Effective Date: August 9, 2026

T&E Software Solutions LLC (“Refine CRM,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you provide when using the Refine CRM mobile application, website, and related services (collectively, the “Services”).

This Privacy Policy explains what information we collect, how we use and share that information, and the choices available to you.

1. Information We Collect

We collect information necessary to provide and operate Refine CRM.

Account and Business Information

When you create or use a Refine CRM account, we may collect information such as:

Name
Email address
Phone number
Login and account information
Business name
Business contact information
Business address
Business settings and preferences
Employee and team member information

Customer and Vehicle Information

Refine CRM allows businesses to store and manage information about their customers and vehicles. This may include:

Customer names
Phone numbers
Email addresses
Addresses
Vehicle information
Customer notes
Appointment and job history
Services performed or requested
Estimates and invoices
Other information entered by a business into the CRM

Businesses using Refine CRM are responsible for ensuring that they have the appropriate rights and permissions to collect and enter their customers’ information into the Services.

Job Information and Photos

Users may upload or attach information to jobs, including:

Job notes
Service information
Before-and-after photos
Vehicle photos
Other images or files related to a customer or job

These files are stored and processed as necessary to provide Refine CRM’s job management functionality.

Communications

Refine CRM may process communications between businesses and their customers, including:

SMS messages
Email messages
Appointment reminders
Service updates
Job completion notifications
Invoice and payment-related communications

This may include the contents of messages as well as information such as the sender, recipient, date, time, and delivery status.

Payment and Billing Information

Refine CRM may collect or process information related to:

Subscription plans
Billing status
Transactions
Invoices
Payment status
Payment-related identifiers

Payment processing may be provided through third-party payment processors such as Stripe.

Payment card information may be provided directly to and processed by the applicable payment processor rather than stored directly by Refine CRM.

Usage, Device, and Diagnostic Information

We may automatically collect certain technical information when the Services are used, including:

Device type
Operating system
App version
IP address
Login activity
Feature usage
Error and crash information
Diagnostic information
Performance information

We use this information to operate, secure, maintain, and improve the Services.

2. How We Use Information

We use collected information primarily to provide and operate Refine CRM.

This includes using information to:

Create and maintain user accounts
Provide customer relationship management functionality
Manage customers and vehicles
Schedule and manage appointments and jobs
Assign work to employees
Store job information and photos
Generate and manage invoices
Facilitate payments
Send SMS and email communications
Send appointment reminders and service updates
Provide customer support
Authenticate users
Maintain the security and reliability of the Services
Diagnose technical issues
Improve application performance and functionality
Prevent fraud, abuse, or unauthorized access
Comply with legal obligations

We do not sell personal information to advertisers.

3. Customer Data

Refine CRM is designed for businesses to manage information relating to their own customers.

When a business enters customer information into Refine CRM, that business generally determines what information is collected and how it is used.

Refine CRM processes this information to provide the Services to that business.

If you are a customer of a business that uses Refine CRM and have questions about information that business has collected about you, you should generally contact the business directly.

We may assist businesses with requests relating to customer information when appropriate.

4. SMS and Email Communications

Refine CRM enables businesses to communicate with their customers through SMS and email.

Information associated with these communications may be processed by Refine CRM and third-party communication providers used to deliver the messages.

Businesses using Refine CRM are responsible for obtaining any consent required before sending communications to their customers and for complying with applicable messaging, telecommunications, and privacy laws.

Recipients may be able to opt out of SMS communications by following the instructions provided in applicable messages, including replying STOP where supported.

We do not sell personal information.

We may share information with third parties when necessary to provide, maintain, secure, or support the Services.

Service Providers

We may use third-party service providers for functions such as:

Payment processing
SMS delivery
Email delivery
Cloud infrastructure and data storage
Application hosting
Error monitoring and diagnostics
Security and fraud prevention

These providers may process information only as necessary to provide services to us or as otherwise permitted by their applicable agreements and privacy policies.

Stripe

We may use Stripe to provide payment processing, subscription billing, connected account functionality, or related financial services.

Stripe may collect and process payment, transaction, business, and identity information in accordance with Stripe’s own terms and privacy practices.

Twilio

We may use Twilio and related services to provide SMS, telephone number, email, and other communication functionality.

Information such as phone numbers, email addresses, message contents, communication metadata, and delivery information may be transmitted to or processed by these providers as necessary to deliver communications.

Legal Requirements

We may disclose information when we reasonably believe disclosure is required to:

Comply with applicable law or legal process
Respond to lawful requests from government authorities
Protect the rights, property, or safety of Refine CRM, our users, or others
Investigate fraud, abuse, or security incidents
Enforce our agreements or policies

Business Transfers

If T&E Software Solutions LLC is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be transferred as part of that transaction subject to applicable law.

6. Data Retention

We retain information for as long as reasonably necessary to provide the Services, maintain business and financial records, comply with legal obligations, resolve disputes, prevent fraud, and enforce our agreements.

The length of time information is retained may vary depending on the type of information and why it was collected.

Information associated with an active business account may generally be retained while the account remains active.

Some information may remain in backups, transaction records, security logs, or records maintained by third-party service providers for additional periods when required for legitimate business, security, financial, or legal purposes.

7. Data Deletion and Account Deletion

Users may request deletion of their Refine CRM account and associated personal information by contacting us.

Certain information may be retained when required for legal, accounting, fraud prevention, security, dispute resolution, or other legitimate purposes.

Because businesses using Refine CRM may independently control customer records stored within their accounts, customers of those businesses should generally contact the applicable business to request access to, correction of, or deletion of their customer information.

Where appropriate, Refine CRM may assist the business in fulfilling such requests.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no internet-based service, electronic transmission, or storage system can be guaranteed to be completely secure.

Users are responsible for maintaining the confidentiality of their login credentials and for promptly notifying us if they suspect unauthorized access to their account.

9. Children’s Privacy

Refine CRM is a business management platform and is not directed toward children.

We do not knowingly collect personal information directly from children under 13 through Refine CRM accounts.

If we become aware that personal information from a child has been collected in violation of applicable law, we will take reasonable steps to delete it.

10. Your Privacy Rights

Depending on where you live, applicable law may provide you with certain rights regarding your personal information, which may include the right to:

Request access to personal information
Request correction of inaccurate information
Request deletion of personal information
Request information about how personal information is used
Object to or restrict certain processing
Obtain a copy of certain personal information

These rights may be subject to exceptions and limitations under applicable law.

To submit a privacy request, contact us using the information below.

If your information was collected by a business using Refine CRM rather than directly by Refine CRM, we may direct your request to that business.

11. Third-Party Services and Links

The Services may integrate with or contain links to third-party services.

Those third parties may collect or process information according to their own privacy policies and terms.

Refine CRM is not responsible for the privacy practices of third-party websites or services that are not controlled by T&E Software Solutions LLC.

12. International Data Processing

Information may be processed or stored in the United States or other locations where we or our service providers operate.

If information is transferred between jurisdictions, we take reasonable steps to process it in accordance with applicable privacy requirements.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to Refine CRM, our data practices, legal requirements, or third-party services.

When we make changes, we will update the Effective Date at the top of this policy.

Material changes may also be communicated through the Services or by other appropriate means.

Continued use of the Services after an updated Privacy Policy becomes effective constitutes acknowledgment of the updated policy to the extent permitted by applicable law.

14. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or would like to submit a privacy or deletion request, contact:

T&E Software Solutions LLCRefine CRMEmail: [email protected]Website: https://refinecrm.com

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Privacy Policy