Privacy Policy

Last Updated: 31st March 2026

1. Introduction

This Privacy Policy explains how RelevateCRM ("we", "our", "us") collects, uses, stores, and protects data within our internal CRM platform used by employees and authorized personnel.

This system is intended strictly for internal business operations related to real estate services, including lead management, client communication, and transaction tracking.

2. Scope of Policy

  • Employees, agents, and authorized users of the CRM
  • Clients, prospects, and business contacts
  • All data processed within the CRM system

3. Information We Collect

A. Employee/User Data

  • Name, email address, phone number
  • Login credentials and authentication data
  • Role, department, and activity logs

B. Client & Lead Data

  • Name and contact details
  • Property preferences and transaction details
  • Communication history (calls, emails, notes)

C. System & Usage Data

  • IP address and device information
  • Login timestamps and activity logs
  • System usage behavior

4. Purpose of Data Collection

  • Managing leads and client relationships
  • Tracking real estate transactions
  • Internal communication and workflow management
  • Performance monitoring and reporting
  • Ensuring security and preventing unauthorized access

5. Legal Basis

  • Legitimate business interests
  • Contractual obligations
  • Operational requirements

6. Data Sharing & Disclosure

We do not sell personal data.

  • Authorized employees and internal teams
  • Trusted service providers (hosting, IT support)
  • Legal authorities when required by law

7. Data Security

  • Role-based access control
  • Secure authentication systems
  • Data encryption where applicable
  • Monitoring and logging of activities

8. Data Retention

Data is retained as long as necessary for business operations, legal compliance, and audit requirements.

9. Employee Responsibilities

  • Maintain confidentiality of login credentials
  • Use data strictly for business purposes
  • Do not misuse or share data externally
  • Report any security incidents immediately

10. Data Subject Rights

Individuals may request:

  • Access to their data
  • Correction of inaccurate data
  • Deletion of personal data
  • Restriction of processing

Contact: crm@relevate.life

11. Third-Party Integrations

Any integrations with external services will only share necessary data and comply with applicable data protection standards.

12. Data Breach Policy

In case of a data breach, appropriate actions will be taken including investigation, mitigation, and notification if required by law.

13. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be reflected with a revised date.

14. Contact Information

Email: crm@relevate.life
Company Name: Relevate Real Estate, Inc.
Address: 7501 Creedmoor Rd #102, Raleigh, NC 27613, United States

© 2026 RelevateCRM Systems.