Privacy Policy — Steele Solutions

Privacy Policy

Effective Date: June 1, 2025 Last Updated: October 30, 2025

1. Introduction

This Privacy Policy explains how Steele Solutions LLC ("Company," "we," "our," or "us") collects, uses, stores, and safeguards personal information when you ("Client," "you," or "User") access or use our websites, CRM platform, AI tools, integrations, and related digital services (collectively, the "Services").

By using our Services, you acknowledge and agree to the practices described in this Policy. If you do not agree, you must not access or use our Services.

2. Information We Collect

We collect information in three primary ways: directly from you, automatically through your use of the Services, and via third-party integrations you connect.

A. Information You Provide Directly

  • Account registration details (name, email, phone, business information).
  • Billing and payment data (processed securely via third-party payment processors).
  • Messages, forms, and communications sent through our platform.
  • Uploaded content such as images, files, or client records.

B. Information Collected Automatically

  • Log data such as IP address, browser type, device identifiers, and access times.
  • Usage metrics including clicks, navigation behavior, and performance analytics.
  • Cookies and tracking technologies used to enhance functionality and analytics.

C. Information from Third-Party Integrations

  • Data imported from authorized integrations (e.g., Google, Facebook, Twilio, Mailgun, Stripe, etc.).
  • Contact and message metadata from connected communication accounts.
  • Form submissions or calendar data synced through external APIs.

You may choose not to provide certain information, but doing so may limit your ability to use portions of the Services.

3. Use of Information

We use the collected information to:

  • Provide, operate, and maintain the Services.
  • Authenticate users and manage accounts.
  • Process payments and subscription renewals.
  • Deliver messages, calls, and marketing communications as configured by the user.
  • Improve system performance, features, and AI-driven recommendations.
  • Ensure compliance with A2P, CAN-SPAM, TCPA, and other legal requirements.
  • Protect our systems, prevent fraud, and enforce Terms of Service.

4. Use of Artificial Intelligence (AI)

Steele Solutions utilizes proprietary and third-party AI systems to enhance automation, marketing, and communication workflows. These systems may process business data and conversational inputs to generate insights, summaries, or responses.

AI usage may include:

  • Predictive lead scoring, automated messaging, and customer segmentation.
  • Conversational assistants (e.g., AI SDRs, chatbots, or CRM auto-replies).
  • Natural-language tools for content creation and performance optimization.
  • Data categorization, pattern recognition, and workflow triggers.

AI-Related Disclaimers

  • AI outputs are generated using probabilistic models and may contain inaccuracies or unintended content.
  • Users must independently verify AI-generated outputs before applying them in legal, financial, or compliance-sensitive contexts.
  • Steele Solutions is not liable for the outcomes, decisions, or interpretations made using AI-generated materials.

We do not use client CRM data to train, resell, or publicly share AI models. All AI processing remains isolated within your organization's account or approved data scope.

5. Data Retention

We retain information for as long as reasonably necessary to provide the Services, fulfill contractual obligations, comply with legal requirements, and maintain system security.

Upon termination or written request, we will delete or anonymize personal data, except where retention is legally required (e.g., billing records, audit logs).

6. Data Sharing & Disclosure

We do not sell your personal information. We may share data only in the following limited circumstances:

  • With Authorized Partners & Integrations: To deliver Services you have enabled (e.g., Twilio, Mailgun, Stripe, Google APIs).
  • With Service Providers: For infrastructure, analytics, payment processing, or support.
  • With Legal Authorities: If required by law, subpoena, or governmental request.
  • With Your Consent: When you explicitly authorize sharing or public posting of information.

All vendors and subprocessors are bound by confidentiality and data protection agreements consistent with this Policy.

7. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information against loss, misuse, unauthorized access, or disclosure. These include encrypted data transmission (HTTPS/TLS), access controls, routine monitoring, and secure data hosting.

While we take reasonable precautions, no online system is completely secure. You acknowledge and accept the inherent risks of data transmission over the internet.

8. Your Rights & Choices

Depending on your jurisdiction, you may have the right to:

  • Access, correct, or delete your personal information.
  • Opt out of marketing communications.
  • Restrict or object to data processing.
  • Request a copy or transfer of your data.

Requests can be submitted to [email protected]. We will respond to verified requests within applicable timeframes (typically 30 days).

9. Cookies & Tracking

We use cookies and similar technologies to remember preferences, improve performance, and analyze site usage. You may disable cookies in your browser, though some functionality may be limited as a result.

10. Data Transfers

Our Services are operated in the United States. If you access the Services from outside the U.S., you consent to the transfer and processing of your data in the United States, where privacy laws may differ from those in your country of residence.

11. Children's Privacy

Our Services are not directed to individuals under 18 years of age. We do not knowingly collect personal data from minors. If we learn that information from a minor has been collected, we will delete it promptly.

12. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be communicated via email or platform notice. Your continued use of the Services following updates constitutes your acceptance of the revised Policy.

13. Contact Us

For questions, concerns, or privacy-related requests, please contact:

Steele Solutions LLC
Email: [email protected]
Website: https://steelesolutions.us

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