Privacy Policy for First Life CRM

Last updated: April 20, 2026

This Privacy Policy explains how First Life CRM (“Company”, “We”, “Us”, or “Our”) collects, uses, and protects your information when you use our platform, services, and website.

By accessing or using First Life CRM, you agree to the collection and use of your information in accordance with this policy.

Definitions & Interpretation

Interpretation

Words with capitalized first letters have specific meanings defined below. These definitions apply whether used in singular or plural form.

Definitions

For the purposes of this Privacy Policy:

  • Service refers to the First Life CRM platform, website, and all related tools and services.

  • Personal Data means any information that can identify an individual.

  • Usage Data refers to information collected automatically when using the Service.

  • You means the individual or business using our Service.

  • Service Providers are third parties who help us operate or improve our platform.

  • Third-Party Services include integrations such as communication tools, payment processors, and analytics providers.

Information We Collect

We collect different types of information to provide and improve our services.

Personal Information

While using our platform, we may collect:

  • Name

  • Email address

  • Phone number

  • Business information

  • Billing and payment details

This type of data is commonly collected in CRM systems to enable communication and account functionality.

Usage Data

We automatically collect data such as:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent

This helps us improve performance and user experience.

Client & Contact Data

As a CRM platform, you may store customer or lead data within the system. This may include:

  • Contact details

  • Notes and communication history

  • Marketing interactions

You are responsible for ensuring you have permission to store and use this data.

How We Use Your Information

We use your information to:

  • Provide and maintain our services

  • Process transactions and billing

  • Communicate with you (updates, support, notifications)

  • Improve platform performance and features

  • Ensure compliance with legal and regulatory requirements

  • Support AI-powered features such as automation, messaging, and lead management

AI & Automated Processing

First Life CRM may use AI-driven tools to:

  • Send automated messages (SMS, email, voice)

  • Analyze conversations and engagement

  • Assist with lead qualification and follow-ups

By using the platform, you acknowledge and consent to this automated processing as part of the service.

Sharing of Information

We do not sell your personal data.

We may share information with:

  • Trusted service providers (hosting, communications, analytics)

  • Payment processors

  • Legal authorities when required by law

  • Partners or integrations you choose to connect

All data sharing is limited to what is necessary to operate the platform.

Data Security

We implement industry-standard safeguards to protect your data, including:

  • Secure servers and encryption

  • Access controls

  • Ongoing monitoring and system updates

However, no system is 100% secure, and we encourage users to maintain strong passwords and account security.

Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Improve user experience

  • Analyze platform usage

  • Personalize content

You can control cookie settings through your browser preferences.

Your Privacy Rights

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

  • Access your personal data

  • Request corrections

  • Request deletion of your data

  • Object to or restrict processing

  • Request data portability

To exercise these rights, contact us using the information below.

Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

Third-Party Links

Our platform may contain links to third-party websites or services.
We are not responsible for their privacy practices.

Children’s Privacy

First Life CRM is not intended for individuals under the age of 18.
We do not knowingly collect personal data from minors.

Changes to This Policy

We may update this Privacy Policy from time to time.
Updates will be posted on this page with a revised effective date.

Contact Us

If you have any questions about this Privacy Policy, you can contact us:

Acceptance of This Policy

By using First Life CRM, you acknowledge that you have read and agree to this Privacy Policy.

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 Questions? Call our Support Line: (283) 396-3424