Terms & Conditions

ProactiveCRM, an Engaged Headhunters DBA BDB Coaching, LLC Product, is committed to protecting the privacy of the data relating to our users and their clients. We will collect, store, use, and protect any personal information that you share with us. We will not share your information with anyone, except as described in this Privacy Policy.Throughout this Privacy Policy, we will refer to our website, applications delivered via the web, and other related services collectively as the “Service.”This Privacy Policy does not apply to information we collect by other means than your use of the Service (including offline) or from other sources. When you sign up for ProactiveCRM and use the Service, you agree to accept this Privacy Policy.We reserve the right to change this policy at any time. If we do so, we will post changes and updates to this page. Please refer to this policy periodically to stay informed of any changes.

No Refund Policy

All sales of products and services through ProactiveCRM are final. We do not offer refunds under any circumstances once a payment has been processed. Your payment serves as your full agreement that all prior services have been satisfactorily completed to your satisfaction. Any claims regarding prior services must be made before submitting payment. By completing a purchase, you acknowledge that you accept our no-refund policy.

30-Day Notice Requirement

To discontinue services or terminate your agreement with ProactiveCRM, you are required to provide written notice at least 30 days in advance. This notice period allows us to properly wind down services and complete the necessary steps for a smooth transition. Failure to provide the required 30-day notice may result in continued charges for the final month of service.

Information We Collect

We collect certain Personally Identifiable Information (PII) from users who purchase our products and services, including name, email address, telephone number, address, and payment information (e.g., credit card number). In addition, we may collect transaction data, browser information, and user-generated content when you use the Service.Information related to your clients, collected via invoicing or accounting applications (e.g., QuickBooks, Xero, Clio), may also be collected. This information, referred to as “Third-Party Client Information,” is treated confidentially as described in this Privacy Policy.

Our Use of Personally Identifiable Information

We use your PII to create your account, communicate with you about products and services you’ve purchased, offer additional products and services, and process billing. We may also use this information to enforce our website terms of service, ensure compliance with applicable laws, and prevent harm to persons or property.We may use aggregated or anonymized data for the purpose of analyzing how the Service is used, diagnosing service or technical problems, maintaining security, and personalizing content.

Protecting Personal Information

We take your privacy seriously and employ industry-standard practices to protect your PII. However, no method of transmission or storage is completely secure. By using the Service, you acknowledge and accept that we cannot guarantee absolute security of your information.Third-party client and customer information provided to ProactiveCRM will only be used for the purpose of facilitating the billing and collection process and will not be shared with any third party unless required by law or legal process.

Sharing Personal Information

ProactiveCRM will not sell or rent your PII to third parties. We may share your information with partners solely for the purpose of providing the Service, and their use of your information will be subject to terms as restrictive as this Privacy Policy.In the event of a business transition, such as a merger, acquisition, or sale of assets, customer information may be transferred as part of that transaction.

Compromise of Personal Information

In the event of a data breach, ProactiveCRM will promptly notify affected individuals as required by applicable law.

Your Choices About Your Information

You may decline to submit PII through the Service, though this may limit your ability to use certain services. You may update or correct your account information at any time by logging into your account or contacting us directly.

Information Relating to Minors

ProactiveCRM does not knowingly collect information from anyone under 18 years of age. If we become aware that we have inadvertently collected such information, we will take steps to delete it as quickly as possible.

Links to Other Websites

Our Privacy Policy does not apply to third-party websites linked to our Service. Please review the privacy policies of those websites before providing any personal information.

Notification Procedures

We may notify you of any changes to this Privacy Policy or for marketing purposes via email, hard copy, or posting updates on our website at our discretion.

Changes to Our Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Changes will become effective when posted on this page.

Contact

If you have any questions or concerns regarding these terms and conditions, please contact our Customer Support Team at [email protected].