Privacy Policy for DealShot

1. Who We Are

DealShot is a real estate lead automation tool designed to help investors and wholesalers import property lists, scan leads, generate Letters of Intent, prepare outreach, send campaigns, create follow-ups, check replies, prepare SMS, and organize workflow activity.

2. Information We Collect

We collect information that you provide directly, information generated through your use of the website or account setup process, and limited technical information related to website and account activity.

Information you provide

• Name and contact information, such as first name, last name, email address, and phone number.
• Google account email used to access DealShot.
• Trial, subscription, billing, or plan selection information.
• Support messages, setup requests, feedback, and communications with us.
• Business information you choose to provide, such as company name, website, market, or CRM details.

Information related to account access

• Account status, trial status, subscription status, cancellation status, failed payment status, and access status.
• Settings or configuration details needed to activate or support your DealShot account.
• Google email addresses authorized to access DealShot.
• Basic activity needed to manage access, support setup, or troubleshoot problems.

Payment information

Payments may be processed by a third-party payment provider such as Stripe. We do not intentionally store full credit card numbers on our own website or in DealShot spreadsheets. Payment processors may collect and process billing details according to their own privacy policies and security practices.

Technical information

• IP address, browser type, device type, operating system, referring page, and approximate location based on technical data.
• Website usage information such as pages visited, buttons clicked, forms submitted, and general analytics data.
• Cookies or similar technologies used for website functionality, analytics, security, and user experience.

3. Customer Lead Lists, LOIs, Emails, and Deal Data

DealShot is designed to work with property lists and lead data that users import from third-party sources or their own spreadsheets. This data may include property addresses, agent names, phone numbers, emails, asking prices, loan information, equity information, offer details, and other real estate-related information.

In normal use, your imported lists, generated LOIs, sent emails, follow-up files, and related campaign materials are stored in your own Google Sheets, Google Drive, Gmail, SendGrid, CRM, OpenPhone, or other connected accounts, depending on your setup.

We do not normally view, monitor, read, download, or review the lead lists you upload, the LOIs you generate, the email content you send, or the follow-up files stored in your own Google account. We may only see or access this information if you intentionally share it with us, grant us access for setup or troubleshooting, send us screenshots, forward files, invite us into a document, or otherwise request support that requires review.

You are responsible for making sure you have the right to upload, use, contact, and process any lead, agent, seller, buyer, or property data that you place into DealShot.

4. Customer Data Stored in Your Own Google Account

DealShot is built around a Google Sheets-based workflow. In many cases, your working data is stored inside your own Google account, not directly inside a DealShot-owned database.

• Your property lists may be stored in your own Google Sheet.
• Your generated LOIs and follow-up files may be stored in your own Google Drive folders.
• Your sent emails may appear in your own Gmail account or your connected email-sending service.
• Your SMS activity may be managed through your own phone/SMS provider if connected.
• Your CRM exports may be sent to your own CRM account if configured.
• Your Google account permissions, file sharing settings, and password security remain your responsibility.

If you choose to share a Google Sheet, Google Drive folder, Gmail screenshot, exported file, or other account information with us for support, setup, or troubleshooting, we will use that access only for the purpose of helping you with the requested issue.

5. How We Use Information

We use collected information to operate DealShot, provide access, process subscriptions, support users, improve the product, and protect the website and system.

• To create, manage, and verify customer accounts.
• To grant, maintain, suspend, or remove DealShot access based on trial or subscription status.
• To process payments, trials, subscription changes, cancellations, failed payments, or refunds when applicable.
• To send onboarding instructions, setup information, product updates, service messages, and support responses.
• To provide support, troubleshoot technical issues, and improve DealShot workflows.
• To monitor website performance, improve user experience, and protect against abuse, fraud, or unauthorized access.
• To comply with legal, tax, accounting, security, and business recordkeeping requirements.

6. Google Sheets, Google Drive, Gmail, SendGrid, OpenPhone, and Third-Party Tools

DealShot may rely on Google Sheets, Google Drive, Google Apps Script, Gmail, SendGrid, OpenPhone, Stripe, CRM tools, website forms, analytics tools, and other third-party services to provide functionality.

When you connect or use third-party services, those services may process information under their own terms and privacy policies. You are responsible for reviewing and complying with the rules of any third-party platform you connect to DealShot.

• Google tools may be used to store spreadsheets, generated files, templates, access lists, or workflow data.
• Gmail or SendGrid may be used to send email campaigns or related messages.
• OpenPhone or another SMS provider may be used for SMS-related workflows if enabled.
• Stripe or another payment processor may be used for subscriptions and billing.
• CRM tools may be used for export, follow-up, or lead management workflows.

7. Lead Data and Outreach Responsibility

DealShot helps users organize and automate parts of real estate outreach. DealShot does not guarantee that any lead data is accurate, complete, current, legally usable, or compliant with outreach rules.

Users are responsible for reviewing their lead lists, verifying property information, confirming contact permissions where required, and following all applicable real estate marketing, email, SMS, privacy, data, and platform rules.

• You are responsible for the data you import into DealShot.
• You are responsible for the messages you send using DealShot or any connected tools.
• You are responsible for opt-outs, unsubscribe requests, consent requirements, and communication laws that apply to your outreach.
• You should not use DealShot to send spam, deceptive messages, unlawful messages, or messages that violate third-party platform rules.

8. How We Share Information

We do not sell your personal information to advertisers. We may share information only when needed to operate DealShot, provide services, process payments, support users, comply with law, or protect our rights.

• With payment processors to process subscriptions, trials, failed payments, refunds, and billing records.
• With hosting, website, email, CRM, analytics, support, and automation providers used to operate the business.
• With Google or connected third-party tools when needed to provide DealShot functionality.
• With legal, accounting, compliance, or security advisors when reasonably necessary.
• When required by law, subpoena, court order, governmental request, or to protect rights, safety, and security.
• In connection with a business transfer, merger, acquisition, restructuring, or sale of assets.

9. Cookies and Analytics

DealShot may use cookies, pixels, analytics tools, or similar technologies to operate the website, remember preferences, measure traffic, understand user behavior, improve pages, and protect the site.

You can usually control cookies through your browser settings. Disabling some cookies may affect website functionality.

10. Data Retention

We keep information for as long as reasonably necessary to provide DealShot, manage accounts, process billing, comply with legal or accounting obligations, resolve disputes, enforce agreements, and maintain business records.

If your account is canceled, inactive, expired, or terminated, we may retain certain account, payment, access, support, and business records for legitimate business, legal, tax, and security purposes.

Data stored in your own Google Sheets, Google Drive, Gmail, CRM, SendGrid, OpenPhone, or other third-party accounts may remain there unless you delete it from those platforms.

11. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, misuse, loss, or disclosure. However, no website, system, spreadsheet, integration, email provider, or internet transmission can be guaranteed 100% secure.

You are responsible for protecting your own Google account, email account, CRM account, payment account, API keys, passwords, and connected third-party services.

• Use strong passwords and two-factor authentication where available.
• Do not share passwords with DealShot or anyone else.
• Only share Google Sheets, folders, screenshots, or account access when you intentionally request support.
• Review your Google Drive and third-party account sharing settings regularly.
• Remove access for anyone you no longer want to access your files.

12. Your Choices and Rights

Depending on where you live, you may have rights related to your personal information, such as the right to request access, correction, deletion, or limitation of certain data.

• You may request access to certain personal information we maintain about you.
• You may request correction of inaccurate account information.
• You may request deletion of certain personal information, subject to legal, billing, fraud prevention, security, or business recordkeeping needs.
• You may unsubscribe from promotional emails where an unsubscribe option is provided.
• You may cancel your subscription according to the applicable cancellation terms.

To submit a privacy request, contact [email protected]. We may need to verify your identity before responding.

13. Email and SMS Communications

If you provide your contact information, we may send account-related messages, onboarding instructions, support replies, payment notices, trial notices, service updates, and other transactional communications.

If you opt in to promotional communications, we may send marketing messages about DealShot. You can unsubscribe from promotional emails where an unsubscribe option is available. Transactional or account-related messages may still be sent when necessary to provide the service.

14. Children’s Privacy

DealShot is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that such information has been collected, we may delete it.

15. International Users

DealShot is operated from the United States. If you access DealShot from outside the United States, your information may be transferred to, stored in, or processed in the United States or other locations where our service providers operate.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make changes, we may update the effective date above and post the revised version on this page. Your continued use of DealShot after changes are posted means you accept the updated Privacy Policy.