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Privacy Policy

Date of last update: May 18, 2020


This Privacy Policy covers AgentPro CRM, Inc.’s (“AgentPro CRM,” “we,” “us,” “our”) policies on the collection, use, and disclosure of personally identifiable and other personal information (as defined by applicable law, including, but not limited to, the California Consumer Privacy Act of 2018, Civil Code sections 1798.100 et seq (“CCPA”)) (collectively referred to as “Personal Information”) when visitors and Subscribers (collectively “Users”) access and/or the AgentPro CRM mobile applications (collectively the “Platform”) and the software and services made available through the Platform (collectively the “Services”).

  1. What Information Is Collected by AgentPro CRM And How Is It Used?

Categories of Personal Information.   

User Account:  When creating an account, Subscribers must register either by providing their name, email address, phone number and time zone, or by registering through their existing Google Account.  AgentPro CRM will send an email to the designated email address to verify a Subscriber’s account before finalizing registration. The collection of this information is necessary to fulfill our contractual obligations and to provide the Services to you. Your email and phone number may also be utilized to (i) provide information regarding our Services; and/or (ii) to communicate material changes to our Terms of Service and Privacy Policy; and/or (iii) send account updates, support messages, sales texts, and offers, etc. When registering with a Google Account, Subscribers can review and manage their privacy settings using Google’s Privacy Checkup tool.

Email Addresses & Contact Information:  Users may also provide their email address and/or other contact information to AgentPro CRM to subscribe to its newsletters, to contact us through the Platform with questions, or to reset their password. Users can opt-out through the unsubscribe link in that newsletter or corresponding email.

Subscriber Mailing Address:  When Subscribers opt to utilize direct mail campaigns through the Platform, Subscribers will be required to enter their name and a return address for campaign identification purposes.

Cookies:  AgentPro CRM utilizes cookie technology to gather information on Internet use in order to serve its Users more effectively. As described in Section 2, AgentPro CRM also utilizes third party analytics services which may also use tracking cookies to provide information about the use of our Platform. Users can set your browser to remove or reject cookies and/or accept or refuse cookies on the cookie consent banner on the site itself; however, some Platform features or Services may not work properly without cookies.

  1. Is Information Collected By Or Disclosed To Third Parties?


Integrated API’s:  AgentPro CRM has integrated the following API’s:

  • Geolocation Integration: AgentPro CRM has integrated the Google API to incorporate Google Maps and to utilize geolocation in connection with the Services. For more information on the privacy policy of this service, please see: Google’s Privacy Policy. Subscribers can review and manage their key privacy settings using Google’s Privacy Checkup
  • Calendar Integration: Subscribers can opt to integrate the Google Calendar API to create events on their Google calendars. Integration will also enable Subscriber’s google calendar to returns free/busy information for scheduling efficiencies. Prior to integration opt-in, Google will display a consent screen asking to authorize to data for purposes of integrating with Platform services. Please review the Google privacy policy for more information relating to Google’s privacy practices.
    • AgentPro CRM will use to allow our users to view, create, edit or delete any events in AgentPro CRM and sync those events with our users’ Google Calendar. AgentPro CRM will also use this to allow our users to edit or delete events from their Google Calendar that are synced with AgentPro CRM . Once a Google Calendar event that is synced with AgentPro CRM is edited or deleted in Google Calendar, that event will also get edited or deleted in AgentPro CRM .
  • Subscribers can opt to integrate Zillow to retrieve and display dynamic content from Zillow within the Platform through the Zapier API.  Personal Information is processed pursuant to a Data Processing Addendum with Zapier; please see the Zapier Privacy Policy; and Zillow Privacy Notice for more information on their respective privacy practices.
  • Banking Information: Subscribers can opt to integrate the Finicity API to link their bank accounts to facilitate use of certain Platform services.  Please see the Finicity Privacy Policy for additional information.
  • Direct Mail Postcards. The Platform utilizes the Lob Direct Mail Postcards API to automate direct mail campaigns organized and managed by its subscribers.  Subscribers will share name, address, phones and email to facilitate direct mail campaigns.  Please see Lob Direct Mail Platform for additional information.

Customer Services Support:  AgentPro CRM utilizes MailChimp to communicate with you by exchanging service-related notifications.  Please see the MailChimp hyperlink for more information on their data collection and use practices.

Social Plug-Ins: Users may follow AgentPro CRM and/or share information on Facebook, Instagram and YouTube.  Users should click on the hyperlinks for each site to review the applicable privacy policies for more detail about information collected by these sites.

Google Analytics:  AgentPro CRM utilizes Google Analytics to access anonymized data to help us understand how our Services are used.  Google Analytics is a web analytics tool that helps AgentPro CRM understand how users engage with the Platform, so that we can review and improve our Services.  Google Analytics collects information anonymously. It provides a report to AgentPro CRM with website trends without identifying individual visitors.  Please see the Google Privacy Policy for more information on their privacy disclosures. If you do not want your data to be used by Google Analytics, you may opt-out by installing Google Analytics Opt-out Browser Add-on.

Credit/Debit Card Information: AgentPro CRM does not itself store debit or credit card information on its servers.  AgentPro CRM utilizes Stripe to process payments on the Platform. Please see Stripe’s Privacy Policy for more information on their privacy disclosures.

Customer Support:  AgentPro CRM utilizes Zendesk for in-Platform customer support services.  Please refer to the Zendesk Privacy Policy for additional information on privacy practices.

Data Enrichment: AgentPro CRM obtains real estate data from a third party service provider, Melissa, Inc.  to facilitate a Subscriber’s project analysis and marketing communications relating to various real properties identified as properties of interest to a Subscriber.   Please see Melissa Privacy Policy for additional information.

CRM Data input by Subscribers:   The Platform enables Subscribers to input lead generation content for marketing and communication purposes. Such information is collected directly by Subscribers and input into the Platform at Subscriber’s discretion, including a lead’s name, phone, email, url, real property address, mortgage, valuation and related financial information relating to certain real property.

Subcontractor Data input by Subscribers:  The Platform enables Subscribers to create a subcontractor database to assist with real estate projects managed through the Platform.  Subscribers may optionally enter Personal Information and business data for purposes of engagement and payment of subcontractors, including name, phone, address, EIN/SS numbers, insurance, business license and bond information obtained from the subcontractor by Subscriber or through publicly available sources.

Web Hosting Services:  The Platform and Personal Information collected is encrypted  in transit and in storage on cloud servers maintained by AWS.  Please see the AWS Data Privacy Compliance Statement for more information on their privacy and security practices.

Other Potential Third Party Disclosures: Personal Information may be disclosed to third parties to serve our legitimate business interests as follows: (1) as required by law, such as to comply with a subpoena, or similar legal process, (2) if AgentPro CRM is involved in a merger, acquisition, or sale of all or a portion of its assets, (3) to investigate, prevent, or take action regarding suspected or actual illegal activities or to assist government enforcement agencies; (4) enforce our agreements with you, and/or (5) investigate and defend ourselves against any third-party claims or allegations. We will use commercially reasonable efforts to notify you about law enforcement or court ordered requests for data unless otherwise prohibited by law.

Please see Section 5 for a more specific disclosure of the applicable categories of personal information collected and processed under the CCPA.

  1. How Does AgentPro CRM Comply With The Children’s Online Privacy Protection Act and Other Privacy Regulations Relating to Children?

AgentPro CRM does not knowingly collect Personal Information from anyone under the age of 18.  If a parent or guardian becomes aware that his or her minor child as defined by applicable privacy laws has provided Personal Information without their consent, he or she should contact AgentPro CRM at

AgentPro CRM will delete such Personal Information from our files within a commercially reasonable time, but no later than required under applicable law.

  1. How Long Does AgentPro CRM Retain Personal Information Collected?

Unless erasure is otherwise requested by a Subscriber, AgentPro CRM will retain account and purchase data as long as it is necessary to provide services our Subscribers.  When a Subscriber’s account is terminated or closed upon request, Personal Data collected through the Platform will be deleted in accordance with applicable law. Personal Information obtained from Platform visitors will be maintained as long as it is necessary to provide requested communications and information-based services or until a visitor exercises the right to opt-out of requested communications or information-based services.  Anonymized and pseudo-anonymized data will be retained as long as AgentPro CRM determines such data is commercially necessary for it legitimate business interests.


California Consumer’s Request to Know, Right to Delete, Right to Opt-Out of Sale Notices.  For Information on your California Consumer Rights, please see: California Consumer Privacy Rights Notice (“Notice”)

A Verifiable Consumer Request under this Section may be submitted to AgentPro CRM effective January 1, 2020 by emailing AgentPro CRM at or through the account or as otherwise designated in the Notice.

For each request, AgentPro CRM will initially verify the email address on file with the email address submitted in the applicable request. Further verification will be based upon confirmation of data correlating to information maintained by AgentPro CRM , as applicable. Consumers may designate an authorized agent to make a request on the Consumer’s behalf a Requests by authorized agents are subject to additional verification requirements pursuant to the rules and regulations set forth in the CCPA.

  1. What Is the AgentPro CRM Security Policy?

We have implemented reasonable administrative, technical and physical security measures to protect Personal Information against unauthorized access, destruction or alteration.

AgentPro CRM utilizes only PCI-DSS compliant third party payment processors to ensure the security of your personal information. Credit/debit card information provided is encrypted using secure socket layer technology (SSL) and stored with a AES-256 encryption.

  1. How Does The Platform Respond To “Do Not Track” Signals?

“Do Not Track” is a feature enabled on some browsers that sends a signal to request that a website disable its tracking or cross-site user tracking. At present, the Platform does not respond to or alter its practices when a Do Not Track signal is received. 

  1. How Will I Be Notified Of Changes To Your Privacy Policy?

If we make material changes to our Privacy Policy, we will notify you by (1) changing the Effective Date at the top of the Privacy Policy, or (ii) sending an electronic notification to all active account holders, or (iii)  adding a banner/notification to the Platform itself.

  1. Contact Us

If you have any questions regarding your Personal Information or about our privacy practices, please contact us at: AgentPro CRM, 8410 Kennedy Avenue, Highland, IN 46322 or at

This Privacy Policy was last updated on May 18, 2020

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