Privacy Policy

Last updated: September 30, 2026

CallFundr ("we," "us," or "our") operates the CallFundr platform and related services. This Privacy Policy describes how we collect, use, and protect your personal information when you use our services, including our website, web application, and SMS messaging services.

1. Information We Collect

We collect the following types of information:

• Account Information: Name, email address, phone number, business name, and business address when you register for an account.
• Customer Information: Names, phone numbers, and addresses of your customers that you or your customers provide through our platform, including through phone calls handled by our AI phone system.
• Call Data: Phone call metadata, call recordings (where permitted by law), and information collected during AI-assisted calls such as appointment details, service requests, and contact information.
• SMS Data: Phone numbers, message content, and delivery status for text messages sent through our platform.
• Usage Data: How you interact with our platform, including login times, features used, and pages visited.
• Payment Information: Billing details processed securely through Stripe. We do not store credit card numbers on our servers.

2. How We Use Your Information

We use collected information to:

• Provide and operate the CallFundr platform, including AI call-handling services, appointment scheduling, technician dispatch, and customer notifications.
• Send transactional SMS messages including appointment confirmations, reminders, technician status updates, and account notifications.
• Process payments for your subscription.
• Improve our services and develop new features.
• Communicate with you about your account, service updates, and support requests.
• Comply with legal obligations.

3. SMS Messaging

When end users provide their phone number through our platform (via phone call to your business or through the web application), they may receive text messages related to:

• Appointment confirmations and reminders
• Technician dispatch and arrival notifications
• Service status updates
• Account verification codes

Message and data rates may apply. Message frequency varies based on service activity. Users can reply STOP to any message to opt out of SMS communications. Reply HELP for support.

Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not sell, share, or use phone numbers or SMS data for marketing purposes or share it with third parties for their marketing purposes.

4. Information Sharing

We do not sell your personal information. We share information only in these limited circumstances:

• Service Providers: We use trusted third-party services (Twilio for calls/SMS, Stripe for payments, Anthropic for AI) that process data on our behalf under strict confidentiality agreements.
• Your Business Operations: Customer information is shared between your account users (owner, dispatchers, technicians) as needed to provide services to your customers.
• Legal Requirements: When required by law, subpoena, or to protect our rights and safety.

5. Data Security

We implement industry-standard security measures including encrypted connections (HTTPS/TLS), secure database storage, access controls, and regular security reviews. While no system is 100% secure, we take reasonable steps to protect your information.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data by contacting us. Some information may be retained as required by law.

7. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Opt out of SMS communications at any time by replying STOP
• Withdraw consent for data processing

8. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect information from children.

9. Connecting Claude and Other AI Assistants

You can connect an AI assistant such as Anthropic's Claude to your CallFundr account through our connector (for example, from Claude's connector directory). When you do:

• You sign in with your CallFundr login. The connection can only see and do what that login is allowed to do inside your own company's account. It cannot reach any other company's data.
• What we receive: the requests the assistant sends to our tools (for example, "list today's appointments" or "reschedule this job") and the information needed to answer them. We do not receive your conversations with the assistant.
• What the assistant receives: only the results of those requests — such as appointments, customers, calls, messages and payments in your account. The assistant's provider processes that information under its own terms and privacy policy.
• Changes need your go-ahead: actions that change records or contact customers show a preview and run only after you confirm.
• Activity log: every request (who, which tool, when, and the outcome) is recorded and visible to your account owner under Settings → Claude.
• Disconnecting: you can disconnect at any time from Settings → Claude in CallFundr or from the assistant's settings. Access tokens expire after one hour and are refreshed only while the connection is active.
• New accounts: if you create a CallFundr account from the connector sign-in page, we collect the same information as any sign-up (business name, your name, email, mobile number) and verify it with a one-time code.
• Sample shop: the "Try it with sample data" option uses a fictional demo business. It contains no real customer information and is view-only.

10. Changes to This Policy

We may update this policy from time to time. We will notify you of material changes via email or through the platform. Continued use after changes constitutes acceptance.

11. Contact Us

For privacy-related questions or requests:

• Email: support@callfundr.ai
• Website: callfundr.com