Last updated: August 12, 2026
The Home Square CRM (“we”, “our”, or “us”) operates The Home Square CRM mobile application and related services.
This Privacy Policy explains how we collect, use, store, and protect information when you use The Home Square CRM application and services.
By using the application, you acknowledge that you have read and understood this Privacy Policy.
1. Information We Collect
Depending on how you use the application, we may collect the following categories of information:
Account Information
• Name
• Email address
• Phone number
• Username or login credentials
• User role and account-related information
Business and CRM Information
Users may enter business information into the CRM, including lead, dealer, customer, contractor, project, report, follow-up, and related business information.
Photos and Images
If you choose to upload images through the application, we may collect and securely store those images for business and CRM purposes.
Location Information
With your permission, the application may collect your device location, including latitude, longitude, location accuracy, and location address.
Location information may be used to associate field visits, reports, leads, or other business activities with a geographic location.
Device and Technical Information
We may receive limited technical information necessary to operate, secure, troubleshoot, and improve the application and services.
2. How We Use Information
We may use collected information to:
• Provide and operate The Home Square CRM.
• Authenticate and manage user accounts.
• Manage leads, dealers, customers, and business records.
• Manage field visits and reports.
• Store and display uploaded images.
• Associate field activities with locations.
• Process follow-ups and assigned tasks.
• Provide customer and technical support.
• Maintain the security of our services.
• Detect and prevent unauthorized access or misuse.
• Improve the functionality and reliability of the application.
3. Location Information
The Home Square CRM may request access to your device’s location when location-based functionality is used.
Location information may include:
• Latitude
• Longitude
• Location accuracy
• Location address
Location access is used for legitimate business and field reporting functionality. You can control location permissions through your device settings.
4. Photos and Media
The application may request access to photos or the device camera when you choose to upload or capture images.
Images are uploaded only when you use the relevant functionality. Uploaded images may be stored on our cloud storage infrastructure and associated with relevant CRM records.
5. Data Storage and Cloud Services
Information submitted through the application may be transmitted to our backend servers for processing and storage.
Uploaded images may be stored using third-party cloud storage infrastructure, such as Amazon Web Services (AWS) S3.
We take reasonable technical and organizational measures to protect information against unauthorized access, alteration, disclosure, or destruction.
6. Data Sharing and Disclosure
We do not sell your personal information.
We may disclose information when reasonably necessary to:
• Provide and operate our services.
• Provide cloud hosting and storage services.
• Maintain application infrastructure.
• Provide technical support.
• Comply with applicable laws or legal obligations.
• Protect our rights, users, or services.
• Prevent fraud, abuse, or security incidents.
Service providers that process information on our behalf are expected to handle information in accordance with applicable privacy and security requirements.
7. Data Security
We use reasonable security measures designed to protect your information. These measures may include access controls, authentication mechanisms, encrypted connections, and secure cloud infrastructure.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
8. Data Retention
We retain information for as long as reasonably necessary to provide the application and services, maintain business records, comply with legal obligations, resolve disputes, and enforce our agreements.
Retention periods may vary depending on the type of information and the purpose for which it was collected.
9. Account and Data Deletion
If you would like to request deletion of your account or personal information, please contact us using the contact information provided below.
We may need to verify your identity before processing a deletion request.
Some information may need to be retained where required by law, for legitimate business purposes, or to prevent fraud and abuse.
10. Children’s Privacy
The Home Square CRM is intended for business and professional use and is not directed toward children.
We do not knowingly collect personal information from children where such collection is prohibited by applicable law.
11. Third-Party Services
Our application may use third-party infrastructure and services necessary to operate the application, including cloud hosting, cloud storage, authentication, analytics, or other technical services.
These services may process information according to their own privacy policies and applicable contractual or legal requirements.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our application, services, legal requirements, or privacy practices.
When changes are made, we will update the “Last updated” date at the top of this page.
13. Contact Us
If you have questions about this Privacy Policy, our data practices, or would like to request deletion of your information, please contact us.
The Home Square CRM