Legal

Privacy Policy

Last Updated: September 2026

Introduction

NextLevel Automations LLC, doing business as NextLevel CRM ("we," "our," or "us"), operates the NextLevel CRM platform, an all-in-one system for managing contacts, communication, pipelines, scheduling, and payments. This Privacy Policy explains how we collect, use, disclose, and protect information through this website and through the platform.

By using this website or the platform, you agree to the collection and use of information in accordance with this policy.

Information We Collect

Account Information

When you request a demo or open an account we collect your name, business name, email address, phone number, and billing details.

Team Member Information

If you add users to your account, we collect their names, email addresses, phone numbers, and role or permission settings.

Customer Data You Input

The platform stores the business data you put into it. This typically includes your customers' and leads' names, contact details, notes, pipeline and opportunity records, appointments, invoices and payment records, form and survey responses, and uploaded documents.

You are the controller of this data and we act as a service provider or processor on your instructions. We do not sell it or use it for our own marketing. You are responsible for having a lawful basis to collect it and for honouring the privacy rights of the people it describes.

Communication Data

The platform sends and receives email, SMS and MMS, and places and receives calls. We process message content, phone numbers, delivery and engagement metadata, call metadata, and, where you enable it, call recordings and voicemail. Recording laws vary by state and country and you are responsible for obtaining any consent required before recording.

Integration Data

If you connect an external account such as email, a calendar, or a payment processor, we receive the data needed to operate that integration, under the scopes you grant. You can disconnect an integration at any time.

Usage Information

We collect technical and usage information including IP address, browser and device type, pages and features used, and timestamps.

Cookies and Tracking

We use cookies and similar technologies for authentication, preferences, and analytics, including Google Tag Manager and the analytics services configured through it. Most browsers let you refuse or delete cookies, though some platform features require them.

How We Use Your Information

To provide, operate, maintain, and secure the platform
To create and administer your account and process payments
To send and receive the communications you initiate through the platform
To provide support and respond to your requests
To send administrative and service messages
To send marketing communications where you have opted in
To analyse usage so we can improve features and performance
To comply with legal obligations and enforce our agreements

AI Processing

Some features use automated and AI-assisted processing, such as summarising conversations or drafting suggested replies. Where a third-party model provider is used, only the data needed for that feature is sent. We do not use your customer data to train models for other customers.

How We Share Your Information

We do not sell your personal information. We share it only as described here.

Platform Infrastructure

NextLevel CRM is built on the GoHighLevel platform. Account and customer data you enter is stored and processed on that infrastructure as part of delivering the service.

Service Providers

We use vendors for hosting, analytics, payment processing, and support. They process information on our behalf and are bound to use it only to provide those services.

Communication Providers

Telephony and email delivery are carried out by third-party providers, which process message content and metadata to deliver your communications.

Legal Requirements

We may disclose information if required by law, subpoena, or other legal process, or where we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

If we are involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction. We will give notice before your information becomes subject to a different privacy policy.

Data Retention

We retain account and customer data for as long as your account is active. After termination we retain it for a limited wind-down period so you can export it, then delete or anonymise it, except where we are required to retain records by law.

Data Security

We use reasonable administrative, technical, and physical safeguards, including access controls, role-based permissions, and encryption in transit. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Keep your credentials confidential and enable available account protections.

Your Rights and Choices

Access and portability. You can export your data from the platform or ask us for a copy.
Correction. You can edit your account information directly or ask us to correct it.
Deletion. You can request deletion of your account and data, subject to legal retention requirements.
Integrations. You can disconnect a connected account at any time.
Marketing preferences. You can opt out of marketing email using the unsubscribe link or by contacting us.

If you are a customer of one of our users, your request should go to that business, which controls the data. We will support them in responding.

California Privacy Rights

California residents may request disclosure of the categories and specific pieces of personal information collected, request deletion, and opt out of any sale or sharing of personal information. We do not sell personal information. You will not be discriminated against for exercising these rights.

International Visitors

We operate in the United States and information is processed there. If you access the site or platform from outside the United States, you consent to that transfer and processing.

Children's Privacy

The platform is intended for businesses. We do not knowingly collect personal information from anyone under 18. If you believe a child has provided us information, contact us and we will delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by a new "Last Updated" date, and where appropriate we will notify account holders directly.

Contact Us

Questions about this Privacy Policy or how we handle information:

legal@nextlevelautomations.com