Optimize5 – Privacy Policy
Last Updated: November 22, 2025
Introduction
Optimize5 (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the rights available to users depending on where they live.
This policy applies to information we collect:
• On our website (www.optimize5.com)
• Through forms, chat, email, bookings, and SMS
• Through our advertising, landing pages, and marketing content
• Through third-party platforms used for analytics, onboarding, or client communication
By using our website or submitting your information, you agree to the practices described in this policy.
Who We Serve
Optimize5 operates in the United States and serves clients nationally and internationally, including in Canada, Mexico, the United Kingdom, the European Union, and Australia.
Users Under 18
Our website and services are not intended for individuals under 18. We do not knowingly collect information from anyone under 18. If you believe we have information from a minor, contact team@optimize5.com.
Information We Collect
1. Information You Provide Directly
This may include:
• Name
• Email address
• Phone number
• Business or account information
• Form submissions
• Message content
• Payment-related details (processed through third-party providers)
• Any information you voluntarily send to us
2. SMS Phone Numbers & Consent
When you provide your phone number, you agree to receive:
• One-to-one messages related to demos, onboarding, or service delivery
• Support or account-related notifications
• Marketing or promotional SMS messages (including automated or mass texts)
Message frequency varies. Standard message and data rates may apply.
Reply STOP to unsubscribe or HELP for assistance.
We do not sell or share phone numbers or SMS data with third parties for marketing.
3. Information Collected Automatically
We may collect:
• IP address
• Browser/device type
• Pages viewed
• Site actions (clicks, scrolls, time on page)
• Referring URLs
• Cookies and tracking identifiers
• General location data
This information helps us understand user behavior, improve performance, and support analytics and advertising.
4. Information from Third Parties
We may receive data from:
• Analytics platforms (e.g., Google Analytics)
• Advertising networks (e.g., Google, Meta)
• CRM and onboarding tools (e.g., HubSpot)
• Payment processors
How We Use Information
We use your information to:
• Provide and support our services
• Respond to inquiries
• Send onboarding instructions, updates, reminders, or support notices
• Send SMS messages (operational + marketing for opted-in users)
• Improve website functionality and user experience
• Run analytics, diagnostics, and security monitoring
• Deliver or measure advertising and retargeting campaigns
• Send marketing emails, newsletters, or promotional content (opt-in required)
• Comply with legal or contractual obligations
We do not sell or share your personal information with third parties for their marketing purposes.
Cookies & Tracking Technologies
We use cookies, pixels, and similar tools to:
• Analyze performance
• Personalize content
• Improve ads and retargeting
• Recognize returning visitors
You may disable cookies in your browser settings. Some features may not work without them.
Third-party advertisers may use cookies or tracking technologies under their own privacy policies.
How We Share Information
We may share your information only with:
• Service providers (hosting, analytics, email/SMS systems, payment processors)
• Contractors assisting with onboarding or client support
• Legal authorities if required to comply with law
• Successors in the event of a merger or acquisition
All service providers are required to use your information only for our business purposes and keep it confidential.
We do not sell your information.
International Users
Data Storage Location
All data is processed and stored in the United States.
If you access our services from outside the U.S., you acknowledge and agree that your information will be transferred to, stored in, and processed in the United States.
International Transfers
For users in the European Union, United Kingdom, Canada, and other regions with data protection laws, personal data may be transferred through:
• Standard Contractual Clauses (SCCs)
• Equivalent safeguards required under applicable laws
GDPR / UK GDPR Compliance (EU & UK Users)
Lawful Bases for Processing
We rely on one or more of the following legal bases:
• Consent (e.g., marketing emails or SMS opt-ins)
• Contract (to deliver requested services)
• Legitimate interests (analytics, security, troubleshooting)
• Legal obligation (complying with law or regulation)
Your GDPR Rights
If you reside in the EU or UK, you have the right to:
• Access your personal data
• Request corrections
• Request deletion (“right to be forgotten”)
• Object to marketing
• Withdraw consent at any time
• Request data portability
• Restrict processing
To exercise these rights: team@optimize5.com
Canada (CASL)
If you are in Canada:
• Marketing emails and SMS messages are sent only with express consent
• You may unsubscribe at any time
• We do not sell, rent, or trade personal information
• STOP/HELP instructions apply to SMS
• Email unsubscribes are honored promptly
Australia (Spam Act)
If you are in Australia:
• Marketing messages require your consent
• You may opt out at any time
• We provide clear sender identification in all communications
Mexico & Other Regions
We comply with reasonable transparency and rights requirements for users in Mexico and other jurisdictions, including rights to:
• Access
• Correction
• Deletion where applicable
Requests can be made to team@optimize5.com.
Your Choices
Email Opt-Out
Click “unsubscribe” in any email or email us at team@optimize5.com.
SMS Opt-Out
Reply STOP at any time.
Cookies
Disable them in your browser if preferred.
Data Access / Deletion Requests
Email team@optimize5.com with your request.
Data Security
We use reasonable technical and organizational safeguards to protect information. While no system is 100% secure, we work to protect against unauthorized access, alteration, or misuse.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the latest version. Continued use of our website after updates constitutes acceptance of the updated policy.
Contact Us
For questions or privacy-related requests, contact:
team@optimize5.com
Optimize5
Pleasanton, CA