Custom Trades CRM — Privacy Policy

1. Introduction

This Privacy Policy describes how Oak Harbor Tech LLC ("Oak Harbor Tech," "we," "our," or "us") collects, uses, stores, and protects your information when you use Custom Trades CRM ("Service"). By using the Service, you agree to the practices described in this Privacy Policy.

Custom Trades CRM is designed as a customer relationship management tool for trade professionals within the United States. We value your privacy and strive to protect your data with transparency and care.

2. Information We Collect

We collect the following categories of information to provide and improve the Service:

• Account Information: Name, email address, subscription details, and payment information (processed securely by third-party providers; we do not store credit card numbers).
• Business Data: Customer information, job records, invoices, inventory data, scheduling information, and other business entries that you voluntarily input into the Service.
• Usage and Technical Data: Device type, browser version, app usage logs, crash data, and performance metrics.
• Support Communications: Information you provide when contacting support via email or other channels.
• Aggregated and Anonymized Data: Summarized information derived from multiple users that cannot identify any individual, used for analytics and Service improvement.

3. How We Use Your Information

We use collected information to:

• Operate and maintain the Service;
• Process subscriptions and payments;
• Provide technical and customer support;
• Improve Service performance and user experience;
• Detect, prevent, and respond to misuse or technical issues;
• Analyze aggregated usage patterns;
• Develop, test, and enhance new features including those powered by Artificial Intelligence (AI), Large Language Models (LLMs), and Automated Agents.

We may use non-identifiable, anonymized, or aggregated user data to improve the Service, understand trends, or provide insights through AI-enabled tools. We will never share or intentionally expose personally identifiable information (PII) to any AI or third-party technology provider.

4. Data Retention

We retain your data for as long as your account remains active or as necessary to provide the Service. You may delete your data or request deletion at any time (see Section 8). Some anonymized or aggregated data may be retained for Service improvement and statistical purposes.

5. Data Security

We use commercially reasonable safeguards — including encryption, authentication, and network protection — to protect your information. However, no online service can guarantee absolute security. By using the Service, you acknowledge and accept these inherent risks.

6. Sharing of Information

We do not sell or rent your personal information. We may share limited information with:

• Service Providers who assist in operations such as hosting, analytics, and billing (each contractually bound to protect your data);
• Legal or Regulatory Authorities when required by law, regulation, subpoena, or court order;
• Business Successors in the event of a merger, acquisition, or asset transfer, where privacy obligations will continue under this Policy.

7. Cookies and Tracking

The Service may use cookies or similar technologies to maintain sessions, store preferences, and analyze site performance. You can control cookie behavior through your browser settings, but disabling them may affect functionality.

We may use analytics platforms to understand how users interact with the Service. These platforms help us analyze usage patterns, improve user experience, debug technical issues, and test new features. All input fields are automatically masked in session recordings to protect sensitive information.

8. User Choices and Data Rights

You may:

• Access or update your account information;
• Delete or export your personal data;
• Request clarification about how your data is processed;
• Opt out of non-essential analytics (where available).

Requests may be submitted via email. We may verify your identity before fulfilling requests.

9. Use of Artificial Intelligence and Automated Agents

As described in our Terms of Service, Oak Harbor Tech LLC may use AI, LLMs, and Automated Agents to improve the Service and to power optional features that deliver insights or recommendations. We will not use personal data linked to identifiable Users when training or querying such systems. Any outputs generated by these tools are informational only and do not constitute business or legal advice.

10. Data from Children

Custom Trades CRM is not directed to individuals under 18. We do not knowingly collect or maintain information from minors. If we become aware that we have inadvertently collected personal information from a child under 18, we will delete it promptly.

11. Changes to this Privacy Policy

Oak Harbor Tech LLC may modify this Privacy Policy at any time. We will post the updated version on our website with the new effective date. Continued use of the Service after updates are posted constitutes your acceptance of the revised Policy.

12. Contact Information

Oak Harbor Tech LLC
Email: support@customtradescrm.com
Address: Oak Harbor Tech LLC, 1971 E Beltline Ave NE, Suite 106-1774, Grand Rapids, MI 49525

13. Governing Law

This Privacy Policy and any dispute arising from or relating to it shall be governed by and construed in accordance with the laws of the State of Michigan, USA, without regard to conflict-of-law principles. Any disputes shall be subject to the exclusive jurisdiction and venue of the state and federal courts located in Michigan, except where arbitration applies under the Terms of Service.