Privacy Policy

1. Scope of Policy

This Privacy Policy applies to website visitors, platform users, account owners, contacts, prospects, customers, users of client-configured systems, and individuals who interact with CasperPortal-powered communications where applicable.

CasperPortal operates as a software platform. We are not responsible for the independent privacy practices of our customers or third-party providers.

2. Information We Collect

We may collect:

• Account Data: Name, email, phone, business information, billing information, login/account data, and user credentials.
• Customer/CRM Data: Contacts, leads, customer records, CRM data, messages, emails, SMS/MMS records, call logs, voicemail records, form submissions, calendar data, automation data, and website/funnel data.
• Technical Data: IP address, device/browser information, cookies, analytics, usage logs, and support tickets.
• AI & Integration Data: AI inputs and outputs, integration data, and payment data handled by processors.

3. How We Use Information

We use the collected information to:

• Operate the platform and provide account access.
• Process payments and manage billing.
• Send transactional, support, and marketing communications.
• Provide customer support and troubleshoot issues.
• Secure the platform and prevent fraud.
• Improve features and conduct analytics.
• Ensure legal compliance and enforce our Terms of Service.
• Manage integrations and provide AI-assisted features.
• Maintain overall platform operations.

4. Customer Data & Processor Responsibilities

Customers are solely responsible for the personal information they upload, import, collect, or process using CasperPortal. Customers must have proper rights, notices, consents, and lawful bases to use such data.

CasperPortal acts as a processor or service provider with respect to customer data, processing it only to provide the platform, support, security, troubleshooting, and related operations.

5. Sharing and Service Providers

We may share information with trusted third parties, including: hosting providers, communications vendors, SMS/MMS/phone carriers, email providers, payment processors, analytics tools, AI providers, integration partners, support contractors, legal/regulatory authorities, fraud/security vendors, and parties involved in business transfers.

6. Cookies, Pixels, and Analytics

CasperPortal uses cookies, tracking pixels, and analytics scripts to operate the site, remember preferences, and analyze performance. This includes essential session tools, Google Analytics (GA4), Google Tag Manager, Meta Pixel, and LinkedIn Insight Tag where configured. You can manage cookie preferences through your browser settings or our cookie consent banner.

7. Communications

Users may receive transactional, service, account, billing, security, support, and marketing communications from us. You may opt out of marketing communications at any time. However, marketing opt-outs do not stop important service, security, or transactional communications.

8. SMS, Calls, and Messaging

If you provide a phone number, we may use it for account security, support, or marketing (where consented). You may opt out of SMS messages by replying STOP. CasperPortal relies on third-party carriers; we do not guarantee delivery or compliance for messages sent by our customers to their own contacts.

9. Artificial Intelligence (AI) Data

AI-assisted features may process inputs, outputs, prompts, account data, or related business information depending on feature use. Users should not submit sensitive, protected health information (PHI), or highly regulated data into AI tools unless explicitly authorized and appropriate.

10. Data Retention

CasperPortal retains data as long as reasonably necessary for platform operations, legal, tax, accounting, billing, security, backup, dispute resolution, fraud prevention, compliance, and business purposes.

11. Security

We implement commercially reasonable technical and organizational safeguards to protect data. However, no system is 100% secure. CasperPortal cannot guarantee absolute security against unauthorized access, breaches, or data loss.

12. User Privacy Rights

Depending on your location and applicable U.S. state privacy laws, you may have the right to request access, correction, deletion, or portability of your personal information. You may also have the right to opt out of the sale/sharing of data for targeted advertising, limit the use of sensitive data, or appeal a decision we make about your request. Contact us to exercise these rights.

13. New Hampshire Privacy Review

This policy is governed by New Hampshire law. We continually monitor the applicability of the New Hampshire Data Privacy Act and other state laws based on processing thresholds to ensure appropriate rights are extended to eligible residents.

14. International Users

CasperPortal is primarily intended for use in the United States. If you access the platform from outside the U.S., your information may be transferred to, stored, and processed in the U.S. or other jurisdictions. By using the platform, you consent to this transfer. We do not claim full compliance with the GDPR or other international frameworks unless explicitly stated.

15. Children's Privacy

The platform is not intended for children under 13 (or the applicable legal age of majority). We do not knowingly collect personal information from children. If we learn we have collected such information, we will delete it.

16. Business Transfers

Your personal information may be transferred or disclosed as part of a merger, acquisition, restructuring, financing, asset sale, bankruptcy, or similar corporate transaction.

17. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated policy will be posted on this page with a revised "Effective Date." Continued use of the platform constitutes acceptance of the changes.

18. Contact Information