Privacy Policy
Familee Tree Consulting doing business as Custom CRM Magic
Effective Date: October 30, 2025
Last Updated: October 30, 2025
1. Introduction
Familee Tree Consulting, doing business as Custom CRM Magic (“Custom CRM Magic,” “we,” “us,” or “our”), is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at https://customcrmmagic.com, use our services, or interact with us through email, phone, or text messaging.
Please read this Privacy Policy carefully. By using our services or providing us with your personal information, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.
Business Contact Information:
4400 Rt. 9 South, Suite 1000
Freehold, NJ 07728
2. Information We Collect
We collect information that you provide directly to us, information we obtain automatically when you use our services, and information from third-party sources. The types of information we may collect include:
2.1 Personal Information You Provide
When you engage with our services, request a consultation, schedule a demo, or otherwise communicate with us, we may collect the following personal information:
- Contact Information: Name, email address, mailing address, phone number, and mobile number
- Business Information: Company name, job title, industry, business size, and other professional details
- Account Information: Username, password, and account preferences (if applicable)
- Payment Information: Billing address, payment card details, and transaction history when you purchase our services
- Communication Information: Records of your communications with us, including emails, phone calls, text messages, and support inquiries
- Consultation Information: Details about your business needs, CRM requirements, goals, and preferences shared during consultations or demos
- Marketing Preferences: Your preferences regarding receiving promotional materials and communications
2.2 Information Collected Automatically
When you visit our website or use our services, we may automatically collect certain information about your device and usage patterns:
- Device Information: IP address, browser type, operating system, device identifiers, and mobile network information
- Usage Information: Pages viewed, links clicked, time spent on pages, referring/exit pages, and other usage statistics
- Location Information: General geographic location based on your IP address
- Cookies and Similar Technologies: We use cookies, web beacons, and similar tracking technologies to collect information about your interactions with our website
2.3 Information from Third-Party Sources
We may receive information about you from third-party sources, including:
- Business partners and referral sources who recommend our services
- CRM platforms and service providers we use to deliver our services (such as Salesmate)
- Public databases and data aggregators for business contact information
- Social media platforms when you interact with our content or profiles
3. How We Use Your Information
We use the information we collect for the following purposes:
3.1 Service Delivery and Business Operations
When you engage with our services, request a consultation, schedule a demo, or otherwise communicate with us, we may collect the following personal information:
- Provide, operate, maintain, and improve our CRM implementation, consulting, and SMS/email marketing automation services
- Process transactions, fulfill service requests, and manage your account
- Respond to your inquiries, questions, and requests for information
- Schedule and conduct consultations, demos, and training sessions
- Develop custom CRM solutions tailored to your business needs
- Provide technical support and customer service
3.2 Communication
- Send you service-related communications, including confirmations, invoices, technical notices, updates, security alerts, and administrative messages
- Contact you via phone, email, or text message regarding our services, your account, or in response to your inquiries
- Send you promotional and marketing communications about our services, special offers, and industry insights (with your consent where required)
- Conduct surveys and request feedback to improve our services
3.3 SMS and Text Messaging Communications
By providing your mobile phone number and opting in to receive text messages from us, you expressly consent to receive:
- Transactional Messages: Appointment reminders, service confirmations, account notifications, and other service-related messages
- Promotional Messages: Marketing communications, special offers, updates, and promotional campaigns (you may opt out at any time)
Message and data rates may apply. Message frequency varies based on your interactions and preferences. You can expect to receive up to 10 messages per month, though frequency may vary.
OPT-OUT INSTRUCTIONS: You may opt out of receiving text messages at any time by replying “STOP,” “UNSUBSCRIBE,” “CANCEL,” or “END” to any text message you receive from us. After opting out, you will receive a confirmation message, and you will no longer receive promotional text messages from us. Please note that opting out of promotional messages will not affect your ability to receive important service-related or transactional communications.
For assistance with text messages, reply “HELP” or contact us at howard@famileeconsulting.com.
3.4 Business Analysis and Improvement
- Analyze usage patterns and trends to improve our website, services, and user experience
- Conduct research and development for new services and features
- Monitor and analyze the effectiveness of our marketing campaigns
- Generate aggregated, anonymized data for business intelligence purposes
3.5 Legal and Security Purposes
- Comply with legal obligations, regulations, and law enforcement requests
- Protect our rights, property, and safety, and the rights, property, and safety of our users and others
- Prevent, detect, and investigate fraud, security breaches, and other illegal activities
- Enforce our Terms of Service and other agreements
4. How We Share Your Information
We do not sell, rent, trade, or otherwise share your personal information with third parties for their marketing purposes. We may share your information in the following limited circumstances:
4.1 Service Providers and Business Partners
We may share your information with trusted third-party service providers who assist us in operating our business and delivering our services. These service providers are contractually obligated to use your information only for the purposes we specify and to maintain appropriate security measures. Examples include:
- CRM Platform Providers: Salesmate and other CRM platforms used to manage customer relationships and deliver services
- Communication Services: Email service providers, SMS/text messaging platforms, and calling services
- Payment Processors: Third-party payment processors for secure transaction processing
- Hosting and Infrastructure Providers: Cloud hosting services and data storage providers
- Analytics Providers: Services that help us understand website usage and improve our services
- Professional Services: Legal, accounting, and consulting professionals who assist with business operations
4.2 Business Transfers
If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, dissolution, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on our website of any change in ownership or use of your personal information, as well as any choices you may have regarding your information.
4.3 Legal Requirements and Protection
- Comply with applicable laws, regulations, legal processes, or governmental requests
- Enforce our Terms of Service, Privacy Policy, or other agreements
- Protect the rights, property, or safety of Custom CRM Magic, our users, or the public
- Detect, prevent, or address fraud, security, or technical issues
4.4 With Your Consent
We may share your information with third parties when you have given us explicit consent to do so.
4.5 Explicit Non-Sharing Statement for A2P/10DLC Compliance
5. Your Privacy Rights and Choices
Depending on your location and applicable laws, you may have certain rights regarding your personal information:
5.1 General Rights
- Access: Request access to the personal information we have collected about you
- Correction: Request correction of inaccurate or incomplete personal information
- Deletion: Request deletion of your personal information (subject to certain exceptions)
- Opt-Out: Opt out of receiving marketing communications from us
- Data Portability: Request a copy of your personal information in a portable format
5.2 California Residents – CCPA/CPRA Rights
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
Right to Know: You have the right to request disclosure of:
– Categories of personal information we collected about you
– Categories of sources from which the personal information was collected
– Business or commercial purpose for collecting or selling personal information
– Categories of third parties with whom we share personal information
– Specific pieces of personal information we collected about you
Right to Delete: You have the right to request deletion of personal information we collected from you, subject to certain exceptions.
Right to Opt-Out of Sale/Sharing: We do not sell your personal information. We do not share your personal information with third parties for cross-context behavioral advertising purposes.
Right to Correct: You have the right to request correction of inaccurate personal information.
Right to Limit Use of Sensitive Personal Information: You have the right to limit our use of sensitive personal information to purposes necessary to provide our services.
Right to Non-Discrimination: You have the right not to receive discriminatory treatment for exercising your privacy rights.
Authorized Agents: You may designate an authorized agent to make requests on your behalf. We may require verification of your identity and the agent’s authorization.
Verification Process: To protect your privacy and security, we will verify your identity before fulfilling your request. We may request additional information to verify your identity.
Response Timeline: We will respond to verified requests within 45 days of receipt. If we require additional time (up to 90 days total), we will inform you of the reason and extension period.
5.3 How to Exercise Your Rights
To exercise any of these rights, please contact us at:
Email: howard@famileeconsulting.com
Mail: Familee Tree Consulting dba Custom CRM Magic
4400 Rt. 9 South, Suite 1000
Freehold, NJ 07728
We will respond to your request within the timeframes required by applicable law.
6. Data Security
We implement and maintain reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, use, disclosure, alteration, and destruction. These measures include:
- Encryption: We use industry-standard encryption protocols (SSL/TLS) to protect data transmitted between your browser and our servers
- Access Controls: We limit access to personal information to authorized personnel who need it to perform their job functions
- Secure Storage: Personal information is stored on secure servers with restricted access
- Regular Security Assessments: We conduct regular security reviews and updates to our systems and practices
- Employee Training: Our employees receive training on data privacy and security best practices
- Vendor Management: We require our service providers to maintain appropriate security measures
While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, and you use our services at your own risk. You are responsible for maintaining the confidentiality of your account credentials and for notifying us immediately of any unauthorized access to your account.
7. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. The criteria we use to determine retention periods include:
- The length of time we have an ongoing relationship with you and provide services to you
- Whether there is a legal obligation to which we are subject (e.g., tax, accounting, or legal requirements)
- Whether retention is advisable in light of our legal position (e.g., regarding statutes of limitations, litigation, or regulatory investigations)
When we no longer need your personal information, we will securely delete or anonymize it in accordance with our data retention and disposal policies.
8. Cookies and Tracking Technologies
8.1 What Are Cookies
Cookies are small text files placed on your device when you visit our website. We use cookies and similar tracking technologies (such as web beacons, pixels, and tags) to collect information about your browsing activities and preferences.
8.2 Types of Cookies We Use
- Essential Cookies: Necessary for the website to function properly and enable core features
- Performance Cookies: Collect information about how visitors use our website to improve its performance
- Functionality Cookies: Remember your preferences and settings to provide a more personalized experience
- Marketing Cookies: Track your online activity to deliver relevant advertising and measure campaign effectiveness
8.3 Cookie Choices
Most web browsers automatically accept cookies, but you can modify your browser settings to decline cookies if you prefer. Please note that disabling cookies may limit your ability to use certain features of our website. You can also opt out of interest-based advertising by visiting:
- Digital Advertising Alliance: www.aboutads.info/choices
- Network Advertising Initiative: www.networkadvertising.org/choices
9. Third-Party Websites and Services
Our website may contain links to third-party websites, applications, or services that are not operated by us. This Privacy Policy does not apply to third-party websites or services. We are not responsible for the privacy practices or content of third parties. We encourage you to review the privacy policies of any third-party websites or services you visit or use.
When you connect or integrate third-party services with our CRM solutions (such as payment processors, email marketing platforms, or other business tools), those third parties may collect information in accordance with their own privacy policies.
10. Children’s Privacy
Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take steps to delete such information as quickly as possible. If you believe we have collected information from a child under 13, please contact us immediately at howard@famileeconsulting.com.
11. International Data Transfers
Our services are primarily directed to users in the United States. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where our servers and service providers are located. By using our services, you consent to the transfer of your information to the United States and other countries where we operate, which may have data protection laws that differ from those in your country.
12. CAN-SPAM Act Compliance
We comply with the CAN-SPAM Act for all email communications. Our email marketing practices include:
- Clear identification of messages as advertisements (where applicable)
- Accurate “From,” “To,” and routing information
- Clear and conspicuous opt-out mechanisms in every marketing email
- Prompt processing of opt-out requests (within 10 business days)
- Our valid physical postal address in all commercial emails
- Monitoring of third-party email senders on our behalf for compliance
You may opt out of receiving promotional emails by clicking the “unsubscribe” link in any marketing email or by contacting us at howard@famileeconsulting.com.
13. TCPA Compliance
We comply with the Telephone Consumer Protection Act (TCPA) for all phone and text communications. Our practices include:
- Obtaining express written consent before sending marketing text messages or making autodialed or prerecorded marketing calls
- Maintaining accurate records of consent
- Honoring opt-out requests promptly
- Identifying ourselves clearly in all communications
- Respecting Do Not Call registry requirements
- Providing clear opt-out mechanisms in all text messages
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, legal requirements, or for other operational, legal, or regulatory reasons. When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy.
If we make material changes to this Privacy Policy, we will notify you by:
- Posting a prominent notice on our website
- Sending an email notification to the email address associated with your account
- Providing notice through our services or via text message (if you have opted in)
We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information. Your continued use of our services after any changes to this Privacy Policy constitutes your acceptance of the revised policy.
15. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
Familee Tree Consulting doing business as Custom CRM Magic
Email: howard@famileeconsulting.com
Address: 4400 Rt. 9 South, Suite 1000, Freehold, NJ 07728
We will respond to your inquiry as promptly as possible.
16. Consent to Collection and Processing
By using our website, engaging with our services, or providing your personal information to us, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, disclosure, and processing of your information as described herein.
For Text Messaging Services:
OPT-IN CONSENT: By submitting your phone number through our website, contact forms, or verbally during communications with us, you are authorizing Custom CRM Magic to send you text messages and notifications. Message and data rates apply. Reply STOP to unsubscribe from messages sent from us. Reply HELP for assistance.
By providing your mobile phone number, you expressly consent to receive transactional and promotional text messages from Custom CRM Magic at the phone number provided. Consent is not a condition of purchase, and you may opt out at any time.
This Privacy Policy is designed to comply with: – California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) – Telephone Consumer Protection Act (TCPA) – CAN-SPAM Act – A2P 10DLC Registration Requirements – General data protection best practices
Familee Tree Consulting doing business as Custom CRM Magic
Last Updated: October 30, 2025