PRIVACY POLICY – CLIENT TREE
Last updated: November 21, 2025
This Privacy Policy explains how Client Tree (“Client Tree,” “we,” “us,” or “our”) collects, uses, and shares information when you use our websites, services, and communication tools (the “Services”).
By using the Services, you agree to the practices described in this Privacy Policy.
WHO WE ARE
Client Tree is a service company based in Quincy, Massachusetts, United States. We provide website building, AI receptionist, CRM, and marketing automation services for local businesses.
Our contact details are:
Client Tree
Location: Quincy, Massachusetts, United States
Phone: +17817761733
Email: [email protected]
INFORMATION WE COLLECT
We may collect the following types of information.
A. Information You Provide Directly
When you interact with us as a business client, you may provide:
• Name and contact details (name, email address, phone number, address)
• Business information (business name, industry, website, services)
• Login details for your account (username and password)
• Content you upload or create in our system (scripts, FAQs, website text, images, videos)
• Booking and calendar information
• Payment and billing details (processed by our payment processors)
• Messages you send to us or through our platform
B. Information We Process About Your Customers (End Users)
Our business clients may import or collect information about their own customers, leads, or contacts (“End Users”) using our Services. This can include:
• Names and contact details (phone numbers, email addresses)
• Appointment dates, times, and services
• Communication history (calls, SMS/text messages, emails, chat logs)
• Notes, tags, pipeline stages, and forms submitted
• Call recordings and voicemails, if enabled by the client
We process this information only to provide the Services to our business clients. We do not use it for our own separate marketing.
C. Information Collected Automatically
When you visit our website or log into our platform, we may automatically collect:
• IP address and approximate location
• Device and browser type
• Pages and screens viewed, links clicked, and usage patterns
• Dates and times of access
• Log and diagnostic data
We may use cookies and similar technologies to collect this information.
HOW WE USE INFORMATION
We use the information we collect to:
• Provide, operate, and maintain the Services
• Create and manage user accounts
• Build and host websites, landing pages, and forms for our clients
• Configure and run AI receptionist flows, call handling, and messaging
• Deliver SMS, email, and other messages on behalf of our clients
• Manage CRM records, pipelines, and appointments
• Send confirmations, reminders, and follow-up messages
• Process payments and manage subscriptions
• Provide customer support and respond to inquiries
• Monitor and improve the performance, security, and usability of the Services
• Detect, prevent, and address fraud, abuse, or technical issues
• Comply with legal obligations and enforce our Terms of Service
We may also use aggregated or de-identified information (which does not identify an individual) for analytics and product improvement.
SMS/TEXT MESSAGING AND MOBILE DATA
If you provide your mobile number and opt in to receive SMS/text messages sent through our platform (for example when you submit a form or book an appointment with one of our clients), you may receive:
• Appointment confirmations and reminders
• Service updates and follow-up messages
• Review or feedback requests
• Promotional or marketing messages, if you agreed to receive them
You can opt out of SMS messages at any time by replying “STOP” to any message you receive. You may also reply “HELP” for help or contact us at [email protected].
Message and data rates may apply. Message frequency may vary.
IMPORTANT SMS PRIVACY STATEMENT
We do not sell or share SMS opt-in data or consent with third parties or affiliates for their own marketing or promotional purposes.
Mobile numbers and text messaging originator opt-in data and consent are used only to:
• Send you messages through the specific SMS programs you joined; and
• Comply with legal and carrier requirements.
We may share mobile numbers and related messaging data only with subcontractors and service providers who help us deliver text messaging services (for example, SMS aggregators and telecommunications providers). These providers are not permitted to use this information for their own marketing.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service and text message providers, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any other third parties.
LEGAL BASES FOR PROCESSING (IF APPLICABLE)
Where required by law (for example, in the European Economic Area), we process personal data using one or more of the following legal bases:
• Your consent (for example, for SMS or email marketing)
• Performance of a contract (to provide the Services to you)
• Compliance with a legal obligation
• Our legitimate interests (such as improving the Services and preventing abuse), provided these interests do not override your rights and freedoms
HOW WE SHARE INFORMATION
We may share personal information in the following situations:
A. Service Providers and Subcontractors
We use trusted third-party providers to help us run the Services, such as:
• Hosting providers and data centers
• Telephony and SMS providers
• Email and communication providers
• Payment processors
• Analytics and monitoring tools
• Customer support platforms
These providers may access personal information only as needed to provide their services to us and are required to protect that information.
B. Business Clients
If you interact with a business that uses Client Tree (for example, you receive a text, call, or email from them, or submit a form on a page we host), we may share your information with that business so they can manage their relationship with you. Their own privacy policy also applies.
C. Legal and Safety
We may share information if we believe in good faith that it is reasonably necessary to:
• Comply with applicable laws, regulations, legal processes, or government requests
• Protect the rights, property, or safety of Client Tree, our clients, end users, or the public
• Enforce our Terms of Service or protect the security or integrity of the Services
D. Business Transfers
If Client Tree is involved in a merger, acquisition, financing, or sale of all or part of our business, personal information may be transferred as part of that transaction, subject to confidentiality protections.
We do not sell personal information for money.
DATA RETENTION
We keep personal information for as long as necessary to:
• Provide the Services
• Meet legal, tax, and accounting obligations
• Resolve disputes and enforce agreements
Our business clients can control how long certain data (such as contact records, messages, or call recordings) remain in their accounts. We may also retain certain log and backup data for a limited period as required by law or for security and business continuity.
You may request deletion of your personal information by contacting us at [email protected]. We will respond in accordance with applicable law and our contractual obligations.
YOUR RIGHTS AND CHOICES
Depending on where you live, you may have rights regarding your personal information, such as:
• The right to access the personal information we hold about you
• The right to request correction of inaccurate or incomplete information
• The right to request deletion of certain personal information
• The right to object to or restrict certain processing
• The right to withdraw consent where processing is based on consent
• The right to request a copy of your data in a portable format
To exercise these rights, contact us at [email protected]. We may need to verify your identity before responding.
You can always:
• Unsubscribe from marketing emails by clicking the “unsubscribe” link in the email
• Stop marketing texts by replying “STOP” to any SMS message
COOKIES AND TRACKING TECHNOLOGIES
We may use cookies and similar technologies to:
• Remember your preferences and settings
• Keep you signed in where applicable
• Analyze traffic and usage of our website and platform
• Improve performance and security
You can usually control cookies through your browser settings. If you disable cookies, some features of the website or platform may not work correctly.
SECURITY
We use reasonable technical and organizational measures to protect personal information against unauthorized access, loss, misuse, or alteration. However, no system can be guaranteed 100% secure, and we cannot promise absolute security.
CHILDREN’S PRIVACY
Our Services are not directed to children under 13 years of age, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us at [email protected] so we can take appropriate action.
INTERNATIONAL DATA TRANSFERS
If you access the Services from outside the United States, your information may be transferred to, stored, and processed in the United States or other countries where our service providers are located. These countries may have different data protection laws than your country of residence. Where required, we take steps to ensure appropriate safeguards for international transfers.
CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. When we do, we will change the “Last updated” date at the top of this page. If we make material changes, we may also notify you by email or through the Services. Your continued use of the Services after any changes means you accept the updated Privacy Policy.
CONTACT US
If you have any questions or concerns about this Privacy Policy or our privacy practices, you may contact us at:
Client Tree
Location: Quincy, Massachusetts, United States
Phone: +17817761733
Email: [email protected]