01
Information We Collect
Personal Information — Name, email address, phone number, mailing address, business name, payment information, and account credentials.
Business Information — Customer contact information, job details, estimates and invoices, appointment scheduling data, and communications with customers.
Automatically Collected — IP address, browser type, device information, pages visited, time spent on pages, referral sources, and platform usage data.
Communication Data — SMS messages, phone call logs, email communications, and customer responses. This information is processed only to deliver the services offered by Fulcrum.
02
How We Use Your Information
We use collected information to provide and operate our services, manage your account, process estimates and invoices, enable communication with customers, support lead generation systems, improve our platform, provide customer support, send service notifications, and maintain security.
03
SMS Communications and Consent
If you provide your phone number, you may receive SMS messages related to appointment scheduling, service notifications, customer communication, account notifications, and service updates.
By providing your phone number and opting in, you consent to receive SMS messages from Fulcrum. You may opt out at any time by replying STOP. Message frequency may vary. Message and data rates may apply.
04
Sharing of Information
We do not sell or rent personal information. We may share information only with trusted vendors that help operate our services — payment processors, SMS and communication providers, CRM infrastructure providers, and hosting providers. These providers are only permitted to use information necessary to perform services on our behalf.
We may also disclose information if required by law, to comply with legal obligations, protect our rights, or prevent fraud or abuse.
05
Mobile Information Sharing Policy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services is permitted. Text messaging originator opt-in data and consent will not be shared with any third parties.
06
Cookies and Tracking
Our website may use cookies and similar technologies to improve user experience, analyze traffic, understand usage patterns, and support marketing analytics. You may disable cookies in your browser settings.
07
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no online platform can guarantee absolute security.
08
Data Retention
We retain data only as long as necessary to provide services, maintain records, and comply with legal obligations. When data is no longer needed it is securely deleted or anonymized.
09
Your Rights
Depending on your location you may have the right to access your data, correct inaccurate information, request deletion of your information, and opt out of marketing communications. Submit requests to the contact information below.
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Children's Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
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Updates to This Policy
We may update this Privacy Policy periodically. The updated version will be indicated by a new effective date.
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Contact
Fulcrum · hello@fulcrumagency.io · (817) 859-7522