UpSurge Pros - AI Automation and CRM Systems

Privacy Policy

Last Updated: March 11, 2026

1. Introduction

UpSurge Pros ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us through any platform, including but not limited to our integrations with Facebook, Instagram, and SMS/text messaging services.

By accessing or using our services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use our services.

2. Information We Collect

We may collect the following types of information:

2.1 Personal Information

  • Name, email address, phone number, and mailing address
  • Business name and business-related information
  • Billing and payment information
  • Account credentials (username, password)
  • Any other information you voluntarily provide to us

2.2 Information from Social Media Platforms

When you connect your Facebook or Instagram account to our services, we may collect information made available through those platforms, including but not limited to:

  • Your public profile information (name, profile picture, page details)
  • Page and account insights and analytics data
  • Lead form submissions and lead data from Facebook/Instagram Lead Ads
  • Messaging data when you interact with our clients through Facebook Messenger or Instagram Direct
  • Ad campaign performance data
  • Page posts, comments, and engagement data

2.3 SMS/Text Messaging Information

When you opt in to receive SMS/text messages from us or our clients, we collect:

  • Your mobile phone number
  • Your opt-in consent and the method by which consent was obtained
  • Message content and communication history
  • Opt-out requests and preferences

2.4 Automatically Collected Information

  • IP address, browser type, operating system, and device information
  • Pages visited, time spent on pages, and referring URLs
  • Cookies, pixel tags, and similar tracking technologies

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Process transactions and send related information
  • Send you SMS/text messages for which you have provided consent (e.g., appointment reminders, promotional offers, service updates)
  • Manage and optimize advertising campaigns on Facebook and Instagram
  • Respond to your comments, questions, and requests
  • Deliver leads and lead data collected through Facebook and Instagram integrations to our clients' CRM systems
  • Analyze usage patterns and improve our services
  • Communicate with you about products, services, and events
  • Comply with legal obligations and enforce our terms

4. SMS/Text Messaging Policy (A2P Compliance)

4.1 Consent

By providing your mobile phone number and opting in, you consent to receive SMS/text messages from UpSurge Pros and/or our clients. Consent is not a condition of purchase. You may receive messages related to:

  • Appointment confirmations and reminders
  • Service updates and notifications
  • Promotional offers and marketing communications
  • Follow-up communications related to your inquiry or service request
  • Two-factor authentication and security alerts

4.2 Message Frequency

Message frequency varies based on your interaction with our services. Recurring messages may be sent. Message and data rates may apply. Check with your mobile carrier for details on your text messaging plan.

4.3 Opt-Out

You may opt out of receiving SMS/text messages at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message, and no further messages will be sent unless you re-subscribe.

You may also opt out by contacting us at support@upsurgecrmpros.com or calling (833) 938-3228.

4.4 Help

For help or questions about our SMS messaging, reply HELP to any message or contact us at support@upsurgecrmpros.com.

4.5 Carriers

Carriers are not liable for delayed or undelivered messages. Compatible carriers include but are not limited to AT&T, T-Mobile, Verizon, Sprint, and other major U.S. carriers.

4.6 No Sharing of SMS Data

We do not sell, rent, or share your mobile phone number or SMS opt-in data with third parties or affiliates for their own marketing purposes. SMS consent and phone numbers collected are used strictly for the purposes for which consent was provided.

5. Facebook & Instagram Integration

5.1 Data We Access

Our application integrates with Meta's Facebook and Instagram platforms. When you authorize our application, we may access the following data in accordance with Meta's Platform Terms and Developer Policies:

  • Facebook Pages you manage (page name, page ID, access tokens)
  • Instagram Business/Creator accounts connected to your Facebook Pages
  • Lead Ad form submissions and associated lead data
  • Page insights and analytics
  • Messaging conversations (for chatbot and automated response features)
  • Ad account data for campaign management

5.2 How We Use Facebook & Instagram Data

Data accessed through Facebook and Instagram is used exclusively to:

  • Deliver lead information to your CRM or automation workflows
  • Enable automated responses and chatbot functionality
  • Provide analytics and reporting on page and ad performance
  • Manage and optimize advertising campaigns on your behalf
  • Facilitate appointment booking and customer communication

5.3 Data Storage & Security

Facebook and Instagram data is stored securely using industry-standard encryption. Access tokens are stored securely and are never exposed to unauthorized parties. We retain data only for as long as necessary to provide our services or as required by law.

5.4 Data Sharing

We do not sell Facebook or Instagram data to third parties. Data may be shared only with:

  • Service providers who assist in delivering our services (e.g., CRM platforms, automation tools), subject to confidentiality agreements
  • As required by law, regulation, or legal process

5.5 Revoking Access

You may revoke our access to your Facebook or Instagram data at any time by:

  • Removing our app from your Facebook App Settings at facebook.com/settings
  • Contacting us directly to request disconnection

Upon revocation, we will promptly delete all data obtained through the integration, unless retention is required by law.

6. Data Deletion & User Rights

You have the right to request deletion of your personal data at any time. To submit a data deletion request:

We will process your request within 30 days and confirm once your data has been deleted. Certain data may be retained as required by law or for legitimate business purposes (e.g., transaction records, legal compliance).

6.1 Your Rights

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

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your personal data
  • Object to or restrict certain processing activities
  • Data portability (receive your data in a structured, commonly used format)
  • Withdraw consent at any time where processing is based on consent

7. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

  • Encryption of data in transit (TLS/SSL) and at rest
  • Access controls and authentication mechanisms
  • Regular security assessments and monitoring
  • Employee training on data protection practices

While we strive to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

8. Third-Party Services

Our services may integrate with or link to third-party services, including but not limited to:

  • Meta (Facebook & Instagram) for advertising and lead generation
  • CRM platforms (e.g., HighLevel, HubSpot, Salesforce)
  • SMS/telephony providers for text messaging and voice calling
  • Analytics and tracking tools (e.g., Google Analytics)
  • Payment processors

These third-party services have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices of third-party services.

9. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience, analyze usage, and assist in our marketing efforts. You can control cookie preferences through your browser settings. Note that disabling cookies may affect the functionality of our website.

10. Children's Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take steps to delete that information promptly.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised "Last Updated" date. Your continued use of our services after any changes constitutes acceptance of the updated Privacy Policy.

12. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us: