Privacy Policy
Effective Date: March 24, 2026
Last Updated: March 24, 2026
Thank you for visiting Visionary OS LLC ("Visionary OS," "we," "us," or "our"). We are a Florida-based white label CRM provider and business consulting company. We are committed to protecting your personal information and your right to privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website, use our CRM platform, or engage with our consulting services (collectively, the "Services").
Please read this policy carefully. By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our Services.
1. Who We Are
Visionary OS LLC is a limited liability company incorporated in the State of Florida. We operate as a white label CRM provider, enabling businesses to deploy branded customer relationship management solutions, and as a consulting firm providing strategic, operational, and technical business advisory services.
For privacy inquiries, you may contact us at:
Email: [email protected]
Website: www.visionaryos.io
State of Incorporation: Florida, United States
2. Information We Collect
We collect information in three primary ways: information you provide directly, information collected automatically, and information from third parties.
2.1 Information You Provide Directly
Identity and contact data: name, email address, phone number, business name, and job title
Account credentials: username and password when registering for CRM platform access
Payment and billing information: credit or debit card details, billing address, and transaction records, processed securely through our third-party payment processor (Stripe)
Business and consulting intake information: details about your business, goals, challenges, and preferences shared during onboarding or consulting engagements
Communications: records of emails, contact form submissions, support requests, and any other correspondence you send to us
Survey and feedback responses: information you voluntarily provide through questionnaires, reviews, or feedback forms
2.2 Information Collected Automatically
When you visit our website or use our platform, we and our third-party service providers may automatically collect:
Device and technical data: IP address, browser type and version, operating system, device identifiers
Usage data: pages visited, features used, actions taken within the platform, time and duration of visits, and clickstream data
Location data: approximate geographic location derived from your IP address
Tracking technologies: cookies, web beacons, pixel tags, and similar technologies (see Section 7 for details)
2.3 Information from Third Parties
We may receive information about you from third-party sources, including:
Analytics providers (such as Google Analytics) who share aggregated data about how users interact with our Services
Advertising platforms (such as Google Ads and Meta/Facebook) that provide data related to advertising campaigns and conversions
Business partners and referral sources who may share your contact information in the context of a mutual business relationship
3. How We Use Your Information
We use the information we collect for the following purposes:
Service delivery: to provide, operate, maintain, and improve our CRM platform and consulting services
Account management: to create and manage your account, authenticate access, and provide customer support
Payment processing: to process transactions, manage subscriptions, and maintain billing records
Marketing communications: to send you promotional emails, newsletters, and SMS messages about our services, offers, and updates, where you have consented or where permitted by law
Analytics and improvement: to monitor usage patterns, analyze performance, conduct research, and improve our Services
Personalization: to tailor content, recommendations, and communications to your preferences and business needs
Legal compliance and security: to comply with applicable laws, prevent fraud, detect unauthorized access, and enforce our agreements
Business operations: to maintain internal records, conduct audits, and manage our business relationships
4. How We Share Your Information
We do not sell your personal information. We may share your information in the following limited circumstances:
4.1 Service Providers
We engage trusted third-party vendors to assist in delivering our Services. These providers are contractually obligated to protect your data and may only use it for the purposes we specify. These include, but are not limited to:
Stripe (payment processing)
Google Analytics and Google Ads (website analytics and advertising)
Meta/Facebook (advertising and audience targeting)
Email and SMS marketing platforms (for communications you have opted into)
Website hosting, cloud infrastructure, and IT security providers
4.2 White Label CRM Clients
As a white label CRM provider, businesses (our "clients") deploy our platform under their own branding to their end users. In this context, we act as a data processor on behalf of our clients, who are the data controllers for their end users' information. Our clients' use of their users' data is governed by their own privacy policies. We process such data only as instructed by our clients and in accordance with our data processing agreements.
4.3 Legal Requirements and Business Transfers
We may disclose your information:
If required by law, court order, or regulatory authority
To protect the rights, safety, or property of Visionary OS LLC, our clients, or the public
In connection with a merger, acquisition, or sale of all or part of our business, in which case the acquiring entity will be bound by this Privacy Policy
5. Marketing Communications
With your consent, or where otherwise permitted by applicable law, we may send you promotional emails and SMS messages about our services, platform updates, and special offers.
Email: You may opt out at any time by clicking the "Unsubscribe" link in any marketing email or by emailing us at [email protected]
SMS: You may opt out at any time by replying STOP to any marketing text message
Transactional messages: Even after opting out of marketing communications, we may still send you essential transactional and account-related messages (such as receipts, security alerts, and service notifications)
We will never share your contact information with third parties for their own independent marketing purposes without your explicit consent.
6. Payment Information
All payment transactions are processed through Stripe, Inc., a PCI-DSS compliant payment processor. We do not directly collect, store, or process your credit or debit card numbers. When you submit payment details, that information is transmitted directly to Stripe using industry-standard SSL/TLS encryption. Stripe's privacy policy is available at stripe.com/privacy. We retain only non-sensitive billing records (such as transaction amounts, dates, and last-four card digits) for internal accounting and legal compliance purposes.
7. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience, analyze usage, and deliver relevant advertising. The types of tracking technologies we use include:
Essential cookies: required for core platform functionality and security
Analytics cookies: used by Google Analytics to understand how visitors interact with our website
Advertising and retargeting cookies: used by Google Ads and Meta/Facebook to deliver relevant advertising and measure campaign performance
Functional cookies: used to remember your preferences and settings
You can manage or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our Services. To opt out of Google Analytics tracking, visit tools.google.com/dlpage/gaoptout. To opt out of Meta advertising, visit your Meta Ad Preferences.
We currently do not respond to Do Not Track (DNT) browser signals, as there is no universally accepted standard for such signals.
8. Data Security
We implement reasonable and appropriate technical, physical, and administrative safeguards to protect your personal information from unauthorized access, loss, misuse, or disclosure. These measures include SSL/TLS encryption for data in transit, access controls, and secure hosting infrastructure. However, no method of transmission over the internet or electronic storage is 100% secure. You are responsible for maintaining the confidentiality of your account credentials and should notify us immediately if you suspect any unauthorized access to your account.
9. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, maintain our business relationship with you, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it. If you request deletion of your account, we will process your request in accordance with applicable law and may retain certain records where legally required.
10. International Data Transfers
Visionary OS LLC is based in Florida, United States. If you are accessing our Services from outside the United States, including from the European Economic Area (EEA) or United Kingdom, please be aware that your information may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction.
Where required by applicable law (including the GDPR), we will implement appropriate safeguards for international data transfers, such as Standard Contractual Clauses (SCCs) approved by the European Commission, or we will rely on adequacy decisions or other lawful transfer mechanisms. By using our Services, you acknowledge and consent to your information being transferred to and processed in the United States.
11. Your Rights Under GDPR (EU/EEA Users)
If you are located in the European Economic Area, you have the following rights under the General Data Protection Regulation (GDPR):
Right of Access: to request a copy of the personal data we hold about you
Right to Rectification: to request correction of inaccurate or incomplete data
Right to Erasure: to request deletion of your personal data, subject to legal exceptions
Right to Restriction of Processing: to request that we limit how we use your data in certain circumstances
Right to Data Portability: to receive your data in a structured, machine-readable format
Right to Object: to object to processing based on legitimate interests or for direct marketing purposes
Right to Withdraw Consent: where processing is based on consent, you may withdraw it at any time without affecting the lawfulness of prior processing
Our lawful bases for processing your personal data include: performance of a contract, compliance with legal obligations, our legitimate business interests, and your consent (where applicable).
You also have the right to lodge a complaint with your local data protection supervisory authority. To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days.
12. Your Rights Under CCPA/CPRA (California Residents)
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants you the following rights:
Right to Know: to request disclosure of the categories and specific pieces of personal information we have collected about you, the sources of that information, the purposes for which it is used, and the third parties with whom it is shared
Right to Delete: to request deletion of personal information we hold about you, subject to certain legal exceptions
Right to Correct: to request correction of inaccurate personal information
Right to Opt Out of Sale or Sharing: we do not sell your personal information. However, our use of third-party analytics and advertising technologies may constitute "sharing" under the CPRA. You may opt out by contacting us or using available opt-out tools
Right to Limit Use of Sensitive Personal Information: where applicable, you may request that we limit our use of sensitive personal information
Right to Non-Discrimination: we will not discriminate against you for exercising your CCPA/CPRA rights
Categories of personal information we collect include: identifiers (name, email, IP address), commercial information (transaction records), and internet or network activity information (usage data, browsing behavior).
To submit a verifiable consumer request, contact us at [email protected]. You may submit up to two requests per 12-month period. We will acknowledge your request within 10 business days and respond within 45 days (extendable to 90 days where required).
Authorized agents: You may designate an authorized agent to submit a request on your behalf by providing written authorization. We may require verification of your identity before processing the request.
13. Children's Privacy
Our Services are intended for business use and are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected personal information from a minor, we will take steps to delete it promptly. If you believe a minor has provided personal information to us, please contact us at [email protected].
14. Links to Third-Party Websites
Our website and platform may contain links to third-party websites, services, or tools. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit. This Privacy Policy applies only to information collected by Visionary OS LLC.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations. When we make material changes, we will post the updated policy on this page with a revised "Last Updated" date and, where appropriate, notify you by email or a prominent notice on our website. Your continued use of our Services after the effective date of any changes constitutes your acceptance of the updated policy.
16. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Company: Visionary OS LLC
Email: [email protected]
Website: www.visionaryos.io
State of Incorporation: Florida, United States
We are committed to resolving any privacy concerns promptly and transparently.
