1. Information We Collect

We may collect information that you voluntarily provide to us, information collected automatically through our website, and information used to provide business-to-business services.

Information you provide directly

We may collect information you submit through contact forms, scheduling links, emails, phone calls, proposals, invoices, or other communications, including:

• Name
• Email address
• Phone number
• Company name
• Job title
• Website URL
• Company information
• Billing or payment-related information
• Information included in messages, inquiries, or service requests

Information collected automatically

When you visit our website, we may automatically collect certain technical information, such as:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Referring URLs
• Approximate location based on IP address
• Date, time, and duration of website activity

2. How We Collect Information

We may collect information through website forms, email communications, phone calls, calendar scheduling tools, CRM systems, analytics tools, payment processors, outbound campaign tools, and other third-party business platforms used to operate our website and services.

We may also receive business contact information from clients, vendors, publicly available sources, professional networking platforms, lead databases, business directories, or other sources used for business-to-business outreach.

3. How We Use Information

We may use information for legitimate business purposes, including to:

• Respond to inquiries and contact requests
• Schedule and conduct sales or strategy calls
• Provide, manage, and improve our services
• Prepare proposals, invoices, and service documents
• Manage client onboarding and communications
• Conduct business-to-business outreach
• Operate, maintain, and improve our website
• Analyze website performance and user behavior
• Send service-related communications
• Maintain internal records and reporting
• Detect, prevent, or address fraud, abuse, security issues, or unlawful activity
• Comply with legal, regulatory, or contractual obligations

4. Sharing of Information

We do not sell personal information in the traditional sense. We may share information with trusted third parties only as reasonably necessary to operate our business, provide services, process payments, communicate with clients or prospects, comply with law, or protect our rights.

We may share information with:

• CRM, calling, email, scheduling, analytics, automation, and reporting platforms
• Payment processors and billing providers
• Cloud hosting, website, and IT service providers
• Professional advisors, such as accountants, attorneys, or consultants
• Clients, when information is generated or collected in connection with services performed for that client
• Government authorities or legal parties when required by law, subpoena, court order, or legal process

5. Cookies and Tracking Technologies

Our website may use cookies, pixels, tags, analytics scripts, or similar technologies to improve user experience, understand website traffic, analyze performance, remember preferences, and support marketing or remarketing activities.

You can disable or limit cookies through your browser settings. Some website features may not function properly if cookies are disabled.

6. Lead, Prospect, and Client Campaign Data

As part of our services, CapConnect may process business contact information related to leads, prospects, customers, or target accounts. This may include names, job titles, company names, business email addresses, phone numbers, LinkedIn profile information, company websites, call notes, campaign activity, meeting status, and related CRM data.

Clients are responsible for ensuring that any lead lists, prospect information, customer data, suppression lists, or campaign instructions provided to CapConnect were obtained and may be used in compliance with applicable laws, platform rules, and contractual obligations.

7. Third-Party Tools and Platforms

We may use third-party tools and platforms to operate our website and provide services. These may include CRM systems, email tools, calling platforms, lead databases, payment processors, analytics providers, automation platforms, scheduling tools, communication platforms, and cloud service providers.

These third parties may collect or process information according to their own terms and privacy policies. We are not responsible for the privacy practices, security practices, or content of third-party websites, platforms, or services.

8. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, system, transmission method, or storage method is completely secure. We cannot guarantee absolute security of any information transmitted to or stored by us.

9. Data Retention

We retain information for as long as reasonably necessary to operate our business, provide services, maintain records, comply with legal obligations, resolve disputes, enforce agreements, support reporting, and improve our website and services.

Retention periods may vary depending on the type of information, the purpose for collection, client relationship requirements, legal obligations, and business needs.

10. Your Choices

You may request to access, update, correct, or delete certain personal information by contacting us. We may need to verify your identity or authority before fulfilling certain requests.

You may also opt out of certain marketing communications by following unsubscribe instructions where provided or by contacting us directly.

11. State Privacy Rights

Depending on where you live, you may have certain rights under applicable privacy laws. These rights may include the right to request access to personal information, correction, deletion, portability, restriction of processing, or information about how personal information is used or shared.

To exercise privacy rights, contact us using the information listed below. We will respond to requests as required by applicable law.

12. Children’s Privacy

Our website and services are intended for business users and are not directed to children under the age of 13. We do not knowingly collect personal information from children.

If we become aware that we have collected personal information from a child without appropriate consent, we will take reasonable steps to delete that information.

13. External Links

Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, security, or policies of third-party websites or services.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updated versions will be posted on this page with a revised effective date. Continued use of our website or services after changes are posted indicates acknowledgment of the updated Policy.

15. Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy request, please contact us at: