Privacy Policy

Effective date: September 7, 2026

1. Overview

RocketPayCRM Solutions LLC (doing business as "RocketPayCRM," and referred to as "RocketPayCRM," "we," "us," or "our") provides customer relationship management, invoicing, workflow automation and payment-related software services. This Privacy Policy explains how we collect, use, disclose and protect information when you visit our website, create an account, use our services, contact us or otherwise interact with RocketPayCRM.

2. Information We Collect

We may collect account and identity information such as name, business name, email address, phone number and login credentials; customer and CRM information you choose to store; billing and subscription information; transaction and invoice metadata; device, browser, IP address and usage information; communications with support; and information provided through integrations you authorize.

Payment card and bank-account information may be collected and processed directly by third-party payment processors. RocketPayCRM may receive limited payment status, transaction identifiers, processor tokens or related metadata rather than full payment credentials.

3. How We Use Information

• Provide, operate, secure and improve the RocketPayCRM platform.
• Create and manage user accounts and subscriptions.
• Process invoices, payment-related workflows and transaction status through third-party providers.
• Provide support, service notices and account communications.
• Detect fraud, abuse, unauthorized activity and security incidents.
• Comply with applicable legal, tax, accounting and regulatory obligations.
• Analyze product performance and develop new features.
• Send marketing communications where permitted by law and subject to applicable opt-out rights.

4. Customer Data

Business customers may upload or enter information about their own customers, contacts, employees or prospects. In those situations, the business customer is responsible for having the legal right to collect and use that information and for providing any notices or obtaining any consents required by applicable law.

5. How We Share Information

We may share information with service providers that help us host, secure, analyze, communicate, bill, process payments or operate the platform; with integrations you choose to connect; in connection with a merger, financing, acquisition or sale of assets; to comply with law or valid legal process; or when reasonably necessary to protect RocketPayCRM, our users or others from fraud, abuse or harm. We do not sell personal information for money.

6. Cookies and Analytics

We may use cookies, local storage and similar technologies for authentication, preferences, analytics, performance and security. Where required by law, we will obtain consent before using non-essential cookies.

7. Data Retention

We retain information for as long as reasonably necessary to provide the service, maintain business and financial records, comply with legal obligations, resolve disputes, enforce agreements and protect against fraud or abuse. Retention periods may vary by data type and legal requirement.

8. Security

We use administrative, technical and organizational safeguards designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your Choices and Rights

Depending on where you live, you may have rights to access, correct, delete, restrict or obtain a copy of certain personal information, or to object to or opt out of certain processing. You may also opt out of marketing emails by using the unsubscribe mechanism in those messages. Rights are subject to legal exceptions and verification requirements.

10. Children

RocketPayCRM is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

11. International Data Transfers

If information is transferred across national borders, we may use legally recognized safeguards where required. By using the service, you understand that information may be processed in jurisdictions other than your own.

12. Third-Party Services

Our service may link to or integrate with third-party websites, payment processors and software providers. Their privacy practices are governed by their own policies, not this Privacy Policy.

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the revised version with an updated effective date and may provide additional notice when required by law.

14. Contact Us

Questions or privacy requests may be sent to privacy@rocketpaycrm.com.