Privacy Policy

ForgeLine Partners ("ForgeLine," "we," "our," or "us") operates LeadTrackr, a managed referral-network operations platform for service businesses. This Privacy Policy explains how we collect, use, disclose, and protect information when you use LeadTrackr, our websites, and related services (collectively, the "Service").

By accessing or using the Service, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

We collect information reasonably necessary to provide and improve the Service.

a. Account and Business Information

When an account is created or managed, we may collect:

• Name, email, phone number, and login credentials
• Company details and user role information
• Network participation details (market, trade, seat assignment)
• Configuration and settings data

b. Lead, Referral, and Call Operations Data

LeadTrackr supports referral attribution and call-routing workflows, including integrations with third-party communications providers (such as Twilio). We may collect and process:

• Inbound call metadata (caller/called number, call SID, timestamps, duration)
• Referral direction data (source partner, target partner, route identifier)
• Lead status, outcome, and revenue fields entered by authorized users
• Call disposition labels (such as answered or missed) and related operational logs

We do not record call audio by default. If call recording is ever enabled for a specific account, it must be enabled by authorized account users and used in compliance with applicable law.

c. Billing and Transaction Information

When paid features are used, we may collect billing-related information such as subscription status, invoice and payment status, and usage measurements used for billing calculations. Payment card details are typically processed by our payment processor and are not fully stored by ForgeLine.

d. Technical and Usage Information

When you access the Service, we may automatically collect:

• IP address, device identifiers, browser type, and operating system
• Service activity logs, feature usage, and error diagnostics
• Cookie and similar technology data

2. How We Use Information

We use collected information to:

• Provide, maintain, and secure the Service
• Capture, route, and attribute referral calls and leads
• Support network operations, seat management, and performance workflows
• Process subscription, usage, and billing events
• Provide support and communicate service notices
• Monitor reliability, detect abuse, and improve product quality
• Comply with legal, regulatory, and contractual obligations

We do not sell personal information.

3. How We Share Information

We disclose information only when reasonably necessary to provide the Service, support operations, or comply with legal requirements.

a. Service Providers and Infrastructure

We may share information with service providers that support hosting, analytics, customer support, communications, billing, and security.

b. Communications and Payment Processors

We may share limited operational data with providers such as Twilio (for communications workflows) and Stripe (for subscription and payment processing).

c. Account-Directed Sharing

Information may be visible to authorized users within your company account and, where applicable, to participants in the referral-network workflows your account is configured to operate.

d. Legal and Safety Disclosure

We may disclose information when required by law, subpoena, court order, or to protect rights, safety, and security.

4. Data Retention

We retain information for as long as needed to provide the Service, maintain records, resolve disputes, enforce agreements, and comply with legal obligations. Retention periods vary by data type and operational need.

5. Cookies and Similar Technologies

We use cookies and similar technologies to:

• Maintain sessions and authentication state
• Improve reliability and performance
• Measure service usage patterns

Most browsers let you control cookies through settings. Disabling cookies may affect some functionality.

6. Data Security

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

7. Your Privacy Choices

Depending on your location and applicable law, you may have rights such as access, correction, deletion, or objection to certain processing.

Account administrators can also update or delete certain account information from within the Service. We may verify identity before honoring requests.

8. International Data Transfers

If you access the Service from outside the United States, you acknowledge that data may be processed and stored in the United States or other jurisdictions where our providers operate.

9. Children's Privacy

The Service is intended for business use and not directed to children under 18. We do not knowingly collect personal information from children.

10. Third-Party Sites and Services

The Service may link to third-party sites or services. We are not responsible for their privacy practices or content.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will post the updated version with a revised "Last updated" date.

12. Contact Information

If you have privacy questions, please contact us at:

• ForgeLine Partners
• Email: admin@forgelinepartners.com
• Website: leadtrackr.forgelinepartners.com