Privacy Policy — Root&Flow CRM
Last Updated: Oct 1, 2026
Root&Flow CRM (“Root&Flow,” “we,” “us,” or “our”) respects your privacy and is committed to
protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and
protect information when you visit our website or use our Services.
By using our website or Services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
Information you provide directly:
—Name, business name, email address, and phone number
—Information submitted through contact forms, free trial sign-ups, or consultation requests
—Payment and billing information (processed securely through third-party payment processors)
—Any information you share with us during calls, emails, or texts
Information collected automatically:
—IP address, browser type, and device information
—Pages visited, time spent on site, and referral source
—Cookies and similar tracking technologies (see Section 3)
2. How We Use Your Information
We use collected information to:
—Respond to inquiries and provide requested information
—Set up, manage, and support your CRM and related Services
—Send appointment confirmations, updates, and service-related communications
—Process payments and manage billing
—Improve our website, marketing, and Services
—Send promotional or educational content, where you have opted in
—Comply with legal obligations and enforce our Terms and Conditions
We do not sell your personal information to third parties.
3. Cookies
Our website may use cookies and similar tracking technologies to improve your browsing experience,
understand site traffic, and support marketing efforts.
—Cookies are small data files stored on your device that help us recognize repeat visitors and understand how our site is used.
—You can adjust your browser settings to refuse cookies or alert you when cookies are being used. Disabling cookies may affect certain features of the website.
—We may use third-party analytics tools (such as Google Analytics) that also use cookies to collect anonymized usage data.
4. Communication
By submitting your information through our website (including contact forms, free trial sign-ups, or consultation requests), you consent to receive communications from Root&Flow, including:
—Emails, phone calls, and text messages related to your inquiry or Services
—Appointment reminders and account-related updates
—Marketing or educational content, where applicable
You may opt out of marketing communications at any time by using the unsubscribe link in emails or replying “STOP” to text messages. Service-related communications (such as appointment confirmations) may still be sent as needed to fulfill our Services.
Message and data rates may apply. Message frequency may vary.
5. Third-Party Services
We may use third-party platforms to operate our business and deliver our Services, including but not limited to:
—GoHighLevel (CRM and automation platform)
—Payment processors
—Email and SMS delivery providers
—Analytics tools
These third parties may have access to certain information solely to perform services on our behalf, and are expected to handle your information securely and in accordance with their own privacy policies. Root&Flow is not responsible for the privacy practices of third-party platforms outside of our control.
5. Third-Party Services
We may use third-party platforms to operate our business and deliver our Services, including but not limited to:
—GoHighLevel (CRM and automation platform)
—Payment processors
—Email and SMS delivery providers
—Analytics tools
These third parties may have access to certain information solely to perform services on our behalf, and are expected to handle your information securely and in accordance with their own privacy policies. Root&Flow is not responsible for the privacy practices of third-party platforms outside of our control.
6. Data Security
We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, disclosure, alteration, or destruction.
—While we work to protect your information, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
—Access to sensitive information is limited to personnel and service providers who need it to perform their job functions.
7. Your Rights
Depending on your location, you may have the right to:
—Request access to the personal information we hold about you
—Request correction of inaccurate or incomplete information
—Request deletion of your personal information, subject to legal or contractual obligations
—Opt out of marketing communications at any time
—Request a copy of your data in a portable format, where applicable
To exercise any of these rights, please contact us using the information in Section 10.
8. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other business reasons. Updates will be posted on this page with a revised “Last Updated” date.
9. Policy Updates
We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information. Continued use of our website or Services after changes are posted constitutes your acceptance of the updated Privacy Policy.
10. Contact Information
If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:
Root&Flow CRM
Email: [email protected]
Phone: 09752178126
Address: Gingoog City, Philippines
Disclaimer: This document is a general educational template and does not constitute legal advice. Privacy laws vary by state and country (e.g., CCPA, GDPR, state-level privacy laws). Root&Flow CRM should have this Privacy Policy reviewed by a licensed attorney to ensure compliance with all applicable laws before publishing it on a live website.