Privacy policy | Skillful CRM

Last Updated: September 2025

1. Overview

Skillful Brands, LLC (“Company,” “we,” “us,” and “our”) operates the Skillful CRM platform available at https://www.skillfulcrm.com and respects your privacy and is committed to protecting it through compliance with this Privacy Policy. This Privacy Policy describes how we collect, use, share, and protect your Personal Information when you visit our website at https://Skillfulcrm.com, use our services, communicate with us, or we otherwise process your Personal Information (collectively, the "Services").By accessing or using our Services, you agree and consent to this Privacy Policy. If you do not agree with our policies and practices, please do not use our Services.

Scope and Application

This Privacy Policy applies to Personal Information we collect as a data controller. When we process Personal Information on behalf of our business customers as a service provider or processor, their privacy policies will apply instead of this Privacy Policy.

2. Information We Collect

We collect information about you ("Personal Information") in the following ways:

Information You Provide Directly

Account Information: Name, email address, phone number, billing information, shipping address, username, and password
Transaction Information: Purchase history, payment details, order information
Communication Information: Messages, feedback, survey responses, support requests
Professional Information: Company name, job title, business contact details
User Content: Any information you submit through our Services

Information Collected Automatically

Device Information: IP address, browser type, operating system, device identifiers
Usage Information: Pages viewed, features used, click data, time spent on pages
Location Information: General geographic location based on IP address
Cookie Information: Data collected through cookies and similar technologies

Information from Third Parties

Marketing Partners: Contact information, professional details from advertising partners
Social Media: Information from social media platforms when you interact with our content
Data Providers: Publicly available information from databases and research partners
Affiliate Partners: Referral information when you access our Services through partner links

3. How We Use Your Information

We use Personal Information for the following purposes:

Service Delivery and Operations

- Provide, maintain, and improve our Services
- Process transactions and send related information
- Create and manage your accountRespond to customer service requests
- Send administrative messages and updates

AI-Powered Features

Some features may use artificial intelligence to enhance performance. We do not use your Personal Information to train generalized AI models. Our AI subprocessors are limited to providing specific services under strict data use limitations.

Marketing and Communications

- Send promotional materials and newsletters (with consent)
- Provide personalized content and recommendations
- Conduct surveys and research
- Deliver targeted advertising

Analytics and Improvement

- Analyze usage patterns and trends
- Test and develop new features
- Monitor and improve Service performance
- Generate aggregated statistics

Legal and Security

- Comply with legal obligations
- Protect against fraud and abuse
- Enforce our terms and agreements
- Ensure platform security

Legal Basis for Processing

Where required by law, we process Personal Information only when we have a valid legal basis:

Consent: You have given clear consent for specific purposes
Contract: Processing is necessary to fulfill our contract with you
Legal Obligation: We must process data to comply with the law
Legitimate Interests: Processing is necessary for legitimate business interests that don't override your rights

4. How We Protect Your Information

We implement appropriate technical and organizational security measures to protect Personal Information against unauthorized access, alteration, disclosure, or destruction, including:

- Encryption of data in transit and at rest
- Regular security assessments and audits
- Access controls and authentication requirements
- Employee training on data protectionIncident response procedures

No method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your Personal Information, we cannot guarantee absolute security.

5. Information Sharing

We may share Personal Information with:

Service Providers

Third-party vendors who perform services on our behalf, such as:
- Payment processing
- Email delivery
- Analytics services
- Customer support
- Cloud hosting

Business Partners

- Integration partners for joint features
- Affiliate partners in our referral program
- Co-marketing partners

Legal Requirements

When required by law or to:

- Respond to legal process
- Protect our rights and property
- Prevent fraud or illegal activities
- Ensure user safety

Business Transfers

In connection with any merger, sale, acquisition, or reorganization of our business

With Your Consent

When you direct us to share information or give explicit consent.

Important: We do NOT share phone numbers or opt-in consent with third parties without your express written consent.

6. Data Retention

We retain Personal Information only as long as necessary to:

- Fulfill the purposes described in this Policy
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
- Maintain business records

Retention periods vary based on the type of information and purpose of processing. We may anonymize data for statistical purposes and retain it indefinitely.

7. Children's Privacy

Our Services are not intended for children under 16. We do not knowingly collect Personal Information from children under 16. If we learn we have collected such information, we will promptly delete it. If you believe we have information from a child under 16, please contact us immediately.

8. Third-Party Links and Services

Our Services may contain links to third-party websites and services. We are not responsible for their privacy practices. We encourage you to review their privacy policies before providing any information.

Connected Services

When you connect third-party services (e.g., social media accounts, apps from our marketplace), those services' privacy policies apply to their collection and use of your information.

9. Cookies and Tracking

We and our partners use these cookie and other tracking technologies on our Services.
Preferences: To help us remember your settings and preferences so that we can provide you with a more personalized experience.
Authentication and Security: To log you into the Services; enable us to show you your account data; and help us keep your data and the Services safe and secure.
Service Features and Performance: To provide you with functionality and optimize the performance of the Services. For example, to allow you to share information from CloseGPT mobile apps with friends within your social networks/circles.
Analytics and Research: To help us understand how you are using the Services so that we can make them better, faster, and safer.
Marketing and Targeting: To help us better target our advertising, conversion tracking, lookalike audiences and modeling, and retargeting you with our advertisements.

You have a number of options to control or limit how we and our partners use cookies and similar technologies, including for advertising. Please note that Skillful CRM's websites and our Services do not respond to Do Not Track signals. However, we believe that you should have a choice regarding interest-based ads served by our partners, which is why we outline the options available to you here below.You can set your device or browser to accept or reject most cookies, or to notify you in most situations that a cookie is offered so that you can decide whether to accept it. However, if you block cookies, certain features on our Services may not function. Additionally, even if you block or delete Cookies, not all tracking will necessarily stop.

To prevent your data from being used by Google Analytics, you can install Google's opt-out browser add-on.
For information on how our advertising partners allow you to opt out of receiving ads based on your web browsing history, please visit http://optout.aboutads.info/.
To opt out of ads on Facebook, Pinterest, Google or other sites that are targeted to your interests, use your Facebook, Pinterest, Google Ads, or the other site settings.
Check your mobile device for settings that control ads based on your interactions with the applications on your device. For example, on your iOS device, enable the "Limit Ad Tracking" setting, and on your Android device, enable the "Opt out of Ads Personalization" setting.

As an additional step, these advertising companies may participate in one of the following advertising industry self-regulatory programs for online behavioral advertising, with corresponding user opt-outs:

Networking Advertising Initiative (http://www.networkadvertising.org/choices/) (US Only)
Digital Advertising Alliance (http://www.aboutads.info/choices/) (US Only)
European Interactive Digital Advertising Alliance (http://www.youronlinechoices.eu/) (EU Only)
Digital Advertising Alliance - Canada (http://youradchoices.ca/choices) (Canada Only)
DAA App Choices Mobile App (Mobile Devices Only) - For mobile devices (e.g., smartphone, tablets), you may consider downloading the DAA AppChoices Mobile App to manage such technology.

However, if you do not accept cookies, you may not be able to use some portions of our Service.

Do Not Track

Our Services do not currently respond to "Do Not Track" browser signals.

10. Your Privacy Rights

Depending on your location, you may have certain rights regarding your Personal Information:

General Rights

Access: Request information about Personal Information we hold
Correction: Update or correct inaccurate information
Deletion: Request deletion of your Personal Information
Portability: Receive your data in a portable format
Objection: Object to certain processing activities
Restriction: Request limited processing of your data
Withdrawal: Withdraw consent at any time

Regional Privacy Rights

European Economic Area, UK, and Switzerland

Under GDPR and similar laws, you have the rights listed above plus:

- Right to lodge a complaint with supervisory authorities
- Right to access, update or to delete your data on our site;
- Right to rectify your information if that information is inaccurate or incomplete;
- Right to object to the processing of your Personal Data;
- Right to request that the processing of your personal information is restricted;
- Right to request and be provided with a copy of your Personal Data in a structured, machine-readable and commonly used format;
- Right to withdraw consent at any time where your consent is required to process any of your personal information;

United States

- Residents of California, Colorado, Connecticut, Virginia, and other states with privacy laws have:
- Right to know what Personal Information is collected
- Right to delete Personal Information
- Right to opt-out of sale/sharing of Personal Information
- Right to non-discrimination for exercising privacy rights
- Right to correct inaccurate information
- Right to limit use of sensitive Personal Information
- Right to appeal privacy request decisions

We do not sell your Personal Information to a third party for money, but some disclosures for advertising may be considered “sale,” “share,” or “targeted advertising.” under certain state laws. To opt-out, you may do so by using the “Do Not Sell or Share My Information” on the Platform website or by contacting us via the details in the “Contact Information” section

Exercising Your Rights

To exercise any of these rights:

Email: privacy@skillfulcrm.com
Mail: Skillful Brands, Attn: Privacy Contact, 2810 North Church Street #878610, Wilmington, DE 19802

We may need to verify your identity before processing requests. We will respond within the timeframe required by applicable law (typically 30-45 days).

11. International Data Transfers

We operate globally and may transfer Personal Information across borders. When we transfer data internationally, we ensure appropriate safeguards are in place:

Transfer Mechanisms

- Standard Contractual Clauses
- Data Privacy Framework certifications
- Adequacy decisions
- Consent (where appropriate)

12. California Privacy Rights

Shine the Light

California residents may request information about Personal Information shared with third parties for direct marketing purposes.

California Consumer Privacy Act (CCPA/CPRA)

California residents have additional rights described in Section 10 above.

Categories of Information Collected

In the past 12 months, we have collected:

- Identifiers (name, email, IP address)
- Personal information categories in Cal. Civ. Code § 1798.80(e)
- Commercial information
- Internet activity information
- Geolocation data
- Professional information
- Inferences from collected information
- Device fingerprints

Information Disclosure

We disclose Personal Information for business purposes to:

- Service providers
- Business partners
- Advertising partners
- Affiliates

13. Marketing and Communications

Your Choices

You can manage marketing preferences by:

- Clicking "unsubscribe" in emails
- Updating account settings
- Contacting us directly

Note: You may still receive transactional and administrative messages even if you opt-out of marketing.

14. Updates to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes by:

- Posting the updated Policy on our website
- Sending notice to your registered email
- Displaying a prominent notice on our Services

Your continued use after changes constitutes acceptance of the updated Policy.

15. Contact Information

For questions about this Privacy Policy or our privacy practices:

Skillful Brands Attn: Privacy Contact 2810 North Church Street #878610 Wilmington, DE 19802
Email: privacy@skillfulcrm.com