Privacy and policy

Learn how we collect, use, and protect your personal information.

RevEngine-IQ respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, submit an enquiry, book an assessment, or communicate with us regarding our revenue intelligence, CRM audit, pipeline recovery, lead-generation, appointment-setting, and sales execution services.

1. Information We Collect

We only collect basic business and contact information that you voluntarily provide through our website forms, booking tools, email, phone, or other communication channels.

This information may include:

Your full name
Business email address
Phone number
Company name
Job title
Preferred appointment date or time
Information included in your enquiry or message
The service you are interested in

Please do not submit passwords, CRM login credentials, financial details, or confidential customer information through our public website forms.

2. How We Use Your Information

We may use the information you provide to:

Respond to your questions and service enquiries
Schedule consultations, assessments, audits, or discovery calls
Provide information about our services
Understand your company’s sales, CRM, or pipeline requirements
Prepare proposals, recommendations, or quotations
Follow up regarding a requested service
Manage an existing or potential business relationship
Improve our website, services, and customer experience
Maintain business and communication records
Comply with applicable legal obligations

Depending on your enquiry, we may contact you regarding services such as the Hidden Pipeline Assessment™, CRM Revenue Optimization Audit™, Forecast Accuracy Review™, revenue recovery, lead generation, appointment setting, or SDR-as-a-Service.

3. Client CRM and Pipeline Information

RevEngine-IQ does not request CRM credentials, customer records, or detailed pipeline data through its public website contact forms.

When a client formally engages us for a CRM audit, revenue assessment, pipeline recovery project, or another service, the client may provide access to relevant business information. Where applicable, this information will be handled only for the purpose of delivering the agreed services and subject to the applicable service agreement, confidentiality terms, or data-processing arrangements.

4. How We Share Your Information

We do not sell, rent, or trade your personal information.

We may share limited information with trusted service providers that help us operate our business, including:

Website-hosting providers
Contact-form and email providers
Appointment-booking platforms
Customer relationship management tools
Cloud-storage and business-communication providers
Professional advisers where necessary

These providers may only use the information as needed to deliver their services to us.

We may also disclose information when required by law, court order, legal process, or a valid request from an authorized government body.

5. Marketing Communications

We may send you service-related follow-ups when you contact us, request an assessment, or express interest in our services.

Where required by applicable law, we will obtain your consent before sending marketing communications. You may unsubscribe at any time by using the unsubscribe option included in the communication or by contacting us directly.

6. Cookies and Website Technology

Our website may use essential cookies required for basic functionality, performance, and security.

We may also use limited website analytics to understand how visitors interact with the website. Where legally required, non-essential cookies will only be used after obtaining your consent.

You can manage or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.

7. Data Retention

We keep personal information only for as long as reasonably necessary to:

Respond to your enquiry
Manage our business relationship
Deliver requested services
Maintain appropriate business records
Resolve disputes
Meet legal, accounting, or regulatory obligations

When information is no longer required, we will take reasonable steps to securely delete or anonymize it.

8. Data Security

We use reasonable administrative, organizational, and technical safeguards to protect personal information from unauthorized access, misuse, disclosure, alteration, or loss.

However, no website, online transmission, or electronic-storage method can be guaranteed to be completely secure.

9. Your Privacy Rights

Depending on your location and the laws that apply, you may have the right to:

Request access to the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your information
Object to or restrict certain uses of your information
Withdraw previously provided consent
Request a copy of your information
Opt out of marketing communications

To submit a privacy request, contact us using the details at the bottom of this page. We may need to verify your identity before completing your request.

10. Third-Party Links

Our website may include links to third-party websites, booking platforms, social-media pages, or other external services.

RevEngine-IQ is not responsible for the privacy, security, or content practices of third-party websites. We encourage you to review their privacy policies before submitting personal information.

11. Children’s Privacy

Our website and services are intended for businesses and business professionals. They are not directed toward children, and we do not knowingly collect personal information from children.

Please contact us if you believe a child has submitted personal information through our website so that we can review and remove it where appropriate.

12. Changes to This Privacy Policy

We may update this Privacy Policy when our website, services, business practices, or legal obligations change.

The latest version will be published on this page, and the “Last Updated” date will be revised accordingly.