Privacy Policy

ITfyd Pty Ltd trading as Lead Connector CRM respects your privacy and is committed to handling personal information responsibly, securely and transparently.

This Privacy Policy explains how we collect, use, store, disclose and protect personal information when providing CRM, AI assistant, automation, messaging, call handling, website, funnel, payment, support and related digital services.

In this Privacy Policy:

“we”, “us” and “our” means ITfyd Pty Ltd trading as Lead Connector CRM.

“Client” means a business, organisation or person using our services.

“End User” means a Client’s customer, caller, lead, contact, staff member, volunteer, contractor or other person whose information may be processed through our services.

1. About Us

Lead Connector CRM provides digital business systems and automation services.

Our services may include:

CRM setup and configuration

AI assistant or AI employee setup

AI call handling

AI chat automation

SMS, email and messaging automation

Workflow automation

Contact and pipeline management

Forms, calendars and booking tools

Website, funnel and landing page support

Payment and billing setup

Reporting and dashboard setup

Ongoing support and system updates

We use third-party cloud platforms and service providers to deliver these services, including HighLevel / LeadConnector and other providers for CRM, AI, telephony, SMS, email, hosting, payments and automation.

2. Personal Information We May Collect

Depending on the services used, we may collect or process the following types of personal information:

Name

Phone number

Email address

Business name

Job title or role

Address or location information

Enquiry details

Form submissions

Appointment or booking details

SMS, email, chat or call communications

Call recordings, where enabled

Call summaries and transcripts, where enabled

CRM notes, tags and pipeline information

Uploaded files, images or links

Billing and payment information

User login and access details

Support requests

Website usage information, where applicable

The exact information collected depends on the services used by the Client and the way the Client configures its CRM, forms, automations and communication channels.

3. How We Collect Personal Information

We may collect personal information:

Directly from you

From our Clients

From End Users who contact our Clients

Through websites, forms, landing pages and booking pages

Through phone calls, SMS, email, chat or messaging channels

Through CRM records and automation workflows

Through payment or subscription forms

Through support requests

Through third-party platforms used to provide our services

Where we process information about a Client’s customers, callers, leads or contacts, the Client is generally responsible for ensuring they have the right to collect and use that information.

4. Why We Collect and Use Personal Information

We may collect and use personal information to:

Provide our services

Set up and manage CRM systems

Configure AI assistants and automation workflows

Process enquiries, calls, messages and form submissions

Send SMS, email or other automated communications

Manage bookings, appointments and follow-ups

Support Client operations

Provide customer support

Troubleshoot technical issues

Manage billing, subscriptions and payments

Maintain security and prevent misuse

Improve service delivery

Comply with legal, regulatory or contractual obligations

We do not sell Client data or End User data.

5. AI, Automation and Call Handling

Some of our services use artificial intelligence and automation.

AI and automation may be used for:

AI call answering

AI chat responses

Message drafting

Call summaries

Transcripts

Lead or enquiry handling

Workflow routing

Data classification

Follow-up messages

General service automation

AI systems may not always be perfect. They may misunderstand, misclassify or produce incomplete information.

Clients should review important AI-generated information before relying on it for business, operational, legal, medical, emergency, financial or other important decisions.

Clients should avoid entering unnecessary sensitive information into AI or automation systems unless required for a legitimate business or operational purpose.

6. Call Recording, Transcripts and Summaries

Where call recording, call summaries or transcripts are enabled, calls may be recorded or processed for service delivery, quality, workflow, follow-up, training, support or compliance purposes.

Clients are responsible for ensuring that appropriate notices, consents or disclosures are provided to their callers and End Users where required.

Suggested call disclosure wording:

“This call may be recorded and processed for service, support, quality, workflow and follow-up purposes.”

7. Payment and Billing Information

Where payments, subscriptions or automatic billing are used, payment information may be collected and processed by our nominated third-party payment processor.

We do not directly store full credit card or debit card details.

Payment information may be used to:

Process invoices

Manage subscriptions

Charge monthly fees

Charge setup fees

Charge usage-based fees

Charge SMS, call, AI, phone number or third-party platform costs

Process approved additional work

Manage failed or overdue payments

Any card surcharge, where applied, will not exceed the reasonable cost of accepting that payment method.

8. Third-Party Platforms and Service Providers

We use third-party platforms and service providers to deliver our services.

These may include providers for:

CRM systems

AI tools

Call handling

SMS and messaging

Email delivery

Phone numbers and telephony

Website hosting

Cloud storage

Automation and integrations

Payment processing

Analytics and reporting

Customer support

Our main CRM and automation platform may include HighLevel / LeadConnector.

For transparency, HighLevel / LeadConnector provides its own privacy, data processing and sub-processor information, including:

HighLevel Privacy Policy: https://www.gohighlevel.com/privacy-policy

HighLevel Data Processing Agreement: https://www.gohighlevel.com/data-processing-agreement

HighLevel Sub-Processor List: https://www.gohighlevel.com/sub-processors

HighLevel Privacy and Security Information: https://www.gohighlevel.com/privacy-and-security

These third-party documents may be updated by HighLevel / LeadConnector from time to time.

We are not responsible for the privacy practices, infrastructure, hosting locations or security controls of third-party platforms outside our reasonable control. However, we take reasonable steps to use reputable providers and configure systems appropriately.

9. Overseas Data Processing and Data Sovereignty

Our services are not Australian sovereign-hosted-only services.

Some personal information may be processed, stored, transmitted or accessed outside Australia by third-party cloud providers, platform providers, support teams or approved sub-processors.

We do not guarantee:

Australian-only data hosting

Australian-only data processing

Australian-only support access

Sovereign Australian data storage

unless this is expressly agreed in writing and supported by the relevant platform provider.

By using our services, Clients acknowledge that third-party cloud-based services may process or store data outside Australia as part of delivering CRM, AI, messaging, telephony, hosting, payment and automation services.

10. Security of Personal Information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Security measures may include:

Using reputable cloud-based platforms

Restricting access to authorised users

Supporting permission and user access controls

Using secure payment processors

Maintaining account-level security settings

Using password-protected accounts

Supporting access removal where required

Monitoring and troubleshooting system issues

Assisting with data access, correction or deletion requests where reasonably possible

Clients are responsible for ensuring their own staff, volunteers, contractors and users access and use the system appropriately.

Clients should:

Use strong passwords

Avoid sharing logins

Remove access for users who no longer need it

Limit access to authorised users only

Notify us promptly if unauthorised access is suspected

11. Client Responsibilities

Where we provide services to a Client, the Client is responsible for:

Ensuring it has authority to collect and use personal information

Providing appropriate privacy notices to its customers, callers, staff, volunteers and End Users

Obtaining required consents

Ensuring its users use the system lawfully

Managing access for its users

Reviewing AI-generated content or summaries where necessary

Complying with its own privacy, legal and industry obligations

We provide the configured technology and support services, but the Client remains responsible for how it uses the system in its own business or organisation.

12. Direct Marketing

We may use personal information to send service updates, product information, offers or marketing communications where permitted by law.

You may unsubscribe from marketing communications at any time by using the unsubscribe option provided or by contacting us.

Service-related messages, billing messages, account notices or important operational communications may still be sent where necessary.

13. Cookies, Website Tracking and Analytics

Our websites, funnels or landing pages may use cookies, pixels, analytics tools or similar technologies.

These may be used to:

Improve website performance

Understand visitor behaviour

Measure marketing effectiveness

Support advertising or retargeting

Remember preferences

Improve user experience

Users can adjust cookie settings through their browser.

Some website features may not work properly if cookies are disabled.

14. Access, Correction and Deletion Requests

You may request access to personal information we hold about you.

You may also request that we correct inaccurate, outdated or incomplete information.

Where technically possible and legally appropriate, you may request deletion or restriction of personal information.

If your information is held in a system controlled by one of our Clients, we may refer your request to that Client or work with the Client to respond.

To make a request, contact us at:

[email protected]

15. Data Retention

We retain personal information for as long as reasonably required for:

Providing services

Managing accounts

Supporting Clients

Maintaining CRM records

Billing and financial records

Legal, tax or compliance obligations

Dispute resolution

Security and fraud prevention

If a Client cancels services, access to CRM records, workflows, messages, phone numbers and related data may be restricted or removed according to the platform settings, account status and service terms.

Clients should request any required data export before cancelling services.

Data export, recovery or migration after cancellation may be subject to additional fees.

16. Data Breaches and Security Incidents

If we become aware of a data incident involving personal information, we will take reasonable steps to assess, contain and respond to the incident.

Where required, we will cooperate with affected Clients, individuals, service providers or regulators.

Clients must notify us promptly if they suspect unauthorised access, misuse, loss or disclosure involving systems we manage or support.

17. Children and Minors

Our services are intended for business and organisational use.

We do not knowingly collect personal information from children for our own direct marketing purposes.

Where a Client’s services involve children or minors, the Client is responsible for ensuring appropriate consent, privacy notices and safeguarding procedures are in place.

18. Links to Third-Party Websites

Our websites, messages or platforms may contain links to third-party websites.

We are not responsible for the privacy practices, content or security of third-party websites.

Users should review the privacy policies of any third-party websites they visit.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

The updated version will be published on our website with the updated effective date.

Continued use of our services after changes are published means the updated Privacy Policy applies.

20. Contact Us

For privacy questions, access requests, correction requests, complaints or data handling enquiries, contact:

ITfyd Pty Ltd trading as Lead Connector CRM
Email: [email protected]

We will aim to respond to privacy enquiries within a reasonable time.

21. Privacy Complaints

If you have a privacy complaint, please contact us first so we can try to resolve the issue.

Privacy complaints can be sent to:

[email protected]

Please include:

Your name and contact details

Details of the privacy concern

Any relevant dates, messages or account information

The outcome you are seeking

We will review the complaint and respond within a reasonable time.