Privacy Policy

Legal Entity

LeedAgent is operated by The Lead Standard LLC. Legal inquiries can be submitted through https://theleadstandard.com/contact.

Information We Collect

Marketing Site Visitors

When you interact with the LeedAgent marketing site, we may collect limited personal information that you voluntarily provide through forms, such as your name, email address, company, and the details of your inquiry. We also automatically collect basic analytics data (like page views and referrers) to understand how visitors use our site and improve the experience.

Platform Users (CRM)

When you create an account and use the LeedAgent CRM platform, we collect and store: account credentials, business information, contact records you create, communication history (emails, SMS, call recordings), website content, form submissions, appointment data, pipeline and opportunity data, and usage analytics. This data is stored securely and used to provide the services you have subscribed to.

Data We Do NOT Collect

LeedAgent does not collect or store Protected Health Information (PHI), medical records, health conditions, or any data classified as PHI under HIPAA. Social Security Numbers are not kept in contact records; the secure SSN field in communities holds a number only briefly (up to 24 hours) and then erases it. Our platform is designed as a sales CRM, not a health information system. Do not enter PHI into the platform. See our Compliance page for more details.

How We Use Your Information

• Respond to the questions and requests you submit through our contact form.
• Communicate important updates about LeedAgent products that you have expressed interest in.
• Improve the performance, reliability, and usability of the marketing site.
• Detect, prevent, or investigate security incidents and abuse.

Cookies & Tracking

We use strictly necessary cookies to keep the site secure and measure aggregated usage. On our own marketing site we also use the Meta (Facebook) pixel to measure how our ads perform. Optional marketing or analytics scripts on your own sites and pages are only activated when set up by your workspace administrators. You can adjust browser settings to refuse cookies, but doing so may limit some site functionality.

Data About Your Contacts and Leads

When you add or collect information about other people (such as leads, contacts, or clients) in your LeedAgent account, you are the controller of that data and we process it only to provide the Service to you. You are responsible for having a lawful basis and any required consent, including for call recording under your state's laws, to collect and message them. Requests from your contacts to access or delete their data should be directed to you as the account holder, and you are responsible for responding to those requests in compliance with applicable law.

Text Messages (SMS)

If you give us your mobile number and agree to receive texts from LeedAgent, we use it only to send the messages you asked for, such as replies, appointment details and account notices. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. We do not sell or share mobile numbers or SMS consent with third parties or affiliates for their marketing.

Data Sharing

LeedAgent does not sell personal information. We may share limited data with trusted service providers (such as email delivery or hosting partners) who process it on our behalf and under contract. These providers are only permitted to use the information to deliver the services we have requested.

Your Choices

You can opt out of marketing emails at any time by using the unsubscribe link included in our messages. If you would like to review, update, or delete personal information collected through this site, submit a request through our contact page and we will respond promptly.

Contact Us

If you have any questions about this policy or our data practices, reach out via our contact page.