Privacy Policy

01Introduction

Welcome to MovingCRM. We value the privacy of both moving company owners and their customers. This policy explains how we handle data within our application to ensure your move—and your data—stays on the right track.

This policy covers the MovingCRM application, the movingcrm.ai website, and our integrations with third-party platforms including Meta (Facebook and Instagram).

02Information We Collect

To provide a seamless moving experience, we collect the following:

• Customer Data: Name, email address, phone number, and physical addresses (origin and destination).
• Employee / Mover Data: Work hours and logs edited within the app.
• Authentication Data: Email and password used for secure login.
• Enquiry Data: Information you submit through contact and quote forms on movingcrm.ai, including your name, email address, phone number, company name, preferred move date, and any notes you choose to add.

Information Collected Automatically

When you visit movingcrm.ai or use the MovingCRM application, some information is collected automatically by our servers and by the tools described in Section 05:

• Device and Browser Data: Browser type and version, operating system, screen size, and language settings.
• Server Log Data: IP address, referring page, pages viewed, and the date and time of each request.
• Cookies and Similar Technologies: Small files stored on your device that keep you signed in, remember your preferences, and support the advertising measurement described in Section 05.

03Information We Receive From Meta

MovingCRM integrates with Meta platforms (Facebook and Instagram). Where you choose to use those features, we receive the following information from Meta:

• Facebook Login: If you sign in to MovingCRM using your Facebook account, we receive your name, email address, profile picture, and your app-scoped Facebook user ID. We use this only to create and authenticate your MovingCRM account. We do not post to your Facebook account, and we do not access your friends list, photos, or any data beyond the permissions you approve at sign-in.
• Lead Ads: If a moving company connects its Facebook Page to MovingCRM, we receive the contact details submitted by people who complete that company's Facebook or Instagram lead forms — typically name, email address, phone number, and any answers to the form's custom questions. This data is delivered into that moving company's MovingCRM account so they can follow up on the enquiry.
• Page and Ad Account Identifiers: The IDs and names of the Pages, ad accounts, and lead forms you authorize, so we can route incoming leads to the correct account.

You can revoke MovingCRM's access to your Meta data at any time from your Facebook account settings, under Apps and Websites. Revoking access stops any further data from flowing to us; to remove data we already hold, see Section 10.

04How We Use Your Data

We use this information strictly to:

• Facilitate digital contracts and moving estimates.
• Communicate move details between companies and customers.
• Manage employee scheduling and payroll accuracy.
• Authenticate your account and keep you signed in securely.
• Deliver leads from connected advertising platforms into the correct moving company's account.
• Measure how well our own advertising performs, as described in Section 05.
• Respond to enquiries you send us through the website.

05Advertising & Analytics

We advertise MovingCRM on Meta platforms, and we measure whether those ads work. To do that we use the Meta Pixel and the Meta Conversions API on movingcrm.ai.

• What is shared: When you visit our website, these tools may send Meta your IP address, browser and device information, the pages you viewed, and — if you submit a form — a hashed (irreversibly scrambled) version of your email address or phone number.
• Why: So we can tell which ads led to genuine enquiries and avoid showing ads to people who have already signed up.
• Who receives it: Meta Platforms, Inc. acts as an independent controller of this data. Its handling of that information is governed by the Meta Privacy Policy.

You can limit this by adjusting your ad preferences in your Facebook account settings, or by blocking cookies in your browser. Blocking these cookies does not affect your ability to use MovingCRM.

06Payment Processing & Financial Data

We prioritize your financial security.

• CardConnect: All credit card transactions are processed via CardConnect.
• Data Minimization: MovingCRM does not store or see your credit card numbers. CardConnect handles the heavy lifting of PCI compliance.
• Other Methods: We log records of payments made via cash, certified check, or invoices for bookkeeping purposes only.

07Data Storage & Security

Your data isn't just sitting in a van; it's locked down:

• Firebase: All data is stored using Google Firebase's encrypted cloud infrastructure.
• Authentication: Access is restricted via Firebase Authentication. Only authorized users with a valid email and password can enter the system.

08Data Retention

We keep personal information only for as long as it is needed for the purposes described in this policy:

• Account and customer records: Retained while the moving company maintains an active MovingCRM account, and for up to 90 days after the account is closed.
• Leads received from Meta: Retained in the connected company's account under the same terms as their other customer records.
• Website enquiries: Retained for up to 24 months after your last contact with us.
• Financial and bookkeeping records: Retained for as long as applicable tax and accounting law requires.

A verified deletion request under Section 10 overrides these periods, except where we are legally required to keep a record.

09Third-Party Services

We share data only with essential service providers:

• Google Firebase — Data storage & authentication
• CardConnect — Payment processing
• Resend — Delivery of transactional and enquiry notification email
• Meta Platforms — Lead delivery, account sign-in, and advertising measurement, as described in Sections 03 and 05

10Your Rights & Data Deletion

You can request to view, correct, export, or delete your personal information at any time. To make a request, use either of these:

• Email: info@movingcrm.ai with the subject line "Data Deletion Request".
• Phone: (857) 264-1340

Tell us the email address or phone number associated with your records so we can locate them. We will confirm receipt within 5 business days and complete verified deletion requests within 30 days. There is no charge for this.

Step-by-step instructions, including how to remove data we received through Facebook, are on our Data Deletion page.

11Contact Us

For questions regarding this policy, please contact: