Effective Date: May 17, 2026
Adam Cerra (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information handled through our website, internal systems, and business operations.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, or interact with AdamCerra CRM and related services.
1. Scope of This Policy
This Privacy Policy applies to:
• visitors to our website at https://adamcerra.com
• authorized users of our internal CRM platform at https://app.adamcerra.com
• individuals whose information is processed in connection with our sales operations, lead management, communication workflows, and client services
2. About AdamCerra CRM
AdamCerra CRM is an internal sales operations platform built to support Adam Cerra’s done-for-you closing services. Our authorized team uses the platform to manage leads, appointments, communication workflows, and sales activity across multiple client accounts.
Because our team may work across different client environments, including separate email domains and systems, AdamCerra CRM provides a unified internal platform to improve operational efficiency, communication consistency, reporting, and oversight.
3. Information We Collect
We may collect and process the following categories of information:
(a) Information you provide directly
We may collect information you provide when you contact us, submit forms, request information, or otherwise communicate with us, including:
• name
• email address
• phone number
• company name
• job title
• message contents
• attachments or files you choose to provide
(b) Account and system information
For authorized users of AdamCerra CRM, we may collect and process:
• login and account details
• role and access information
• assignment and workflow information
• activity records related to use of the CRM
(c) Lead and communication data
As part of our business operations, we may process:
• lead and prospect details
• appointment and scheduling information
• communication records
• workflow status and sales activity data
• client-related operational records
(d) Technical information
We may automatically collect certain technical and usage information, including:
• IP address
• browser type
• device information
• session information
• operating system
• pages visited
• usage logs
• cookies and similar technologies
4. How We Use Information
We use information to:
• operate and maintain our website and internal systems
• support sales operations and communication workflows
• manage leads, appointments, and client activity
• provide customer support
• improve efficiency, reporting, and operational oversight
• maintain security and prevent misuse
• comply with legal and contractual obligations
• enforce our terms, policies, and legitimate business interests
5. Google Account and Gmail Data
For certain client engagements, authorized users may authorize the use of a client-provided Google Workspace or Gmail account within AdamCerra CRM.
This is used to support communication workflows where business emails must be sent from the relevant client-domain email account as part of the client engagement.
Depending on the permissions granted, AdamCerra CRM may use Google user data to:
• identify the authorized Google account
• send outbound communication emails from the relevant client email account
• retrieve incoming email replies and thread history associated with those communications
• display communication history and reply context inside the CRM
• support continuity of communication workflows for authorized users
6. Limited Use of Google User Data
We use Google user data only to provide and support user-facing functionality within AdamCerra CRM.
In particular:
• we do not sell Google user data
• we do not use Google user data for advertising
• we do not use Google user data to build advertising profiles
• we do not use Google user data for any purpose unrelated to the CRM functionality authorized by the user
• we only access Google data that is reasonably necessary to support the approved communication features of the platform
Where Gmail data is accessed, it is used only for the relevant communication workflows inside AdamCerra CRM, including sending communication emails and displaying incoming replies and related thread history for authorized users.
7. Why Gmail Read-Only Access Is Used
For certain client accounts, AdamCerra CRM may retrieve incoming email replies and thread history in read-only form so authorized users can view communication context directly inside the CRM.
This helps our team:
• maintain continuity of lead communication
• avoid missed replies
• reduce the need to switch between systems
• improve accuracy, response efficiency, and workflow visibility
Read-only Gmail access is used only to display communication history and related context within the CRM. It is not used to modify a user’s inbox through this feature.
8. Data Sharing
We may share information:
• with service providers, contractors, and vendors that help us operate our business and systems
• where necessary to support business operations and service delivery
• where required by law, legal process, or regulatory obligation
• to protect our rights, systems, users, or business
• in connection with a merger, acquisition, financing, or business transfer
We do not sell personal information or Google user data.
9. Data Retention
We retain information for as long as reasonably necessary to:
• operate our business and internal systems
• support legitimate communication workflows
• maintain records
• comply with legal obligations
• resolve disputes
• enforce agreements
Authorized account access and related data may be removed when access is revoked, no longer required, or no longer necessary for legitimate business purposes.
10. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, misuse, disclosure, alteration, or destruction.
However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
11. Cookies and Website Technologies
Our website may use cookies and similar technologies to support:
• website functionality
• analytics
• session management
• security
• performance improvements
Users may control cookies through browser settings, though some features may not function properly if cookies are disabled.
12. Third-Party Services
Our website and systems may use third-party services and integrations. We may also link to third-party sites. We are not responsible for the privacy practices of third-party websites or services outside our control.
13. Your Choices
Where applicable, users may:
• contact us regarding privacy questions
• revoke authorized Google account access through their Google account settings
• discontinue use of services where permitted
• request updates or corrections where applicable under law
If Google account access is revoked, related CRM communication features may stop functioning.
14. Children’s Privacy
Our services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children.
15. Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.
16. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Adam Cerra
Website: https://adamcerra.com
CRM Platform: https://app.adamcerra.com
Email: [dev@adamcerra.com]