Privacy Policy | Sidekicks CRM

This Privacy Policy describes how The Social Sidekicks ("we," "us," or "our") collects, uses, and protects your personal information when you use Sidekicks CRM and related services available at sidekickscrm.com. By using Sidekicks CRM, you agree to the practices described in this policy.

1. Overview

Sidekicks CRM is a pre-built real estate lead management and automation platform provided by The Social Sidekicks, based in Central Pennsylvania. We are committed to protecting the privacy of our customers — real estate agents, brokers, and teams — as well as the leads and contacts managed within the platform.

This policy applies to:

  • Registered subscribers and users of Sidekicks CRM
  • Visitors to sidekickscrm.com and thesocialsidekicks.com
  • Contacts and leads whose data is processed through the platform on behalf of our subscribers
  • Individuals who communicate with us via email, phone, or our booking system

2. Information We Collect

2.1 Information You Provide Directly

When you create an account, book a strategy call, purchase a subscription, or contact us, we collect:

  • Full name, email address, and phone number
  • Business name, brokerage affiliation, and state of operation
  • Billing information (processed securely through our payment processors)
  • GoHighLevel account credentials and sub-account details for CRM installation
  • Communications sent to us via email, chat, or support tickets

2.2 Information Collected Automatically

When you visit our website or use the platform, we may automatically collect:

  • IP address, browser type, and operating system
  • Pages visited, time spent, and referring URLs
  • Device identifiers and session data
  • Cookies and similar tracking technologies (see Section 7)

2.3 Lead and Contact Data (Processed on Your Behalf)

Sidekicks CRM processes contact and lead data that you — the subscriber — import, capture, or collect through the platform. This includes your clients' names, phone numbers, email addresses, property preferences, and communication history. We act as a data processor for this information; you are the data controller and remain responsible for ensuring you have the appropriate rights to process this data.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Service delivery: Installing, configuring, and maintaining your Sidekicks CRM snapshot
  • Account management: Creating and managing your subscription, processing payments, and providing customer support
  • Communication: Sending onboarding materials, product updates, billing notices, and support responses
  • Platform improvement: Analyzing usage patterns to improve features and fix issues
  • Marketing: Sending relevant product information and updates (you may opt out at any time)
  • Legal compliance: Meeting our obligations under applicable law

We do not sell your personal information to third parties. We do not use your data or your clients' lead data for advertising purposes outside of your account.

4. Sharing Your Information

We share your information only in the following circumstances:

4.1 Service Providers

We work with trusted third-party service providers who assist in delivering Sidekicks CRM. These providers are contractually required to protect your information and may only use it as directed by us. They include:

  • GoHighLevel: The underlying CRM and automation platform that powers Sidekicks CRM
  • Payment processors (e.g., Stripe): For secure billing and subscription management
  • Scheduling tools (e.g., Calendly): For booking strategy and onboarding calls
  • Email service providers: For transactional and support communications
  • Analytics providers: For website usage analysis

4.2 Legal Requirements

We may disclose your information if required by law, legal process, or government request, or to protect the rights, property, or safety of The Social Sidekicks, our customers, or others.

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you before your information is transferred and becomes subject to a different privacy policy.

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide services. Specifically:

  • Account data: Retained for the duration of your subscription plus 12 months after cancellation
  • Billing records: Retained for 7 years as required by applicable tax and financial regulations
  • Support communications: Retained for 3 years from the date of last interaction
  • Lead and contact data: Processed within your GoHighLevel sub-account; retention is governed by your own account settings and GoHighLevel's data policies

You may request deletion of your account and associated data at any time by contacting us at [email protected]. Note that we may retain certain records as required by law.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information, subject to legal retention requirements
  • Portability: Request your data in a structured, machine-readable format
  • Objection: Object to certain processing activities, including direct marketing
  • Opt-out of marketing: Unsubscribe from marketing emails at any time using the unsubscribe link in any email or by contacting us directly

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days.

7. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your experience and analyze site usage. The types of cookies we use include:

  • Essential cookies: Required for the website to function (e.g., session management, security)
  • Analytics cookies: Help us understand how visitors use the site (e.g., Google Analytics)
  • Marketing cookies: Used to deliver relevant advertisements and track campaign performance (e.g., Facebook Pixel, Google Ads tracking)

You can manage your cookie preferences through your browser settings. Note that disabling certain cookies may affect the functionality of our website.

8. Third-Party Services

Sidekicks CRM integrates with or relies on third-party platforms and services. These services have their own privacy policies, and we encourage you to review them:

We are not responsible for the privacy practices of these third-party services. Your use of these services is governed by their respective privacy policies.

9. Data Security

We implement industry-standard security measures to protect your personal information, including:

  • SSL/TLS encryption for all data transmitted to and from our website and platform
  • Secure, access-controlled data storage
  • Regular security reviews of our systems and processes
  • Limiting employee access to personal information on a need-to-know basis

While we take reasonable measures to protect your data, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security. If you believe your data has been compromised, please contact us immediately at [email protected].

10. Children's Privacy

Sidekicks CRM is a professional business tool intended solely for use by adults (18 years of age or older). We do not knowingly collect personal information from individuals under 18. If we become aware that we have collected data from a person under 18, we will promptly delete that information. If you believe a minor has provided us with personal information, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or the services we offer. We will notify you of significant changes by:

  • Posting the updated policy on this page with a revised "Last Updated" date
  • Sending an email notification to the address associated with your account (for material changes)

Your continued use of Sidekicks CRM after any changes constitutes your acceptance of the updated policy. We encourage you to review this policy periodically.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

The Social Sidekicks

We're here to help. Reach out through any of the channels below and we'll respond within 2 business days.

Central Pennsylvania, USA
145 Mill St, Bellefonte, PA 16823, USA

© 2026. The Social Sidekicks. All Rights Reserved.