This privacy policy describes how Better Sales Pro Inc. ("Better Sales Pro," "we," "us," or "our") collects, uses, discloses, and protects information when you use our websites, mobile applications, and related business software and services (collectively, the "Services"). It is intended for those who want to understand how "Personally Identifiable Information" (PII) and similar personal data is handled online. PII, as described in U.S. privacy law and information security practice, is information that can be used on its own or with other information to identify, contact, or locate a person, or to identify an individual in context. Please read this policy carefully to understand our practices.

When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number, payment card or bank information, or other details to help you with your experience. We may collect government identifiers or tax-related information only where you choose to submit them for a specific feature (for example payroll, payouts, or identity or compliance checks) and where permitted by law.

We collect information from you when you register on our site, place an order, subscribe to a newsletter, respond to a survey, fill out a form, Use Live Chat, Open a Support Ticket or enter information on our site. Provide us with feedback on our products or services.

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

      • To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested.
      • To improve our website in order to better serve you.
      • To allow us to better service you in responding to your customer service requests.
      • To administer a contest, promotion, survey or other site feature.
      • To quickly process your transactions.
      • To ask for ratings and reviews of services or products.
      • To follow up with them after correspondence (live chat, email or phone inquiries).

Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.

We use regular Malware Scanning.

Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.

We implement a variety of security measures when a user places an order enters, submits, or accesses their information to maintain the safety of your personal information.

All transactions are processed through a gateway provider and are not stored or processed on our servers.

Yes. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We use cookies to:

      • Help remember and process the items in the shopping cart.
      • Understand and save user's preferences for future visits.
      • Keep track of advertisements.
      • Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.

If users disable cookies in their browser:

If you turn cookies off, Some of the features that make your site experience more efficient may not function properly. Some of the features that make your site experience more efficient and may not function properly.

We do NOT sell, trade, or otherwise transfer your Personally Identifiable Information to outside parties for their marketing purposes. However, we may share your information with trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. These trusted third parties include:

      • Payment processors (to process transactions)
      • Cloud infrastructure, hosting, and security vendors that help us operate the Services
      • Communications providers (for example email, SMS, voice, or video) when you use those features
      • Analytics, customer support, marketing, and other service providers we engage to run and improve our business
      • Marketing platforms (if you have opted in to marketing communications)

We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, protect our or others' rights, property, or safety, or when required by legal process or government request.

Your California Privacy Rights: If you are a California resident, you have the right to opt-out of the sale of your personal information. We do not sell personal information in the traditional sense, but we may share information for targeted advertising purposes. You may opt-out of such sharing by contacting us at privacy@bettersalespro.com or visiting your account settings.

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Google's advertising requirements can be summed up by Google's Advertising Principles. They are put in place to provide a positive experience for users. https://support.google.com/adwordspolicy/answer/1316548?hl=en

We use Google AdSense Advertising on our website.

Google, as a third-party vendor, uses cookies to serve ads on our site. Google's use of the DART cookie enables it to serve ads to our users based on previous visits to our site and other sites on the Internet. Users may opt-out of the use of the DART cookie by visiting the Google Ad and Content Network privacy policy.

We have implemented the following:

      • Remarketing with Google AdSense

We, along with third-party vendors such as Google use first-party cookies (such as the Google Analytics cookies) and third-party cookies (such as the DoubleClick cookie) or other third-party identifiers together to compile data regarding user interactions with ad impressions and other ad service functions as they relate to our website.

Opting out:
Users can set preferences for how Google advertises to you using the Google Ad Settings page. Alternatively, you can opt out by visiting the Network Advertising Initiative Opt Out page or by using the Google Analytics Opt Out Browser add on.

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law's reach stretches well beyond California to require any person or company in the United States (and conceivably the world) that operates websites collecting Personally Identifiable Information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals or companies with whom it is being shared. - See more at: http://consumercal.org/california-online-privacy-protection-act-caloppa/#sthash.0FdRbT51.dpuf

According to CalOPPA, we agree to the following:

Users can visit our site anonymously.
Once this privacy policy is created, we will add a link to it on our home page or as a minimum, on the first significant page after entering our website.
Our Privacy Policy link includes the word 'Privacy' and can easily be found on the page specified above.

You will be notified of any Privacy Policy changes:
      • On our Privacy Policy Page
Can change your personal information:
      • By emailing us
      • By logging in to your account

We honor Do Not Track signals and Do Not Track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.

When it comes to the collection of personal information from children under the age of 13 years old, the Children's Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, United States' consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children's privacy and safety online.

We do not specifically market to children under the age of 13 years old.

Do we let third-parties, including ad networks or plug-ins collect PII from children under 13?
No

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:
We will notify you via email
      • Within 7 business days
We will notify the users via in-site notification
      • Within 7 business days

We also agree to the Individual Redress Principle which requires that individuals have the right to legally pursue enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.

We are committed to protecting your privacy. This section of our privacy policy explains how we handle your mobile information in relation to our text messaging services.

We value your privacy and understand the importance of keeping your personal information secure. Specifically, regarding your mobile phone number and any information related to text messaging:

No Mobile Information Sharing: We do not share, sell, rent, or trade your mobile phone number or any personal information collected through our text messaging services with any third parties for their promotional purposes.

Use of Mobile Information: Your mobile phone number will be used exclusively for the purposes of the services you have opted in for, such as receiving updates, notifications, and promotional messages from us.

Data Security: We implement appropriate technical and organizational measures to protect your mobile information against unauthorized or unlawful processing and against accidental loss, destruction, or damage.

By opting in to our text messaging services, you consent to the collection and use of your mobile information as described in this policy.

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:
      • Send information, respond to inquiries, and/or other requests or questions
      • Process orders and to send information and updates pertaining to orders.
      • Send you additional information related to your product and/or service
      • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

To be in accordance with CANSPAM, we agree to the following:

      • Not use false or misleading subjects or email addresses.
      • Identify the message as an advertisement in some reasonable way.
      • Include the physical address of our business or site headquarters.
      • Monitor third-party email marketing services for compliance, if one is used.
      • Honor opt-out/unsubscribe requests quickly.
      • Allow users to unsubscribe by using the link at the bottom of each email.

If at any time you would like to unsubscribe from receiving future emails, you can email us at
      • Follow the instructions at the bottom of each email and we will promptly remove you from ALL correspondence.

Consent to Recording: As detailed in our Terms of Use, you expressly consent to the recording, monitoring, and storage of certain communications with Better Sales Pro Inc. and our support and success teams, including but not limited to:

      • Telephone calls (incoming and outgoing)
      • Text messages (SMS/MMS)
      • Email communications
      • Video meetings, webinars, or screen-share sessions used for demos, onboarding, or support
      • Live chat and instant messaging
      • Screen recordings of your platform interactions

Purpose: Recorded communications are used for quality assurance, training, legal compliance, dispute resolution, fraud prevention, and customer service improvement. Recordings may be retained for legal and business purposes and may be used as evidence in legal proceedings.

Collection of Location Data: Our mobile applications and website may collect precise or approximate geolocation from your device when a feature you use requires it, for example:

      • Time tracking, routing, or dispatch for field teams (when you or your organization enable those features)
      • Showing maps, driving directions, or service-area context in the product
      • Fraud prevention, security, or compliance checks tied to account activity
      • Optional location-based personalization you turn on in settings

Control: You can disable location services through your device settings at any time, though this may limit certain features. Location data is processed in accordance with this Privacy Policy and applicable law.

How Long We Keep Your Information:

      • Account Data: Retained while your account is active and for up to 7 years after account closure for legal and business purposes
      • Transaction Records: Retained for at least 7 years to comply with tax and financial regulations
      • Communication Records: Retained for up to 5 years for legal compliance and dispute resolution
      • Marketing Data: Retained until you opt-out or request deletion
      • Cookies and Analytics: Retained according to cookie settings (typically 13-24 months)

Legal Holds: We may retain data longer when required by law, legal process, or to protect our legal rights.

You have the following rights regarding your personal information:

      • Right to Access: Request a copy of the personal information we hold about you
      • Right to Correction: Request correction of inaccurate or incomplete information
      • Right to Deletion: Request deletion of your personal information (subject to legal requirements)
      • Right to Data Portability: Request a copy of your data in a structured, machine-readable format
      • Right to Opt-Out: Opt-out of marketing communications, data sharing for advertising, and sale of information (where applicable)
      • Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

How to Exercise Your Rights: Contact us at privacy@bettersalespro.com or through your account settings. We will respond to verified requests within the timeframes required by applicable law (typically 30-45 days).

Requesting Account and Data Deletion (All Users): You may request deletion of your account and associated data at any time. This applies to both end-user or client portal accounts (website or mobile app) and administrator or staff accounts (including internal dashboards, partner tools, or other Better Sales Pro applications your organization uses).

Steps to request account and data deletion:
      1. Send an email to privacy@bettersalespro.com with the subject line "Account Deletion Request" (or "Request to Delete My Account and Data").
      2. In the email, include: (a) the email address associated with your account, and (b) whether the account is a client account or an admin/staff account, if you know.
      3. We may ask you to verify your identity (e.g., by confirming details or logging in) before processing the request.
      4. We will process verified deletion requests within the timeframes required by applicable law (typically 30–45 days) and will confirm when the request is complete.

What is deleted and what is retained: When we delete your account, we delete or anonymize the personal information associated with that account. Some data may be retained as described in the "Data Retention" section above (e.g., transaction records for tax/legal compliance, or where we are required to retain data by law). For details on retention periods, see "How Long We Keep Your Information" in the Data Retention section.

California Residents: See Section below for additional CCPA/CPRA rights.

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

      • Right to Know: What personal information we collect, use, disclose, and sell
      • Right to Delete: Request deletion of your personal information
      • Right to Opt-Out: Opt-out of the sale or sharing of your personal information
      • Right to Correct: Request correction of inaccurate personal information
      • Right to Limit: Limit the use and disclosure of sensitive personal information
      • Right to Non-Discrimination: Not receive discriminatory treatment for exercising CCPA rights

Categories of Personal Information We Collect:

      • Identifiers (name, email, address, phone number, IP address)
      • Financial information (payment methods, transaction history)
      • Commercial information (purchase or subscription history, product usage, and similar business activity)
      • Internet activity (browsing history, search history, interactions with our platform)
      • Geolocation data
      • Audio, electronic, or visual recordings (for example support calls, webinars, or screen recordings you participate in)
      • Professional or employment-related information (for example business title, company name, or credentials you provide)

Sensitive Personal Information: We only collect sensitive categories of personal information where you submit them for a specific purpose we disclose at collection (for example payroll, payouts, or regulated identity checks) and where permitted by law. We limit use of sensitive information to the purposes described at collection and in our agreements with you.

To Exercise CCPA Rights: Email privacy@bettersalespro.com or call us. We may require verification of your identity. You may designate an authorized agent to make requests on your behalf.

Do Not Sell My Personal Information: We do not sell personal information in the traditional sense. However, we may share information for targeted advertising. California residents may opt-out by contacting us or adjusting settings.

Business data you enter in Better Sales Pro: When you use the Services to manage contacts, leads, customers, jobs, messages, files, payments, marketing, or team activity, you may submit personal information about yourself and about other people (for example your customers, prospects, or employees). You are responsible for ensuring you have a lawful basis to collect that information and for providing any notices or obtaining any consents required under applicable law.

Our role: We act as a controller of certain account, billing, usage, and security information. For personal information that you or your organization upload or generate solely to use the Services (for example CRM records about your customers), we typically act as a processor or service provider on your behalf, and we process that information to provide the Services and in accordance with our Terms of Use and any business agreement (including any Data Processing Addendum) between us.

Integrations: If you connect third-party applications (such as email, calendars, maps, accounting, communications, advertising, or AI tools), those providers may process information under their own privacy policies. Please review their terms before you enable an integration.

Two-Factor Authentication (2FA): When you enable 2FA, we collect and store:

      • Your authentication method preferences
      • Mobile phone numbers for SMS codes
      • Email addresses for verification codes
      • Device identifiers for trusted devices
      • Authentication logs and timestamps

Third-Party Authenticators: If you use third-party authenticator apps (Google Authenticator, Microsoft Authenticator, Authy), your authentication credentials are managed by those third parties subject to their privacy policies.

Security: 2FA data is encrypted and stored securely. Authentication logs are retained for security analysis and fraud prevention.

Better Sales Pro Inc. is based in the United States. If you access our Services from outside the United States, your information may be transferred to, stored, and processed in the United States. By using our Services, you consent to the transfer of your information to the United States where applicable and understand that U.S. data protection laws may differ from those in your country of residence.

We comply with applicable data protection laws and implement appropriate safeguards for international data transfers.

We use automated systems to:

      • Suggest workflows, templates, or product features based on your usage and account settings
      • Surface insights inside the platform (for example pipeline summaries or activity trends)
      • Detect fraud and suspicious activity
      • Personalize your experience on our platform

These automated processes do not make decisions that significantly affect your legal rights. You may opt-out of personalized recommendations through your account settings.

We use the following categories of third-party service providers:

      • Cloud Hosting: Amazon Web Services, Microsoft Azure, or similar
      • Payment Processing: Stripe, PayPal, or other payment gateways
      • Analytics: Google Analytics, similar analytics platforms
      • Communication Services: Twilio (SMS), SendGrid (Email), or similar
      • Customer Support: Zendesk, Intercom, or similar platforms
      • Marketing Platforms: Mailchimp, HubSpot, or similar services
      • Integration partners: Third parties you connect to your account (for example email, calendar, maps, payments, or AI features), subject to their policies
      • Mapping Services: Google Maps

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

No Sharing of Prohibited Content: Better Sales Pro Inc. does not permit and does not support the sharing of prohibited content through our platform, services, or systems. No files, documents, movies, messages, communications, uploads, or other content transmitted, stored, or shared on or through our website, applications, or services shall contain or facilitate sharing of:

      • Real-world, graphic violence outside of a newsworthy or legitimate documentary/educational context
      • Nudity or sexually suggestive content
      • Sexual content or sexually explicit material
      • Illegal content of any kind, including content that violates applicable law

We may monitor, remove, or report content that violates this policy and may take action against accounts that share prohibited content. By using our Services, you agree not to upload, transmit, or share any such content.

If there are any questions regarding this privacy policy, you may contact us using the information below.

Better Sales Pro Inc.
4007 Riverview Blvd
Bradenton, FL 34209
United States of America
support@bettersalespro.com
privacy@bettersalespro.com (for privacy-specific inquiries)
Last edited on May 3, 2026