Privacy Policy

1. Information We Collect

We collect two primary categories of information:

User Information

Data we collect directly from you when you sign up for or use the Service, including:

• Name, email address, and company name; payment information (e.g., billing details)
• Usage data (e.g., how you interact with the Service)
• Communications with our support team

Customer Data

Data you upload or input into ProEdge OS™ about your customers, such as:

• Contact information (e.g., names, phone numbers, email addresses)
• Transaction history
• Other details you choose to store in the platform

We process Customer Data on your behalf as a data processor while you act as the data controller responsible for its collection and use.

2. How We Use Your Information

We use your information as follows:

User Information

• To provide, maintain, and improve the Service
• To process payments and manage your account
• To communicate with you about the Service, including updates, support, and promotional offers (where permitted)
• To comply with legal obligations

Customer Data

• Processed solely according to your instructions as the data controller to enable the platform's functionality (e.g., managing customer relationships)
• Not used by ProEdge OS™ for our purposes unless required by law

We adhere to data minimization principles, collecting only what is reasonably necessary to provide the Service.

3. Sharing and Disclosure of Information

We may share your information in the following circumstances:

User Information

• With service providers (e.g., payment processors, hosting providers) who assist us in operating the Service, under strict confidentiality agreements
• With legal authorities or third parties if required by law, to protect our rights, or in response to a legal process

Customer Data

• Shared only as directed by you or as required by law
• Not sold or shared for our own purposes

We do not sell your User Information or Customer Data. In compliance with certain state laws (e.g., Delaware, Minnesota, Maryland), we disclose the categories of third parties with whom we share personal information:

Categories of Third Parties

• Payment processors
• Cloud hosting providers
• Customer support platforms

4. Your Rights and Choices

Depending on your location and applicable 2025 state privacy laws, you may have the following rights regarding your User Information:

• Access: Request a copy of your personal information
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Request your information in a structured, portable format
• Opt-Out: Opt out of targeted advertising, data sales, or profiling (if applicable)

To exercise these rights, contact us at privacy@proedgecrm.com or use the tools provided within the Service. For Customer Data, please contact the business that uses ProEdge OS™ to manage your information, as they control that data.

We do not engage in the sale of personal information, targeted advertising, or profiling with significant effects. If this changes, we will update this policy and provide clear opt-out mechanisms.

5. Data Security

We implement reasonable and appropriate security measures to protect your information, including:

• Encryption of data in transit and at rest
• Access controls to limit who can view your data
• Regular security audits and updates

While we strive to protect your information, no system is entirely immune to risks, and we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

Our website (e.g., for sign-ups or support) may use cookies and similar technologies to:

• Enhance your browsing experience
• Analyze website usage
• Provide personalized content (where permitted)

You can manage cookie preferences through your browser settings. Essential cookies are required for the Service to function, but non-essential cookies can be disabled. The platform itself does not use cookies but collects data as described in Section 1.

7. Children's Privacy

The Service is not intended for individuals under 13 years of age. We do not knowingly collect personal information from children under 13. If you are a business using the Service, you are responsible for ensuring that you do not collect data from minors without proper consent, as required by applicable laws (e.g., New Jersey's NJDPA for users aged 13-17).

8. International Data Transfers

If you are located outside the United States, your information may be transferred to and processed in the United States, where our servers are located. We ensure such transfers comply with applicable privacy laws through appropriate safeguards, such as standard contractual clauses.

9. Data Retention

We retain User Information for as long as your account is active or as needed to provide the Service, and for a reasonable period thereafter to comply with legal obligations or resolve disputes. Customer Data is retained according to your instructions and deleted upon termination of your account, unless otherwise required by law.

10. Note for Businesses Using ProEdge OS™

As a business user, you are the data controller for Customer Data you process through the Service. You are responsible for:

• Providing appropriate privacy notices to your customers
• Obtaining any necessary consents
• Handling rights requests from your customers

ProEdge OS™ acts as a data processor and complies with your instructions and applicable processor obligations under 2025 state laws.

11. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website and updating the "Last Updated" date. We encourage you to review this policy periodically.

12. Contact Information

For questions, concerns, or to exercise your rights, please contact our Privacy Officer:

• Name: John Smart
• Email: Smarty@proedgecrmooffers.com
• Address: 201 S 25th Street, Unit 315, Philadelphia PA 19102