How Suivo handles your information.

Suivo is a business software platform for real estate teams. This Privacy Policy explains how Suivo collects, uses, stores, and shares information when you use our web app, iOS app, websites, and related services.

Suivo is intended for business use by real estate professionals and their teams. The iOS app is a companion app for existing Suivo customers. Account setup, team administration, billing, and subscriptions are managed through the Suivo web app.

Contact

If you have questions about this Privacy Policy or want to make a privacy request, contact us at:

Information We Collect

We collect information needed to provide, secure, and improve Suivo.

Account and Profile Information

We may collect:

• Name
• Email address
• Phone number
• Business or team name
• Role, permissions, and team membership
• Authentication identifiers
• Account settings and preferences

Client, Lead, and CRM Information

Suivo customers and users may enter or sync information about leads, clients, contacts, properties, appointments, and related business activity. This may include:

• Names
• Email addresses
• Phone numbers
• Physical addresses or property addresses
• Property preferences and search criteria
• Lead status, qualification details, notes, tasks, appointments, and follow-up history
• Internal team notes and assignment history

Communications Data

If your team connects communication channels or uses messaging features, Suivo may process:

• Emails
• SMS messages
• Call records and call metadata
• Conversation threads
• Message timestamps, sender/recipient information, and mailbox metadata
• Attachments or files added to conversations or records

Device, App, and Usage Information

We may collect technical and usage information, such as:

• User ID
• Device identifiers
• Push notification tokens
• App interactions
• Login/session activity
• IP address
• Browser, device, and operating system information
• Diagnostic, performance, and security logs

Support Information

If you contact us for support, we may collect:

• Contact details
• Support messages
• Troubleshooting information
• Files, screenshots, or other materials you choose to provide

How We Use Information

We use information to:

• Provide Suivo's CRM, inbox, lead management, task, appointment, notification, and team workflow features
• Authenticate users and manage access permissions
• Sync, organize, summarize, and display lead and communication history
• Route leads, assign tasks, and support team collaboration
• Send service notifications and push notifications
• Provide customer support
• Maintain security, prevent abuse, and troubleshoot issues
• Improve product functionality and user experience
• Generate AI-assisted summaries, classifications, recommendations, and workflow suggestions where enabled
• Comply with legal obligations and enforce our agreements

AI Processing

Suivo may use AI features to help summarize conversations, qualify leads, suggest next actions, draft responses, or organize customer relationship information.

AI features are used to provide app functionality and improve the usefulness of Suivo for your team. We do not use your data for third-party advertising or tracking.

How Information Is Shared

We do not sell personal information. We do not share personal information with data brokers. We do not use personal information to track users across third-party apps or websites for advertising.

We may share information in the following limited cases:

Within Your Team or Organization

Information in Suivo may be visible to other authorized users in your team or organization, depending on roles, permissions, assignments, and workspace settings.

Service Providers

We use service providers to operate Suivo, including providers for hosting, databases, authentication, email, SMS, telephony, push notifications, file storage, monitoring, AI processing, and customer support. These providers process information only as needed to provide services to Suivo.

Legal and Safety Reasons

We may disclose information if required by law, legal process, or government request, or if we believe disclosure is necessary to protect Suivo, our users, customers, or others.

Business Transfers

If Suivo is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to appropriate protections.

App Store Privacy Summary

For Apple App Store purposes, Suivo may collect data linked to the user, including:

• Contact information, such as name, email address, phone number, and physical address
• User content, such as emails, text messages, customer support messages, notes, and other user-provided content
• Identifiers, such as user ID and device ID
• Usage data, such as product interaction data

This data is used for app functionality and, where applicable, product personalization. Suivo does not use this data for third-party advertising or tracking.

Data Retention

We retain information for as long as needed to provide Suivo, comply with legal obligations, resolve disputes, maintain security, and support legitimate business operations.

If a user deletes their account or requests deletion, we delete or de-identify personal account information where reasonably possible. Some team-owned business records, such as lead history, client communications, audit records, appointments, and transaction-related records, may be retained for business continuity, legal, compliance, security, or contractual reasons.

Account Deletion and Privacy Requests

You may request access, correction, deletion, or export of your personal information by contacting us at contact@suivo.ca.

Where available, users may also delete their account from within the iOS app. Account deletion removes or disconnects the user's account profile, authentication linkage, device tokens, mailbox connections, and other user-specific data where possible. Team-owned CRM records may remain available to the organization if needed for business continuity or legal obligations.

If your Suivo account is managed by your employer, brokerage, team, or organization, some requests may need to be handled through that organization.

Security

We use administrative, technical, and organizational safeguards designed to protect information. These safeguards may include encryption, access controls, audit logging, secure infrastructure, and least-privilege access practices.

No system is completely secure, and we cannot guarantee absolute security. More information about Suivo's security practices may be available at:

https://suivo.ca/security.html

International Processing

Suivo and its service providers may process and store information in Canada, the United States, or other locations where we or our providers operate. When information is processed outside your region, it may be subject to the laws of that location.

Children

Suivo is not intended for children. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the "Last updated" date above. If changes are material, we may provide additional notice as appropriate.

Contact Us

For questions or privacy requests, contact: