Builder CRM Privacy Policy

Builder CRM Privacy Policy

Effective Date: 01/01/2024

Company: Builder CRM (operated by RED Media Network LLC)

Website: https://buildercrm.ai

Support Email: [email protected]

Address: 5900 Balcones Dr Ste 100, Austin, TX 78731


1. Introduction

Builder CRM respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your data when you access or use our services, website, and platform (collectively, the "Services").


By using Builder CRM, you agree to the practices described in this policy.


2. Information We Collect

We collect the following types of information:


2.1. Personal Information

Name, email address, phone number
Business name and address
Payment details (processed through secure third-party gateways)


2.2. Account & Platform Usage Data

Login information, IP address, browser type, device ID
Feature usage and activity logs
Communication logs (SMS, email, calls) sent through the platform

2.3. Customer Data (Your Clients' Information)

If you upload or store third-party data (e.g., your customers’ contact info), you are the data controller, and Builder CRM acts solely as the data processor.


3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, manage, and improve our Services
To personalize user experiences and support
To communicate service-related notices or promotional messages
To process payments and prevent fraudTo enforce our Terms and comply with legal obligations
To ensure compliance with telecommunication regulations including A2P 10DLC and TCPA


4. Sharing Your Information

We do not sell your personal information. We only share it as follows:


Service Providers:With third parties (e.g., Twilio, Mailgun, Stripe) who help us operate the platform.
Legal Requirements:When required by law, regulation, court order, or governmental request.
Business Transfers:In case of a merger, acquisition, or asset sale.


All such parties are contractually bound to use your information only as necessary to perform their services.


5. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to:


Remember user preferences
Analyze usage for performance improvements
Deliver relevant advertising on third-party sites

You may control cookie preferences via your browser settings.


6. Data Security

We use industry-standard security measures (encryption, firewalls, secure servers) to protect your data. However, no system is completely secure. You are responsible for safeguarding your login credentials.


7. Data Retention

We retain personal data only as long as necessary for service provision, legal compliance, or dispute resolution. Customer data may be deleted 30 days after account cancellation.


8. International Users

Our Services are intended for U.S.-based businesses. If you access Builder CRM from outside the U.S., you consent to data transfer and processing in the United States.


9. Your Rights

Depending on your location, you may have rights to:


Access, correct, or delete your personal information
Object to or restrict processing
Request data portability
Opt out of marketing communications at any time


You can exercise these rights by contacting [email protected]


10. Children’s Privacy

Builder CRM is not intended for individuals under 18. We do not knowingly collect personal information from children.


11. Third-Party Links

Our website or platform may contain links to third-party websites. We are not responsible for their privacy practices. Please review their policies before providing data.


12. Communications and A2P Compliance

By using Builder CRM's email, SMS, and call features, you agree to:

Comply with all applicable federal, state, and carrier regulations (e.g., TCPA, CAN-SPAM, A2P 10DLC, CTIA guidelines).

Register your messaging traffic where required (e.g., A2P brand and campaign registration).Use opt-in practices for all recipient communications.

Builder CRM provides tools to help with compliance but does not assume responsibility for the content, recipients, or outcomes of your campaigns.


13. AI Disclaimer

Builder CRM includes AI-powered tools to assist with content generation. All AI-generated content is provided "as-is" for informational or marketing use only. It is your responsibility to review outputs for accuracy, compliance, and appropriateness before use.


14. California Privacy Rights (CCPA)

If you are a California resident, you have the right to:


Request details about what personal information we collect and how we use it.
Request deletion of your personal information, subject to certain exceptions.
Opt out of the sale or sharing of personal information (Builder CRM does not sell your data).


To exercise these rights, email [email protected] with "CCPA Request" in the subject line.


15. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date. Continued use of our Services implies your acceptance of the revised policy.


16. Contact Us

For questions or concerns about this Privacy Policy, contact us at:

Email: [email protected]

Mailing Address:

Builder CRM (RED Media Network LLC)

5900 Balcones Dr Ste 100

Austin, TX 78731

About Builder CRM?

Builder CRM is an AI-powered customer relationship management platform designed specifically for Financial Professionals and Insurance Agents. Built by the experts at RED Media, it streamlines lead generation, automates follow-ups, and simplifies marketing campaigns — all in one place. Trusted by agents across the country,


Builder CRM is quickly becoming the fastest-growing sales and marketing platform in the financial services industry — empowering professionals to close more deals, stay organized, and scale their business with ease.