First Life CRM Data Privacy Policy

Last updated: April 20, 2026

First Life CRM (“Company,” “We,” “Us,” or “Our”) recognizes that your privacy is important. This Data Privacy Policy explains how we collect, use, store, and protect personal information when you use our website, platform, products, and related services.

By using First Life CRM, you agree to the practices described in this policy. If you do not agree, please do not use our website or services.

Information We Collect

To provide and improve our services, we may collect two main types of information: Personal Information and Usage Information.

Personal Information

Personal Information is information that can identify you or your business. This may include:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business name

  • Job title

  • Billing information

  • Account login information

  • Client, lead, or contact information you upload into the platform

This information may be collected when you create an account, purchase a subscription, submit a form, contact support, use CRM tools, or upload data into First Life CRM.

Usage Information

Usage Information is information collected automatically when you use our website or platform. This may include:

  • IP address

  • Browser type

  • Device type

  • Pages visited

  • Login activity

  • Referral URLs

  • System activity

  • Feature usage

  • General platform performance data

This information helps us improve the platform, troubleshoot issues, maintain security, and better understand how users interact with First Life CRM.

How We Collect and Use Information

We collect information when you voluntarily provide it to us or when you use the platform.

We may use your information to:

  • Create and manage your account

  • Provide access to First Life CRM services

  • Process payments and subscriptions

  • Deliver customer support

  • Improve platform features and performance

  • Send service updates and administrative notices

  • Diagnose technical issues

  • Maintain security and prevent abuse

  • Customize your platform experience

  • Enforce our Terms and Conditions

  • Comply with legal obligations

We may also use non-identifying or aggregated data to analyze trends, improve our services, and understand user behavior.

Client and Lead Data

Because First Life CRM is a CRM platform, users may upload or store client, prospect, lead, or customer information inside their account.

You are responsible for ensuring that any data you upload into First Life CRM was collected lawfully and with proper permission.

This may include responsibility for:

  • Consent to contact leads or clients

  • Compliance with SMS, email, and marketing laws

  • Accuracy of uploaded data

  • Proper use of automation, workflows, and messaging tools

First Life CRM does not own your client or lead data. You remain responsible for how that data is collected, managed, and used.

Cookies and Tracking Technologies

First Life CRM may use cookies and similar tracking technologies to improve your experience.

Cookies may help us:

  • Remember login sessions

  • Store preferences

  • Analyze website usage

  • Improve site performance

  • Personalize your experience

Most browsers accept cookies automatically, but you may disable cookies in your browser settings. Some parts of the website or platform may not function properly if cookies are disabled.

How We Share Information

First Life CRM does not sell your personal information.

We may share limited information with trusted third parties when necessary to operate our services, including:

  • Payment processors

  • Hosting providers

  • Email and SMS providers

  • Phone and telecommunications providers

  • Analytics tools

  • Customer support systems

  • Compliance and regulatory service providers

  • Other integrations you choose to connect

These providers only receive the information necessary to perform their services.

We may also disclose information if required by law, subpoena, court order, legal process, or when we believe disclosure is necessary to protect our rights, users, platform, or the public.

Third-Party Services

First Life CRM may integrate with third-party tools and platforms. These may include communication providers, advertising platforms, payment processors, social media platforms, and other software services.

Third-party services have their own privacy policies and practices. First Life CRM is not responsible for the privacy practices, security, or content of third-party websites or services.

We encourage you to review the privacy policies of any third-party services you connect or use.

Updating and Correcting Your Information

You may update certain account information directly inside your First Life CRM account.

You are encouraged to keep your information accurate and current.

You may request that we update, correct, or delete certain personal information by contacting support. Some information may need to be retained for legal, billing, security, compliance, or recordkeeping purposes.

Backup copies or system logs may also remain for a limited time after deletion.

Your Communication Choices

From time to time, First Life CRM may send you emails, messages, or notices about:

  • Platform updates

  • Product improvements

  • New features

  • Billing or subscription information

  • Support notifications

  • Promotional offers

You may opt out of promotional communications at any time. However, we may still send important service-related or administrative messages related to your account.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, misuse, loss, disclosure, or alteration.

These measures may include:

  • Secure servers

  • Encryption where appropriate

  • Password-protected accounts

  • Access controls

  • Firewalls and monitoring

  • Limited employee or contractor access

  • Security procedures for support access

However, no internet-based service can be guaranteed to be 100% secure. You are responsible for keeping your login credentials secure and for protecting the devices you use to access First Life CRM.

Payment Information

Payment processing may be handled by trusted third-party payment processors.

First Life CRM does not store full credit card details unless otherwise stated by the payment provider. Payment processors receive the information necessary to process transactions, verify payments, and manage billing.

Data Breach Notification

If we become aware of a security breach involving personal information, we will take reasonable steps to investigate and respond.

Where required by law, we will notify affected users by email, platform notice, or another legally accepted method.

You agree to notify us promptly if you believe your account, device, or login credentials have been compromised.

Children’s Privacy

First Life CRM is intended for users who are at least 18 years old.

We do not knowingly collect personal information from children under 18. If we become aware that we have collected information from a minor, we will take reasonable steps to delete it.

Public Areas and User-Shared Information

If you voluntarily share personal information in public areas, groups, comments, forums, or community spaces connected to First Life CRM, that information may be visible to others.

We are not responsible for how third parties use information you choose to make public.

Data Retention

We retain information only as long as reasonably necessary to:

  • Provide the service

  • Maintain business records

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

  • Protect platform security

After account cancellation or termination, certain data may be deleted, archived, or retained as required by law or business necessity.

Changes to This Policy

We may update this Data Privacy Policy from time to time.

If we make significant changes, we may notify you by email, platform notice, or by updating this page.

Your continued use of First Life CRM after changes are posted means you accept the updated policy.

Contact Us

If you have questions about this Data Privacy Policy, please contact us:

First Life CRM

First Life CRM is committed to protecting user data, respecting privacy, and providing a secure platform for agents and businesses to manage their operations with confidence.

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