Privacy Policy

Last Updated: December 4, 2025

This Privacy Policy explains how SalesCakeCRM, LLC (“SalesCakeCRM,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit our website, use our software-as-a-service (SaaS) platform, or interact with us through SMS, MMS, phone calls, AI-powered agents, email, or social media.

This Privacy Policy is designed to comply with global data laws, including:

GDPR (EU/UK)

CCPA/CPRA (California)

ColoPA (Colorado)

PIPEDA (Canada)

LGPD (Brazil)

Australian Privacy Act

U.S. state privacy laws

CAN-SPAM, TCPA, CTIA, A2P 10DLC rules

PECR (UK), ePrivacy Directive (EU)

By using the Site or Services, you accept this policy.


1. Who We Are (Controller Information)

SalesCakeCRM, LLC

77711 Flora Rd

Palm Desert, CA 92211

United States

Phone: 760-904-4881

Email: [email protected]

For GDPR purposes, SalesCakeCRM acts as:

Data Controller for information we collect directly

Data Processor for CRM/contact data uploaded by customers


2. Scope of This Policy

This policy covers personal information collected from:

Website visitors

SalesCakeCRM account holders

Team members and administrators

Prospective customers

Individuals who interact with our SMS, calls, AI voice agents, or emails

End users whose data is stored by our customers

Customers are responsible for obtaining all required consents for the CRM data they upload.


3. Information We Collect

3.1 Information You Provide

Name, business name

Email, phone number

Payment information (processed by PCI-compliant processors)

CRM and contact data you upload

Messages, calls, recordings (where allowed), AI interactions

Account settings, form submissions, support communications

Surveys, testimonials, or feedback

3.2 Information Collected Automatically

IP address

Device identifiers and browser details

Usage patterns and clickstream behavior

Login events and security logs

Session recordings (where enabled)

Performance and diagnostic data

3.3 Cookies, Pixels & Tracking

We use:

Necessary cookies

Analytics cookies

Functionality cookies

Advertising/retargeting cookies

Third-party pixels (Meta, Google, TikTok, LinkedIn, etc.)

Consent is collected where required (EU/UK/Canada/Australia).

3.4 Information From Third Parties

Payment processors

Email/SMS/telephony partners

Analytics platforms

Identity verification tools

CRM integrations

Advertising and social media platforms


4. How We Use Personal Information

4.1 Service Delivery

Account creation and authentication

CRM functionality, pipelines, workflows

AI agents, SMS/MMS, emails, voice calling

Integrations, reporting, analytics

4.2 Communications

Support replies

Service updates

Onboarding and training

Security alerts

Billing notices

4.3 Marketing

With consent where required:

Email campaigns

SMS/MMS marketing

Retargeting ads

Lookalike audiences

Pixel-based advertising

Promotions and educational content

4.4 A2P Messaging and Calling Compliance

By providing your phone number, you consent to:

Receiving SMS/MMS

Receiving automated or AI-assisted phone calls

Message/data rates may apply

Messages may be recurring

Opt-Out: Reply STOP at any time.

Transactional messages may still be sent where permitted by law.

4.5 Improving the Platform

Detecting bugs

Optimizing system performance

Developing new features

Conducting analytics and research

4.6 Legal & Compliance

Enforcing agreements

Preventing fraud or abuse

Complying with laws and government requests


5. AI Systems & Automated Decision-Making

SalesCakeCRM uses AI-powered tools to support:

Conversation handling

Lead qualification

Appointment scheduling

Suggested responses

Workflow automation

These systems:

Do not make legally binding or financially significant decisions

Are supervised and may be overridden by humans

Are used to assist—not replace—human judgment


6. Sensitive Personal Data

SalesCakeCRM does not intentionally collect sensitive data, including:

Health information

Biometric identifiers

Government-issued IDs

Religious or political beliefs

Sexual orientation

Union membership

Users must not upload such data into the platform. If we discover such data, we may delete it.


7. Legal Bases for Processing (GDPR/UK)

We rely on:

Contract necessity

Legitimate interests (security, fraud prevention, product improvement)

Consent (cookies, marketing, recordings where required)

Legal obligations


8. How We Share Information

8.1 Service Providers

We disclose data to trusted third parties for:

Hosting

Telephony/SMS/email sending

Payment processing

Analytics

Support ticketing

Marketing

Security

They are contractually restricted to necessary processing only.

8.2 Customer-Uploaded Data

Customers acting as Data Controllers determine:

The data they upload

The purpose of processing

How long they retain data

SalesCakeCRM is not responsible for:

The accuracy

The legality

Or the content

of data uploaded by customers.

8.3 Business Transfers

Data may be transferred during mergers, acquisitions, or restructuring.

8.4 Legal Requirements

We disclose data to:

Comply with laws

Protect rights and safety

Respond to lawful requests

8.5 De-Identified Information

Aggregated or anonymized data may be used for analytics or research.


9. Cookies & Tracking Technologies

We provide:

Cookie banners where required

Consent management tools

Links to third-party ad preference tools


10. International Data Transfers

We store most data in the United States.

When transferring data internationally, we use:

Standard Contractual Clauses (SCCs)

UK Addendum

Data Privacy Framework (where applicable)

Other recognized safeguards


11. Data Retention

We retain data as long as necessary to:

Provide the service

Meet legal obligations

Resolve disputes

Enforce agreements

Data may be anonymized instead of deleted.


12. Data Security

We use industry-standard measures including:

Encryption in transit

Firewalls

Access controls

Secure hosting

Intrusion detection

Routine audits

No system is completely secure; users must secure their credentials.


13. Data Breach Notification

In the event of a data breach:

We will notify affected users without undue delay

We will notify regulators within 72 hours (if GDPR applies)

We will follow all applicable breach reporting laws


14. Your Rights

Depending on your region, you may have:

GDPR Rights

Access

Correction

Deletion

Restriction

Portability

Objection

Withdraw consent

California (CCPA/CPRA) Rights

Know

Delete

Correct

Opt-out of “sale/sharing”

Limit sensitive data

Brazil LGPD Rights

Confirmation

Access

Correction

Deletion

Portability

Information about sharing

Canada PIPEDA Rights

Access

Correction

To exercise rights, email: [email protected]


15. Supervisory Authority Complaints

EU/EEA/UK users may file complaints with their local data protection authority.

UK users may contact the ICO (Information Commissioner’s Office).


16. “Do Not Track” & “Global Privacy Control”

SalesCakeCRM honors Global Privacy Control (GPC) signals where required.

SalesCakeCRM does not respond to browser-based Do Not Track (DNT) signals at this time.


17. Children’s Privacy

Our services are not directed to children under 13 (or older where local law provides). We do not knowingly collect data from children.


18. Accessibility

If you require this Privacy Policy in another format due to disability or accessibility needs, contact us at [email protected].


19. Third-Party Links

We are not responsible for the privacy practices of third-party websites or services linked on our site.


20. Data Processing Agreement (DPA)

SalesCakeCRM offers a GDPR-compliant Data Processing Agreement containing:

Standard Contractual Clauses

Security controls

Controller/Processor obligations

Customers may request a copy at any time.


21. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted with a new “Last Updated” date. Continued use of the service constitutes acceptance.


22. Contact Information

SalesCakeCRM, LLC

77711 Flora Rd

Palm Desert, CA 92211

United States

Phone: 760-904-4881

Email: [email protected]