Privacy Policy

1. Scope of This Policy

This Privacy Policy applies to information collected by CasperB2B through our website, landing pages, forms, calendars, booking tools, inquiry channels, referral submissions, uploads, communications, and service-related interactions.

This Policy does not replace any separate data, confidentiality, or privacy terms contained in a signed proposal, statement of work, service agreement, order form, or other written agreement.

2. Information We Collect

We may collect information directly from you, automatically from your device or browser, and from third parties connected to a service engagement.

• Contact and identity information: such as name, company name, title, email address, phone number, mailing address, and related business contact details.
• Inquiry and intake information: such as project details, business information, goals, budgets, timelines, preferences, referral details, and other information submitted through forms, surveys, booking pages, or communications.
• Service engagement materials: such as uploaded files, business records, creative assets, credentials, account details, marketing materials, workflow information, campaign information, and other materials you provide for review or service delivery.
• Billing and transaction information: such as billing contact details, invoice records, payment-related information, transaction history, and other financial or subscription-related data necessary to process payments or manage accounts.
• Communication records: such as email correspondence, text message interactions, call records, voicemail records, scheduling history, support requests, and notes associated with your inquiry or engagement.
• Usage and technical information: such as IP address, device type, browser type, pages visited, referral URLs, approximate location data, log data, and interaction data collected through cookies or similar technologies.
• Third-party source information: such as data received through advertising platforms, analytics tools, CRM systems, payment processors, communication providers, or referral sources where permitted by law and contract.

3. How We Use Information

We may use collected information for legitimate business and operational purposes, including to:

• respond to inquiries, consultation requests, booking requests, and service interest submissions;
• evaluate potential projects, business relationships, referrals, or engagements;
• prepare proposals, service agreements, scopes of work, estimates, invoices, or onboarding materials;
• provide, coordinate, manage, and improve business, consulting, creative, implementation, automation, recruiting, design, marketing, advisory, or related services;
• communicate with you by email, phone, voicemail, or text message consistent with your request, relationship, or applicable law;
• process billing, payments, collections, refunds, credits, and account administration;
• maintain records, internal reporting, quality assurance, project administration, and operational oversight;
• improve website performance, user experience, service offerings, security, and internal workflows;
• detect, investigate, prevent, or address fraud, abuse, unauthorized access, security incidents, or legal risk; and
• comply with legal, contractual, regulatory, tax, accounting, insurance, and recordkeeping requirements.

4. Communications, Messaging, and Marketing

If you submit a form, request information, book a meeting, start a service inquiry, or otherwise communicate with CasperB2B, we may contact you by email, phone call, voicemail, or text message where permitted by law and consistent with your inquiry or business relationship.

We may also send marketing or promotional communications where allowed by law or where you have requested or consented to receive them. You may opt out of marketing emails through the unsubscribe link provided in the message. Marketing text messages may include opt-out instructions such as replying STOP where applicable.

Message frequency may vary. Message and data rates may apply based on your carrier or service plan.

5. Cookies, Analytics, and Similar Technologies

CasperB2B may use cookies, pixels, analytics tools, tracking technologies, and related software to understand website traffic, improve site performance, measure campaign effectiveness, personalize certain experiences, and support our business operations.

These technologies may collect information such as IP address, browser type, pages viewed, time spent on site, session activity, referring sources, and general device information.

You may be able to limit certain cookies or tracking technologies through your browser settings, though doing so may affect functionality.

6. How We Share Information

We may disclose information in the following circumstances:

• Service providers and vendors: with hosting providers, CRM providers, scheduling tools, payment processors, communication platforms, analytics providers, contractors, professional advisors, and other third parties that help operate our website or deliver services.
• Affiliates and related service providers: with CasperB2B personnel, contractors, affiliated entities, or related providers where necessary to evaluate, support, administer, or deliver services.
• Project, support, and implementation purposes: where access to information is reasonably necessary to fulfill a requested service, proposal, migration, implementation, audit, workflow, campaign, or support function.
• Legal and protective purposes: when required or reasonably necessary to comply with law, legal process, court order, investigation, regulatory request, fraud prevention, security response, insurance matters, or protection of rights, property, or safety.
• Business transactions: in connection with a merger, acquisition, restructuring, financing, sale of assets, or similar transaction, subject to appropriate confidentiality protections where applicable.

7. Third-Party Platforms and Infrastructure

CasperB2B may rely on third-party service providers and infrastructure, including hosting providers, form tools, scheduling tools, communication systems, payment processors, analytics platforms, software vendors, cloud tools, marketing tools, and workflow systems.

Information submitted to us may be stored or processed through those systems where reasonably necessary for business operations, service delivery, recordkeeping, or support.

We are not responsible for the privacy or security practices of unrelated third-party websites, applications, or services that operate under their own terms and policies.

8. AI, Automation, and Internal Processing

CasperB2B may use automation tools, artificial intelligence tools, templates, software-assisted workflows, and internal systems to support intake, analysis, communication handling, drafting, reporting, project administration, and service delivery.

Information submitted to us may be processed through such tools where reasonably necessary for legitimate business purposes. We do not represent that AI-assisted systems are error-free, and internal processing tools do not replace your obligation to review and approve materials where your business use requires review.

9. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including service delivery, project administration, business operations, dispute resolution, billing, recordkeeping, legal compliance, and enforcement of agreements.

Retention periods may vary depending on the nature of the information, the relationship involved, contractual obligations, operational needs, and applicable law.

10. Data Security

CasperB2B uses commercially reasonable administrative, technical, and organizational measures designed to help protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, transmission method, cloud platform, email system, or storage method can be guaranteed to be completely secure. You provide information at your own risk, and you are responsible for using reasonable care when sharing sensitive information or credentials.

11. Your Rights and Choices

Depending on applicable law and your jurisdiction, you may have rights relating to certain personal information, including rights to request access, correction, deletion, or limitation of certain processing.

We may need to verify your identity and authority before responding to a request. Certain rights may be limited by law, security requirements, contractual obligations, recordkeeping requirements, billing obligations, or the need to maintain information necessary to complete transactions or enforce agreements.

12. Children’s Privacy

CasperB2B is intended for business users and individuals age 18 or older. We do not knowingly collect personal information from children under 18 through our business website or service inquiry channels.

13. Cross-Brand and Related-Service Disclosures

CasperB2B may reference, support, promote, or facilitate services involving CasperPortal or related platforms, providers, or integrations. Information submitted through CasperB2B may be used to evaluate or support a related service engagement where appropriate.

Where you subscribe to or use CasperPortal, privacy practices applicable to the software platform are additionally governed by the CasperPortal Privacy Policy.

14. Changes to This Privacy Policy

We may revise this Privacy Policy from time to time to reflect updates to our practices, systems, legal obligations, business operations, or service offerings.

Updated versions become effective when posted unless otherwise stated. Your continued use of CasperB2B or continued interaction with us after an update becomes effective constitutes acceptance of the revised Privacy Policy to the extent permitted by law.

15. Contact Information