Privacy Policy — BottomLine Leads

    Effective date: April 20, 2026

    1. Introduction

    BottomLine Leads (“we”, “us”, “our”) provides AI‑driven appointment setting, lead generation, and CRM services at https://www.bottomlineleads.com/ and related subdomains (the “Service”). This Privacy Policy explains what information we collect, how we use it, how we share it, and your choices. By using our Service you consent to the practices described here.

    2. Information We Collect

    • a. Contact and Account Information. Name, business name, phone number, email address, company role, and other contact details you provide when you request demos, sign up, or use our Service.
    • b. Communications and Messages. SMS, call logs, chat transcripts, voicemail, and email content when you interact with our AI Employees or support. This includes consent records and opt‑in/opt‑out history.
    • c. Usage Data. Pages visited, IP address, device and browser information, referral source, session duration, and interactions with our site and agents.
    • d. Calendar and Scheduling Data. Appointment times, calendar sync metadata, and booking confirmations when you connect calendars.
    • e. Uploaded Content. Files, photos, or documents you upload to the CRM or agent workflows.
    • f. Cookies and Tracking. Cookies, pixels, and similar technologies for analytics and marketing (see Cookies section).

    3. How We Use Your Information

    We use data to:

    • Provide and operate the Service (booking, lead qualification, agent workflows).
    • Communicate with you (scheduling, confirmations, support).
    • Send SMS and email messages where you have consented.
    • Improve and personalize the Service, analytics, and product development.
    • Comply with legal obligations and protect our rights.

    4. SMS and A2P Compliance

    We send SMS only where you have provided explicit consent. Every message includes opt‑out instructions (“Reply STOP to opt out”) and help instructions (“Reply HELP for help”). We record consent timestamps and message logs for compliance. Expected message frequency is disclosed at point of consent. If you reply STOP, we will immediately cease SMS messages to that number and record the opt‑out.

    5. Sharing and Disclosure

    We may share information with:

    • Service providers (hosting, SMS carriers, analytics, payment processors) under contract.
    • Trusted service partners when necessary to deliver requested automation services.
    • Legal and safety: to comply with laws, respond to legal process, or protect rights.

    We do not sell personal data for monetary consideration.

    No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

    6. Third‑Party Services and Links

    We use third‑party services (e.g., SMS carriers, analytics, payment processors). These providers have their own privacy practices. We recommend reviewing their policies. Our site may contain links to third‑party sites; we are not responsible for their practices.

    7. Cookies, Tracking & Site Visitor Lead Recovery

    We use cookies, tracking pixels, and similar technologies for essential site functions, analytics, and marketing. You can manage cookie preferences via your browser settings. Essential cookies are required for the Service to function.

    Site Visitor Lead Recovery: Our Site Visitor Lead Recovery service uses pixel-based tracking to identify anonymous website visitors. We strongly recommend that clients using this service implement a standard cookie/consent pop-up on their websites. Visitors who decline tracking or opt out will not be captured or enriched. Standard A2P, unsubscribe, and opt-out practices apply to any SMS or email outreach built from this data.

    8. Data Retention

    We retain personal data as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements. Consent and message logs are retained for compliance and auditing.

    9. Your Rights and Choices

    • Access and Portability: Request a copy of your personal data.
    • Correction: Ask us to correct inaccurate data.
    • Deletion: Request deletion of your personal data, subject to legal exceptions.
    • Opt‑out: Reply STOP to any SMS to opt out; use unsubscribe links in emails.

    To exercise rights, contact ask@bottomlineleads.com.

    10. Security

    We use administrative, technical, and physical safeguards to protect data. No system is 100% secure; if a breach occurs we will notify affected parties and regulators as required.

    11. International Transfers

    Data may be processed in the United States and other countries. We use appropriate safeguards for international transfers.

    12. Children

    Our Service is not directed to children under 16. We do not knowingly collect personal data from children.

    13. Changes to This Policy

    We may update this policy. We will post the revised policy with an updated effective date.

    14. Contact

    Questions or requests: ask@bottomlineleads.com