Privacy Policy

We collect information you provide directly, including business name, contact name, phone number, email address, website URL, service interest, messages submitted through forms, booking details, and information needed to respond to your inquiry.

We use your information to respond to inquiries, schedule automation assessments, provide and improve AI automation services, support lead capture and booking workflows, send relevant follow-up communications, and maintain business records. You may opt out of SMS by replying STOP or by contacting support.

If you provide a phone number and affirmatively select the optional SMS-consent checkbox, we may send requested SMS communications related to your inquiry, appointments, onboarding, service updates, and customer support. Email follow-up may still occur when you submit an inquiry without selecting SMS consent. Message frequency varies. Message and data rates may apply. SMS consent is not a condition of purchase. Reply STOP to opt out or HELP for help.

When you opt in to SMS communications, we may store consent records such as consent text version, timestamp, IP address, source page, UTM or source details, requested communication channels, and submitted contact details so we can maintain accurate compliance and audit records.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be sold, rented, transferred, or shared with third parties for their own marketing or promotional purposes. We may provide data to service providers only as necessary to operate our messaging program, deliver requested messages, maintain security, and comply with law.

We may process inquiry details, message history, booking context, business information, and service preferences through automation and AI-assisted systems to classify leads, draft replies, summarize conversations, recommend next steps, route requests, and support customer service. AI-assisted outputs may be reviewed, edited, or overridden before use when appropriate.

We may use cookies, analytics, pixels, UTM parameters, and similar technologies to understand website traffic, measure marketing performance, improve forms and booking flows, and prevent abuse.

We do not sell your personal information. We share data only with service providers needed to operate the website, forms, messaging, payments, email, analytics, automation, and AI workflows. These operational disclosures do not permit any provider to use mobile information or SMS consent for its own marketing or promotional purposes.

We retain contact records and business inquiry data for as long as reasonably needed to provide services, maintain records, support legal obligations, and improve operations. We may delete or anonymize records that are no longer needed.

If you create or use an account, client portal, lead record, or communication record with ClientSurge Systems, you can request deletion of account-related data or personal information using the request form on this page or by contacting support. Some records may be retained when needed for billing, security, fraud prevention, legal compliance, dispute handling, or legitimate business records.