Legal

Privacy Policy

Effective date: July 14, 2026

This policy explains how Coat & Convert collects, uses, shares, and protects information when you use the client software available at system.coatandconvert.com.

1. Who We Are

Coat & Convert provides software for marketing operations, client portals, reporting, lead tracking, booking forms, calendar workflows, and related agency services. References to "Coat & Convert," "we," "us," or "our" mean the operator of this software.

2. Information We Collect

We may collect the following categories of information:

• Account information, such as name, email address, organization name, login details, and user role.
• Client and lead information entered into the software, including contact details, notes, statuses, and booking requests.
• Marketing and advertising data connected by authorized users, including Meta/Facebook ad account data, campaign performance, lead forms, and creative data.
• Calendar and booking information, such as availability, appointment details, service addresses, and form submissions.
• Technical data, such as IP address, browser type, device information, pages viewed, timestamps, and diagnostic logs.
• Communications and support information you send to us, including messages, feedback, and support requests.

3. How We Use Information

We use information to:

• Provide, operate, secure, and improve the software.
• Authenticate users and manage client portal access.
• Display campaign reporting, lead tracking, booking workflows, and related operational dashboards.
• Process booking requests, verify service addresses, send notifications, and support calendar workflows.
• Connect with third-party integrations that authorized users enable.
• Monitor reliability, troubleshoot issues, prevent abuse, and comply with legal obligations.

4. Meta/Facebook Platform Data

If you connect Meta or Facebook services, we access platform data only as authorized by you and the applicable platform permissions. This may include ad accounts, campaigns, insights, forms, and related lead data. We use this data to provide the features requested in the software, such as reporting, analysis, lead tracking, and workflow automation. We do not sell Meta/Facebook platform data.

5. Cookies and Similar Technologies

The software may use cookies, local storage, and similar technologies to keep users signed in, remember preferences, secure sessions, and understand application performance. Browser settings may allow you to block or delete cookies, but some parts of the software may not work correctly without them.

6. How We Share Information

We may share information with:

• Service providers that host, secure, deliver, analyze, or support the software.
• Third-party integrations you authorize, such as Meta/Facebook, Google Calendar, Google Maps, email providers, Slack, Zapier, or CRM/webhook destinations.
• Your organization, agency, clients, or team members when the information belongs to their workspace or account.
• Authorities, courts, or other parties when required by law or necessary to protect rights, safety, and security.

7. Data Retention

We keep information for as long as needed to provide the software, fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary by data type, account status, legal requirements, and operational needs.

8. Security

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

9. Your Choices and Rights

Depending on your location, you may have rights to access, correct, delete, restrict, or export personal information. You may also be able to disconnect third-party integrations from within the software or from the third-party provider. To make a request, contact us using the details below.

10. Children's Privacy

The software is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

11. International Use

Information may be processed in the United States and other countries where we or our service providers operate. Those countries may have data protection laws that differ from the laws where you live.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date above. Your continued use of the software after an update means the revised policy applies.

13. Contact Us

Questions or requests about this Privacy Policy can be sent to will@will.coatandconvert.com.