Privacy Policy
This Privacy Policy explains how Savvy Foundations collects, uses, and protects your information.
Last updated: January 26, 2026
Information we collect
We collect information you provide directly to us and system-level information generated through your use of the platform. Savvy Foundations provides hosted CRM access and manages the platform environment. Clients retain control and responsibility for the data they create and store within their accounts.
- Account information (name, email address, billing details)
- Login and authentication data
- Billing and transaction information
- Support communications and requests submitted through the Support Center
- Usage data related to platform features and limits
How we use your information
- To provision and manage your account
- To process payments and billing
- To provide support and respond to inquiries submitted via the Support Center
- To monitor usage and enforce plan limits
- To maintain platform security and performance
Data sharing
We do not sell your personal information. We may share limited information with third-party service providers solely for the purpose of operating and supporting the platform.
- Payment processors (including Square) for billing and transactions
- Infrastructure and hosting providers
- Email, messaging, and communication providers
Communications
We may send you service-related communications related to your account, billing, usage, or platform updates. Marketing communications may be sent where permitted by law, and you may opt out at any time by contacting the Support Center.
Data security
We take reasonable measures to protect your information. We do not access your account data unless required to resolve a support request submitted through the Support Center, comply with legal obligations, or address security concerns. However, no system is completely secure.
Data retention
Account data is retained for the duration of your active subscription. Following cancellation, data may be retained for a limited period to allow reactivation, after which it may be permanently deleted. Requests related to retention may be submitted via the Support Center.
Your rights
Depending on your location, you may have rights regarding access, correction, or deletion of your personal data. Requests can be submitted through the Support Center or via our privacy contact listed below.
Third-party services & international use
The platform may integrate with third-party services. We are not responsible for the privacy practices of third parties and encourage you to review their policies separately. If you access the platform from outside the United States, you acknowledge that your data may be processed and stored on U.S.-based servers.
Changes to this policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised date. Continued use of the platform constitutes acceptance of the updated policy.
Contact
If you have questions about this Privacy Policy or our data practices, please contact us through the Support Center or submit privacy-specific requests via email.
Email: [email protected]