LEGAL · Effective May 22, 2026

Privacy Policy

How ElevAIte CRM collects, uses, and protects information across this site, our forms, advisor calls, voice agent demos, and SMS / email follow-up.

ElevAIte CRM ("ElevAIte CRM", "we", or "us") cares about the personal information collected from visitors and customers ("you" or "your"). This Privacy Policy ("Policy") describes the privacy practices for the website https://elevaitecrm.com and any related domains and subdomains (the "Site").

This Policy notifies you of the following:

  • What personally identifiable information we collect through the Site, how it is used, and with whom it may be shared.
  • What choices are available to you regarding the use of your data.
  • The security procedures in place to protect against the misuse of your information.
  • How you can correct any inaccuracies in the information.

What Information We Collect

Internet traffic data

We collect non-identifying technical information including IP addresses, browser type, operating system, entry and exit pages, and referring URLs. This information is used to analyze traffic, troubleshoot issues, and improve the Site experience. It is not used to personally identify you.

Cookies

We use cookies on this Site. A cookie is a small piece of data stored in your browser that helps us remember your preferences, identify repeat visitors, and analyze how the Site is used. You can disable cookies in your browser settings; some Site features may not function as intended without them. Use of a cookie is not linked to any personally identifiable information.

Personal information you provide

We collect personal information you voluntarily provide through the Site — for example, when you submit a market insight form, book an advisor call, opt in to updates, or contact us by phone or email. This typically includes your name, business name, email address, phone number, ZIP code, and any information you share about your business in those interactions.

Voice agent recordings

If you initiate a call with the voice agent demo on the Site, your call audio and a transcript of the conversation may be recorded and processed by us and our service providers (including the underlying voice and telephony platforms) for the purpose of providing the demo, monitoring quality, and improving the service. By initiating a call with the voice agent, you consent to this recording. You may end the call at any time. If you would prefer not to be recorded, do not initiate the voice agent demo and instead contact us by another method listed below.

SMS and messaging data

If you provide your phone number, we may send you SMS messages related to appointments, follow-up, product updates, or marketing — only after you have opted in. Standard message and data rates may apply. You can opt out at any time by replying STOP. For help, reply HELP or contact us at nhockley@elevaitecrm.com.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services (such as customer service) is permitted. Text messaging originator opt-in data and consent will not be shared with any third parties.

Testimonials

We may display customer testimonials on the Site that were received via email or other channels. By providing a testimonial you consent to its use. If you would like a testimonial removed, contact us at nhockley@elevaitecrm.com and we will do so promptly.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and requests.
  • Schedule and conduct advisor calls.
  • Send you the deliverables you request (e.g., the market insight brief).
  • Send you product updates, new agent capabilities, and related communications you opted in to.
  • Improve the Site and the services we provide.
  • Comply with legal obligations.

Unless you have opted out, we may contact you via email or SMS about new products, services, or changes to this Policy.

How We Share Your Information

We do not sell your personal information. We share information only as described below.

Service providers

We use third-party service providers to operate parts of our Site and services — for example, email delivery, SMS routing, CRM hosting, voice and telephony for the voice agent, calendar booking, and analytics. These providers process your information on our behalf and are required to handle it consistently with this Policy.

Affiliates

We may share information with our parent company, subsidiaries, or other companies under common control. Any such affiliate is required to honor this Policy.

Legal disclosures

We may disclose information if required to do so by law, in response to a valid subpoena or government request, or to protect the rights, property, or safety of ElevAIte CRM, our users, or others.

Business transfers

If the assets related to this Site are acquired by another company, that company will receive the personal information we hold and will assume the rights and obligations described in this Policy.

Your Choices

Opt out of communications

You may opt out of future email or SMS contact at any time by replying STOP to any SMS, clicking the unsubscribe link in any email, or contacting us at nhockley@elevaitecrm.com.

Access, correction, and deletion

You may request access to, correction of, or deletion of the personal information we hold about you by emailing nhockley@elevaitecrm.com. We will respond within a reasonable time and may require verification of your identity before fulfilling the request.

Security

We take reasonable precautions to protect your information. Sensitive information is transmitted to us over encrypted connections (HTTPS / TLS), and personally identifiable information is stored in environments accessible only to employees and contractors who need it to perform their roles.

While we use encryption to protect information transmitted online, we also protect your information offline. The computers and servers in which we store personally identifiable information are kept in secure environments.

Third-Party Links

The Site may link to third-party websites. We are not responsible for the privacy practices or content of those sites. Review their privacy policies before providing any information.

Children's Privacy

The Site is intended for use by people 18 and older. We do not knowingly collect personal information from anyone under 18. If you believe we have inadvertently collected information from a child, contact us at nhockley@elevaitecrm.com and we will delete it.

Updates to This Policy

We may update this Policy from time to time. Updates take effect immediately upon posting to the Site. We encourage you to review this Policy periodically.

Contact

If you have questions about this Policy or wish to exercise any of the rights described above, contact us:

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