solely to display conversations and send replies the Customer initiates from their inbox. We do not use this data for advertising and we do not sell it. Use of information received from Meta APIs adheres to the Meta Platform Terms.

Google services data

When a Customer connects their Google account, REVENUE SOL may access — only with the Customer's explicit consent and only for the scopes they grant — Google Search Console performance data, Google Analytics (GA4) reporting data, Google Calendar events, and Google Business Profile listings and reviews, solely to display those analytics, to create/show bookings, and to show the Customer their own Google reviews (and post replies they write) inside the Customer's workspace. We access only the connecting Customer's own business data, never that of third parties. We do not use this data for advertising and we do not sell it.

REVENUE SOL's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. Google tokens are stored encrypted, used only to provide the features the Customer enabled, and revoked when the Customer disconnects Google or requests deletion.

Sharing

We do not sell, rent, or share consumers' personal information, including mobile phone numbers, with third parties, affiliates, or partners for their marketing or lead generation purposes.

We only share information with trusted service providers that help us operate the REVENUE SOL platform, such as hosting providers, authentication providers, messaging carriers, payment processors, analytics providers, and other infrastructure vendors that process data solely on our behalf under contractual obligations to protect customer information.

We may disclose information only when required by law, to comply with legal obligations, or to protect the rights, security, and integrity of REVENUE SOL.

SMS Communications

By providing your mobile phone number and explicitly opting in, you consent to receive SMS messages from REVENUE SOL related to customer support, service updates, appointment reminders, account notifications, and other business communications you have requested.

Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP or request assistance by replying HELP.

SMS consent is never a condition of purchase.

REVENUE SOL does not sell, rent, or share mobile phone numbers or SMS consent information with third parties, affiliates, or partners for marketing or lead generation purposes.

Data retention & deletion

We retain data for as long as a Customer's account is active. Customers and their contacts may request deletion of their data at any time. See our Data Deletion Instructions or email us and we will delete the requested data within 30 days, subject to legal retention requirements.

Security

We use industry-standard measures including encryption in transit, encryption of stored access tokens and secrets, and access controls. No method of transmission or storage is 100% secure, but we work to protect your information.

Contact

Questions about this Privacy Policy or your data?