Privacy Policy

Last Updated: 05/07/25

At Monarch Solutions ("we," "our," or "us"), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you use our CRM software, website, and related services. By accessing our platform or engaging with our services, you agree to the terms outlined below.

1. Information We Collect

We may collect and process the following types of information when you interact with Monarch Solutions:

1.1. Contact Information

Includes your name, email address, phone number, company name, and other details shared during

account registration, inquiries, or support interactions.

1.2. Account & Usage Data

We collect data related to how you use our CRM platform—such as login activity, usage patterns, preferences,

and interactions within the software—to help improve system performance and user experience.

1.3. Client & Contractor Information

If you manage clients or work with contractors via our platform, we may process information about those individuals,

including names, emails, and business-related data entered or stored through our services.

1.4. Billing Information

For paid plans or features, we collect payment details such as billing addresses and payment method information.

These are processed securely via trusted third-party payment processors.

1.5. Technical & Communication Data

Includes IP addresses, browser/device information, support tickets, and communications with our team.

This helps us optimize system security and support services.

2. How We Use Your Information

We use your information to provide, enhance, and maintain our CRM services:

2.1. Service Delivery

Your data allows us to create and manage your account, provide access to our CRM platform,

and support your business workflows.

2.2. Contractor Collaboration

If applicable, we may use your information to support coordination with contractors and third-party collaborators

linked to your projects or services.

2.3. Payment Processing

We securely process subscription payments and maintain transaction records in accordance with financial regulations.

2.4. Product Updates & Marketing

With your consent, we may send updates, tips, offers, or product announcements. You may opt out at any time.

2.5. Analytics & Improvements

We use anonymized and aggregated data to assess platform performance, identify usage trends,

and implement software improvements.

3. Sharing Your Information

We do not sell or rent your personal information. We may share limited data in the following scenarios:

3.1. Trusted Service Providers

We work with third-party vendors (e.g., cloud hosting, payment processors, analytics tools) to deliver services. They only

receive the data needed to perform their functions and are bound by confidentiality obligations.

3.2. Legal Compliance

We may disclose your information if required by law or to protect the rights, safety, or property of Monarch Solutions,

our users, or others.

4. Data Security

We implement industry-standard security practices to protect your data against unauthorized access, alteration, disclosure,

or destruction. However, no online system is entirely immune to breaches.

5. Your Rights

5.1. Access & Correction

You may request access to or correction of the personal information we hold about you.

5.2. Data Deletion

You may request the deletion of your personal data, unless we are required to retain it under applicable law or

for legitimate business purposes.

5.3. Opt-Out of Communications

You may unsubscribe from marketing emails or product updates at any time by using the unsubscribe link

or contacting us directly.

6. Policy Updates

This Privacy Policy may be updated periodically to reflect legal, technological, or operational changes. We will post any updates

on this page along with the revised effective date.

7. Contact Us

For questions about this Privacy Policy or to exercise your data rights, please contact us at:

[email protected]

(361) 309-5165

Monarch Solutions