Privacy Policy

1. Information we collect

We collect information you provide directly and information gathered automatically as you use our platform.

Information you provide

• Contact details such as your name, business name, email address, and phone number when you book a demo or create an account.
• Account and billing information needed to provision and bill your subscription.
• Content you upload into the CRM — leads, contacts, communications, notes, and campaign materials.
• Support requests, survey responses, and any correspondence you send us.

Information collected automatically

• Device and usage data including IP address, browser type, pages viewed, and referring URLs.
• Cookies and similar technologies used to keep you signed in and to measure performance.
• Log data and analytics that help us diagnose issues and improve the product.

2. How we use your information

We use the information we collect to operate, maintain, and improve StreamlineREI, and to serve you as a customer. Specifically, we use it to:

• Provide, configure, and support the CRM platform and related services.
• Process transactions, manage subscriptions, and send billing notices.
• Respond to inquiries, schedule demos, and deliver customer support 24/7.
• Send service updates, security alerts, and — where permitted — marketing communications you can opt out of.
• Analyze usage to improve features, performance, and reliability.
• Detect, prevent, and address fraud, abuse, and security incidents.

3. Sharing & disclosure

We do not sell your personal information. We share it only in the limited circumstances below:

• Service providers — vetted vendors who host, process, or support our platform (for example, cloud hosting, payment processors, and communication providers) under contractual confidentiality obligations.
• Within CrecenTech — affiliated teams that deliver onboarding, engineering, and support.
• Legal requirements — when required by law, subpoena, or to protect the rights, safety, and property of StreamlineREI, our users, or the public.
• Business transfers — in connection with a merger, acquisition, or sale of assets, with notice to affected users.

4. Cookies & tracking

We use cookies and similar technologies to keep you signed in, remember preferences, measure traffic, and improve your experience. You can control cookies through your browser settings; disabling some cookies may limit certain features. We honor recognized opt-out signals where applicable.

5. Data security

We apply administrative, technical, and physical safeguards designed to protect your information, including encryption in transit, access controls, and regular monitoring. No method of transmission or storage is completely secure, so while we work hard to protect your data, we cannot guarantee absolute security.

6. Data retention

We retain personal information for as long as your account is active or as needed to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer required, we delete or anonymize it.

7. Your rights & choices

Depending on your location, you may have the right to access, correct, delete, or export your personal information, and to object to or restrict certain processing. You can also unsubscribe from marketing emails at any time using the link in those messages. To exercise any of these rights, contact us at info@streamlinerei.com and we will respond within the timeframe required by applicable law.

8. SMS & messaging consent

If you opt in to receive text messages from StreamlineREI, you consent to receive account, appointment, and marketing messages at the number provided. Message and data rates may apply, and message frequency varies. You can opt out at any time by replying STOP, or reply HELP for assistance. We do not share mobile opt-in data or consent with third parties for their own marketing purposes.

9. Children's privacy

Our services are intended for businesses and users aged 18 and older. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

10. Changes to this policy & how to contact us

We may update this Privacy Policy from time to time. When we make material changes, we will revise the "Last updated" date above and, where appropriate, notify you. Your continued use of our services after changes take effect constitutes acceptance of the updated policy.