ClearLead Privacy Policy

Effective Date: August 18, 2026

ClearLead, LLC (“ClearLead,” “we,” “us,” or “our”) operates the ClearLead website and provides related products and services, including CRM implementation, messaging and communications tools, AI-assisted agents, automations, and associated resources (collectively, the “Services”).

This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices you have. It applies to website visitors, customers, prospective customers, and anyone who interacts with our Services.

“You” and “your” refer to any individual who visits our website, uses our Services, or otherwise provides information to us. Our Services are intended for business use and you must be at least 18 years old to use them.

By using our website or Services, you acknowledge that you have read and understood this Privacy Policy. Your use of the Services is also subject to our Terms of Service.

1. Information We Collect

1.1 Information You Provide

You may provide information when you fill out forms, request a demo, schedule a call, create an account, purchase Services, or contact us. This can include:

Name, email address, phone number, and business address
Business name, trade or industry, service area, and role
Payment and billing information, processed by third-party payment providers
Any information you choose to share through email, phone, chat, or forms

1.2 Information Collected Automatically

When you visit our website or use the Services, we may automatically collect:

IP address, browser type, operating system, and device information
Pages viewed, actions taken, time spent, referring URLs, and clickstream data
Approximate location information derived from IP or device settings, where enabled
Mobile device identifiers, if accessing through a mobile device

1.3 Cookies, Pixels, and Similar Tracking

We use cookies, pixels, and similar technologies to operate the website, remember preferences, measure performance, and improve marketing.

We may use third-party analytics and advertising tools that set their own cookies or pixels. These tools may collect information about activity over time and across websites.

You can control cookies through your browser settings and may be able to opt out of certain interest-based advertising through industry opt-out tools and the privacy settings of relevant platforms.

1.4 Information From AI-Assisted Features

Our Services may include AI-assisted agents that interact with you or your customers through website chat, SMS, phone calls, email, and social messaging. When someone interacts with these features, we may collect and store:

Chat transcripts and message content
Call recordings, where enabled, and call metadata such as duration and timestamps
SMS and email content sent to or from AI-assisted features
Information provided during interactions, such as name, phone number, requested services, and scheduling preferences

When applicable, AI-assisted interactions are identified as automated or AI-assisted.

1.5 Recorded Calls and Meetings

We may use conferencing and call tools to conduct meetings or sales and support calls. Where recording is enabled, recordings may capture audio, video, and screen-shared content.

If a call or meeting is recorded, you may request that recording be disabled at the start of the session.

1.6 Client Customer Data

When we set up or manage CRM environments and automations for clients, client data may include leads, contacts, customers, messages, and related business records (“Client Data”).

ClearLead may access Client Data within client accounts to:

Deliver, maintain, and support the Services
Troubleshoot issues and provide technical support
Configure automations, workflows, reporting, and integrations
Improve product reliability and internal operations

Clients are responsible for ensuring they have proper rights and permissions to collect, use, and upload Client Data, including required notices and consents to their customers and leads.

Depending on the situation, ClearLead may act as a service provider or processor for Client Data. In limited cases, ClearLead may act as an independent controller for uses described in this Policy, such as security monitoring or internal analytics.

2. How We Use Information

We use collected information to:

Provide, operate, and improve the Services
Set up and manage CRM systems, automations, and communications workflows
Respond to inquiries and provide customer support
Process payments and manage billing
Send service updates and account notices
Send marketing communications where permitted by law and your choices or consent
Measure and improve website performance, advertising, and conversion
Maintain security, prevent fraud, and enforce our agreements
Comply with legal obligations

3. How We Share Information

We do not sell your personal information to third-party data brokers.

3.1 Service Providers

We use third-party vendors to help deliver the Services, including CRM infrastructure, messaging, voice, email delivery, analytics, hosting, security, payment processing, and internal collaboration tools. These providers may use information only as needed to perform services for us.

3.2 Advertising and Analytics Partners

We may share limited information with advertising and analytics partners to measure performance and run campaigns, including retargeting. These partners may process information under their own privacy policies.

The advertising and analytics sharing described in this section does not apply to phone numbers, SMS consent, or mobile data used for messaging.

3.3 Mobile and SMS Data Protection

ClearLead does not sell, share, or distribute phone numbers or SMS consent to third parties or affiliates for marketing purposes.

Mobile information is shared only with service providers solely to deliver messaging services, including messaging platforms and carriers, and is not shared with third parties or affiliates for marketing or promotional purposes.

3.4 Legal and Safety

We may disclose information if required by law or if we believe disclosure is necessary to protect our rights, prevent fraud, address security issues, or protect the safety of users or the public.

3.5 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction.

4. Data Retention

We retain personal information only as long as necessary for the purposes described in this Policy, including providing Services, maintaining records, resolving disputes, enforcing agreements, and meeting legal requirements.

When information is no longer needed, we delete it or de-identify it according to our retention practices.

5. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, or alteration.

No method of transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

6. Your Choices and Rights

6.1 Marketing Communications

Email: You may unsubscribe using the link in our emails.
SMS: You may opt out by replying STOP.
Calls: You may request to stop marketing calls by contacting us.

6.2 Cookies and Targeted Advertising

You can control cookies through your browser settings. You may also opt out of certain interest-based ads through industry opt-out programs and settings provided by advertising platforms.

6.3 Do Not Track

Our website may not respond to “Do Not Track” browser signals.

7. California Privacy Notice

If you are a California resident, you may have rights to request access to and deletion of certain personal information, correct inaccurate information, and opt out of “sharing” for cross-context behavioral advertising.

We do not sell personal information. We may share certain information with advertising partners for targeted advertising as described above, excluding phone numbers, SMS consent, and mobile data used for messaging.

To exercise your rights, contact support@clearlead.io. We will verify your request before processing it as required by law.

8. International Users

ClearLead is based in the United States. If you access our Services from outside the United States, your information may be transferred to and processed in the United States, where data-protection laws may differ from those in your location.

Where required, we rely on lawful bases such as contract performance, legitimate interests, and consent for certain marketing.

9. Communications Consent and SMS Disclosures

By providing your phone number and checking the SMS consent box on our forms, you agree to receive text messages from ClearLead related to your inquiry, appointment scheduling, service updates, and account-related communications.

By submitting a form, requesting information, scheduling a call, or purchasing Services, you may also receive communications from ClearLead by email, phone, and text at the contact information you provide, including service-related messages and, where permitted by law and your consent, marketing messages.

Message frequency varies.
Message and data rates may apply.
Reply STOP at any time to opt out of text messages.
Reply HELP for assistance.
Carriers are not liable for delayed or undelivered messages.
Consent to receive SMS messages is not a condition of purchase.
You may opt out of emails through the unsubscribe link in the email.

10. Children’s Privacy

Our Services are not directed to anyone under 18. We do not knowingly collect personal information from individuals under 18. If you believe a minor has provided information to us, contact us and we will take appropriate steps to delete it.

11. Third-Party Links

Our website may link to third-party sites and services. We are not responsible for their privacy practices. Review their policies before providing information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the Effective Date and may provide notice through the Services or by email. Continued use of the Services after an update means you accept the updated Policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact:

ClearLead, LLC
394 Lowell St, Ste 18
Lexington, MA 02420
United States
support@clearlead.io
Privacy Policy