We may collect personal and business information necessary to deliver our services.

Contact Information

Name, email address, phone number, mailing address, and business name

Payment Information

Billing details processed through secure third party providers

Business Information

Business structure, EIN, onboarding responses, and service related data

System and CRM Data

Login credentials, domains, integrations, and configuration details required for CRM and portal setup

Usage Data

IP address, browser type, device information, and site interactions

Communication Data

Emails, SMS messages, and support communication history

We use your information to:

• Deliver services including CRM builds, portal systems, coaching, and software setup
• Provide access to digital products and training
• Process payments and confirmations
• Communicate updates, onboarding steps, and support
• Send marketing and promotional content
• Improve systems and user experience
• Maintain compliance with legal requirements

By providing your information, you consent to receive communications.

SMS Communication

• Message frequency may vary
• Message and data rates may apply
• Reply STOP to opt out
• Reply HELP for assistance

Email Communication

• You may unsubscribe at any time
• Service related emails will still be sent

We do not sell or share SMS opt-in data for marketing.

We do not sell your personal data.

We may share information with trusted providers including:

• CRM platforms such as GoHighLevel and SuiteDash
• Tax software providers such as TaxSlayer Pro and OLT Pro
• Payment processors and communication tools

We may also share data when required by law.

We are not responsible for:

• Third party system security
• Platform outages or downtime
• Changes to features or policies

Clients are responsible for understanding third party platform terms.

We implement reasonable safeguards to protect your data.

However, no system is fully secure and use of our services is at your own risk.

We use cookies to improve performance and user experience.

You may disable cookies in your browser settings.

We retain data as needed to:

• Deliver services
• Maintain records
• Comply with legal requirements

Inactive data may be archived or deleted after 12 months.

You may:

• Request access to your data
• Update your information
• Request deletion where allowed
• Opt out of marketing

Contact: [email protected]

You are responsible for:

• Securing your login credentials
• Managing access to your systems

We are not responsible for unauthorized access due to user actions.

All content provided on this website, within our systems, and through our services is for informational and educational purposes only.

Crest Suite Agency does not provide legal, tax, or financial advice.

You acknowledge that:

• You are responsible for your business decisions and actions
• Results are not guaranteed
• Information provided should not replace professional advice from licensed professionals

We make no guarantees regarding income, business growth, or outcomes.

Use of this website and our services is at your own risk.

We are not liable for:

• Business losses
• Missed opportunities
• Data loss outside our control
• Third party platform failures

Our services are for individuals 18 and older.

We may update this policy at any time.

Continued use of services means you accept updates.