Privacy Policy

Last updated: October 19, 2026

Who we are

4BIZapp® is a communication-first CRM for real estate professionals, available at https://4BIZapp.com. In this policy, "we" and "us" means 4BIZapp®, "customers" means the agents, brokers and teams who use the service, and "contacts" means the people our customers call, text, email or meet with.

What we collect from website visitors

If you use the contact or newsletter form on this page, we collect what you type in: your name, email address, phone number and message. We use it to answer you, to set up a demo you ask for, and to send the newsletter if you signed up for it. You can unsubscribe at any time using the link in any newsletter email or by replying "unsubscribe".

Cookies. This site sets one cookie it needs to work: a session cookie for the anti-spam number check on the forms (and, if you have one, a private preview link). It also remembers your cookie choice. We use no advertising, analytics or tracking cookies, and our fonts load from our own server, so visiting this page sends nothing to other companies. If we ever add optional cookies, they will run only if you press Accept; you can change your choice at any time with the Cookie choices link at the bottom of our home page. We do not look up your location from your IP address.

What we collect from customers

Account information: your name, email address, mobile phone number (used for login codes), team details and settings. Payments are processed by Stripe; we do not store your full card number.

Communications you run through 4BIZapp®: calls and call recordings, voicemails, transcripts, text messages (SMS/MMS), emails, attachments, meeting invites and chat. The service also creates information from these: summaries, notes, sentiment and trust scores, live coaching tips, contacts, properties, deals and deadlines filed from documents.

Usage and billing records: what you used, when, and what it cost, so we can show and charge your balance.

If you communicate with one of our customers

When you call, text or email a real estate professional who uses 4BIZapp®, your messages, phone number, email address and any call recording or transcript are processed by us on that professional's behalf. They decide how your information is used in their business and are responsible for any notices and consents required, including consent to record calls. 4BIZapp® shows them which recording-consent rules apply to a call. To ask about your information, contact the professional you dealt with, or contact us and we will pass your request on.

How we use information

• To provide the service: route calls and messages, record and transcribe calls, organize conversations into deals, write summaries and notes, score sentiment and trust, give live coaching, file transaction documents and send notifications.
• To protect customers: block spam and calls whose caller ID fails STIR/SHAKEN verification.
• To bill usage, provide support, keep the service secure and meet legal obligations.

We do not sell personal information, and we do not use it for advertising.

Service providers we use

We share information only with providers that help us run the service, and only for that purpose:

• Twilio: phone numbers, calls, recordings and text messages.
• AssemblyAI: call transcription, including live transcription for coached calls.
• OpenAI: AI analysis (summaries, scores, coaching, drafts and document filing).
• Amazon Web Services: storage of recordings and attachments.
• Stripe: payments.
• A property data provider: property owner contact data for prospecting lists a customer requests.
• An electronic signature service: the names, email addresses and documents of people a customer sends documents to for signature.
• MLS data providers: listing data a customer is licensed to use.
• Google, Microsoft, Apple or Zapier: only if a customer chooses to connect those accounts to bring in their contacts (see below).

We may also disclose information when required by law, or to protect the rights, property or safety of our customers, the public or us.

Accounts you connect: Google and Microsoft contacts

Customers can connect their own Google account, and their personal or work Microsoft account (Outlook, Microsoft 365), to bring their contacts into 4BIZapp®. We ask only for read access to contacts, we only read them when you connect or sync, and the sign-in keys for these accounts are stored encrypted. You can disconnect at any time in 4BIZapp®, or remove 4BIZapp® from your Google account (myaccount.google.com, Security, Third-party connections) or your Microsoft account (account.microsoft.com, Privacy, Apps and services; work accounts: myapps.microsoft.com or your administrator).

• Google Contacts (read only): we read your contacts' names, phone numbers, email addresses, addresses and company so we can match them to the people you call, text and email. We also read your Google email address to show which account is connected. We never change or delete your Google contacts.
• Microsoft Outlook / Microsoft 365 contacts (read only): we read the same contact details from your Outlook contacts, and your Microsoft email address to show which account is connected. We never change or delete your Outlook contacts, and we do not read your email, calendar or files.

Contacts from these accounts are stored with the rest of your 4BIZapp® account on Amazon Web Services, and kept until you delete them or close your account. Disconnecting stops any further reading; contacts already brought in stay in your account until you delete them. When you use an AI feature on a contact (for example a call plan or a drafted reply), the details that feature needs are sent to our AI provider only to give you that answer, never to train their models. We do not sell this information, use it for advertising, or let anyone read it except you and the team members you share it with, or when you ask us to for support, for security, or when the law requires it.

Google user data: 4BIZapp®'s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not use Google or Microsoft user data to develop, improve or train generalized artificial intelligence or machine-learning models.

Text messaging

Mobile phone numbers and text messaging opt-in information are never shared with third parties or affiliates for marketing or promotional purposes. Reply STOP to any message to stop receiving texts, or HELP for help. Message and data rates may apply.

How long we keep information

We keep customer information for as long as the account is active. After an account is closed, we delete it or make it anonymous unless we need to keep it for legal, billing or security reasons. Website form submissions are kept for as long as needed to answer you and to run the newsletter you signed up for.

Security

Information is sent over encrypted connections (HTTPS) and stored encrypted. Server disks and stored files are encrypted at rest, and the content of messages, emails, call transcripts and notes is encrypted again in the database with a separate data key for each account, protected by Amazon Web Services' key management service. Those keys are never stored in our code or files, and the database and server administration are not open to the internet. Access to each account is limited to its authorized users. No system is perfectly secure, but we work to protect your information and will notify affected customers of a breach as required by law.

Your choices and rights

You can ask to see, correct, export or delete the personal information we hold about you. Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act. We will not treat you differently for using these rights. Customers can also edit or delete most of their information directly in the app.

Children

4BIZapp® is for real estate professionals and is not directed to children under 18. We do not knowingly collect information from children.

Changes to this policy

We will post any changes on this page and update the date at the top. If a change is significant, we will tell customers by email or in the app.

Contact us

Questions or requests about privacy, including asking us to delete your information or the contacts brought in from a Google or Microsoft account: email support@4bizapp.com or use the Contact Us form on our website, and we will respond within 30 days.