Privacy Policy

Information We May Collect

Depending on how you interact with CJM, we may collect the following categories of information.

Contact Information

• Name
• Email address
• Telephone or mobile number
• Business or company name
• Job title
• Communication preferences

Business Information

We may collect information provided during discovery calls, consultations, forms, onboarding, support conversations, proposals, implementation projects, and other business interactions.

Account Information

We may collect information necessary to create, configure, manage, secure, or support CRM accounts, software accounts, users, integrations, and related services.

Billing and Transaction Information

We may receive information including payment status, invoice information, transaction identifiers, subscription details, plan information, and billing history.

Full payment-card information is generally processed directly by third-party payment processors and is not ordinarily stored directly by CJM.

Customer and CRM Data

Our clients may upload, collect, or process information concerning their own leads, customers, employees, contractors, vendors, or users through systems configured, integrated, or managed by CJM.

Communications

We may process email messages, SMS communications, support requests, appointment information, forms, surveys, chat conversations, AI conversations, and other communications.

Technical Information

Technical information may include:

• IP address
• Browser type
• Device information
• Pages viewed
• Referring URLs
• Timestamps
• Cookie information
• Website interaction data
• System logs
• Security information

How We Use Information

We may use personal information to:

• Provide and improve our services.
• Create and maintain customer accounts.
• Manage CRM systems and sub-accounts.
• Configure automations and workflows.
• Communicate with clients and leads.
• Schedule consultations and appointments.
• Provide customer support.
• Process billing and manage subscriptions.
• Configure marketing systems.
• Provide requested marketing services.
• Operate websites, funnels, forms, and calendars.
• Prevent fraud and abuse.
• Maintain system and account security.
• Comply with legal obligations.
• Analyze website and service performance.
• Maintain appropriate business records.
• Improve customer experience.
• Send marketing communications where permitted.
• Enforce agreements, policies, and applicable terms.

Legal Bases for Processing

Depending on the applicable law and the circumstances, CJM may process personal information based on one or more lawful grounds, including:

• Your consent.
• Performance of a contract or steps taken at your request before entering a contract.
• Compliance with legal or regulatory obligations.
• Legitimate business interests where permitted by applicable law.
• Protection of CJM, its clients, users, systems, or others.
• Other lawful grounds recognized by applicable privacy laws.

Where processing is based on consent, you may have the right to withdraw that consent, subject to applicable legal limitations.

CJM as Controller and Processor

For personal information collected for CJM's own business purposes, such as website leads, consultation requests, clients, billing contacts, support communications, and business relationships, CJM may determine the purposes and methods of processing.

When CJM processes personal information solely according to instructions from one of our clients, the client generally determines the purposes of processing and CJM acts as a service provider or processor on the client's behalf.

Where appropriate or legally required, CJM may reasonably assist clients in responding to privacy-related requests.

Philippine Data Privacy

Where applicable, CJM processes personal information in accordance with Philippine privacy principles, including transparency, legitimate purpose, and proportionality.

Personal information will be collected and processed only where an appropriate purpose and lawful basis exist.

CJM may also take reasonable measures to ensure that personal information processed through its systems remains relevant, appropriately secured, and retained only for legitimate purposes.

How Information May Be Shared

CJM may disclose personal information to trusted service providers where reasonably necessary to operate our business or provide services.

These providers may include companies providing:

• CRM software
• Cloud hosting
• Email delivery
• Telecommunications
• SMS services
• Analytics
• Payment processing
• Scheduling
• Customer support
• Automation
• Artificial intelligence
• Cybersecurity
• Document storage
• Domain services
• Integrations and APIs

Information may also be disclosed:

• At a client's direction.
• Where necessary to provide requested services.
• To prevent fraud or protect security.
• To protect CJM, its clients, users, or others.
• Where required by law, court order, or lawful authority.
• In connection with a legitimate business transaction.
• With your consent.

Mobile Information and SMS Consent

CJM treats mobile numbers, SMS consent records, opt-in information, and related messaging data with additional care.

Information may be provided to telecommunications providers, messaging platforms, aggregators, and other service providers only where reasonably necessary to deliver communications, maintain messaging services, or support requested functionality.

Text-message originator opt-in data and consent information will not be sold or transferred to third parties for their independent marketing use.

Message frequency may vary. Message and data rates may apply.

Where supported, recipients may reply STOP to stop SMS messages and HELP for assistance.

Marketing Communications

Where permitted, CJM may send marketing communications concerning services, updates, educational content, promotions, or other business information.

Individuals may unsubscribe from applicable marketing emails using the unsubscribe mechanism provided in those messages.

An individual who opts out of marketing may still receive communications reasonably necessary for:

• Existing services
• Billing
• Security
• Account administration
• Legal notices
• Requested support
• Transactional communications

Cookies and Analytics

CJM's website may use cookies and similar technologies to operate website functionality, remember preferences, understand website usage, measure marketing performance, improve services, and support analytics.

Cookies and similar technologies may also be used for advertising or measurement purposes where enabled.

Where legally required, CJM may provide controls relating to non-essential cookies.

Artificial Intelligence and Automated Systems

CJM may use, configure, integrate, or provide artificial intelligence and automated systems in connection with its services.

Information processed through AI systems may also be processed by applicable third-party AI or technology providers.

Clients and users should avoid intentionally submitting highly sensitive, confidential, regulated, or legally restricted personal information through AI-powered systems unless the applicable configuration, provider, contract, and legal requirements permit such processing.

Where appropriate or required, users may be informed when they are interacting with an AI-powered assistant or automated system.

Client CRM Data

If your personal information was collected by one of CJM's clients through a CRM, form, funnel, website, calendar, chatbot, automation, or other client-controlled system, that client's privacy policy may primarily govern the processing.

CJM may process such information only as necessary to provide services to that client, follow the client's lawful instructions, meet contractual requirements, maintain security, or comply with applicable law.

Data Retention

CJM retains personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy.

Retention may be necessary for:

• Providing services
• Maintaining business records
• Tax and accounting obligations
• Resolving disputes
• Preventing fraud
• Maintaining security
• Enforcing agreements
• Complying with applicable law

Retention periods may also depend on the systems, integrations, and third-party providers used to deliver services.

International Processing and Transfers

CJM may use service providers, software platforms, telecommunications providers, cloud infrastructure, or other technology providers located in countries different from the location of the individual or client.

Personal information may therefore be processed, stored, or transferred internationally.

Where required by applicable law, CJM will use reasonable contractual, organizational, or technical measures appropriate to such transfers.

Security

CJM uses reasonable administrative, organizational, and technical safeguards appropriate to its operations.

However, no cloud system, network, database, electronic transmission, software platform, or internet-based service can be guaranteed completely secure.

Users are responsible for:

• Protecting their account credentials.
• Using strong passwords.
• Enabling available security measures.
• Restricting unnecessary account access.
• Removing access from former personnel where applicable.
• Promptly reporting suspected unauthorized access.

Your Privacy Rights

Depending on applicable law and your location, you may have certain rights concerning your personal information.

These may include rights to:

• Request access to personal information.
• Request correction of inaccurate information.
• Request deletion where legally available.
• Object to certain processing.
• Withdraw consent where processing relies on consent.
• Request information concerning how your data is processed.
• Request restriction of processing in appropriate circumstances.
• Exercise data portability rights where applicable.
• Lodge a complaint with an appropriate privacy authority.

Privacy rights may be subject to applicable legal limitations, exemptions, record-retention requirements, or verification procedures.

Requests may be submitted to:

[email protected]

Until that address is active, requests may also be submitted to:

[email protected]

CJM may request reasonable information to verify identity before completing certain privacy requests.

Children

CJM's services are primarily designed for businesses and individuals legally capable of entering into business agreements.

CJM does not knowingly market its services directly to children.

If CJM becomes aware that personal information has been collected from a child in circumstances where the information should not have been collected, CJM may take reasonable steps to delete or otherwise appropriately address that information.

Business Transfers

If CJM is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, personal information may be transferred as part of that transaction where legally permitted.

Appropriate confidentiality and privacy protections may apply to such transfers.

Legal Compliance and Protection

CJM may retain, use, disclose, or otherwise process information where reasonably necessary to:

• Comply with applicable laws and regulations.
• Respond to lawful legal process.
• Respond to regulatory or governmental requests.
• Enforce agreements and policies.
• Investigate fraud or abuse.
• Protect systems and security.
• Protect CJM's legal rights.
• Protect clients, users, or other individuals.

Changes to This Privacy Policy

CJM may update this Privacy Policy when its services, technologies, providers, legal obligations, or business practices change.

The current version will be available at:

https://customerjourneymarketing.agency/privacy-policy

Material changes may also be communicated through the website, email, account, or other appropriate channels.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or CJM's handling of personal information, please contact us.