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Roth Business Solutions ("Roth," "Roth Biz CRM," "we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our websites, use Roth Biz CRM, request information, start a free trial, or communicate with us.
This Privacy Policy applies to:
We may collect information that you provide directly, including:
We may also collect certain information automatically, including:
We may use collected information to:
When you provide your telephone number and consent to receive messages, Roth Business Solutions may send:
Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive marketing messages is not a condition of purchasing a product or service. Mobile telephone information, text-message opt-in data, and consent records will not be sold or shared with third parties or affiliates for their independent marketing or promotional purposes.
We may send operational emails concerning:
You may unsubscribe from promotional emails by selecting the unsubscribe link included in the message. Operational, security, transaction, and account-related communications may continue while you maintain an active account.
Payments may be processed through authorized third-party payment providers. These providers may collect and process payment information according to their own privacy policies and security practices. Roth Business Solutions may receive limited transaction information necessary to manage subscriptions, verify payments, provide receipts, address billing questions, and provide customer support.
We may use cookies, pixels, analytics, and similar technologies to operate our websites, remember preferences, understand website activity, improve website performance, measure advertising effectiveness, provide relevant content, and improve the customer experience. You may manage cookies through your browser settings. Disabling certain cookies may affect website or platform functionality.
We may share information with trusted service providers that help us operate our business, including providers of:
These providers may access information only as necessary to perform services on our behalf or as otherwise permitted by law. We may also disclose information when required by law, to respond to subpoenas, court orders, or lawful requests, to protect our rights, property, customers, or platform, to investigate suspected fraud, abuse, or security threats, to enforce our agreements and policies, and as part of a merger, acquisition, financing, or business transfer. We do not sell personal information for money.
Roth Biz CRM customers may upload, collect, store, or process information concerning their own contacts, employees, customers, and prospects. Each business using Roth Biz CRM is responsible for:
Roth Business Solutions processes customer data to provide, maintain, secure, and support the Roth Biz CRM platform.
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, destruction, and unauthorized disclosure. No website, online platform, database, or electronic transmission can be guaranteed to be completely secure. Customers are responsible for protecting their usernames, passwords, and account-access information.
We retain information for as long as reasonably necessary to provide products and services, maintain accounts, complete transactions, maintain business records, resolve disputes, enforce agreements, prevent fraud, and meet legal and regulatory requirements. Retention periods may vary depending on the type of information and the reason it was collected.
Depending on your location, you may have the right to:
We may need to verify your identity before completing a privacy request. Certain information may be retained when required for legal, security, transaction, fraud-prevention, or recordkeeping purposes.
You may manage communications by replying STOP to text messages, using the unsubscribe link in promotional emails, updating your account settings, or contacting Roth Business Solutions. Requests may take a reasonable period to process. You may continue receiving necessary account, security, transaction, and service communications.
Roth Business Solutions and Roth Biz CRM are intended for businesses and adults. We do not knowingly collect personal information directly from children under 13. If you believe a child has provided personal information through one of our websites or services, contact us so we can review and address the request.
Our websites and platform may contain links to or integrations with third-party services. These may include payment processors, communication providers, analytics platforms, social media services, accounting software, and other business tools. Roth Business Solutions is not responsible for the privacy, security, content, or data practices of third-party services. Review the privacy policies of third-party services before providing information or connecting an account.
If Roth Business Solutions is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be transferred as part of that transaction. Any successor organization may continue to use information according to this Privacy Policy unless otherwise required by law.
We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal obligations. The revised Privacy Policy will be posted on our websites with an updated effective date. Continued use of our websites or services after an update means the revised policy will apply to future use.
For privacy questions, concerns, or requests, contact Roth Business Solutions through either website:
Roth Business Solutions — www.rothbusinesssolutions.com and www.rothbizcrm.com
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