Privacy Policy

Last Updated: September 23, 2026

EstateScale CRM ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide when you visit our website, contact us, request a consultation or audit, sign up for a trial, book an appointment, or use our services.

This Privacy Policy explains what personal information we may collect, how we use it, who we may share it with, how long we retain it, and the rights available to you under applicable privacy laws, including the Philippines' Data Privacy Act of 2012 (Republic Act No. 10173).

1. Information Collected

Depending on how you interact with our website and services, we may collect:

Contact Information
Your name, email address, phone number, and other contact details you voluntarily provide.

Business Information
Information you provide about your business, real estate activities, lead sources, workflow challenges, goals, and other information relevant to a consultation, audit, trial, or service.

Appointment Information
Information associated with appointments you request or schedule, such as your selected date and time and information necessary to coordinate the appointment.

Account and Service Information
Information needed to provide, configure, support, or manage EstateScale CRM, automation systems, onboarding, and related services.

Communications
Information contained in messages, emails, forms, support requests, or other communications you send to us.

Technical and Usage Information
Information that may be collected automatically when you use our website, such as IP address, browser and device information, pages visited, referring pages, approximate location derived from technical information, and website interaction data.

We aim to collect only information that is reasonably necessary for the purposes described in this Privacy Policy.

2. How We Use Personal Information

We may use personal information to:et

Respond to inquiries and requests.
Provide free consultations, lead-system audits, demonstrations, trials, onboarding, and services.
Schedule and manage appointments.
Set up, configure, and support CRM, automation, funnel, website, and related systems.
Communicate with you about your inquiry, appointment, account, or services.
Send marketing or promotional communications where permitted and where the applicable requirements for such communications are satisfied.
Improve our website, services, systems, and customer experience.
Maintain records and administer our business.
Detect, prevent, or address security, fraud, abuse, or technical issues.
Comply with applicable legal or regulatory obligations.

3. Lawful Basis for Processing

Where required by applicable law, we process personal information based on one or more lawful grounds, which may include:

Your consent;
Taking steps at your request before entering into a contract or performing a contract or service;
Compliance with a legal obligation; or
Our legitimate interests, where permitted by law and where those interests are not overridden by your rights and freedoms.ullet List 5

Where processing relies on consent, you may withdraw that consent subject to applicable legal limitations and consequences. The withdrawal of consent does not affect processing that was lawfully carried out before withdrawal. Philippine privacy rules recognize these different lawful bases and require transparency about the basis and purposes of processing.

4. Website Forms, Consultations, Trials, and Appointments

When you submit information through an EstateScale CRM form, free trial registration, lead-system audit request, consultation request, onboarding form, or appointment booking page, we may use the information you provide to respond to your request and deliver the related service.

Information submitted through these channels may be stored in our CRM and automation systems and may be used for appropriate follow-up related to your request, account, or services.

5. Email and SMS Communications

When you provide your contact information, we may send communications related to your inquiry, appointment, trial, onboarding, account, or services.

Where permitted and where required, we may also send marketing communications. You may opt out of marketing communications by using the unsubscribe mechanism provided in the communication or by contacting us directly.

Transactional, service, security, appointment, and account-related communications may still be sent when necessary to provide requested services or manage your relationship with us.

6. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support website functionality, understand website usage, improve performance, and, where applicable, support analytics or advertising activities.

The specific cookies or tracking technologies used may change as we add or update website functionality.

You may control certain cookies through your browser settings. Disabling some cookies may affect website functionality.

7. AI Chat and Automated Tools

When our website's AI chatbot or other automated communication tools are enabled, conversations and information you provide through those tools may be processed to:

Answer questions about EstateScale CRM and our services;
Respond to inquiries;
Provide information and assistance;
Help determine the appropriate next step, such as contacting our team or booking a consultation.ulletList 5

AI-assisted tools are not intended to replace a human representative where human assistance is required. We do not represent that an automated response is always complete or error-free.

Where applicable, meaningful information about automated processing will be provided as required by applicable law. Philippine privacy guidance recognizes a data subject's right to be informed about automated decision-making and profiling.

8. Third-Party Service Providers

We may use trusted third-party service providers to operate our website and business, including providers for:

CRM and marketing automation;
Website and funnel hosting;
Appointment scheduling and calendars;
Email and SMS communications;
Payment processing;
AI and chatbot services;
Analytics and website performance;
Cloud storage and technical infrastructure.

For EstateScale CRM, these services may include GoHighLevel or related service providers, depending on the service or feature being used.

Third-party providers may process personal information on our behalf and are expected to handle that information in accordance with applicable agreements, security requirements, and applicable law.

We do not sell your personal information.

9. Sharing and Disclosure of Information

We may disclose personal information when reasonably necessary to:

Provide requested products or services;
Work with service providers assisting us with business operations;
Process payments or appointments;
Respond to lawful requests from government authorities;
Comply with legal or regulatory requirements;
Protect our rights, property, systems, users, or business; or
Address fraud, security, or technical issues.

We seek to limit disclosures to information that is appropriate and necessary for the relevant purpose.

10. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, provide requested services, maintain business and transaction records, resolve disputes, establish or defend legal claims, comply with legal obligations, or fulfill other legitimate business purposes.

When personal information is no longer needed and there is no applicable legal or legitimate reason to retain it, we will take reasonable steps to securely delete, anonymize, or dispose of it.

Philippine privacy rules provide that personal information should not be retained longer than necessary for the declared and legitimate purpose, subject to applicable legal and business requirements.

11. Data Security

We take reasonable organizational, physical, and technical measures designed to protect personal information against unauthorized access, alteration, disclosure, loss, misuse, or destruction.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

12. Your Privacy Rights

Subject to applicable law, you may have rights regarding your personal information, including the right to:

Be informed about how your personal information is processed;
Request access to personal information we hold about you;
Request correction or rectification of inaccurate information;
Object to certain processing activities;
Request erasure or blocking where legally applicable;
Withdraw consent where processing is based on consent;
Request data portability where applicable; and
Lodge a complaint with the appropriate privacy authority.

The Philippines' National Privacy Commission identifies rights including being informed, access, rectification, objection, erasure or blocking, data portability, and filing a complaint.

13. How to Exercise Your Rights

To ask a privacy question or exercise an applicable privacy right, contact us at:

Email: [email protected]
Location: Cebu, Philippines

Please provide enough information for us to understand your request and, where appropriate, verify your identity before responding.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, website, services, technology, or applicable legal requirements.

When we make changes, we will update the Last Updated date at the top of this page and post the revised policy here.