Privacy Policy

Information you provide directly

We may collect information that you voluntarily provide, including:

• Your name
• Business or organization name
• Email address and telephone number
• Website address and general business location
• Appointment details
• Information about your CRM, website, workflows, goals, or business processes
• Messages, questions, and other information included in forms or communications
• Proposal, contract, billing, and payment-related information
• Feedback, testimonials, or reviews you choose to provide

Information collected automatically

When you use our website or embedded tools, certain technical information may be collected automatically, including:

• Internet Protocol address
• Browser, device, and operating-system information
• Pages visited and website interactions
• Date and time of access
• Referring website or traffic source
• Approximate location based on an IP address
• Cookie identifiers and technical diagnostic information

Information from other sources

We may receive business contact information from public business websites, public directories, professional or social platforms, referrals, and service providers that are legally permitted to provide the information.

We use information obtained from other sources only for legitimate business purposes and in accordance with applicable law.

We may use personal information to:

• Respond to questions and service inquiries
• Schedule, confirm, reschedule, or cancel appointments
• Conduct discovery calls and consultations
• Prepare proposals, quotations, or service recommendations
• Provide website, CRM, automation, and related services
• Configure client accounts, forms, funnels, workflows, and appointment systems
• Communicate about projects, appointments, services, and support
• Maintain our CRM, records, and business operations
• Improve our website, systems, services, and client experience
• Detect misuse, fraud, technical problems, or security threats
• Comply with legal, accounting, contractual, tax, and regulatory obligations
• Establish, exercise, or defend legal claims
• Send marketing communications where permitted by law

Depending on the circumstances and applicable law, we may process personal information based on consent, steps requested before entering into a contract, performance of a contract, compliance with a legal obligation, or legitimate business interests.

When you book an appointment or submit a service inquiry, we may send communications relating to your request, including:

• Appointment confirmations and reminders
• Rescheduling or cancellation notices
• Requested information and follow-up messages
• Proposal or onboarding updates
• Project, support, account, and service notices

These operational communications are separate from optional promotional or marketing messages.

We may send marketing communications where you have provided consent or where another lawful basis permits us to do so.

You may unsubscribe from marketing emails using the unsubscribe link in the message or by contacting us. For SMS messages, you may follow the opt-out instructions in the message, such as replying STOP, where available.

Opting out of marketing does not prevent us from sending necessary appointment, transaction, contract, security, or service-related communications.

We may retain limited suppression information to ensure that your opt-out preference continues to be honored.

Our website and embedded third-party tools may use cookies and similar technologies to:

• Operate essential website functions
• Secure forms and appointment pages
• Remember preferences
• Understand website usage and traffic sources
• Measure performance and diagnose technical problems

Some cookies may be placed by third-party CRM forms, appointment calendars, analytics services, videos, or other integrations.

You may control cookies through your browser settings. Disabling certain cookies may affect the availability or performance of website features. Where required by applicable law, we will use appropriate notice or consent mechanisms for non-essential cookies.

We may share personal information with trusted providers that help us operate our website and business, including providers of:

• CRM, forms, funnels, calendars, and automation services, including HighLevel
• Website hosting and domain services
• Email, telephone, and SMS communications
• Video conferencing and appointment scheduling
• Cloud storage and document management
• Analytics and website performance tools
• Invoicing and payment processing
• Accounting, legal, and professional services
• Cybersecurity, fraud prevention, and technical support

These providers may process information to perform services for us or as otherwise permitted under their agreements and privacy policies.

We may also disclose information when required by law, to protect legal rights or system security, in connection with a business transfer, or with your direction or consent.

Sync Simplified operates from the Philippines and uses online service providers that may process or store information in other countries, including the United States and other locations where those providers operate.

Privacy and data-protection laws may differ between countries. Where required, we take reasonable steps intended to ensure that personal information is handled appropriately when processed internationally.

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including to:

• Respond to inquiries and maintain appointment records
• Manage client relationships, projects, proposals, and support
• Maintain billing, transaction, tax, and accounting records
• Honor unsubscribe and communication preferences
• Resolve disputes and protect legal rights
• Meet contractual, platform, or legal obligations

Retention periods may vary depending on the type of information, the purpose for which it was collected, and applicable legal requirements. When information is no longer reasonably needed, we may delete, anonymize, or securely dispose of it.

We use reasonable administrative, organizational, and technical measures intended to protect personal information against unauthorized access, loss, destruction, misuse, alteration, disclosure, and other unlawful processing.

However, no website, email system, transmission method, or electronic storage system can be guaranteed to be completely secure.

You are responsible for using secure methods when sharing passwords, access credentials, customer lists, or confidential project information. During a client engagement, we may provide or recommend an approved method for securely exchanging this information.

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

• Be informed about how your information is processed
• Request access to your personal information
• Request correction of inaccurate or incomplete information
• Object to or request restriction of certain processing
• Withdraw consent where processing is based on consent
• Request deletion, erasure, or blocking of eligible information
• Request a portable copy of eligible information
• Opt out of direct marketing
• File a complaint with an applicable privacy regulator

These rights are not absolute and may be subject to legal exceptions. We may need to verify your identity before completing a request.

When Sync Simplified configures a CRM, website, form, funnel, automation, or communication system for a client, that client generally determines what customer or lead information is collected, why it is collected, which messages are sent, who receives the information, and how long it is retained.

In these situations, the client may act as the personal information controller or business, while Sync Simplified may act as a service provider or personal information processor.

Requests regarding information controlled by one of our clients should normally be directed to that client. We will reasonably assist clients with legitimate privacy requests where required by our agreement or applicable law.

Our website may contain links to third-party websites or use embedded third-party services. We do not control the privacy, security, availability, content, or business practices of third parties.

You should review the privacy policies of relevant third parties before providing personal information to them.

Our website and services are designed for businesses and adults. They are not directed toward children under 18.

We do not knowingly collect personal information from children through our website. If we learn that a child has submitted personal information without appropriate authorization, we will take reasonable steps to delete it.

We may update this policy when our website, services, technologies, business practices, or legal obligations change.

The revised policy will be posted on this page with an updated effective date. Where appropriate, material changes may also be communicated through an additional notice.

For questions, concerns, or privacy requests, contact: