How Crestfield Marketing collects, uses, and protects your information — and the privacy rights you have under California and other state laws.
Effective June 23, 2026 · Last updated June 23, 2026 · Next review December 23, 2026
When you provide your mobile number, you consent to receive SMS messages related to our Services, including notifications, account communications, and — if you opt in — marketing offers. Your mobile opt-in will not be shared with third parties for marketing purposes.
Phone numbers may be processed by service providers (such as our SMS sender and CRM) only to deliver the messages you have consented to receive.
| Category | Examples |
|---|---|
| Identifiers | First and last name, email, phone number, postal address, business name |
| Commercial information | Products and Services purchased, subscription tier, billing history |
| Financial information | Payment card information (processed by our payment processor), billing address |
| Audio recordings | Sales, onboarding, and support calls (see Section 9) |
| Professional information | Job title, trade or industry, business size |
| Inferences | Profiles built from the above to evaluate fit for our Services |
| Sensitive personal information | Account login credentials, payment card information |
We do not knowingly collect: precise geolocation, racial or ethnic origin, religious beliefs, sexual orientation, immigration status, genetic data, biometric data, health information, or information about children under 16.
We will not use your sensitive personal information for purposes other than those permitted by California law without first offering you a right to limit such use.
| Recipient | Purpose |
|---|---|
| Service providers | CRM, payment processor, hosting, email/SMS senders, analytics — to deliver the Services on our behalf under written contract |
| Professional advisors | Lawyers, accountants, and auditors, for legal, accounting, and compliance purposes |
| Acquirers | In connection with a merger, acquisition, financing, or sale of assets |
| Government authorities | When required by law, subpoena, or court order |
We require service providers to use personal information only for the purposes we authorize and under contractual obligations of confidentiality and security.
We do not sell your personal information for money.
Because we do not use cookies, pixels, or similar tracking technologies on our website, we do not share your website-activity data with advertising partners for cross-context behavioral advertising. We do not knowingly sell or share the personal information of consumers under 16 years of age.
We do not use cookies on our website.
Crestfield Marketing does not place cookies, tracking pixels, advertising tags, software development kits, or session-replay technology on our site. We do not track your browsing activity across our pages or across other websites, and there is no advertising or analytics cookie to manage or opt out of.
If any third-party tool we adopt in the future would set cookies, we will update this Policy and provide a cookie-management option before it goes live.
We may record sales, onboarding, and support calls for quality assurance, training, recordkeeping, and dispute resolution. At the start of each call, we provide a verbal notice that the call is being recorded. By continuing the call after this notice, you consent to being recorded. If you do not wish to be recorded, please tell us at the start of the call and we will end or pause the recording.
Recordings are stored securely, are accessible only to authorized personnel and our service providers, and are retained as described in Section 10.
| Data type | Retention |
|---|---|
| Customer account records | While the account is active, and thereafter unless you request deletion or we determine the data is no longer needed |
| Marketing leads | Until you request deletion or opt out, or until we determine the information is no longer needed |
| Billing and tax records | At least 7 years (required by law) |
| Call recordings | Retained for training, quality assurance, and dispute resolution, then deleted when no longer needed |
| Support tickets | While the account is active and for a reasonable period thereafter |
You may request deletion at any time as described in Section 12. After deletion is processed, we may retain limited information necessary to comply with legal obligations, resolve disputes, prevent fraud, and enforce our agreements.
| Right | What it means |
|---|---|
| Know / access | Get a copy of the personal information we have about you |
| Delete | Request deletion of your personal information |
| Correct | Fix inaccurate personal information |
| Portability | Receive your information in a portable format |
| Opt out of sale/sharing | Stop us from sharing your information for cross-context behavioral advertising |
| Limit use of sensitive PI | Restrict use of sensitive personal information to limited purposes |
| Non-discrimination | We will not deny services or charge different prices for exercising your rights |
| Appeal | If we deny your request, you can appeal (Virginia, Colorado, Connecticut, Texas, Oregon) |
You can submit a request by emailing [email protected]. We will:
Verification. To protect your information, we will ask you to confirm details we already have on file. We may ask for additional verification if the request involves sensitive information.
Authorized agents. You may designate an authorized agent to make a request on your behalf. We will require written, signed authorization, and we will verify the identity of the consumer.
Appeals. If we deny your request and you reside in Virginia, Colorado, Connecticut, Texas, or Oregon, you may appeal by emailing [email protected] with the subject line "Appeal."
In the past 12 months, we have collected the categories of personal information listed in Section 3 and disclosed information for a business purpose to service providers and professional advisors. We have not sold personal information for monetary consideration, and we have not shared personal information for cross-context behavioral advertising. We have not knowingly collected or sold personal information of consumers under 16. We do not offer financial incentives in exchange for personal information. California residents may designate an authorized agent and may request information about disclosures for direct marketing under California's "Shine the Light" law by emailing [email protected].
Residents of Colorado, Connecticut, and Oregon have the rights described in Section 11, including the right to opt out of targeted advertising, sale, and certain profiling.
Virginia residents have the rights described in Section 11. We do not engage in profiling that produces legal or similarly significant effects.
Texas residents have the rights described in Section 11. We do not sell sensitive personal data and we do not collect or sell biometric personal data.
Residents of other states with comprehensive privacy laws (including Utah, Iowa, Montana, Tennessee, Indiana, Florida, Delaware, New Jersey, New Hampshire, Kentucky, Maryland, Minnesota, and Rhode Island) have the rights granted by the laws of their state. Contact us as described in Section 12 to exercise them.
The Services are not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe we have collected information from a child under 16, contact [email protected] and we will delete it.
We use reasonable administrative, technical, and physical safeguards to protect personal information, including encryption in transit, access controls, and vendor due diligence. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee its absolute security.
The Services are operated from the United States. If you access them from outside the United States, your information will be transferred to and processed in the United States. By using the Services, you consent to that transfer.
The Services may contain links to third-party websites and services. This Policy does not apply to those third parties. We encourage you to read their privacy policies.
We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent change. If we make material changes, we will notify you by posting a notice on the Services or by email. We will review this Privacy Policy at least once every 12 months.
Email: [email protected]
For privacy-specific questions, please use the email above with the subject line "Privacy Request."

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