Privacy Policy for Sumo Investments CRM
Effective Date: April 24, 2026
Sumo Investments LLC and its affiliated brands, companies, and authorized representatives ("Company," "we," "our," or "us") respect your privacy and are committed to protecting the personal information collected through our Customer Relationship Management system ("CRM").
This Privacy Policy explains how information is collected, used, stored, and protected when interacting with Sumo Investments CRM, which is used solely for internal business operations and related business activities.
1. Purpose of This CRM
The Sumo Investments CRM is used exclusively to manage and support the Company's business operations, including but not limited to:
Real estate acquisitions and sales
Lead management and follow-up
Client and customer communication
Marketing campaigns
Appointment scheduling
Transaction coordination
Internal business organization
Customer support
This CRM is not intended for public use outside of legitimate business interactions with the Company.
2. Information We May Collect
We may collect the following types of information:
Full name
Email address
Phone number
Mailing address
Property details
Communication history
Appointment information
Purchase or transaction interest
Business inquiry details
Marketing engagement activity (opens, clicks, responses)
Cookies, tracking data, and online identifiers (see Section 10)
Any information voluntarily submitted to us
3. How We Use Your Information
Your information may be used to:
Respond to inquiries
Contact you regarding services or opportunities
Follow up on property or business interest
Send reminders or updates
Improve communication and customer experience
Process transactions
Maintain internal records
Send promotional or educational content related to our businesses
4. Data Sharing
We do not sell your personal information.
We may share data only when necessary with:
Internal staff or authorized contractors
CRM software providers
Payment processors
Legal, tax, or compliance professionals
Service providers assisting business operations
Government authorities when legally required
🚨 SMS Opt-In Data Protection (Critical)
No mobile information will 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 under any circumstances.
5. Data Security
We take reasonable measures to protect your information using secure software systems, password protection, limited access controls, and standard digital safeguards. However, no system can guarantee absolute security.
6. Communication Consent
By submitting your information to Sumo Investments or communicating with us, you consent to receive communications via:
Phone calls
Text messages (SMS/MMS)
Email
Automated reminders
Follow-up messages
Message frequency may vary. Message and data rates may apply.
7. SMS Opt-Out Instructions
You may opt out of receiving SMS messages at any time by:
Replying STOP to any message
Replying UNSUBSCRIBE, CANCEL, or QUIT
After opting out, you will no longer receive SMS communications except for necessary transactional or compliance-related messages where permitted.
For assistance, reply HELP or contact us directly.
8. Data Retention
We retain information as long as necessary for legitimate business purposes, legal compliance, dispute resolution, or record keeping.
9. Third-Party Platforms
Our CRM may integrate with third-party tools such as email providers, calendar systems, payment processors, and marketing software. Use of those services may also be subject to their own privacy policies.
10. Cookies & Tracking Technologies
We may use cookies, pixels, and similar tracking technologies to:
Understand user behavior and engagement
Track marketing performance (including click IDs such as GCLID, FBCLID, etc.)
Improve website functionality and user experience
These technologies may automatically collect:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Referring URLs
You can control or disable cookies through your browser settings. However, doing so may affect website functionality.
11. Your Rights
Depending on your location, you may request to:
Access your data
Correct inaccurate information
Request deletion where legally permitted
Opt out of certain communications
To request assistance, contact us directly.
12. Children's Privacy
Our services are not directed toward individuals under 18 years old, and we do not knowingly collect personal data from minors.
13. Updates to This Policy
We may update this Privacy Policy at any time. Updated versions become effective once posted or distributed.
14. Contact Information
Sumo Investments LLC
For privacy-related questions, requests, or concerns, please contact the Company directly through its official communication channels.
