Privacy Policy

Last updated: March 06, 2026

Client Flow CRM (“Client Flow CRM”, “we”, “us”, or “our”) operates the website located at https://cflowcrm.com and the application accessible at https://app.cflowcrm.com. Client Flow CRM is a technology platform owned and operated by Coury Insurance Group LLC.

1. Information We Collect

We collect several types of information from and about users of our Service, including:

Account Information: Name, email, phone number, and billing information.

Usage Data: IP addresses, browser types, and login timestamps to monitor system performance.

Client and Lead Data: Information you store on behalf of your leads and clients to manage business relationships.

2. SMS Consent and Messaging (Carrier Compliance)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

By providing your phone number, you consent to receive transactional and support-related SMS messages from Client Flow CRM. You may opt-out at any time by replying "STOP" to any message you receive.

3. How We Use Your Information

We use the information we collect to:

Provide and maintain the Client Flow CRM platform.

Process subscriptions and billing.

Communicate updates, security alerts, and support responses.

Comply with legal and regulatory obligations.

4. Cookies and Tracking Technologies

Client Flow CRM uses cookies to remember user preferences and improve functionality. You may disable cookies through your browser settings, though some features of the Service may not function properly.

5. Third-Party Services

We use trusted third-party providers (such as hosting and payment processors like Stripe) to help deliver our services. These providers are obligated to protect your information and only use it for the specific tasks we assign them. We do not sell your personal information to third parties.

6. Data Security and Retention

We implement industry-standard safeguards to protect your data. We retain personal information only for as long as necessary to provide our services and comply with legal requirements.

7. Your Data Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal data. Requests can be made by contacting us at the email address below.

8. Children’s Information

Client Flow CRM is not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Links to Other Websites

Our Service may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

10. Contact Us

If you have questions about this Privacy Policy, please contact:

Client Flow CRM Support

Email: [email protected]

Operated by: Coury Insurance Group LLC