CRM REFRESHBOOK A CALLHow we handle personal information
This policy explains what personal information CRM Refresh collects, why we collect it, who we share it with, and what you can ask us to do with it. CRM Refresh is a LitLife LLC company. In this policy, “we” and “us” mean CRM Refresh.
It covers information we collect about you — whether you visit our website, enquire about our services, book a call, or become a client.
It is worth separating these up front, because different rules apply.
Information about you. If you fill in a form, book a call, email us, or buy a service, we collect information about you. That is what this policy covers.
Information inside a client’s CRM. When we do work for a client, we handle their contact database, which contains information about their customers and prospects. We do not own that data and we do not use it for our own purposes. We handle it only on that client’s instructions, and how we do that is set out in Section 4 of our User Agreement. If you are in a client’s database and want your information changed or removed, contact that business directly — they decide, and we act on their instruction.
From people who get in touch or become clients:
From anyone visiting our website:
We do not sell your personal information. We do not rent it. We do not share it with anyone for their own advertising.
We use a notetaking tool to record and transcribe some calls, so we have an accurate record of what was agreed and so we do not have to take notes while you are talking.
Our video platform displays a recording notice at the start of any call that is being recorded, and the notetaker appears as a participant. California and a number of other states require everyone on a call to agree to being recorded, and staying on the call after that notice is how that agreement is given. If you would rather not be recorded, tell us and we will turn it off or take notes by hand instead.
Recordings and transcripts are treated the same as any other information about you under this policy.
We use other companies to run our business, and some of them process your information on our behalf. We share only what they need, and they are not permitted to use it for anything else.
The main categories are:
Our own team members and contractors also handle this information where they need it to do their jobs, and they are under written confidentiality obligations.
We will also share information where the law requires it, where we need to enforce our agreements or protect someone’s safety, or if the business is ever sold or reorganized - in which case this policy continues to apply to the information transferred.
Our website uses cookies — small files stored by your browser. Some are necessary to make the site work. Others help us understand which pages people find useful.
You can block or delete cookies in your browser settings. Some parts of the site may not work properly if you do.
Some browsers send a “Do Not Track” signal. There is no agreed industry standard for how to respond to it, so we do not currently respond to it. If that changes, we will update this policy.
We only text people who have agreed to hear from us at the point their number was collected. How often we text varies. Your carrier may charge you for messages and data.
Reply STOP to stop, START to start again, and HELP if you need help.
We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We keep inquiry and prospect information for as long as we are in contact with you, and for a reasonable period afterward in case you come back.
We keep client records, including records of the work we did, for longer — they are our work product, and they are what allows us to answer a question or put something right later. Section 4.5 of our User Agreement explains this.
We keep billing and tax records for as long as the law requires.
We keep records of SMS consent for as long as we are permitted to message you, plus a period afterward to show that consent existed.
We use reasonable safeguards for the kind of information we handle. Access is limited to people who need it, and we remove access promptly when someone leaves the team or the work ends.
No system is completely secure, and we cannot promise that information sent over the internet is never intercepted. If a breach affects your information, we will tell you as required by law.
You can ask us to:
Email info@crmrefresh.org and tell us what you want. We will respond within a reasonable time, and we will never treat you differently for asking.
Some information we may need to keep — billing and tax records, for example, or records we need to defend a legal claim. If we cannot delete something, we will tell you why.
Depending on where you live, you may have additional rights under your state’s privacy laws. Ask us and we will help.
Our services are for real estate professionals and are not directed to children. We do not knowingly collect information from anyone under 13. If you believe a child has given us information, email us and we will delete it.
We may update this policy. The effective date at the top tells you when it last changed. If we make a significant change to how we handle your information, we will let clients know by email.
Questions about this policy, or about information we hold: email info@crmrefresh.org, or write to CRM Refresh, 425 30th St #17, Newport Beach, CA 92660.
CRM Refresh — a LitLife LLC company
CRMRefresh.org | Effective August 25, 2026