Last updated: October 21, 2025
This Privacy Policy explains how Once Upon a CRM ("we," "us," or "our") collects, uses, discloses, and protects information about visitors and users of https://onceuponacrm.net and any linked pages or services (the "Site").
Who We Are & How to Contact Us
Controller: Once Upon a CRM
Contact: Racheal Dales
Email: info@onceuponacrm.net
Postal Address: 964 High House Road, Unit #4525, Cary, NC 27513
Information We Collect
We collect information in three ways: (1) directly from you, (2) automatically through the Site, and (3) from third parties you connect or interact with.
1) Information You Provide
- Contact details (name, email, phone).
- Company and role information.
- Messages or files submitted through forms (e.g., contact, demo request, project brief).
- Newsletter sign-ups and marketing preferences.
2) Information Collected Automatically
- Device and usage data (IP address, browser, operating system, pages viewed, links clicked, timestamps).
- Approximate location from IP address.
- Cookies, pixels, and similar technologies (see Cookies & Tracking below).
3) Information From Third Parties
- Analytics and measurement tools (Google Analytics 4).
- Customer relationship tools (e.g., [Salesforce, HubSpot]).
- Email/marketing platforms (Mailchimp).
How We Use Information
We use information to:
- Provide, operate, and improve the Site and our services.
- Respond to inquiries and provide customer support.
- Send administrative messages (e.g., confirmations, service updates).
- Analyze performance and understand usage (e.g., page views, conversions).
- Personalize content and communications.
- Detect, prevent, and address security or technical issues.
- Comply with legal obligations and enforce our terms.
Legal bases (EEA/UK visitors): consent, contract performance, legitimate interests (e.g., improving services and Site security), and legal obligations.
Cookies & Tracking
We (and our service providers) use cookies and similar technologies to run the Site, remember preferences, measure performance, and (if enabled) support marketing.
Types of cookies:
- Essential: required for core functionality (e.g., form submissions, page navigation).
- Analytics: help us understand usage and improve the Site (e.g., [GA4]).
- Functional: remember choices (e.g., language, preferences).
Webflow Hosting & Third-Party Providers
This Site is hosted on Webflow. Webflow may process limited visitor data to provide hosting, security, and performance services. We also use other providers to operate the Site. Each provider acts as our service provider/processor.
Key providers:
- Webflow (hosting, forms)
- Google Analytics 4 (analytics/measurement)
- Mailchimp (email communications)
We engage service providers under contracts that require appropriate safeguards and restrict their use of personal information to the services provided to us.
Sharing & Disclosure
We do not sell personal information. We share information only with:
- Service providers who perform services on our behalf (see above).
- Professional advisors (lawyers, accountants) under confidentiality.
- Authorities or third parties when required by law, to protect rights and safety, or in a business transfer (e.g., merger, acquisition).
Cross-context behavioral advertising / “sharing” (CPRA): We do not share personal information for cross-context behavioral advertising.
Data Retention
We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal/contractual obligations, resolve disputes, and enforce agreements. Specific retention periods may vary by data type and purpose.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission or storage is 100% secure; we cannot guarantee absolute security.
Your Privacy Rights
Your rights may include the ability to access, correct, delete, or receive a copy of your personal information, and to object to or restrict certain processing.
California (CPRA)
California residents have the right to: (i) know/access categories and specific pieces of personal information; (ii) delete personal information; (iii) correct inaccuracies; (iv) opt out of sales or sharing for cross-context behavioral advertising; and (v) be free from discrimination for exercising rights.
Sensitive personal information: We do not use or disclose sensitive personal information for purposes that require a right to limit under the CPRA.
EEA/UK (GDPR)
Depending on your location, you may have rights to: access, rectify, erase, restrict, object, and data portability, and to withdraw consent at any time (without affecting prior processing). You may also lodge a complaint with your local supervisory authority.
Exercising your rights: Contact us at info@onceuponacrm.net. We may need to verify your identity before fulfilling requests.
International Transfers
If you access the Site from outside the United States, your information may be processed in the U.S. or other countries with different data protection laws. Where required, we use appropriate safeguards (e.g., Standard Contractual Clauses) for cross-border transfers.
Children’s Privacy
Our Site and services are not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.
Third-Party Links
The Site may link to third-party websites or services. We are not responsible for their content or privacy practices. We encourage you to review their privacy policies.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date indicates when changes were made. Material changes will be communicated by posting the updated policy on this page and, where appropriate, by additional notice.
Contact Us
If you have questions or requests regarding this Privacy Policy or our data practices, please contact us at:
Email: info@onceuponacrm.net
Address: 964 High House Road, Unit #4525, Cary, NC 27513