FlowPilot CRM, LLC, or its applicable operating entity, “FlowPilot,” “we,” “our,” or “us,” respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, use our platform, interact with our services, or communicate with us.
FlowPilot is a customer relationship management platform built for marine dealerships and related businesses. Our services help dealerships manage leads, customers, inventory, sales activity, follow-up, reporting, and business operations.
By using FlowPilot’s website or services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect information directly from you, from your dealership or employer, from customers or prospects entered into the FlowPilot platform, and automatically through our website and software.
Information You Provide to Us
We may collect:
Name
Email address
Phone number
Company or dealership name
Job title
Billing and account information
Login credentials
Communications with FlowPilot
Demo requests, contact forms, and support requests
Information Entered Into the FlowPilot Platform
Dealerships and users may enter or upload business and customer information into FlowPilot, including:
Lead and customer names
Contact details
Boat or inventory interests
Deal status and sales pipeline information
Notes, tasks, appointments, and follow-up history
Emails, messages, call notes, or other customer communications
Trade-in, inquiry, or purchase-related information
This information is controlled by the dealership or business that uses FlowPilot. FlowPilot processes this information to provide the services.
Information Collected Automatically
When you visit our website or use our services, we may automatically collect:
Payment Information
If you purchase a FlowPilot subscription, payment information may be collected and processed by our third-party payment providers. FlowPilot does not intentionally store full payment card numbers unless specifically stated through a payment provider’s secure system.
2. How We Use Information
We may use information to:
Provide, operate, and improve FlowPilot CRM
Create and manage user accounts
Support dealership sales, lead management, inventory tracking, and follow-up workflows
Process subscriptions, billing, and payments
Respond to questions, demos, support requests, and customer service needs
Send service updates, product notices, and administrative messages
Send marketing communications where permitted
Analyze platform usage and improve performance
Detect, prevent, and address fraud, security issues, or misuse
Comply with legal obligations
Enforce our agreements and terms
The FTC recommends that businesses collect only what they need, protect it, and dispose of it securely when it is no longer needed.
3. How We Share Information
We do not sell dealership customer data.
We may share information in the following situations:
With Service Providers
We may share information with vendors that help us operate FlowPilot, including hosting providers, analytics tools, payment processors, customer support tools, email providers, security providers, and software integrations.
With Dealership Users
Information entered into FlowPilot may be visible to authorized users within the dealership or organization account.
With Integrated Services
If your dealership connects FlowPilot with third-party systems, such as website forms, inventory tools, email platforms, DMS systems, communication tools, or other software, information may be exchanged with those systems based on the dealership’s configuration.
For Legal or Safety Reasons
We may disclose information if required to comply with law, regulation, legal process, government request, security investigation, or to protect the rights, safety, or property of FlowPilot, our users, customers, or others.
Business Transfers
If FlowPilot is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction.
4. Cookies and Tracking Technologies
FlowPilot may use cookies, pixels, analytics tools, and similar technologies to:
Keep users logged in
Remember preferences
Understand website traffic
Improve product performance
Measure marketing effectiveness
Provide relevant advertising or retargeting, where applicable
You can control cookies through your browser settings. Some features may not work properly if cookies are disabled.
5. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include access controls, encryption, secure hosting, monitoring, account authentication, and other security measures. However, no system is completely secure, and we cannot guarantee absolute security.
The FTC advises businesses to use appropriate security practices, including protecting sensitive transmissions and controlling access to personal information.
6. Data Retention
We retain information for as long as necessary to provide our services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business purposes.
Dealership customer data is generally retained according to the dealership’s account settings, contractual terms, and applicable law.
7. Customer Data and Dealership Responsibility
FlowPilot acts as a service provider or processor for personal information that dealerships enter into the platform. The dealership or business using FlowPilot is generally responsible for determining what customer information is collected, how it is used, and whether it has the proper rights, consents, or notices to enter that information into FlowPilot.
Dealerships are responsible for using FlowPilot in compliance with applicable privacy, marketing, communications, consumer protection, and data protection laws.
8. Marketing Communications
We may send marketing emails about FlowPilot products, updates, offers, or events. You may opt out of marketing emails by using the unsubscribe link in the email or contacting us directly.
Even if you opt out of marketing emails, we may still send transactional or service-related messages, such as billing notices, account updates, security alerts, or support communications.
9. Your Privacy Rights
Depending on where you live, you may have rights regarding your personal information, including the right to:
Access the personal information we have about you
Correct inaccurate information
Delete certain personal information
Request a copy of your information
Opt out of certain processing, sale, sharing, or targeted advertising
Limit certain uses of sensitive personal information, where applicable
Appeal a denied privacy request, where required by law
California law requires certain businesses to provide notice about collected personal information and consumer rights under the CCPA. Colorado’s privacy law also gives consumers privacy rights and requires clear privacy notices from covered businesses.
To exercise your privacy rights, contact us at:
Email: [privacy@flowpilotcrm.com]
Mailing Address: [Insert Business Address]
We may need to verify your identity before processing certain requests.
10. California Privacy Notice
This section applies to California residents if FlowPilot is subject to the California Consumer Privacy Act, as amended.
We may collect the following categories of personal information:
CategoryExamplesIdentifiersName, email, phone number, IP addressCommercial informationSubscription details, product interest, dealership interactionsInternet or network activityWebsite usage, login activity, device informationProfessional informationCompany, dealership, job titleCustomer records informationContact information and account detailsInferencesProduct interest, usage trends, lead activity insights
We may use these categories for the business purposes described in this Privacy Policy.
We do not sell personal information in the traditional sense. If our use of cookies, advertising, analytics, or similar technologies is considered a “sale” or “sharing” under California law, users may have the right to opt out.
California residents may request to know, access, correct, delete, or opt out of certain uses of their personal information.
11. Colorado Privacy Notice
This section applies to Colorado residents if FlowPilot is subject to the Colorado Privacy Act.
Colorado residents may have the right to access, correct, delete, obtain a copy of, or opt out of certain processing of personal data. Colorado consumers may also have the right to appeal a decision regarding a privacy request.
Requests may be submitted by contacting us at:
Email: [privacy@flowpilotcrm.com]
12. Children’s Privacy
FlowPilot is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.
If we learn that we have collected personal information from a child under 13, we will take appropriate steps to delete it.
13. Third-Party Links
Our website or services may contain links to third-party websites, integrations, or services. We are not responsible for the privacy practices, security, or content of those third parties.
You should review the privacy policies of any third-party services you use.
14. International Users
FlowPilot is intended primarily for use in the United States. If you access FlowPilot from outside the United States, your information may be transferred to, stored in, or processed in the United States or other jurisdictions where our service providers operate.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we make changes, we will update the “Last Updated” date above.
If we make material changes, we may provide additional notice, such as by email, platform notification, or website notice.
16. Contact Us
For questions about this Privacy Policy or our privacy practices, contact us at:
FlowPilot CRM
Email: [privacy@flowpilotcrm.com]
Website: [www.flowpilotcrm.com]
