1. Introduction

This Privacy Policy describes how FULCRUMIQ GROUP HOLDINGS LLC, referred to as “FulcrumIQ,” “the Company,” “we,” “us,” or “our,” collects, uses, protects, retains, and shares information when you visit our website, submit information through our official forms, request services, communicate with us, or engage with our Business-to-Business Services.

FulcrumIQ provides Business-to-Business Services. We install AI-powered business growth infrastructure for service businesses, including AI reception, CRM automation, lead-flow automation, smart websites, reputation systems, search visibility systems, customer communication workflows, and related operational automation.

SMS communication is used only for individuals who submit the official FulcrumIQ Lead Flow Audit form or otherwise provide express opt-in consent. SMS messages may relate to the user’s inquiry, scheduling, confirmations, service updates, onboarding coordination, and support. SMS consent is optional and is not required as a condition of purchase.

This Privacy Policy applies to the website located at https://fulcrumiq.com, our official Lead Flow Audit form, customer communication channels, booking pages, CRM systems, automation systems, AI communication systems, phone systems, SMS systems, email systems, and other channels operated by or on behalf of the Company.

This Privacy Policy should be read together with our Terms of Service, available at https://fulcrumiq.com/terms-of-service.

2. Business Identity

The legal entity responsible for this website and the data practices described in this Privacy Policy is:

FULCRUMIQ GROUP HOLDINGS LLC

Website: https://fulcrumiq.com

Customer Support: [email protected]

Privacy Requests: [email protected]

Legal Notices: [email protected]

Phone: +1 (786) 699-7172

Business Location: Miami, Florida, United States

Legal Mailing Address: 11010 Southwest 142nd Court, Miami, FL 33186, United States

FulcrumIQ operates as a Business-to-Business Services provider. Our website, services, systems, and communications are intended for business owners, professionals, service businesses, contractors, trades, real estate operators, legal practices, professional services, and other commercial users.

3. Scope of This Privacy Policy

This Privacy Policy applies to information we collect through:

Our website and website pages
The official FulcrumIQ Lead Flow Audit form
Contact forms, booking forms, and consultation requests
Email, SMS, phone, chat, and other communication channels
CRM systems and customer support systems
AI reception, AI voice, AI chat, automation, and workflow systems
Customer onboarding and service delivery processes
Billing, payment, account administration, and support workflows
Analytics, cookies, pixels, and website performance tools

This Privacy Policy does not apply to third-party websites, applications, platforms, or services that we do not own or control, even if they are linked from our website or used as part of service delivery. Those third parties may have their own privacy policies and terms.

4. Information We Collect

We may collect information that you provide directly, information collected automatically, and information collected through service delivery or customer communication systems.

Information You Provide Directly

You may provide information when you submit a form, request a Lead Flow Audit, book a consultation, call us, email us, opt in to communications, become a customer, or communicate with our team.

This information may include:

Full name
Business name
Business role or title
Email address
Phone number
Website URL
Business category or industry
Business location or service area
Inquiry details
Lead Flow Audit request details
Communication preferences
SMS consent status
AI communication consent status where applicable
Support requests and correspondence
Billing and account information
Other information you choose to provide

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

IP address
Browser type
Device type
Operating system
Pages visited
Links clicked
Approximate location based on device or IP data
Referral source
Time and date of visit
Website performance and interaction data
Cookie and tracking data where enabled

Information Collected During Service Delivery

If you become a customer, we may collect or process information needed to deliver services, configure systems, provide support, build workflows, operate CRM systems, implement automation, and maintain business communication systems.

This may include:

Customer account details
CRM records
Lead and customer data provided by the customer
Website content and service descriptions
Call scripts and intake logic
Workflow rules and automation settings
Booking and scheduling information
Support tickets and service notes
Communication records, where lawful and relevant
System usage, logs, and operational data

5. How We Collect Information

We may collect information in the following ways:

When you submit the official FulcrumIQ Lead Flow Audit form
When you complete a contact form, booking form, consultation request, or support request
When you call, email, text, or otherwise communicate with us
When you opt in to receive SMS, email, AI communication, or other communications
When you use or interact with our website
When we configure, operate, or support systems for customers
When customers provide business data, CRM records, website content, or communication data for service delivery
Through cookies, analytics, pixels, tags, and similar technologies
Through third-party platforms used to operate our website, CRM, communications, AI systems, automation workflows, billing, and customer support

Providing a phone number through a form or communication channel does not, by itself, constitute consent to receive SMS or text messages from us. SMS consent requires a separate affirmative opt-in action.

6. How We Use Information

We may use information for the following purposes:

To respond to inquiries
To process Lead Flow Audit requests
To schedule consultations or appointments
To confirm appointment details
To provide customer support
To provide onboarding coordination
To deliver Business-to-Business Services
To configure AI reception, CRM, automation, smart website, reputation, and lead-flow systems
To operate phone, email, SMS, website form, chat, CRM, and AI communication systems
To send service-related communications where permitted
To maintain records of consent, opt-in, opt-out, STOP, HELP, and communication preferences
To manage billing, invoicing, account administration, and service delivery
To improve website performance and user experience
To detect, prevent, or respond to misuse, fraud, security risks, or unlawful activity
To comply with legal, regulatory, carrier, platform, tax, billing, and contractual obligations

We do not use SMS communication for broad unsolicited messaging. SMS communication is limited to individuals who submit the official FulcrumIQ Lead Flow Audit form or otherwise provide express opt-in consent, and messages are limited to inquiry follow-up, scheduling, confirmations, service updates, onboarding coordination, support, and communications directly related to the user’s request or service relationship.

7. SMS and Mobile Opt-In Data

SMS Program Name: FULCRUMIQ GROUP HOLDINGS LLC Customer Communications Program.

SMS communication is used only for individuals who submit the official FulcrumIQ Lead Flow Audit form or otherwise provide express opt-in consent. Messages may relate to the user’s inquiry, scheduling, confirmations, service updates, onboarding coordination, and support.

SMS Consent Is Separate and Optional

SMS consent is obtained only through a separate affirmative opt-in action, such as selecting an optional SMS consent checkbox, submitting an SMS consent form, confirming an opt-in where applicable, replying to initiate or confirm a messaging interaction where permitted, or otherwise providing express written consent.

SMS consent checkboxes are optional and are never pre-checked.

SMS consent is not bundled with general Terms acceptance, website use, AI communication consent, phone call consent, or simple submission of a contact form.

You may submit a form, request information, request a quote, request a Lead Flow Audit, or request services without consenting to receive SMS or text messages.

Consent to receive SMS or text messages is not required as a condition of purchasing any service or product from the Company.

Types of SMS Messages We May Send

When express SMS consent has been provided, we may send SMS or text messages related to:

Lead Flow Audit inquiry follow-up
Appointment scheduling
Appointment confirmations
Appointment reminders
Requested information
Service updates
Onboarding coordination
Customer support messages
Account or service-related notifications
Follow-up communications directly related to the user’s inquiry or service relationship

Message Frequency

Message frequency may vary depending on the nature of your inquiry, the scheduling process, service coordination, onboarding status, support needs, and service relationship.

Message and Data Rates

Message and data rates may apply. Your mobile carrier may charge fees for sending or receiving text messages. You are responsible for any charges assessed by your mobile carrier.

STOP and HELP

You may opt out of receiving SMS or text messages from FULCRUMIQ GROUP HOLDINGS LLC at any time by replying STOP to any text message you receive from us.

If you need assistance, reply HELP to any text message from us. You may also contact us at [email protected] or +1 (786) 699-7172.

Carrier Liability

Wireless carriers are not liable for delayed or undelivered messages.

Mobile Opt-In Data Protection

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Mobile opt-in information and SMS consent records will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors, service providers, carriers, aggregators, CRM providers, phone providers, SMS delivery providers, automation providers, and support providers is permitted only as necessary to operate the messaging program, provide services, support customer communications, maintain consent records, route messages, process opt-outs, respond to HELP requests, or comply with legal, carrier, or platform obligations.

8. AI and Automation Data

FulcrumIQ may use, configure, or install AI-powered systems, AI voice systems, AI chat systems, automation workflows, CRM tools, smart website systems, data capture workflows, and other business automation tools as part of its Business-to-Business Services.

AI-powered systems may process information for tasks such as intake, routing, response drafting, call handling, appointment coordination, lead follow-up, customer support, review workflows, reporting, and operational visibility.

Information processed by AI or automation systems may include inquiry details, business information, contact information, call notes, CRM records, form submissions, scheduling data, support messages, and service-related data.

AI systems are used to support business workflows and service delivery. They are not intended to replace professional judgment, legal advice, financial advice, medical advice, engineering review, regulatory review, or required human oversight.

Where AI voice systems, AI phone systems, or automated assistants are used for outbound communication, those communications must be consistent with applicable law, platform rules, and any required consent. AI communication consent, where requested, is separate from SMS consent.

9. Cookies and Tracking Technologies

We may use cookies, pixels, tags, analytics tools, and similar technologies to operate the website, improve performance, measure page activity, understand visitor behavior, support website security, and improve user experience.

Cookies and tracking technologies may collect information such as IP address, browser type, device type, pages visited, time spent on pages, referral source, and interactions with website content.

Some cookies may be required for website functionality, while others may support analytics, performance measurement, advertising measurement, or user experience improvement.

You can control cookies through your browser settings. Blocking or deleting cookies may affect website functionality or user experience.

For more information, please review our Cookie Policy at https://fulcrumiq.com/cookie-policy.

10. How We Share Information

We may share information only as needed to operate our website, provide services, support customers, operate communications, maintain systems, process payments, comply with legal obligations, or protect rights and security.

We may share information with:

CRM and automation platforms
Website hosting and website builder providers
Phone, voice, SMS, and communication providers
Email and calendar providers
AI service providers and automation tools
Payment processors and billing providers
Analytics and website performance providers
Customer support and service delivery providers
Contractors and subcontractors supporting our services
Legal, accounting, compliance, tax, or professional advisors
Regulators, courts, law enforcement, carriers, platforms, or other parties where required by law or necessary to protect rights, safety, systems, or compliance

Service providers are permitted to access information only as necessary to perform services for us or support service delivery. They are not authorized to use mobile opt-in information or SMS consent data for their own marketing or promotional purposes.

11. No Sale or Unauthorized Sharing of Mobile Opt-In Data

FulcrumIQ does not sell, rent, trade, or share mobile opt-in information or SMS consent records with third parties or affiliates for marketing or promotional purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share mobile opt-in information and SMS consent records only with subcontractors, carriers, aggregators, SMS providers, CRM providers, phone providers, automation providers, and support providers as necessary to operate the messaging program, route messages, maintain consent records, process STOP requests, respond to HELP requests, provide customer support, or comply with legal, carrier, or platform obligations.

We do not buy, sell, rent, or trade consumer leads, mobile numbers, or SMS opt-in lists.

12. Third-Party Platforms and Service Providers

Our services may involve third-party platforms, including CRM systems, website builders, phone providers, SMS providers, AI service providers, payment processors, email systems, calendar tools, analytics systems, advertising platforms, domain providers, hosting providers, and other software or infrastructure providers.

These providers may collect or process information according to their own terms and privacy policies. We encourage you to review the privacy policies and terms of any third-party platforms that you use or authorize as part of your service engagement.

We are not responsible for the privacy practices, security practices, content, policies, or actions of third-party platforms that we do not control.

13. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business records, resolve disputes, comply with legal obligations, enforce agreements, maintain consent records, process opt-outs, and support business operations.

SMS consent records, opt-in records, opt-out records, STOP requests, HELP requests, and communication preference records may be retained as necessary to demonstrate compliance, honor preferences, and comply with carrier, platform, legal, or business requirements.

Retention periods may vary depending on the type of information, the nature of the service relationship, legal obligations, platform requirements, and operational needs.

14. Security

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

However, no website, CRM, AI system, communication platform, phone system, SMS system, email system, cloud platform, or internet transmission is completely secure. We cannot guarantee absolute security.

Customers are responsible for maintaining secure access to their own accounts, passwords, platforms, CRM systems, communication tools, billing accounts, and third-party services.

15. Your Privacy Rights

Depending on your location and applicable law, you may have rights regarding your personal information, including the right to request access, correction, deletion, restriction, portability, or information about how your data is used.

You may also have the right to withdraw consent for certain communications, opt out of SMS by replying STOP, unsubscribe from certain email communications, or update your communication preferences.

To submit a privacy request, contact us at [email protected].

We may need to verify your identity or authority before processing certain privacy requests.

Some information may be retained where required or permitted by law, contract, carrier requirement, platform requirement, fraud prevention, dispute resolution, business records, tax obligations, billing obligations, security, or compliance purposes.

16. International Users

FulcrumIQ operates from the United States and may serve businesses in different regions. If you access the website or provide information from outside the United States, your information may be processed in the United States or other jurisdictions where our service providers operate.

By using our website, submitting information, or engaging with our services, you understand that information may be transferred to and processed in jurisdictions that may have different data protection laws than your location.

Where applicable, we aim to handle information in a manner consistent with relevant privacy and communication obligations, including requirements that may apply under laws such as GDPR, CASL, TCPA, CAN-SPAM, and other applicable privacy or communication laws.

17. Children’s Privacy

Our website and services are intended for business owners, professionals, and adults who are 18 years of age or older. Our services are not directed to children under 18.

We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take reasonable steps to delete that information where required by applicable law.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, systems, legal requirements, platform requirements, carrier requirements, or business operations.

When we update this Privacy Policy, we may revise the “Last Updated” date shown on this page.

Continued use of the website or services after changes are posted means you acknowledge the updated Privacy Policy, unless otherwise required by law.

19. Contact Information

If you have questions about this Privacy Policy, our data practices, SMS communication practices, consent records, privacy rights, or service communications, please contact us: