Omni Lead Management

Last Updated: May 3, 2025

Omni Software ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Omni Lead Management Software (the "Service").

Information We Collect

We may collect personal information directly from you when you register for an account, use the Service, or communicate with us. This information may include:

Account Information: Name, email address, phone number, company name, role.
User Content: Information you enter into the Service about your leads, members, referrals, interactions, messages, notes, and tasks. This may include names, contact details, preferences, goals, and communication logs.
Usage Data: Information about how you use the Service, such as features accessed, time spent, IP address, browser type, and operating system.
Integration Data: If you connect third-party services like Google Calendar or Twilio, we may access and store information necessary for the integration, such as authentication tokens and relevant data (e.g., calendar events, message logs).
Referral Data: Information related to referral links you create or share, including metadata customizations (title, description, image) and tracking data.

How We Use Your Information

We use the information we collect for various purposes, including:

To provide, operate, and maintain the Service.
To personalize and improve your experience with the Service.
To process your transactions and manage your account.
To communicate with you, including sending service updates, support messages, and marketing communications (where permitted).
To facilitate integrations with third-party services you authorize.
To analyze usage patterns and improve the Service's functionality and performance.
To manage referral programs and track their effectiveness.
To ensure security, prevent fraud, and enforce our terms.
To comply with legal obligations.

Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

With Service Providers: We may share information with third-party vendors and service providers who perform services on our behalf (e.g., hosting, data storage, payment processing, email/SMS delivery, analytics). These providers are obligated to protect your information and use it only for the purposes we specify.
With Third-Party Integrations: When you choose to connect third-party services (like Google Calendar or Twilio), we will share information as necessary to facilitate that integration, based on your authorization.
For Legal Reasons: We may disclose information if required by law, subpoena, or other legal process, or if we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
Business Transfers: In the event of a merger, acquisition, reorganization, bankruptcy, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
With Your Consent: We may share your information for other purposes with your explicit consent.

Specifically regarding data entered about your contacts (leads, members, etc.): This data belongs to you (the User/Subscriber). We process this data solely to provide the Service and will not access or share it except as necessary to operate the Service, provide support requested by you, or as required by law.

Data Security

We implement reasonable technical and organizational measures to protect your information from unauthorized access, use, alteration, or disclosure. However, no internet or email transmission is ever fully secure or error-free. Please keep this in mind when disclosing any information to us via the internet.

Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with the Service, comply with our legal obligations, resolve disputes, and enforce our agreements. Data related to your contacts is retained according to your subscription status and applicable terms.

Your Privacy Choices

Account Information: You can review and update your account information through your settings page.
Communications: You can opt-out of receiving promotional communications from us by following the unsubscribe instructions in those communications or by contacting us.
Third-Party Integrations: You can manage or disconnect third-party integrations through your account settings or the respective third-party service.
Cookies: Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove or reject browser cookies.

Depending on your location, you may have additional rights regarding your personal data, such as the right to access, correct, delete, or restrict its processing. Please contact us to exercise these rights.

Children's Privacy

The Service is not intended for use by children under the age of 13 (or a higher age threshold where applicable law requires). We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, please contact us at: [Insert Contact Email or Link to Contact Form]

Privacy Policy