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Privacy Policy

Last updated: August 5, 2026

This Privacy Policy explains how Referraly collects, uses, stores, and protects your personal information when you use our platform.

1. Information We Collect

We collect information you provide directly to us, including:

  • Account information such as name, email address, phone number, and company details.
  • Contact information for the clients and referrers you add to the platform.
  • Campaign content, referral links, lead records, appointment data, and payout records.
  • Communication logs, including email and SMS messages sent through the Service.

2. Automatically Collected Information

We automatically collect certain technical data, such as IP address, browser type, device information, and usage logs, to operate and secure the Service. We also use cookies and similar technologies to maintain sessions and remember preferences.

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve the Service.
  • Authenticate users and protect accounts.
  • Send referral campaign messages and new-lead notifications on your behalf.
  • Sync data with third-party service platforms you connect, such as Housecall Pro.
  • Comply with legal obligations and enforce our Terms of Service.

4. Data Sharing

We do not sell personal information. We share data only with service providers necessary to operate the platform (for example, hosting, email delivery, SMS delivery, and AI search providers), and when required by law or to protect our rights.

5. Third-Party Integrations

When you connect integrations such as Housecall Pro, Jobber, ServiceTitan, Resend, Twilio, or Novu, data is shared with those providers under their respective privacy policies and terms.

6. Security

We use industry-standard security measures, including encryption in transit and at rest, hashed passwords, and encrypted storage of sensitive API credentials. We also maintain audit logs of key actions to help protect your account.

7. Your Choices

You can update, export, or delete your account data through the Service. Contacts can opt out of email and SMS communications using the unsubscribe links included in every message.

8. Data Retention

We retain your data for as long as your account is active or as needed to provide the Service. You may request deletion of your account and associated data by contacting us.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website.

10. Contact Us

If you have questions about this Privacy Policy, contact us at privacy@referralys.app.