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Privacy Policy


Your privacy is important to us. It is Followup CRM 's policy to respect your privacy regarding any information we may collect from you across our Followup CRM App, https://app.followupcrm.com/ , website and integrations. 

1. Your Data

Customer’s Proprietary Rights

You own and retain all rights to the Customer Materials and Customer Data. This Agreement does not grant us any ownership rights to Customer Materials or Customer Data. You grant permission to us to use Customer Materials and Customer Data only as necessary to provide the Subscription Service and Consulting Services to you and as otherwise permitted by this Agreement. If you are using the Subscription Service or receiving Consulting Services on behalf of another party, then you represent and warrant that you have all sufficient and necessary rights and permissions to do so.

Limits on Followup CRM App

We will not use, or allow anyone else to use, Customer Data to contact any individual or company except as you direct or otherwise permit. We will use Customer Data only in order to provide the Subscription Service and Consulting Services to you and only as permitted by applicable law and this Agreement.

2. Log Data

When you visit our website, our servers may automatically log the standard data provided by your web browser. This may include your computer’s Internet Protocol (IP) address, browser type and version, the pages you visit, the time and date of your visit, the time spent on each page, and other technical details.

3. Device Data

We may also collect data about the device you’re using to access our website or applications. This may include device type, operating system, unique device identifiers, device settings, and geo-location data. The information collected depends on your device settings. We recommend reviewing your device manufacturer or software provider’s policies to understand what information is shared with us.

4. Personal Information

We may ask for personal information, such as your:

  • Name

  • Email

  • Social media profiles

  • Date of birth

  • Phone/Mobile number

  • Home/Mailing address

  • Work address

  • Website address

  • Payment information

5. Business Data

Business data refers to information generated during normal usage of our platform. This may include transaction records, stored files, user profiles, analytics data, account activity, and other metrics created as users interact with our services.

6. Legal Bases for Processing

We process your personal information lawfully, fairly, and transparently. We collect and use your information only where:

  • It is necessary for the performance of a contract or to take steps before entering into one

  • It satisfies a legitimate interest (not overridden by your data protection rights)

  • You have given us consent for a specific purpose

  • We need to comply with a legal obligation

We do not retain personal information longer than necessary. While we protect your information using commercially acceptable measures, no method of electronic transmission or storage is 100% secure.

7. Collection and Use of Information

We may collect, hold, use, and disclose information for the following purposes:

  • To provide the core features of our platform

  • To process payments

  • To enable access to our website, applications, and social platforms

  • To communicate with you

  • For internal record-keeping

  • For analytics, research, and service improvement

  • For marketing and promotional activities

  • To run competitions or offer subscriber benefits

  • To comply with legal obligations

  • To consider employment applications

8. Followup CRM Outlook Add-In

If you use the Outlook integration, the Subscription Service may access information associated with your Outlook account, including contacts, emails, calendar details, body content, subject lines, and tracked link URLs. The system scans email content only to support user-selected tracking features and notifications. Replies, outgoing mail, email headers, subject lines, distribution lists, aliases, timestamps, and message bodies may be stored to support collaboration within your Subscription.

9. Gmail Integration & Google API Data Usage

Purpose of Gmail Integration
The Gmail integration is used to sync email activity into Followup CRM so users can track communication related to their projects, contacts, and bids. Similar to our Outlook integration, our Gmail integration only accesses data necessary to deliver these core communication and synchronization features.

Gmail Data Usage Requirements
The App will only use access to read, write, modify, or control Gmail message bodies (including attachments), metadata, headers, and settings to provide a web email client that allows users to compose, send, read, and process emails. We will not transfer Gmail data to third parties unless necessary to provide or improve these features, comply with applicable law, or as part of a merger, acquisition, or sale of assets.

The App will not use Gmail data for advertising purposes. The App will not allow humans to read Gmail data unless:

  • You have given explicit consent

  • It is necessary for security or abuse investigations

  • It is required by law

  • It is necessary for internal operations, and only in aggregated, anonymized form

Followup CRM’s use and transfer of information received from Google APIs adheres to Google’s Limited Use Requirements:
https://developers.google.com/terms/api-services-user-data-policy

10. Collection and Sharing of Personal Information

We may collect and disclose personal information in the following statutory categories:

  • Identifiers: name, email, mailing address, phone number

  • Commercial information: subscription records

  • Internet or network activity: browsing and search history

  • Geolocation data: IP address

  • Financial information: payment or account numbers

  • Inferences: information derived from usage, support requests, or surveys

We disclose data only for legitimate business purposes as outlined in this policy.

11. Disclosure to Third Parties

We may disclose personal information to:

  • Third-party service providers

  • Employees, contractors, or related entities

  • Professional advisors

  • Payment processors

  • Law enforcement or regulatory authorities

  • Parties assisting with marketing or direct communication

  • Third parties involved in business transfers

12. International Transfers

Your personal information may be stored or processed in the United States or other jurisdictions where our service providers operate. When transferring data outside the EEA, we use appropriate safeguards such as Standard Contractual Clauses.

13. Your Rights

You may:

  • Access, update, or correct your personal information

  • Request data portability

  • Request deletion of your data

  • Restrict how your data is processed

  • Withdraw consent

  • File a complaint with a data protection authority

14. Cookies

We use cookies to understand your activity on our site and improve the content and experience. See our Cookie Policy for more details.

15. Business Transfers

If Followup CRM or its assets are acquired, personal data may be transferred to the acquiring parties under the same privacy protections outlined here.

16. External Links

Our website may contain links to external websites not operated by us. We are not responsible for their privacy practices.

17. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices. Continued use of our services constitutes acceptance of the updated policy. Material changes will prompt a request for renewed consent.

Contact Us

Followup CRM
Erick Vargas
evargas@followupcrm.com

Effective Date: December 12, 2025


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