Privacy Policy — AGM Pro Tools

Privacy Policy

Effective Date: March 20, 2026  |  AGM Pro Tools  |  agmprotools.com

AGM Pro Tools ("we," "us," or "our") operates agmprotools.com and provides automated growth management and integration services. This Privacy Policy describes how we collect, use, and protect information when you use our website and services.

1. Information We Collect

1.1 Information You Provide

When you create an account, subscribe to our services, or contact us, we may collect:

  • Name and business name
  • Email address and phone number
  • Billing and payment information (processed by our third-party payment provider; we do not store credit card numbers)
  • Information about your operations platform (e.g., Jobber, Field Routes, Housecall Pro)
  • Information about your CRM or sales platform (e.g., AGM, Salesforce)

1.2 Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address and browser type
  • Pages visited and time spent on our website
  • Referring website or source

We use this information solely to improve our website and understand how visitors find us. We do not use advertising trackers, sell website visitor data, or build behavioral profiles.

1.3 Client Business Data (Integration Services)

When you use our integration services, business data passes through our platform as we sync information between your connected systems (e.g., from your FSM platform to your CRM). This data may include:

  • Customer names, email addresses, and phone numbers from your FSM platform
  • Job details, quotes, appointments, and service records
  • Subscription and billing information from your FSM platform

Important: This business data belongs to you. We process it solely to provide the integration service you have subscribed to. We do not store this data long-term, do not use it for marketing, and do not share it with any third party other than the destination system you have authorized (your CRM).

2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our integration services
  • Process your subscription and payments
  • Communicate with you about your account, service updates, and support requests
  • Monitor system health and ensure reliable service delivery
  • Improve our platform and develop new features
  • Comply with legal obligations

We do not use your information for targeted advertising, do not sell your information to third parties, and do not use your business data for any purpose other than providing the integration service.

3. How We Protect Your Information

We implement the following security measures to protect your data:

  • Client isolation — Each client's integration operates in a completely separate environment. Your credentials, data, and processing are isolated from every other client.
  • Encryption — All credentials and API keys are encrypted at rest. Data in transit is encrypted via TLS/HTTPS.
  • Access controls — We use a multi-tier access model. Monitoring systems have zero access to production credentials or client data.
  • Automated credential management — OAuth tokens are refreshed automatically. API keys are validated daily through automated health checks.
  • No long-term data storage — Client business data passes through our platform but is not retained. We maintain only processing state (event identifiers) to ensure reliable delivery.

4. Information Sharing

We may share information only in the following circumstances:

  • With your authorized destination systems — We send your business data to the CRM or platform you have connected and authorized (e.g., AGM, Salesforce). This is the core function of our service.
  • With service providers — We use third-party infrastructure providers to host and run our services. These providers process data on our behalf and are contractually bound to protect it.
  • To comply with law — We may disclose information if required by law, regulation, legal process, or governmental request.
  • Business transfers — In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

We do not sell, rent, or trade your personal information or business data to any third party.

5. Data Retention

  • Account information — Retained while your account is active and for a reasonable period afterward for record-keeping and legal compliance.
  • Integration data — Business data passes through our platform in real time and is not retained long-term. Processing state (event identifiers used to prevent duplicate deliveries) is retained for the duration of your subscription.
  • Backups — Automated system backups are retained on a 7-day rolling basis and contain processing state only, not client business data.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of marketing communications
  • Request a copy of your data in a portable format

To exercise any of these rights, contact us at [email protected].

California Residents (CCPA/CPRA)

We do not sell personal information as defined under the California Consumer Privacy Act. We do not use personal information for cross-context behavioral advertising. California residents may contact us to request access to, deletion of, or information about the personal information we collect.

7. Cookies

Our website uses only essential cookies required for basic site functionality (e.g., session management). We do not use advertising cookies, tracking pixels, or third-party analytics cookies that track you across other websites.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites. We encourage you to review their privacy policies before providing any information.

9. Children's Privacy

Our services are designed for businesses and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the effective date at the top of this page and, where appropriate, by email. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

AGM Pro Tools
Email: [email protected]
Website: agmprotools.com