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ElevateDigitals CRM Privacy Policy

Last updated: 27 August 2026

ElevateDigitals ("we", "us", "our" or "ElevateDigitals") respects privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how information is collected, used, stored and handled through the ElevateDigitals CRM platform ("CRM" or "Platform").

The CRM is provided to authorised ElevateDigitals clients and users. By accessing or using the CRM, you acknowledge this Privacy Policy.

1. Information We Collect and Store

The CRM may collect, store and process information entered into or generated through the Platform. This may include:

  • User names;
  • Email addresses;
  • Password and account authentication information;
  • Client and customer information;
  • Lead names;
  • Lead email addresses;
  • Lead phone numbers;
  • Booking information;
  • Project information;
  • Revenue information;
  • Expense information; and
  • Other business information entered into the Platform.

Information may be entered directly by authorised users or automatically received from connected lead generation sources.

2. Lead Information

The CRM may receive and store leads generated through connected marketing and lead generation systems. This may include leads generated through:

  • Meta advertising;
  • Meta lead forms;
  • Websites;
  • Landing pages; and
  • Other connected lead collection systems.

Information received may include names, email addresses, phone numbers and other information submitted by a lead.

3. How Information Is Used

Information stored within the CRM may be used to:

  • Provide and operate the CRM;
  • Allow users to manage leads;
  • Manage customer information;
  • Track projects;
  • Manage bookings;
  • Record revenue and expenses;
  • Support business operations;
  • Provide technical support;
  • Maintain security; and
  • Improve the Platform.

ElevateDigitals will only access client information where reasonably necessary to operate, maintain, support or administer the CRM and associated services.

4. Client Responsibility for Data

Clients are responsible for ensuring that information they enter, collect or store through the CRM is handled lawfully.

Clients are responsible for:

  • Ensuring they have the right to collect and use personal information;
  • Providing appropriate privacy notices to their own customers and leads where required;
  • Complying with applicable privacy and data protection laws; and
  • Maintaining the accuracy of information entered into the CRM.

5. Account Information

Users access the CRM using an authorised account, including an email address and password. Users are responsible for keeping their login credentials secure and must not share their account access with unauthorised individuals.

6. Account Management and Deletion

Users cannot independently delete their CRM account. CRM accounts are managed by ElevateDigitals administrators.

If a client wishes to request account deletion or removal of access, they may contact ElevateDigitals. Account access may also be removed or suspended when the Client's service or subscription with ElevateDigitals ends.

7. Information Sharing

We may share information with trusted service providers where reasonably necessary to operate, maintain or support the CRM. We do not sell personal information as part of our ordinary business operations. Information may also be disclosed where required by law.

8. Data Security

We take reasonable steps to protect information stored within the CRM from misuse, loss, unauthorised access, modification or disclosure. However, no electronic system is completely secure, and absolute security cannot be guaranteed. Users are also responsible for protecting their own login credentials and account access.

9. Data Access

Authorised users may access information associated with their own CRM account.

ElevateDigitals administrators may access information where reasonably necessary to:

  • Operate the Platform;
  • Provide support;
  • Resolve technical issues;
  • Maintain security; or
  • Administer the Client's account.

10. Data Retention

Information may be retained for as long as reasonably necessary to provide the CRM and related services, comply with legal obligations, resolve disputes and maintain business records.

The handling or deletion of information following account termination may depend on the circumstances and applicable legal or business requirements. Clients may contact ElevateDigitals regarding questions about information stored within their account.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be published within the CRM or on the relevant ElevateDigitals website.

12. Contact Us

For questions about this Privacy Policy or information stored within the CRM, contact:

ElevateDigitals
Website: elevatedigitals.com.au
Email: admin@elevatedigitals.com.au