Privacy Policy

Last updated: November 6, 2026

OfferTermz ("OfferTermz," "we," "us," or "our") is a business name of Automationz LLC, an Indiana limited liability company doing business as OfferTermz. This Privacy Policy explains what information we collect, how we use it, and who we share it with when you visit offertermz.com or use our services (the "Services").

Plain-English summary: we collect what we need to run your account and bill you, we do not sell your information, and the leads and conversations inside your CRM are stored by the platform we build on, not by us.

1. Information We Collect

• Contact and account info: name, email, phone number, business name, and role.
• Billing info: your plan, payments, credits, and usage charges. Card numbers are handled by our payment processor, not by us.
• Business registration info: for texting registration (A2P/10DLC) we collect your legal business name, EIN, address, and website, and pass them to the carriers.
• Messages you send us: support texts, emails, and calls.
• Form and onboarding data: anything you submit through our forms, surveys, checkout, or onboarding.
• Usage data: pages viewed, links clicked, device and browser information, IP address, and general location (city or region).
• Cookies and browser storage: see Section 8.

2. How We Use Information

• Set up, run, secure, and improve your account and the Services.
• Bill you, apply credits, and handle refunds.
• Send you account, setup, billing, and support messages, including your renewal reminder.
• Complete your texting (A2P/10DLC) registration.
• Provide support and troubleshoot problems.
• Meet our legal obligations and enforce our Terms.

3. Text Messages and Email

Messages we send you are about your account, setup, billing, and support — for example, a renewal reminder, a failed payment, or an answer to a support question. We do not send you marketing texts.

Message and data rates may apply. Message frequency varies. Reply HELP for help and STOP to stop. If you stop messages, set Do Not Disturb, or unsubscribe from email, you may not receive account notices such as your renewal reminder — and the charge still happens. See /terms.

We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes. No mobile information or text-messaging opt-in consent is shared with third parties or affiliates for marketing or promotional purposes at any time. Mobile numbers are passed only to the providers that deliver our messages (Section 9) and only to deliver them.

Software test messages (internal). Automationz LLC, the registered brand behind OfferTermz, also runs an internal SMS Test Program: company-owned test phone numbers, assigned to our own employees by signed written consent, receive test texts from the OfferTermz software so we can check it before customers use it. The consent form and program details are at /sms-consent and /sms-terms. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to stop.

Messages you send to your own leads and customers through the CRM are yours, not ours. You are responsible for consent and for following the law. See /terms.

4. The Platform We Build On

Your CRM account is a sub-account on the HighLevel platform, which we operate for you. Your leads, contacts, conversations, call recordings, notes, and documents are stored on HighLevel's systems, not ours. Your use of the account is also covered by HighLevel's own policies:

• HighLevel Terms of Service
• HighLevel Privacy Policy

HighLevel can change those policies at any time without telling us. Where our policy and HighLevel's differ, HighLevel's policy governs the things HighLevel controls, including how your data is stored, kept, and deleted.

As the operator of your sub-account, we and our authorized staff have agency-level access to it, and may open and work in it for support, administration, billing, compliance, and analytics.

5. AI Tools

Your account includes AI tools we built — Sam, Mia, and others as they launch. When they run, the content of your conversations with leads is processed on the HighLevel platform and by the AI providers behind it.

If you choose to connect Claude (an AI assistant made by Anthropic) to your account, that connection is optional, free, and installed by you. You decide what permissions to grant. Data from your account — which can include contact records, conversation history, notes, and pipeline data — is sent to Anthropic for processing under their terms and privacy policy. Once it leaves, it is no longer under our control. You are responsible for making sure you have the right to share your contacts' information that way.

Our platform and its integrations are not built for data covered by HIPAA or similar rules. Please do not put that kind of data in them.

6. Call Recording and Transcription

Call recording and transcription are HighLevel features. We turn recording on when we set your account up, because it is normal practice for real estate investors. You can turn it off, turn it back on, and review, download, or delete recordings at any time from your account. Recordings and transcripts sit under each call in your call log.

Some states require every person on a call to consent before it is recorded. Knowing the rules for your calls, and telling people you are recording where that is required, is your responsibility. See /terms.

7. Activity Logs We Keep

Separately from the CRM, we keep a small activity log for the AI tools we build. Each entry can include:

• what happened — for example, an AI tool being turned on or off;
• when it happened;
• which account and which logged-in user did it;
• the name and internal ID of the contact it was done on; and
• the follow-up notes you write for the AI tool about that contact, which the tool needs in order to write follow-up messages.

We do not copy your conversations into these logs. Conversation content stays on the HighLevel platform.

How long we keep them: these logs exist for quality control, support, troubleshooting, and billing checks. We keep them only as long as they are useful for that, then delete or move them. They are not a customer record, we do not make them available on request, and we do not promise they will still exist later.

8. Cookies and Browser Storage

• On our website: we use cookies and similar technology to run the site, remember where you came from, and measure how the pages perform.
• Visitor tracking: we may use HighLevel's visitor-tracking script on our pages. When we already know who you are — for example, after you fill in a form — it can connect the pages you viewed to your contact record. That is more than anonymous analytics, so we are telling you plainly.
• Inside your CRM: the OfferTermz tools we load into your CRM (the AI team dock, status pills, and panels) store small pieces of information in your browser so they work properly — for example, remembering that a message was already shown or dismissed. This is functional only. It is never used for marketing or advertising tracking.

9. Who We Share Information With

We do not sell personal information. We share it with the companies that help us run the Services:

• HighLevel — the CRM platform your account runs on.
• Twilio — phone numbers, calls, and text messaging.
• Stripe — payment processing.
• Anthropic and OpenAI — AI processing behind the AI tools and the optional Claude connection.
• Make.com — automation that moves information between our systems.
• Airtable — where the activity logs in Section 7 are stored.
• Cloudflare and GitHub — hosting and delivery of our website and the code our tools use.
• YouTube — video hosting for our training and help videos.

We may add, change, or remove providers of these same kinds over time. We also share information to comply with the law or protect rights, safety, or property, and information may transfer as part of a merger, sale, or reorganization.

10. Your Choices

• Stop messages: reply STOP to texts or use the unsubscribe link in email. Note what this means for account notices, in Section 3.
• Cookies: manage them in your browser. Some features may stop working.
• Access, correct, or delete: email us and we will do what we can. Some information lives on HighLevel's systems, and what can be changed or removed there is governed by HighLevel.

11. Security

We use reasonable administrative, technical, and physical safeguards. No method is 100% secure. You are responsible for your own account credentials and for telling us promptly if you think something is wrong.

12. When Your Account Closes

What happens to your account and everything in it after you cancel is decided by HighLevel, not by us. Accounts currently appear to go inactive, but that is not a promise — HighLevel may change that or delete account contents at any time.

Export anything you need before you cancel. Basic lead information exports easily from the CRM. Phone numbers, domains, call recordings, voicemail, conversation history, notes, and documents do not export from the interface. Moving, porting, or recovering any of those is up to you and has to be arranged with HighLevel support. We do not know whether any particular item can be moved, and we cannot promise that it can.

13. Region-Specific Notices

• U.S. residents: you may have privacy rights under your state's law. Email us to use them.
• EEA, UK, and Swiss residents: if you use the Services from outside the U.S., you agree that your information is processed in the U.S. Additional rights (access, correction, erasure, and others) may apply — email us.

14. Children's Privacy

The Services are for business use and are not directed to children under 13 (or 16 where that applies). We do not knowingly collect information from children.

15. Links to Other Sites

Our site links to other companies' sites. Their privacy practices are their own.

16. Changes to This Policy

We may update this Policy. The "Last updated" date above shows the current version.

17. Contact Us

Automationz LLC, doing business as OfferTermz
5444 E INDIANA ST NUM 121, EVANSVILLE, IN 47715, USA
Email: ahmed@offertermz.com