Privacy Policy

Overview

Painless CRM ("we," "us," or "our") operates a specialized CRM and order-management platform for dealers of exterior products such as awnings and motorized screens. This Privacy Policy explains how we collect, use, and protect your personal information when you use our service.

We do not sell personal information, including phone numbers, to third parties.

Information We Collect

Account Information

• Name, email address, and phone number
• Company information and dealer details
• Billing information processed securely through Stripe

Customer Data

• Lead and customer contact information entered by dealers
• Product quotes, orders, and installation details
• Payment information processed through Stripe Connect
• Communication records and notes

Usage Data

• Log data including IP addresses and browser information
• Feature usage and interaction data
• Performance and error reporting data

How We Use Your Information

• Provide and improve our CRM and order management services
• Process payments and facilitate transactions through Stripe
• Send service-related notifications and updates
• Provide customer support and technical assistance
• Analyze usage patterns to improve our platform
• Comply with legal obligations and prevent fraud

SMS and Text Messaging

Painless CRM is a software platform that enables dealers to communicate with their customers via SMS text messages. We provide the technology infrastructure that allows dealers to send and receive text messages on behalf of their businesses.

How SMS Messaging Works

Dealers using Painless CRM send text messages to their customers for legitimate business purposes including:

• Customer support and service requests
• Quote and lead follow-up after customer inquiries
• Appointment scheduling and reminders
• Order confirmations and status updates
• Installation scheduling and service notifications
• Post-sale customer care and follow-up
• Promotional messages to recipients who have opted in

Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. Consent is not a condition of purchase.

Consent and Opt-In Requirements

Dealers are required to obtain consent from their customers before sending text messages. Customer care consent and marketing consent are collected separately. Our platform provides tools to track and document consent. Dealers are solely responsible for obtaining and maintaining legally valid customer consent prior to sending any SMS messages.

We require all dealers using our platform to comply with TCPA requirements and carrier messaging guidelines.

Lawful bases for messaging include documented opt-in consent and consumer-initiated inbound texts. Acceptable consent methods include:

• Web Inquiry Forms: Customers submit their phone number via dealer website contact forms that include unchecked-by-default SMS consent checkboxes (customer care and marketing presented separately) with clear disclosure language stating:"I agree to receive text messages from [Dealer Name]. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe. Reply HELP for help. Consent is not a condition of purchase."
• In-Person Written Consent: Customers sign communication preference forms during sales appointments or showroom visits that include SMS disclosure language.
• Verbal Consent via Phone: Dealer representatives read a disclosure script and record consent in the CRM, noting the date, time, and scope of consent.
• Customer-Initiated Text: When a customer sends the first text message to a dealer's business number, the dealer may reply and follow up about that inquiry.

Consent Rules

• Customer Care / Transactional messages: may be sent only with the consumer's documented consent or in response to a consumer-initiated inbound text.
• Marketing / Promotional messages: may be sent only with the consumer's express consent to receive marketing texts.
• Purchased, rented, or scraped contact lists and unsolicited cold outreach are prohibited.
• Imported contacts are not opted in by default. Dealers must have documented consent before messaging.
• The first outbound message should identify the dealer and include opt-out instructions.

Consent is documented in the CRM with timestamp and collection method. Dealers are responsible for ensuring messages are sent only to recipients who have provided consent.

Message Frequency and Charges

Message frequency varies based on customer interactions and the stage of their project. Messages are limited to business communications related to the customer's inquiry or order. Message and data rates may apply depending on your mobile carrier and plan.

Opting Out of Text Messages

Customers may opt out of receiving text messages at any time by:

• Replying STOP, CANCEL, END, QUIT, UNSUBSCRIBE, OPTOUT, or STOPALL to any text message
• Contacting the dealer directly to request removal from their messaging list
• Contacting us at support@parablesoft.com

Opt-out requests are processed immediately and automatically. After opting out, customers will receive a one-time confirmation message and no further messages will be sent from that dealer. Customers may reply START or YES to resubscribe.

Help and Support

Reply HELP for help. Customers may reply HELP or INFO to any text message to receive information about the messaging service, including how to opt out and contact information. You may also contact us at support@parablesoft.com.

Program Operator / Contact

Each messaging program is operated by the dealer’s business (the message sender). Painless CRM provides the technology platform and does not independently initiate messages to consumers.

For help, reply HELP to any message or email support@parablesoft.com.

SMS Log Storage

We may store SMS message content, delivery status, timestamps, and communication history to provide the service, support customer service requests, maintain audit logs, and document consent and compliance.

Phone Number Privacy

Mobile information (including phone numbers) will not be shared or sold to third parties for their own marketing or promotional purposes.

• Phone numbers are collected solely to support customer care/transactional messaging and, where expressly opted in, marketing/promotional messaging
• We do not sell, rent, or share phone numbers with third parties for marketing purposes
• Phone numbers and SMS message content are shared with our SMS service provider(s) (e.g., Twilio) and delivery partners (carriers) solely to deliver messages and provide delivery confirmation
• Dealers may only message their own customers who have provided consent
• Customer phone numbers are not shared between dealers
• Opt-in information is not shared with third parties except as required to provide messaging services

Data Sharing and Third Parties

We may share your information with:

Service Providers

• Stripe: Payment processing for deposits and final payments
• Email/SMS providers: Automated notifications and communications
• Cloud hosting: Secure data storage and application hosting

Supplier Integrations

With your consent, we share relevant order information with your chosen suppliers for production tracking and fulfillment.

Legal Requirements

We may disclose information when required by law or to protect our rights and users.

Data Security

We implement industry-standard security measures including:

• Encryption of data in transit and at rest
• Secure user authentication with bcrypt password hashing
• Regular security updates and monitoring
• Limited access controls for our team members
• PCI DSS compliant payment processing through Stripe

Your Rights and Choices

You have the right to:

• Access, update, or delete your personal information
• Export your data in a portable format
• Opt out of non-essential communications
• Request correction of inaccurate data
• Close your account and request data deletion

To exercise these rights, please contact us at support@parablesoft.com

Data Retention

We retain your data for as long as your account is active or as needed to provide services. Customer data entered by dealers is retained according to their business needs. We may retain certain data for longer periods as required by law or for legitimate business purposes.

SMS messaging records, including consent and opt-out history, may be retained for compliance and audit purposes even after a consumer opts out, as required to document consent and opt-out history and to comply with carrier policies.

Children's Privacy

Our service is not intended for children under 13. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by email or through our platform. Your continued use of our service after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at: