Privacy Policy

1. Introduction

At Inkris Technologies Inc. ("TopReach", "Company", "we", "our", "us"), we respect privacy and are committed to protecting personal information.

This Privacy Policy explains how we collect, use, disclose, store, retain, and protect personal information when you visit our websites, create an account, use our sales and operations platform, use our CRM, use our marketplace, submit or receive inquiries, use communications tools, connect integrations, interact with our advertisements, or otherwise use our services.

This Privacy Policy applies to:
• business customers, service providers, marketplace providers, account users, and their teams;
• consumers, homeowners, applicants, prospects, or other individuals who submit inquiries through TopReach, our brands, partner forms, lead forms, advertising campaigns, or related channels;
• website visitors and marketing prospects;
• users who connect third-party integrations, including Google and Gmail.

This Privacy Policy should be read together with our Terms of Service, Master Service Agreement, Service Level Agreement, order forms, checkout pages, and any other applicable agreement.

2. Personal Information We Collect

Personal information means information about an identifiable individual. The types of personal information we collect depend on how you interact with TopReach.

Business Customers, Service Providers, and Account Users

• Identity Data: first name, last name, username, job title, role, company name, team member details, and similar identifiers.
• Contact Data: email address, phone number, business address, billing address, and other contact details.
• Account Data: login credentials, workspace information, user permissions, account settings, preferences, subscription plan, add-ons, targeting settings, caps, budgets, and service preferences.
• Billing and Payment Data: payment method details, billing information, invoices, receipts, transaction history, subscription history, credit purchases, pay-per-lead charges, deposits, refunds, failed payments, and chargeback records. Full payment card data is processed by our payment processors and is not stored directly by TopReach.
• Usage Data: information about how you use the platform, including pages viewed, features used, actions taken, lead status updates, deal activity, pipeline activity, project activity, dialer activity, SMS activity, email activity, automation activity, and other in-app events.
• Communications Data: emails, SMS messages, calls, voicemails, call recordings, transcripts, support messages, chat messages, notes, comments, and other communications sent, received, logged, or processed through the Services.
• Technical Data: IP address, device information, browser type and version, operating system, time zone, login data, session data, cookies, analytics identifiers, diagnostic logs, and security logs.
• Marketing and Sales Data: preferences, form submissions, ad interactions, campaign source, UTM parameters, survey responses, demo requests, call bookings, sales notes, and communication preferences.

Consumers, Homeowners, Applicants, and Inquiry Submitters

• Identity Data: first name, last name, and similar identifiers.
• Contact Data: email address, phone number, address, city, province or state, postal code, and other contact details.
• Inquiry Data: requested service, service category, project details, mortgage or financing needs, insurance needs, renovation details, property details, timing, location, preferences, and answers submitted through inquiry forms.
• Property Data: home address, property type, estimated value, mortgage balance, equity, renovation details, occupancy details, or other property-related information where relevant to the requested service.
• Financial or Eligibility Data: budget range, financing preferences, income range, employment status, credit-related self-reported information, debt information, mortgage details, insurance needs, or other information submitted by you where relevant to the requested service.
• Communications Data: calls, SMS messages, emails, form submissions, chat messages, voicemails, recordings, transcripts, and follow-up communications related to your inquiry.
• Technical and Marketing Data: IP address, browser information, device information, ad source, UTM parameters, landing page, form activity, analytics identifiers, cookies, and similar tracking data.

Website Visitors and Marketing Prospects

• Technical Data: IP address, browser type, device information, operating system, approximate location, cookies, analytics identifiers, and site usage information.
• Marketing Data: pages viewed, forms submitted, ads clicked, campaign source, UTM parameters, referral source, and communication preferences.
• Contact Data: name, email, phone number, company name, and message content when you submit a form, book a call, or contact us.

3. How We Collect Personal Information

Information You Provide Directly

• When you create an account, select a plan, enter payment information, configure your workspace, submit a form, request support, book a demo, communicate with us, update lead statuses, send messages, make calls, upload content, or use the Services.

Information Collected Automatically

• We automatically collect Technical Data and Usage Data through cookies, pixels, analytics tools, server logs, application logs, security tools, and similar technologies when you visit our websites or use the Services.

Information From Third Parties

• Payment processors, such as Stripe or other billing providers.
• Analytics and advertising platforms, such as Google, Meta, LinkedIn, or similar platforms.
• Telephony, SMS, email, cloud infrastructure, and communications providers.
• Google APIs, Gmail, and other integrations you choose to connect.
• Public business directories, professional databases, partner sources, lead sources, advertising campaigns, referral partners, and other commercially available sources.
• Consumers, service providers, account administrators, team members, and other users who submit information through the Services.

4. How We Use Personal Information

We use personal information for the purposes described below and as otherwise permitted or required by law.

5. Marketplace Inquiry Sharing

If you submit an inquiry through TopReach, our websites, our brands, our advertisements, our partner forms, or related channels, we may share your information with service providers, marketplace providers, businesses, brokers, agents, contractors, or other providers that may be able to respond to your request.

Unless a specific inquiry is marked or configured as exclusive, your inquiry may be shared with more than one provider so that you can compare options.

The information shared may include your name, contact details, requested service, location, property details, submitted answers, timing, preferences, and other details relevant to the inquiry.

Once a provider receives your information, that provider may contact you directly by phone, SMS, email, or other methods. That provider is responsible for its own privacy practices, compliance obligations, and communications with you.

TopReach does not control whether a provider approves, declines, prices, qualifies, funds, insures, completes, or otherwise provides a service to you.

6. Disclosures Of Personal Information

We may disclose personal information to the following categories of recipients where necessary to provide, operate, secure, improve, market, bill, or enforce the Services:

Service Providers and Vendors

• Payment processors, billing systems, fraud prevention providers, cloud infrastructure providers, hosting providers, database providers, analytics providers, advertising platforms, telephony providers, SMS providers, email providers, support tools, CRM tools, security providers, and other operational vendors.

Marketplace Providers

• Service providers, businesses, brokers, agents, contractors, or other providers that receive marketplace inquiries or respond to consumer requests.

Business Users and Account Administrators

• Information may be visible to account owners, workspace administrators, managers, team members, and authorized users within the same business account based on permissions and settings.

Professional Advisers and Legal Recipients

• Lawyers, accountants, auditors, insurers, collection agencies, payment processors, regulators, courts, law enforcement, government authorities, or other parties where necessary to comply with law, enforce agreements, collect amounts owed, protect rights, or respond to legal process.

Business Transfers

• Personal information may be disclosed or transferred in connection with a merger, acquisition, financing, reorganization, sale of assets, due diligence process, or similar business transaction.

7. Communications, Calls, SMS, Email, And Recordings

The Services may include communications tools such as phone calls, SMS, email, voicemail, call recording, transcription, power dialer, call tracking, and CRM communication logging.

If you use these features, communications data may be processed, stored, analyzed, logged, transcribed, or associated with CRM records to provide the Services.

You are responsible for obtaining any legally required consents before recording calls, sending SMS messages, sending emails, using dialer tools, or contacting consumers, employees, contractors, or third parties through the Services.

Consumers or inquiry submitters may receive phone calls, SMS messages, emails, or other communications from TopReach or matched providers related to their inquiry, service request, verification, follow-up, or provider matching.

8. Cookies, Analytics, Advertising, And Tracking

We use cookies, pixels, tags, local storage, server logs, analytics tools, advertising tools, and similar technologies to operate our websites and Services, remember preferences, analyze usage, measure campaigns, attribute conversions, improve performance, detect fraud, and personalize marketing.

These technologies may collect information such as IP address, device information, browser information, pages visited, referring URLs, session activity, campaign source, UTM parameters, ad interactions, and conversion events.

We may use tools such as Google Analytics, Google Tag Manager, Google Ads, Meta Ads, LinkedIn Ads, or similar platforms. These tools may process data according to their own terms and privacy policies.

You can adjust browser cookie settings or use available consent tools where provided. Disabling cookies may affect website or platform functionality.

9. Google API Services And Gmail Data

If you choose to sign in to TopReach with Google, Google shares your name, email address and profile picture with us. We use them only to create your account, sign you in and show your name in the app. Signing in with Google does not give TopReach access to your Gmail, calendar, contacts or any other Google data.

TopReach offers optional email integration features that allow users to connect their Google account, including Gmail, through OAuth authentication.

When enabled by the user, TopReach may access limited Google user data such as email metadata, message content, sender and recipient information, subject lines, timestamps, threads, attachments where authorized, and related email data strictly to provide user-requested features such as in-app email sending, viewing conversations, syncing communications, and logging communications to CRM records.

TopReach only requests and accesses the minimum Google user data reasonably necessary to operate the functionality authorized by the user.

TopReach's use and transfer of information received from Google APIs complies with the Google API Services User Data Policy, including the Limited Use requirements. Specifically:

• Google user data is used solely to provide features explicitly requested by the user.
• Google user data is not used for advertising, marketing, or profiling.
• Google user data is not sold.
• Google user data is not shared with third parties except as necessary to provide or secure the Services, comply with legal obligations, or as otherwise permitted by the Google API Services User Data Policy.
• Google user data is not used to train generalized AI or machine learning models.
• Users may revoke Google account access at any time through their Google account permissions or available TopReach account settings.
• TopReach does not store full copies of users' email inboxes. Temporary processing or caching is performed securely and retained only as long as necessary to provide the Services, unless retention is necessary for user-requested CRM activity records, security, compliance, legal obligations, or dispute resolution.

If you disconnect your Google account, we will stop new access to Google user data through that connection. Previously logged CRM communications, activity records, or records required for legal, security, billing, compliance, or dispute purposes may be retained according to this Privacy Policy and applicable law.

10. Legal Bases For Processing

Depending on the context and applicable law, we may process personal information based on one or more of the following legal bases:

• Contract performance: to provide the Services, manage accounts, process payments, deliver inquiries, provide support, and fulfill agreements.
• Consent: where you submit an inquiry, opt in to communications, connect an integration, accept cookies where required, or otherwise provide consent.
• Legitimate interests: to operate, improve, secure, market, measure, enforce, and support the Services, provided those interests are not overridden by applicable privacy rights.
• Legal obligations: to comply with tax, accounting, regulatory, security, legal, court, or government requirements.
• Protection of rights: to prevent fraud, enforce agreements, collect unpaid amounts, resolve disputes, and protect TopReach, users, consumers, and third parties.

11. Data Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include access controls, authentication, encryption in transit where supported, logging, monitoring, vendor controls, secure cloud infrastructure, least-privilege access, and internal operational controls.

No method of transmission, storage, or processing is completely secure. We cannot guarantee absolute security, and you are responsible for maintaining the confidentiality of your account credentials and restricting access to authorized users.

12. Data Retention

We retain personal information for as long as reasonably necessary to provide the Services, operate the platform, maintain records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, collect amounts owed, support security, and fulfill the purposes described in this Privacy Policy.

Retention periods may vary based on the type of data, account status, legal requirements, contractual obligations, business needs, backup cycles, audit requirements, and dispute history.

When personal information is no longer required, we may delete, anonymize, aggregate, or securely retain it as permitted or required by law.

Marketplace delivery logs, billing records, credit logs, communication records, audit logs, agreement acceptance records, and dispute-related records may be retained for longer periods where necessary for legal, compliance, accounting, collections, fraud prevention, or enforcement purposes.

13. International Transfers And Storage

TopReach is based in Canada, but we may use service providers, infrastructure, tools, and vendors located in Canada, the United States, or other jurisdictions.

As a result, personal information may be transferred to, stored in, or processed in jurisdictions outside your province, state, or country. Those jurisdictions may have privacy laws that differ from your local laws, and information may be accessible to courts, law enforcement, regulators, or government authorities in those jurisdictions.

Where required, we use contractual, technical, and organizational safeguards designed to protect personal information transferred across borders.

14. Your Privacy Rights

Depending on your location and applicable law, you may have the right to request access to, correction of, deletion of, restriction of, portability of, or information about the personal information we hold about you. You may also have the right to withdraw consent where processing is based on consent.

To make a request, contact us at support@inkris.ca.

We may need to verify your identity before responding. We may decline or limit requests where permitted or required by law, including where information must be retained for legal, billing, security, dispute, fraud prevention, compliance, or legitimate business purposes.

If you are a consumer whose information was shared with a marketplace provider, you may also need to contact that provider directly regarding information held by that provider.

15. Marketing Communications

You may unsubscribe from non-essential marketing emails by using the unsubscribe link in those messages or contacting support@inkris.ca.

Even if you opt out of marketing communications, we may still send transactional, operational, billing, legal, security, support, and service-related communications.

If you submit an inquiry, you may receive communications from TopReach or matched providers related to that inquiry, including follow-up calls, SMS messages, emails, or other service-related communications.

16. Children

The Services are intended for businesses and adults. We do not knowingly collect personal information from children under the age of 13.

If you believe a child has provided personal information to us, contact support@inkris.ca and we will take appropriate steps to review and delete the information where required.

17. Aggregated And De-Identified Data

We may create, use, disclose, and retain aggregated, anonymized, or de-identified data for analytics, benchmarking, product improvement, reporting, research, marketing, forecasting, security, and business purposes.

Aggregated or de-identified data does not identify an individual and may be used without restriction where permitted by law.

18. Business Customers As Independent Controllers

Business customers and marketplace providers may receive, collect, process, and store personal information through the Services.

Those customers and providers are responsible for their own privacy practices, legal bases, notices, consents, compliance obligations, communications, and handling of personal information after they receive or access it.

TopReach is not responsible for a customer's or provider's independent use, misuse, disclosure, retention, or handling of personal information outside the Services.

19. Changes To This Privacy Policy

We may update this Privacy Policy from time to time.

Changes are effective when posted on this page unless a later effective date is stated.

For material changes, we may provide notice by email, platform notification, account message, or other reasonable method.

Your continued use of the Services after an updated Privacy Policy becomes effective means you acknowledge the updated policy.

20. Contact Us

If you have questions, requests, or concerns about this Privacy Policy or our privacy practices, contact us at:

Inkris Technologies Inc.
Email: support@inkris.ca

Please include your name, contact information, account or inquiry details if applicable, and a clear description of your request.