Effective Date: 2017

Last Updated: June 12, 2026

Casantrix (“Casantrix,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal information processed in connection with our business-to-business services.

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our website, communicate with us, use our services, become a client, represent a client, or otherwise interact with Casantrix in a professional or business capacity.

Casantrix operates primarily as a business-to-business (B2B) service provider. Our services are intended primarily for businesses, companies, real estate brokerages, real estate professionals, agents, brokers, marketing organizations, and other commercial or professional customers.

Our services include real estate lead generation, digital marketing, UI/UX design, web development, consulting, branding strategy, paid advertising, SEO optimization, content creation, lead nurturing, appointment setting, and related technology and marketing services.

Our primary markets are the United States, Canada, and the United Kingdom, although our Services may be provided to businesses and professional users in other countries.

1. INFORMATION WE COLLECT

Because Casantrix operates primarily as a B2B service provider, the personal information we collect generally relates to individuals acting in a professional, commercial, or business capacity.

Depending on how you interact with Casantrix, we may collect the following categories of information.

Business Contact Information

This may include:

• Name
• Business email address
• Business telephone number
• Business address
• Company name
• Job title or professional role
• Department or team
• Business website
• Professional or business social media information
• Other business contact details you voluntarily provide

Client and Business Information

For clients, business customers, real estate professionals, agents, brokers, and other professional users, we may collect:

• Company information
• Brokerage information
• MLS ID, where applicable
• Professional credentials or information
• Primary and secondary service areas
• Service preferences
• Business communications
• Contract and service information
• Other information reasonably necessary to provide our Services

Casantrix does not collect account information or billing and payment information through its Services unless specifically disclosed at the time of collection.

Real Estate and Property Information

Where relevant to our Services, we may process:

• Property addresses
• Property and listing information
• Ownership-related business information
• Property preferences
• Buying or selling interests provided in connection with a client’s business activities
• Real estate transaction information
• Lead-related information
• Other property-related information necessary to provide our Services

Business Lead and Prospect Information

As part of our B2B lead-generation and marketing services, we may collect or process information concerning prospective customers, clients, business contacts, and other professional prospects, including:

• Name
• Email address
• Phone number
• Company name
• Job title or professional role
• Business or general location
• Property or business information
• Business or service preferences
• Appointment preferences
• Responses to forms
• Communication history
• Marketing interactions
• Other information provided in connection with a business inquiry or commercial relationship

Communications

We may retain information contained in communications with us, including:

• Business emails
• SMS/text messages
• Telephone communications
• Contact forms
• Support requests
• Appointment information
• Feedback
• Sales communications
• Client communications
• Other business correspondence

Where permitted by applicable law, calls may be recorded or monitored for quality, security, training, compliance, or operational purposes.

Automatically Collected Information

When you use our website or online Services, we may automatically collect information such as:

• IP address
• Browser and device type
• Operating system
• Pages visited
• Referring website
• Date and time of access
• Website interactions
• General location information
• Cookies and similar identifiers
• Other technical or usage information

2. HOW WE COLLECT INFORMATION

We may collect personal information:

• Directly from business contacts and professional users
• From our clients and business customers
• Through business website forms and landing pages
• Through B2B advertising and marketing campaigns
• Through CRM and scheduling platforms
• From business partners and service providers
• From publicly available business or professional sources
• From professional directories and business databases
• Automatically through cookies and similar technologies

We seek to collect information through lawful and appropriate means and only to the extent reasonably necessary for our business operations and Services.

3. HOW WE USE PERSONAL INFORMATION

We may use personal information to:

• Provide and manage our B2B Services
• Establish and maintain business relationships
• Generate and manage business and real estate leads
• Qualify, route, and nurture business leads
• Facilitate business communications
• Schedule business appointments
• Operate CRM and marketing systems
• Provide website, UI/UX, SEO, advertising, and digital marketing Services
• Communicate with clients, business prospects, and professional users
• Respond to business inquiries and support requests
• Perform contractual obligations
• Improve our Services and technology
• Analyze website and campaign performance
• Prevent fraud, abuse, and security incidents
• Comply with legal and contractual obligations
• Protect our rights and property
• Conduct business development and marketing activities
• Carry out other purposes disclosed at the time information is collected or otherwise permitted by law

4. AI, AUTOMATION, AND LEAD NURTURING

Casantrix may use artificial intelligence, automation, and machine-learning technologies as part of certain B2B Services.

These technologies may assist with:

• Lead qualification
• Lead scoring and routing
• Automated communications
• Lead nurturing
• Appointment scheduling
• Content creation
• Marketing optimization
• Customer support
• Data organization
• Workflow automation

AI-assisted outputs may not always be completely accurate and may be reviewed or supplemented by human personnel where appropriate.

We use these technologies in accordance with applicable law and contractual requirements.

5. SHARING OF INFORMATION

Casantrix does not sell or rent personal information for monetary consideration.

We may disclose personal information in the following circumstances.

Business Clients

Where Casantrix generates a lead or business prospect for a client, we may provide relevant information to that client so that the client can contact, qualify, and manage the lead or prospect.

The client’s subsequent use of that information may be governed by the client’s own privacy policy, contractual obligations, and applicable law.

Service Providers

We may share information with trusted service providers that help us operate our B2B business, including providers of:

• CRM systems
• Cloud hosting and storage
• Email and SMS services
• Telephone services
• Scheduling platforms
• Analytics
• Advertising technology
• AI and automation
• Website hosting
• Cybersecurity
• Customer support
• Other business services

These providers are authorized to process information only as reasonably necessary to provide their services to us or as otherwise permitted by law.

Legal and Business Transactions

We may disclose information where reasonably necessary to:

• Comply with applicable law
• Respond to lawful government requests
• Respond to court orders or legal processes
• Prevent fraud or unlawful activity
• Protect our rights, property, or safety
• Enforce our agreements
• Facilitate a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction

6. B2B LEAD GENERATION AND REAL ESTATE DATA

Casantrix provides lead-generation, marketing, and related technology services primarily to businesses and real estate professionals.

Depending on the applicable service agreement, leads generated through our Services may be assigned or delivered to a particular business client and may be exclusive to that client.

Information provided to a business client may subsequently be stored in that client’s CRM, customer-management platform, marketing system, or other business systems.

Once information is transferred to a client, the client’s own privacy policy and applicable legal obligations may apply to its subsequent processing of that information.

Casantrix does not guarantee that a lead will result in an appointment, transaction, sale, purchase, contract, or other business outcome.

7. COOKIES AND TRACKING TECHNOLOGIES

Our website may use cookies, pixels, analytics tools, and similar technologies to:

• Operate and secure the website
• Remember preferences
• Understand website usage
• Measure B2B marketing campaigns
• Analyze traffic
• Improve website performance
• Support advertising and marketing activities

You may be able to control cookies through your browser settings.

Where required by applicable law, we will provide appropriate consent mechanisms for non-essential cookies and similar technologies.

8. BUSINESS MARKETING COMMUNICATIONS

As a B2B service provider, Casantrix may communicate with businesses and professional contacts by email, SMS, telephone, or other permitted channels regarding our Services, business opportunities, appointments, campaigns, and related matters.

You may opt out of promotional email communications by using the unsubscribe link contained in the applicable email.

For SMS communications, you may generally opt out by replying STOP or following the instructions provided in the message, subject to applicable law.

You may also contact us directly to request that we stop sending marketing communications.

Opting out of marketing communications does not necessarily prevent us from sending important non-promotional communications relating to an existing business relationship, services, appointments, security, contractual obligations, or other necessary matters.

9. UNITED STATES PRIVACY RIGHTS

Depending on the applicable state privacy law and the nature of your relationship with Casantrix, you may have certain rights regarding personal information, including rights to:

• Know or access information we hold about you
• Request correction of inaccurate information
• Request deletion of certain information
• Obtain information in a portable format
• Opt out of certain targeted advertising or data-sharing activities
• Opt out of certain sales of personal information where applicable
• Exercise other rights provided by applicable state law

These rights vary by state and may be subject to legal exceptions, including exceptions relating to business-to-business communications and relationships where applicable.

Where required by law, Casantrix will provide appropriate mechanisms for exercising applicable rights.

We may need to verify your identity before completing certain requests.

9.1 California Privacy Rights

If you are a California resident and applicable California privacy law applies to Casantrix, you may have additional rights regarding your personal information.

Depending on applicable law, these rights may include:

• Know what personal information we collect
• Request access to personal information
• Request deletion
• Request correction
• Request data portability
• Opt out of certain sales or sharing of personal information
• Limit certain uses of sensitive personal information where applicable
• Receive equal treatment for exercising applicable privacy rights

Casantrix does not sell personal information for monetary consideration.

However, certain advertising, analytics, or tracking activities may be considered “sharing” under California law. Where applicable, California residents may opt out of such activities using privacy controls made available by Casantrix.

Certain California exemptions or limitations may apply to information processed in connection with business-to-business relationships.

10. UNITED KINGDOM PRIVACY RIGHTS

If you are located in the United Kingdom and applicable UK data-protection laws apply to the processing of your personal information, you may have rights including:

• Access to your personal information
• Correction of inaccurate information
• Deletion in certain circumstances
• Restriction of processing
• Objection to certain processing
• Data portability
• Withdrawal of consent where processing is based on consent
• The right to object to direct marketing

You may also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO).

Where Casantrix processes information solely on behalf of a business client, you may need to direct your request to that client.

11. CANADIAN PRIVACY RIGHTS

If you are located in Canada, applicable federal or provincial privacy laws may provide rights regarding your personal information.

Depending on the circumstances, these may include rights to:

• Access personal information
• Request correction of inaccurate information
• Ask questions about how information is collected or used
• Withdraw consent where permitted
• Request information regarding our privacy practices
• Make a privacy complaint

Certain Canadian provinces have their own privacy legislation, and additional rights may apply depending on the circumstances and nature of the business relationship.

If you have questions or wish to exercise an applicable privacy right, contact us at support@casantrix.com.

12. INTERNATIONAL DATA TRANSFERS

Casantrix is based in the United States, and our Services may involve processing personal information in the United States, Canada, the United Kingdom, and other countries where our service providers or we operate.

Privacy laws may differ between countries.

Where required by applicable law, we use appropriate safeguards for international transfers of personal information.

13. DATA RETENTION

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

• Provide Services
• Maintain business records
• Fulfill contractual obligations
• Maintain business relationships
• Comply with legal requirements
• Resolve disputes
• Prevent fraud and abuse
• Maintain security
• Establish or defend legal claims

When information is no longer required, we may securely delete, destroy, anonymize, or de-identify it, subject to applicable legal and contractual requirements.

14. DATA SECURITY

Casantrix takes reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, disclosure, or destruction.

Our safeguards may include:

• Access controls
• Authentication
• Role-based permissions
• Encryption where appropriate
• Secure infrastructure
• Monitoring and security procedures
• Vendor controls
• Backup systems
• Confidentiality obligations

However, no method of electronic transmission or storage is completely secure. Therefore, we cannot guarantee absolute security.

15. BUSINESS-TO-BUSINESS NATURE OF OUR SERVICES

Casantrix operates primarily as a B2B service provider. Our Services are intended for businesses, companies, organizations, real estate brokerages, real