Privacy Policy

1.Information We Collect

We collect personal information you provide when using LeadForge, including:

• Name, email address, and phone number (account registration)
• Workspace and organisation details
• Property addresses, valuation estimates, and comparable sales data entered into the platform
• Contact and lead information you add to your CRM
• Offer details submitted by buyers via public offer forms (name, email, phone, offer amount, finance details, solicitor information)
• Auction registrations and bidding activity (bidder name, email, phone, bid amounts, IP addresses)
• Electronic signatures, signed documents, signing field data, and related audit trails (IP address, user agent, timestamps)
• Listing proposals and CMA reports shared with vendors (view tracking, recipient details)
• Usage data, browser type, IP address, and cookies
• Payment information (processed securely by Stripe; we do not store card numbers)
• Call data, including phone numbers dialled, call duration, and call recordings or transcripts (if calling features are enabled)
• SMS and MMS message content, attached media, sender/recipient phone numbers, segment counts, and delivery status
• AI text conversation data, including the full message exchange, an AI-generated summary, and information extracted during the conversation (such as budget, timeline, or property preferences) used to update your contact record (if AI Text Conversations is enabled)
• Content submitted to AI features (chat prompts, text generation requests, call scripts, AI text conversation messages)
• Audio recordings captured when an agent uses the in-app microphone button (ForgeAI Voice Notes). Audio is sent to OpenAI Whisper for transcription and is not stored by LeadForge — only the resulting transcript and the action it produced (note, task, contact update) are retained.
• Calendar and email integration data (if connected by you)
• Facebook and Instagram Lead Ad data, including lead name, email, phone number, and enquiry message received via Meta webhooks (if you connect your Facebook Page)
• Form submissions from public-facing embeddable forms (name, email, phone, and custom field responses)
• Engagement tracking data (email opens, link clicks, page views, visitor sessions)
• Inspection reports, maintenance requests, tenancy records, and rent payment data (if property management features are used)
• Support ticket submissions, including ticket content, category, priority, and internal notes added by our team