How Easy Install Solar CRM handles your data.

1. Information We Collect

Information you provide to us: We collect information you provide directly, including contact details (name, email, phone number), company details, billing information, demo requests, support requests, and account information used to access the CRM.

Information collected automatically: We may collect technical information such as browser data, IP address, device information, usage activity, and other operational metadata needed to secure and improve the platform.

2. How We Use Information (and Legal Basis)

For users subject to the GDPR and UK GDPR, we rely on the following legal bases to process your personal data:

• Performance of a Contract: To provide the website, deliver the CRM platform, process billing, and support account administration.
• Legitimate Interests: To improve product performance, ensure the security of the service, understand product usage, and communicate with you about service updates.
• Consent: Where required by law, we will obtain your consent before sending promotional emails or placing non-essential cookies. You have the right to withdraw consent at any time.
• Legal Obligations: To comply with applicable tax, legal, and regulatory requirements.

3. Data Controller vs. Data Processor

Under the GDPR and similar laws, it is important to distinguish between the "Data Controller" and the "Data Processor":

• Easy Install Solar CRM as the Data Controller: For the personal data of our website visitors, prospects, and the direct account/billing information of our subscribing customers, Easy Install Solar CRM acts as the Data Controller. This means we determine the purposes and means of processing this data.
• Easy Install Solar CRM as the Data Processor: For the operational data uploaded into the platform by our customers (such as job data, client records, attachments, and field communications), the Customer acts as the Data Controller. We process this data strictly on their behalf as a Data Processor to provide the service. Customers are responsible for ensuring they have the appropriate legal basis to collect and store their clients' information within the platform.

4. Data Controller Identity and Contact Details

For the data where we act as the Data Controller, the responsible entity is:

Easy Install Solar CRM
Data Protection Officer (DPO) Contact: info@easyinstallsolar.com

If you have any questions about how your data is handled, you may contact us using the details above.

5. Data Sharing and International Transfers

We do not sell your personal data to third parties. We may share information with trusted third-party service providers (such as hosting providers, payment processors, and analytics tools) strictly to operate our service.

International Transfers: If you are located in the European Economic Area (EEA) or the UK, your data may be transferred to the United States or other countries. We ensure appropriate safeguards are in place, such as Standard Contractual Clauses (SCCs) approved by the European Commission and the UK Information Commissioner’s Office (ICO), to protect your data.

5. Your European Privacy Rights (EU & UK GDPR)

If you are a resident of the EEA or the UK, you have the following rights regarding your personal data:

• Right to Access: Request a copy of the personal data we hold about you.
• Right to Rectification: Request correction of inaccurate or incomplete data.
• Right to Erasure (Right to be Forgotten): Request deletion of your personal data under certain conditions.
• Right to Restrict Processing: Request that we limit the processing of your data.
• Right to Data Portability: Request to receive your data in a structured, commonly used format.
• Right to Object: Object to our processing of your data, particularly for direct marketing.

To exercise these rights, please contact us at partnerships@easyinstallsolar.com. You also have the right to lodge a complaint with your local Data Protection Authority.

6. Your United States Privacy Rights (CCPA/CPRA & Others)

If you are a resident of California, Virginia, Colorado, Connecticut, Utah, or other US states with comprehensive privacy laws, you have specific rights regarding your personal information:

• Right to Know and Access: You can request details about the categories and specific pieces of personal information we have collected about you over the past 12 months.
• Right to Delete: You can request the deletion of your personal information, subject to certain exceptions.
• Right to Correct: You can request that we correct inaccurate information.
• Right to Opt-Out of Sale or Sharing: Easy Install Solar CRM does not sell your personal information. We also do not share personal information for cross-context behavioral advertising.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To submit a request regarding your US State privacy rights, please email us at partnerships@easyinstallsolar.com with the subject line "State Privacy Rights Request."

7. Security and Data Retention

We use administrative, technical, and operational safeguards designed to protect the platform, including encryption in transit and at rest, strict access controls, session management, and regular security audits.

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including providing the service, meeting legal or contractual obligations, resolving disputes, and enforcing our agreements.

8. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Data Protection Officer (DPO) and privacy team at:

Email: partnerships@easyinstallsolar.com