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Savings A2Z Privacy Policy

Effective Date: 1/1/2025

At Grace, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you use our platform, interact with our automated communication services, or engage with Grace through our lead nurturing system. By using Grace, you agree to the terms outlined in this policy.


1. Information We Collect

We collect the following types of information:


  • Personal Information: Name, email address, phone number, business name, role/title, and any information voluntarily submitted through forms, emails, or interactions with our platform.

  • Usage Information: Details about how you interact with emails, SMS messages, voicemails, and automations delivered through Grace, including opens, clicks, replies, and engagement.

  • Lead & Client Data: Information you upload or provide related to your leads, clients, or marketing campaigns, including custom fields and behavior tracking.

  • Device Information: IP address, browser type, operating system, and device identifiers when accessing our platform or related dashboards.

  • CRM & Communication Logs: Correspondence records, opt-in history, form submissions, and user feedback tied to your campaigns or communications.

2. How We Use Your Information

The information we collect is used to:

  • Deliver & Improve Services: Automate communications, nurture leads, personalize workflows, and optimize engagement for higher conversions.

  • Support Clients: Provide performance data, improve campaign effectiveness, and enhance customer experience.

  • Analytics & Insights: Generate reports, track performance, and provide strategic recommendations.

  • Marketing & Communication: Send updates, success stories, and educational content about using Grace effectively.

  • Compliance & Monitoring: Maintain accurate opt-in records and manage A2P, email, and voicemail communication protocols.

3. Sharing Your Information

We value your privacy and limit how your information is shared:

  • With Service Providers: Trusted third-party vendors may access your data to provide infrastructure, CRM, email/SMS delivery, analytics, and customer support.

  • With Your Clients (if applicable): In white-label or client-owned campaigns, Grace may transmit lead responses or engagement data to your internal CRM or team.

  • With Your Permission: Personal information will only be shared externally with your explicit consent.

  • Legal Requirements: We may disclose information if required by law or to protect the rights, safety, or integrity of Grace or our users.

4. How We Protect Your Information

  • Data Security: We implement commercial-grade security protocols to protect against unauthorized access, disclosure, or alteration.

  • Access Controls: Only authorized personnel and systems may access client or lead data.

  • Retention Policy: We retain data only as long as necessary to fulfill the purpose of the service, meet legal obligations, or resolve disputes.

  • Sensitive Data: Payment processing and sensitive account credentials are handled through secure, compliant third-party processors. We do not store credit card numbers.

5. Your Rights and Choices

  • Access & Correction: You may access or update your personal or account information by contacting us.

  • Marketing Preferences: You can opt out of Grace-related promotional communications via unsubscribe links or reply instructions.

  • Data Deletion: You may request deletion of your information or your Grace account by contacting us at [email protected]. Some data may be retained to comply with legal requirements or maintain campaign performance records.

6. Cookies and Tracking Technologies

  • Cookies: Our platform may use cookies or similar technologies to improve user experience, remember preferences, and track performance.

  • Third-Party Tools: We may use platforms such as Google Analytics or Facebook Pixel to track campaign effectiveness and website behavior.

  • User Controls: You can manage your cookie settings via your browser. Disabling cookies may affect functionality.

7. Third-Party Links

Grace-powered websites, communications, or dashboards may contain links to third-party sites. We are not responsible for the content or privacy practices of these external sites. Please review their privacy policies before submitting personal information.

8. Children’s Privacy

Grace is not intended for use by individuals under the age of 18. We do not knowingly collect or store personal information from children.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our operations, technology, or legal obligations. The latest version will be posted on this page with an updated effective date.

10. SMS Communication Policy

1. Consent to Receive SMS Messages

By providing your phone number, you agree to receive both automated and manual SMS messages from Grace or our partner businesses using Grace. These may include:

  • Follow-up communications

  • Appointment reminders

  • Feedback requests

  • Promotional messages

2. Frequency of Messages

Message frequency will vary depending on the specific workflows and triggers set by your campaign or service provider.

3. Opt-Out Option

You may opt out at any time by replying STOP to any SMS message. A confirmation message will follow, and you will no longer receive messages unless you re-subscribe.

4. Message & Data Rates

Standard messaging and data charges from your mobile carrier may apply. Grace is not responsible for these charges.

5. First Message Disclosure

Upon opting in, you may receive a welcome message with details:
"Grace: Welcome! Expect smart, helpful follow-ups. Msg & data rates may apply. Reply STOP to opt out, HELP for help."

6. Privacy & Security

We protect your phone number and communication preferences with reasonable security measures. Your number will notbe sold, rented, or shared with third parties for marketing.

7. Support

If you need help with SMS communication, reply HELP or email us at [email protected].

11. Contact Us

If you have questions or concerns about this Privacy Policy, you can reach us at:

Email: [email protected]
Phone: (419) 664-5594

By using Grace, you acknowledge and accept this Privacy Policy and SMS Communication Policy.

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Savings A 2 Z© 2024 - All Rights Reserved.

Savings A 2 Z is a veteran-owned company dedicated to strengthening local communities. Unauthorized use of content or trademarks is prohibited. For inquiries, contact us at [email protected] or 419-664-5594.