Last updated: [January 2026]

This Privacy Policy explains how ROAR Funnels (“Company,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when providing our software-as-a-service platform for customer relationship management, business operations, and client management (the “Services”).

We are committed to protecting your privacy and handling personal information in accordance with applicable privacy laws, including HIPAA (where applicable) and global best-practice privacy principles. Where customers are subject to sector-specific regulations (such as HIPAA), our Services are designed to support compliance; however, customers remain solely responsible for their own regulatory obligations.

1. Scope of This Privacy Policy

This Privacy Policy applies to:

- Visitors to our website(s)

- Customers who create an account with us

- Individuals whose personal information is processed through our Services by our customers

Important: When our customers use our Services to collect, manage, or process personal information about their own clients, leads, employees, or end-users, our customers are responsible for that information. In those circumstances, ROAR Funnels acts as a data processor, not a data controller.

2. Roles & Responsibilities

2.1 Our Role (Data Processor)

ROAR Funnels processes personal information solely on the instructions of our customers and for the purpose of providing the Services.

2.2 Our Customers’ Role (Data Controllers)

Our customers:

- Determine what personal information is collected

- Determine the purposes and legal basis for processing

- Are responsible for providing appropriate privacy notices to their end-users

- Are responsible for responding to privacy rights requests from their end-users

- If you are an end-user of one of our customers and have questions about your personal information, please contact the organization that directed you to our Services.

3. Personal Information We Collect

Depending on how the Services are used, we may process the following categories of personal information:

3.1 Information You Provide Directly

- Name

- Email address

- Phone number

- Mailing address

- Account login credentials

- Billing and payment information (processed via third-party payment providers)

- Files, documents, notes, and communications uploaded to the platform

3.1.1 SMS & Messaging Communications

A. Messages Sent by ROAR Funnels

By providing your phone number, you consent to receive SMS messages from ROAR Funnels related to:

- Platform updates

- Product announcements

- Educational events or webinars

- Service-related notices (such as account or billing notifications)

Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP.

ROAR Funnels does not sell or share SMS consent with third parties for their marketing purposes.

B. Messages Sent by Customers Using the Platform

Our Services may also enable customers to send SMS or other messaging communications to their own contacts or end-users.

In these cases:

- Messages are sent by or on behalf of the customer, not ROAR Funnels

- Customers are solely responsible for obtaining all required consents and opt-ins

- Customers must comply with all applicable messaging laws and regulations, including A2P 10DLC, TCPA, CASL, and similar frameworks

- Customers are responsible for managing opt-out requests (such as STOP commands), message content, timing, and recipients

ROAR Funnels does not control, review, or endorse customer-initiated messaging content and is not responsible for carrier filtering, blocking, or delivery failures related to such messages.

3.2 Information Processed on Behalf of Customers

- CRM contact details (names, emails, phone numbers)

- Client communications and notes

- Uploaded files and records

- Any other personal information customers choose to process using the Services

3.3 Automatically Collected Information

- IP address

- Device and browser information

- Usage and interaction data

- Log files and analytics data

4. How We Use Personal Information

We use personal information to:

- Provide, operate, and maintain the Services

- Authenticate users and manage accounts

- Process payments and subscriptions

- Improve functionality, performance, and user experience

- Provide customer support

- Comply with legal obligations

- Protect the security and integrity of the Services

5. AI Features & Machine Learning

Certain features of the Services may use artificial intelligence or machine learning technologies.

5.1 Opt-In AI Processing

AI features are optional and only activated when customers explicitly opt in. When enabled, customer-provided data may be processed by AI systems to deliver the selected functionality.

5.2 AI Training

When customers opt in, personal information processed through AI features may be used to train and improve AI models. Customers remain responsible for ensuring they have the necessary rights and consents to use personal information for these purposes.

5.3 Customer Responsibility

Customers must not submit personal information to AI features unless they have the appropriate authority and legal basis to do so.

6. Disclosure of Personal Information

We may disclose personal information to:

- Service providers and subprocessors, including:

- Payment processors (e.g., Stripe)

- Email and messaging providers

- Cloud hosting and infrastructure providers

- Analytics and monitoring tools

- AI service providers

- Legal and regulatory authorities, where required by law

- Professional advisors, such as legal or accounting professionals

- All service providers are required to use personal information only as necessary to provide services to us and to implement appropriate safeguards.

7. International Data Transfers

Our Services operate globally. Personal information may be transferred to, stored, or processed in jurisdictions outside your country of residence, including countries that may have different data protection laws.

We take reasonable steps to ensure that personal information receives an appropriate level of protection regardless of where it is processed.

8. Data Retention

We retain personal information only for as long as necessary to:

- Provide the Services

- Fulfill contractual obligations

- Comply with legal requirements

- Account Termination

When a customer cancels their account:

- Customer data is retained for up to three (3) months

- After this period, data is permanently deleted unless legally required to retain it

- Deletion Requests

- Verified deletion requests are honored automatically, subject to legal obligations.

9. Security Safeguards

We implement industry-standard administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, or disclosure.

However, no method of transmission or storage is completely secure, and we do not guarantee absolute security.

10. Security Incidents & Breach Notification

In the event of a security incident involving personal information:

- We will investigate promptly

- We will notify affected customers without undue delay

- Where required by law, appropriate regulatory authorities will be notified

- Customers remain responsible for notifying their own end-users where required.

11. Individual Rights

Depending on applicable law, individuals may have rights to:

- Access their personal information

- Request correction or deletion

- Withdraw consent where applicable

- Requests relating to personal information processed on behalf of a customer must be directed to that customer. We are not responsible for responding directly to such requests unless required by law.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The revised version will be effective as of the “Last updated” date above. Continued use of the Services constitutes acceptance of the updated policy.

13. Contact Information

For privacy-related questions or requests, contact:

[email protected]
ROAR Funnels
41 Broadway Blvd 222C, Sherwood Park, T8H 2C1, Alberta Canada