Privacy Policy
Last updated: 4/10/2026
1. Introduction
Riddle Brothers CRM ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, store, and share information when you use our customer relationship management application and related services.
2. Information We Collect
We collect information you provide directly (e.g., account details, contact and lead information, job and worksheet data) and information generated through your use of the service (e.g., login activity, usage data). When you connect QuickBooks, we receive and store data necessary to sync customers, invoices, and payments in accordance with your authorization.
3. How We Use Your Information
We use your information to operate and improve the CRM, provide support, sync data with integrated services (such as QuickBooks and Intuit), and comply with legal obligations. We do not sell your personal information.
4. Sharing and Integrations
When you connect QuickBooks (Intuit), we share and receive data as necessary to sync customers, invoices, and payments. That data is subject to Intuit's privacy policy for their services. We may also share information with service providers who assist in operating our platform, under strict confidentiality.
5. Data Storage and Security
We store your data on secure servers and use industry-standard measures to protect it. Access is restricted to authorized personnel and systems necessary to provide the service.
6. Cookies and Similar Technologies
We use cookies and similar technologies for authentication, session management, and to improve the application. You can control cookie settings through your browser.
7. Your Rights and Choices
You may access, correct, or request deletion of your personal information where applicable. You may disconnect QuickBooks or other integrations at any time from your account settings.
8. Contact
For questions about this Privacy Policy or our practices, please contact us through the contact information provided by your organization or the Riddle Brothers CRM administrator.
This is a draft policy. Your organization or legal counsel may update the content as needed.