Privacy Policy

Last updated: September 20, 2026

This Privacy Policy describes how SuccessHD (“we,” “our,” or “us”) collects, uses, and protects information in connection with our platform, our mobile application, and our SMS notification services.

1. Information We Collect

We may collect:

• Contact information (such as name, phone number, and email address)
• Account and business information provided by clients
• Customer interaction data generated within the platform (e.g., call activity, form submissions, support interactions)

2. How We Use Information

We use collected information to:

• Provide and operate our platform services
• Send SMS notifications based on user-configured alerts
• Improve service functionality and user experience
• Ensure compliance with legal and regulatory requirements

We do not share or sell your mobile information with third parties for marketing purposes.

3. Mobile Application

Our mobile application (“the App”) gives you secure access to your SuccessHD account on your mobile device. This section explains how the App handles data, and specifically what stays on your device versus what is transmitted to our servers.

Data stored on your device

• Customer records (contacts and deals) are cached locally on your device so the App works offline. This on-device data is encrypted at rest.
• Login credentials are stored securely in your device’s protected keystore (for example, the iOS Keychain or the Android Keystore).
• Biometric authentication (Face ID, Touch ID, or fingerprint) can be enabled to unlock the App. Your biometric data is processed and stored only by your device’s operating system; it is never collected by, transmitted to, or accessible to SuccessHD.

Permissions the App may request

• Photos and camera: accessed only with your permission and only when you choose to upload or attach an image (for example, adding a photo to a contact or deal).
• Push notifications: the App registers a push notification token through your device’s operating system (the Apple Push Notification service on iOS) so we can deliver the alerts you have configured. On Android, notifications are delivered by the platform messaging service (Firebase Cloud Messaging); the App itself does not directly access or integrate with that service.

What leaves your device

• Data you create or edit in the App (such as changes to contacts and deals) is synchronized to your SuccessHD account over an encrypted connection.
• The push notification token is transmitted to our servers so we can send you notifications.
• Photos are transmitted only when you explicitly choose to upload them.

What stays on your device

• Your biometric data (this never leaves your device).
• The offline, encrypted cache of your records.
• Your stored credentials in the secure keystore.

You can revoke camera, photo, biometric, and notification permissions at any time in your device settings. Deleting the App removes the locally cached data from your device.

4. SMS Communications

By providing a phone number and opting in, users consent to receive SMS messages from SuccessHD related to their configured alerts and account activity.

• Message frequency varies based on user settings
• Message and data rates may apply
• Users can opt out at any time by replying STOP
• For assistance, reply HELP or contact us at hello@successhd.com

SuccessHD does not send unsolicited marketing messages without explicit consent.

5. Data Sharing

SuccessHD does not sell or rent personal information. We do not share your mobile information with third parties for marketing purposes. We share information only with the following categories of third parties, and only for the purposes described:

• Stripe and Square — to process payments and manage billing.
• Twilio — to deliver SMS messages and related messaging services.
• Email providers — to deliver transactional and account-related email.
• Deredex — to power AI-assisted features within the platform.
• Google Calendar — to synchronize calendar and scheduling information at your direction.
• Facebook Pages — to publish or manage social content at your direction.
• Legal authorities — when required by law.

These providers receive only the information necessary to perform their specific function on our behalf. We do not sell your data, and we do not share your mobile information with third parties for marketing purposes.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect user data.

7. Data Retention

We retain information only as long as necessary to provide services and meet legal obligations.

8. User Rights

Users may request access, correction, or deletion of their personal information by contacting us at hello@successhd.com. To request deletion of your account and associated data, see our Data Deletion Request page.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.