1. Introduction
PropertyVise ("PropertyVise," "we," "us," or "our") respects your privacy. This Privacy Policy describes how we handle personal information in connection with:
- Our marketing website at propertyvise.com (the "Website"), including demo requests, contact forms, and product updates; and
- The PropertyVise real estate CRM and related services (the "Platform").
By using the Website or Platform, you agree to this Policy. If you do not agree, please do not use our services. Our Terms of Service govern use of the Platform.
2. Who we are
PropertyVise provides an all-in-one real estate CRM for agencies, brokers, and teams. We help professionals manage leads, properties, deals, communications, and reporting, with optional AI-assisted features.
For privacy questions, contact us at hello@propertyvise.com.
3. Information we collect
We collect information in the following categories, depending on how you interact with us.
Information you provide
- Demo and sales inquiries. When you book a demo or request a walkthrough, we collect your full name, email address, phone number (optional), company name, and team size.
- Contact messages. If you write to us, we collect your name, email, company name (optional), and the content of your message.
- Product updates. If you subscribe for updates, we collect your email address so we can send product news, feature announcements, and related tips. You can unsubscribe at any time.
- Account and billing information. If you become a customer, we collect account details such as name, work email, role, company, and billing or invoicing information needed to provide the Platform.
Information collected automatically
When you visit the Website, we and our service providers may automatically collect technical information such as IP address, browser type, device type, operating system, referring URL, pages viewed, and approximate location derived from IP address. We use this information to operate, secure, and improve the Website.
Information processed on the Platform
If your agency uses PropertyVise, the Platform may store business data you or your team upload or generate. That can include leads and contacts, property listings, deal pipeline data, communications (for example email, calendar, or WhatsApp conversations you connect), notes, tasks, files, team activity, and audit logs. We process this data to provide the CRM to your organization, as described in Section 9.
4. How we use information
We use personal information to:
- Respond to demo requests, contact forms, and support inquiries
- Provide, maintain, and improve the Website and Platform
- Send product updates and marketing communications where permitted (you can opt out at any time)
- Personalize content and measure interest in our services
- Operate AI-assisted features such as lead scoring, recommendations, follow-ups, and forecasting, where enabled by your organization
- Protect security, prevent fraud and abuse, and enforce our terms
- Comply with legal obligations and respond to lawful requests
- Analyze usage in aggregate to improve product performance and reliability
We do not sell your personal information, and we do not share it with third parties for their independent marketing.
5. Legal bases for processing
If you are in the European Economic Area, United Kingdom, or a similar jurisdiction, we process personal information on one or more of these legal bases:
- Contract. To provide a demo, account, or paid Platform services you have requested.
- Legitimate interests. To operate and secure our Website, improve our products, and communicate with business contacts, where those interests are not overridden by your rights.
- Consent. For optional communications (such as product updates) or non-essential cookies, where required. You may withdraw consent at any time.
- Legal obligation. To meet accounting, tax, or other legal requirements.
6. How we share information
We may share personal information with:
- Service providers. Vendors who help us host infrastructure, send email, provide customer support, process payments, or operate the Website and Platform, under contracts that limit their use of the data.
- Connected integrations. If you or your agency connect third-party tools (such as Google Workspace, Gmail, Google Calendar, Microsoft 365, Outlook, WhatsApp Business, Zapier, or listing portals), those providers receive the data needed to complete the connection you authorize. Their privacy policies apply to their services.
- Your organization. If you use the Platform as part of an agency or team, administrators and authorized users in that organization may access information associated with the account.
- Legal and safety. When required by law, or to protect the rights, safety, or property of PropertyVise, our users, or others.
- Business transfers. In connection with a merger, acquisition, financing, or sale of assets, subject to appropriate confidentiality protections.
7. Cookies and similar technologies
We use cookies and similar technologies that are reasonably necessary to operate the Website (for example, to keep a session working and remember basic preferences). We may also load resources from third parties, such as web fonts, which can collect technical information such as your IP address.
We do not currently use advertising pixels or third-party advertising cookies on the Website. If we add analytics or marketing cookies in the future, we will update this Policy and, where required, obtain consent.
You can control cookies through your browser settings. Blocking some cookies may affect how the Website functions.
8. AI features
PropertyVise offers optional AI features, including lead scoring, property matching, automated engagement and follow-ups, and predictive analytics. These features process business data that your organization already stores in the Platform (such as lead source, activity, property views, and deal status) in order to generate scores, recommendations, or suggested next steps.
We use AI to provide these features to your organization. We do not use your customer CRM data to train publicly available models, and we do not sell AI-derived insights about your clients to third parties. Your organization remains responsible for how it uses AI outputs and for providing any notices required to its own clients and leads.
9. CRM customer data
When an agency or broker uses PropertyVise, that organization is typically the controller of the lead, property, and deal data it stores in the Platform. PropertyVise acts as a processor and handles that data only to provide the CRM, related support, and features the organization enables (including integrations and AI tools).
Your organization decides what data to upload, who has access, how long to keep it, and how to honor requests from its own clients. We provide tools such as role-based access, audit logs, export, and region-based hosting options so organizations can manage that data in line with their compliance needs, including GDPR where applicable.
If you are a homebuyer, seller, or other individual whose information was entered into PropertyVise by an agency, please contact that agency directly. We will support the agency in responding to valid requests.
10. Data retention
We keep personal information only as long as needed for the purposes described in this Policy:
- Demo, contact, and sales records are kept for as long as needed to respond to you and manage our business relationship, then deleted or anonymized unless a longer period is required by law.
- Marketing email lists are kept until you unsubscribe or we delete inactive contacts.
- Platform account and customer data are retained for the life of the customer relationship and for a reasonable period afterward (for backups, dispute resolution, and legal compliance), unless a shorter period is agreed in a customer contract.
11. Security
We use administrative, technical, and organizational measures designed to protect personal information, including encryption in transit and at rest, role-based access controls, regular backups, and audit logging. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
12. International transfers
PropertyVise serves customers worldwide. Personal information may be processed in countries other than the one where you live. Where we transfer personal information from the EEA, United Kingdom, or similar jurisdictions, we use appropriate safeguards, such as standard contractual clauses, and offer region-based hosting options where available so organizations can choose where certain Platform data lives.
13. Your rights
Depending on where you live, you may have the right to:
- Access the personal information we hold about you
- Correct inaccurate or incomplete information
- Delete your personal information
- Object to or restrict certain processing
- Receive a portable copy of your information
- Withdraw consent where processing is based on consent
- Opt out of marketing emails using the unsubscribe link or by contacting us
- Lodge a complaint with your local data protection authority
To exercise these rights, email hello@propertyvise.com. We may need to verify your identity before fulfilling a request. If an agency stored your information in the Platform, we may direct you to that agency as the controller of that data.
14. Children
PropertyVise is a business service for real estate professionals. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, contact us and we will take steps to delete it.
15. Third-party links
The Website may link to third-party sites or social media pages (including Facebook, LinkedIn, and Instagram). We are not responsible for the privacy practices of those sites. We encourage you to read their policies before providing personal information.
16. Changes to this Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page will change when we do. For material changes, we may provide additional notice, such as a notice on the Website or an email. Continued use of the Website or Platform after an update means you accept the revised Policy.
17. Contact us
If you have questions about this Privacy Policy or our privacy practices, contact: