Privacy Policy

This Privacy Policy explains how OpsROI, an Oregon limited liability company operating OpsROI ("OpsROI," "we," "us," "our"), collects, uses, shares, and protects information through our website and CRM platform (the "Services").

This Policy covers two categories of people:

• Customers: businesses (and their staff) who register for and use OpsROI.
• End Customers: the homeowners, leads, and clients that our Customers manage inside OpsROI.

If you are an End Customer and have questions about how a specific business uses your data, please contact that company directly. They control that relationship. We act as their service provider.

1. Information We Collect

From Customers (account holders):

• Registration data: name, business name, email, phone, address, payment details (via Stripe)
• Account activity: login history, usage of features, support requests
• Content you upload: templates, notes, business information

From or about End Customers (submitted by our Customers):

• Contact information: name, phone number, email, address
• Job and service history, booking details, messages exchanged
• Communication consent records (opt-in/opt-out status)

Automatically collected:

• Device and browser information, IP address, log data
• Cookies and similar tracking technologies (see Section 6)

2. How We Use Information

We use information to:

• Provide, operate, and maintain the Services
• Process payments and manage subscriptions
• Send account, billing, and service-related communications
• Provide customer support
• Maintain security, prevent fraud, and enforce our Terms of Service
• Improve and develop the Services
• Comply with legal obligations

We do not sell End Customer personal data to third parties.

3. Our Role As Data Processor

With respect to End Customer data that our Customers submit to OpsROI, our Customer is the data controller and we act as a data processor/service provider. We process that data only:

• To provide the Services to our Customer,
• Per our Customer's instructions, and
• As required by law.

Our Customers are responsible for having a lawful basis to collect, use, and share End Customer data with us, including obtaining necessary consents. A Data Processing Addendum governs this relationship in more detail.

4. SMS & Email Communications

OpsROI enables our Customers to send SMS, MMS, and email messages to their End Customers. Please note:

Sender Responsibility

Our Customer is the sender of record. OpsROI provides the messaging technology; the business using OpsROI is responsible for obtaining consent, honoring opt-outs, and complying with the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and carrier requirements.

Consent

By providing a phone number or email to one of our Customers, you consent to receive messages from that specific business, as described in their own privacy notice or opt-in language.

Opting Out

To stop receiving SMS messages, reply STOP to any message. To stop receiving emails, use the unsubscribe link included in the email, or contact the business directly. Opt-out requests are processed promptly and are not shared across unrelated businesses.

Message Frequency & Rates

Message frequency varies. Message and data rates may apply.

Support

For help with messages sent through OpsROI on behalf of a business, reply HELP to the message or contact that business. You may also reach us at support@opsroi.com for platform-level concerns.

Prohibited Use

We prohibit use of the Services to send content violating carrier rules, including SHAFT content (Sex, Hate, Alcohol, Firearms, Tobacco), illegal debt collection, or unsolicited marketing without consent.

5. How We Share Information

We share information with:

• Service providers who support our operations, including: Stripe (payment processing), SMS/email carriers and delivery infrastructure providers, and cloud hosting providers
• Our Customers : the business using OpsROI can access the End Customer data they submitted
• Legal & safety purposes : to comply with law, respond to legal process, or protect rights, property, or safety
• Business transfers : in connection with a merger, acquisition, or sale of assets, subject to this Policy or a materially similar one

We do not sell personal information as defined under the CCPA/CPRA.

6. Cookies & Tracking Technologies

We use cookies and similar technologies to operate our website and Services, remember preferences, and understand usage. See our Cookie Policy for full details on the types of cookies we use and how to manage your preferences.

7. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Data Retention

We retain Customer and End Customer data for as long as the Customer account is active, and for a reasonable period afterward to comply with legal obligations, resolve disputes, and enforce agreements. Customers may request export or deletion of their data as described in our Terms of Service.

9. Your Rights

Depending on your location, you may have rights to:

• Access, correct, or delete your personal information
• Object to or restrict certain processing
• Request a copy of your data in a portable format
• Opt out of certain communications

End Customers

To exercise these rights regarding data held by a specific business, contact that business directly, as they control the data. If you're unsure which business to contact, email us at support@opsroi.comand we'll help route your request.

Customers

Manage most account data directly within your OpsROI account, or email support@opsroi.com.

10. Children's Privacy

The Services are intended for business use and are not directed to children under 18. We do not knowingly collect personal information from children.

11. International Users

The Services are hosted in the United States and intended for use by U.S.-based businesses. If you access the Services from outside the U.S., your information will be transferred to and processed in the U.S.

12. Changes To This Policy

We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated "Last Updated" date, and where required, we will provide additional notice.

13. Contact Us

OpsROI
Email: support@opsroi.com