Privacy Policy — Cornerstone Savings Group

Cornerstone Savings Group ("Cornerstone", "we", "us", or "our") operates a customer relationship management ("CRM") platform used by our team and authorized partners to communicate with prospects, clients, and referral partners. This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices available to you.

1. Scope

This Policy applies to the Cornerstone CRM platform, our public websites at cornerstonesavingsgroup.com, and any related email, SMS, voice, or AI-assisted features (collectively, the "Services").

2. Information We Collect

Contact information you or your organization provide, such as name, business, email address, mobile phone number, mailing address, and role.
Communications content including emails, SMS messages, voice call metadata, meeting notes, and attachments exchanged through the Services.
CRM activity such as pipeline stage, campaign membership, tasks, opportunities, documents, and other records created by our users.
Technical data including IP address, browser and device type, log data, and email engagement events (opens, clicks, bounces, unsubscribes) generated by our infrastructure providers.

3. How We Use Information

To operate and secure the CRM platform.
To send and receive email, SMS, and voice communications you have requested or that relate to an existing business relationship.
To manage campaigns, contacts, companies, opportunities, and other CRM records on behalf of our authorized users.
To provide AI-assisted features such as summarization, drafting, classification, and prioritization inside the CRM.
To meet legal, regulatory, and contractual obligations.

4. Email, SMS, and Voice Communications

The Services may send transactional and business communications by email, SMS, and voice. When you provide a mobile number in connection with a Cornerstone relationship or campaign, you consent to receive SMS messages about the associated program.

Mobile numbers are never sold. We do not sell mobile phone numbers to any third party.
SMS consent is never shared with third parties for marketing. SMS opt-in information and consent status are not shared with third parties or affiliates for their own marketing purposes.
Message frequency varies based on your activity, the programs you have opted into, and the communications sent by our team.
Message and data rates may apply from your wireless carrier.
Reply STOP to any SMS message to unsubscribe from further SMS from that program.
Reply HELP to any SMS message for assistance, or contact us at the address in Section 12.

Additional terms specific to SMS are described in our SMS Terms.

5. AI-Assisted Features

Certain features use large language models and other AI services to summarize conversations, draft replies, classify messages, and surface suggested next actions. AI output is generated automatically and may contain errors; our users review AI-generated content before it is sent to contacts.

6. Service Providers and Integrations

We rely on a small set of vetted service providers to deliver the Services. These providers process information only on our behalf and under written agreements. They currently include:

Google Workspace — email sending and receiving, calendar, and workspace productivity for authorized team mailboxes.
Twilio — SMS and voice messaging infrastructure.
SendGrid — transactional and marketing email delivery and inbound parsing.
Cloud hosting and database providers — for application hosting, storage, and authentication.
AI providers — for the AI-assisted features described above.

7. Data Security

We use industry-standard administrative, technical, and physical safeguards, including encryption in transit, role-based access controls, audit logging, and least-privilege access to production systems. No system is perfectly secure; we work to promptly address any issues we identify.

8. Data Retention

We retain CRM records, communications, and related metadata for as long as needed to provide the Services, meet legal or regulatory requirements, and resolve disputes. Records may be deleted or anonymized when no longer required.

9. Your Choices

Email: use the unsubscribe link in any marketing email or contact us to be removed from further outreach.
SMS: reply STOP to opt out; reply HELP for assistance.
Access, correction, deletion: contact us using the details in Section 12 to request access, correction, or deletion of information about you, subject to applicable law.

10. Children

The Services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children.

11. Changes to this Policy

We may update this Policy from time to time. Material changes will be reflected by updating the "Last updated" date above.

12. Contact Us

Questions about this Privacy Policy or requests regarding your information can be sent to:

Cornerstone Savings Group
Email: privacy@cornerstonesavingsgroup.com