Legal
Last updated: August 27, 2026
Coverly CRM ("Coverly," "Company," "we," "us," or "our") respects privacy and is committed to handling personal information responsibly.
This Privacy Policy describes how we collect, use, disclose, retain, and otherwise process personal information in connection with our websites, platform, applications, communications, and related services (collectively, the "Services").
This Privacy Policy also explains the important distinction between information Coverly collects for its own business purposes and information our business customers process through the Coverly platform.
This Privacy Policy applies to personal information Coverly collects when you:
Different rules may apply when Coverly processes information solely on behalf of one of our business customers.
When you interact directly with Coverly, Coverly generally determines why and how your personal information is processed.
Our business customers may use Coverly to collect, upload, store, organize, communicate with, and otherwise process information concerning their customers, prospects, leads, employees, contractors, patients, policyholders, applicants, or other individuals.
For such Customer Data, the Coverly customer generally determines the purposes and means of processing.
Coverly generally processes that information on behalf of the applicable customer as a processor or service provider, as those terms are defined under applicable privacy laws.
If you are seeking to exercise rights concerning information submitted to Coverly by one of our customers, you should ordinarily contact that business directly.
We may assist our customers with verified privacy requests as required by applicable law and contractual obligations.
Depending upon your interaction with the Services, we may collect:
Including:
Including:
Including:
Including:
Payment-card information may be collected and processed directly by third-party payment processors rather than stored directly by Coverly.
We may automatically collect information such as:
We may process communications you exchange with Coverly, including:
Where legally permitted and appropriate notice or consent has been provided, calls or communications may be recorded, transcribed, summarized, or analyzed.
We may collect information regarding:
Our customers determine the Customer Data they place into the Services.
Depending on a customer's business, Customer Data may include names, telephone numbers, email addresses, appointment information, communications, notes, forms, recordings, transaction information, marketing information, and other information selected by the customer.
Customers are responsible for ensuring that they have a lawful basis to collect and process Customer Data.
Depending upon how customers configure the Services, Customer Data could contain information considered sensitive under applicable law.
Customers should collect sensitive information only when reasonably necessary and legally permitted.
Customers are responsible for obtaining legally required consent and implementing appropriate safeguards.
Customers shall not submit information to the Services where doing so would violate applicable law or their agreement with Coverly.
We may use personal information to:
The Services may include artificial-intelligence and automated functionality.
Depending upon the feature selected, information supplied to an AI-enabled feature may be processed by Coverly or third-party technology providers for purposes of delivering that functionality.
Customers are responsible for determining whether information submitted to AI Features is appropriate and lawful.
Where applicable, contractual restrictions and data-processing terms govern third-party processing of Customer Data.
We may disclose personal information to categories of recipients including:
Companies assisting us with:
Information may be disclosed to third-party services selected, connected, or authorized by a customer.
Including attorneys, accountants, auditors, consultants, insurers, and other professional advisers where reasonably necessary.
We may disclose information where reasonably necessary to comply with applicable law, subpoenas, court orders, regulatory requests, governmental investigations, or other lawful processes.
Information may be disclosed in connection with an actual or proposed merger, acquisition, financing, restructuring, bankruptcy, sale of assets, investment, or similar corporate transaction, subject to applicable law.
Information may be disclosed where reasonably necessary to investigate fraud, security incidents, abuse, unlawful conduct, violations of our agreements, or threats to rights or safety.
Coverly does not sell personal information for money in the ordinary meaning of the term "sell."
Certain privacy laws define "sale," "sharing," or "targeted advertising" more broadly and may treat some advertising or analytics disclosures as regulated activities.
Where applicable law provides a right to opt out of such processing, Coverly will provide an appropriate mechanism for exercising that right.
We and our service providers may use cookies, pixels, tags, local storage, SDKs, and similar technologies to:
Cookies may include:
Required for website or account functionality and security.
Used to remember preferences and enhance functionality.
Used to understand how visitors interact with our Services.
Used, where permitted, to measure advertising or provide more relevant advertising.
Where applicable law requires consent, we will request consent before activating non-essential technologies.
Available cookie choices may also be managed through our consent-management tools or browser settings.
We may send transactional or administrative communications concerning accounts, security, subscriptions, appointments, or Services.
Where legally permitted, we may also send marketing communications.
Recipients may unsubscribe from marketing emails using the unsubscribe mechanism included in those messages.
SMS recipients may follow applicable opt-out instructions, including replying STOP where applicable.
Opting out of marketing communications does not necessarily prevent necessary transactional, security, or account-related communications.
If you provide a telephone number to Coverly, we may use it for purposes disclosed at the point of collection and as otherwise permitted by law.
Consent to receive marketing calls or text messages is not a condition of purchasing Coverly Services where prohibited by applicable law.
Message and data rates may apply.
Consent may be revoked through the methods described in the applicable communication or consent disclosure.
We retain personal information for only as long as reasonably necessary for the purposes for which it was collected, including:
Retention periods depend upon the nature of the information and our legal, contractual, operational, and security obligations.
Customer Data may also be retained according to the customer's subscription, instructions, backup cycles, and applicable Data Processing Addendum.
Coverly uses administrative, organizational, and technical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
No information system or Internet transmission can be guaranteed to be completely secure.
Customers are responsible for maintaining the security of their own credentials, devices, employees, and configurations.
Where required by applicable law, Coverly will provide legally required notifications concerning qualifying security breaches.
Customers remain responsible for their own breach-notification and regulatory obligations regarding Customer Data except to the extent otherwise required by law or a written Data Processing Addendum.
The Services may contain links to or integrations with third-party services.
Coverly does not control the privacy practices of independent third parties.
You should review their privacy notices before providing personal information.
If you connect a social-media, advertising, calendar, email, or other third-party account to the Services, we may receive information authorized through that connection.
Information obtained from such services is processed according to applicable permissions, contractual requirements, this Privacy Policy, and applicable law.
You may be able to manage permissions directly through the third-party provider.
The Coverly Services are designed for businesses and are not directed to children under thirteen (13).
Coverly does not knowingly collect personal information directly from children under thirteen through its own website for independent commercial purposes.
Customers using Coverly are responsible for complying with applicable laws when collecting information concerning minors.
If we learn that personal information was collected directly by Coverly from a child in violation of applicable law, we will take appropriate steps.
Depending upon your state of residence and applicable law, you may have rights concerning your personal information, which may include rights to:
These rights are subject to exceptions and eligibility requirements under applicable law.
We may need to verify your identity before processing a request.
Authorized agents may submit requests where permitted by law and subject to appropriate verification.
We will not unlawfully discriminate against an individual for exercising applicable privacy rights.
Where the California Consumer Privacy Act, as amended ("CCPA"), applies, California residents may have rights to know, access, correct, delete, and obtain information concerning categories of personal information collected, sources, purposes, and disclosures, as well as rights to opt out of certain sales or sharing and limit certain uses of sensitive personal information.
Coverly will process qualifying requests in accordance with applicable law.
For Customer Data that Coverly processes solely as a service provider or contractor for a Coverly customer, requests may need to be directed to that customer.
Where Florida privacy law applies, eligible Florida consumers may have rights concerning access, correction, deletion, portability, and certain processing of personal data.
Applicable rights depend upon whether the relevant law applies to Coverly's activities and whether an exception applies.
Requests will be handled according to applicable law.
If the Services are made available to individuals outside the United States, personal information may be processed in the United States and other countries where Coverly or its service providers operate.
Where required by applicable law, appropriate safeguards will be used for international transfers.
Customers operating internationally are responsible for determining whether their use of the Services complies with laws applicable to them.
Some browsers and devices provide privacy preference signals.
Where applicable law requires Coverly to recognize a legally valid universal opt-out mechanism or privacy preference signal, we will process supported signals as required.
Other Do-Not-Track signals may not have a uniform legal or technical standard and therefore may not be recognized in every circumstance.
We may update this Privacy Policy periodically.
The "Last Updated" date identifies the most recent revision.
If required by applicable law, we will provide additional notice regarding material changes.
Questions or requests concerning this Privacy Policy may be submitted to:
Coverly CRM
Coverly Inc.
16626 SW 99th Ln
Miami, Florida 33196
United States
Privacy Email: [email protected]
Website: www.coverlycrm.com
If your request concerns information collected by a business that uses Coverly rather than Coverly itself, please identify that business so that the request can be appropriately addressed.