At Lead2Done, your trusted Real Estate CRM for brokers and agents, we are committed to protecting your personal information and maintaining transparency. This Privacy Policy explains how we collect, use, and protect your data.


1. Information We Collect in Our Real Estate CRM

Lead2Done collects the following types of information through our Real Estate CRM platform:

  • Account Information: Name, email address, phone number, and company details.

  • Lead & Property Data: Contact details, property interests, and CRM inputs you provide.

  • Usage Data: IP address, browser type, device details, and user interactions with the platform.

  • Payment Information: For paid features, your payment details are handled securely by third-party processors.


2. How We Use Your Data in the Real Estate CRM

We use your information to operate and improve Lead2Done’s Real Estate CRM features and services:

  • Deliver the CRM services and personalize your experience

  • Process payments and manage subscriptions

  • Send reminders, follow-up alerts, and appointment notifications

  • Monitor system performance and ensure platform security

  • Comply with legal requirements and protect user rights


3. Sharing & Disclosure Within the Real Estate CRM

Lead2Done does not sell or rent your personal data. We may share it under limited circumstances:

  • Service Providers: Vendors that support CRM operations (e.g., hosting, billing).

  • Legal Authorities: If required by law or to protect our legal rights.

  • Business Transfers: In the case of a company sale, merger, or acquisition involving Lead2Done.


4. Data Security Measures for Lead2Done’s Real Estate CRM

We implement industry-standard security protocols to protect your data stored in our Real Estate CRM. While we strive for maximum protection, no system is 100% secure.


5. Your Rights & Choices as a Real Estate CRM User

You have the right to:

  • Access, correct, or delete your personal information

  • Request a copy of your stored data

  • Opt out of marketing communications at any time

To exercise these rights, contact us using the information below.


6. Cookies & Tracking in the Real Estate CRM Platform

Lead2Done uses cookies and similar technologies to:

  • Enhance user experience

  • Monitor site performance

  • Analyze CRM usage trends

You can manage your cookie preferences through your browser settings.


7. Third-Party Services Linked to Our Real Estate CRM

Our Real Estate CRM may contain links or integrations with third-party tools or websites. Lead2Done is not responsible for the privacy practices of these external services.


8. Changes to This Real Estate CRM Privacy Policy

Lead2Done may update this Privacy Policy occasionally. Continued use of our Real Estate CRM platform after updates means you accept the revised policy.


9. Contact Lead2Done About Our Real Estate CRM

If you have any questions about this Privacy Policy or how your data is handled in the Lead2Done Real Estate CRM, please contact us at:
📧 Support@lead2done.com