Plain-English Summary
We collect only what we need to run the service, including sales and operational data you enter into tools, CRM records, uploaded CSVs, AI-generated analysis, and account information. We never sell your data. We never use your operational data, CRM records, or AI-generated analysis to train AI models without your explicit consent.
You can request access to, correction of, deletion of, or portability for your personal data, and you may opt out of targeted advertising, sale, or profiling to the extent applicable, although we do not engage in those activities. We use Anthropic, Supabase, Vercel, Stripe, and certain other service providers to process your data — all are contractually bound to protect it.
SOLVE Revenue Group LLC ("SOLVE," "we," "us," "our") is a Colorado limited liability company operating the SOLVE revenue operations platform and related website. We are the data controller for personal data processed in connection with our website and Service. Contact us at: kevin@solverevenuegroup.com.
When you create an account or otherwise interact with our website and Service, we collect:
When you use the Service, we process:
Important: Operational Data
Data you enter into the platform, including CRM records, tool workbook saves, communications, employee information, and AI-generated analysis, may contain sensitive business information, personnel data, or confidential operational details. We treat all operational data as strictly confidential. We process this data only as needed to store, transmit, secure, display, analyze, and generate the outputs you request. We do not use your operational data or AI-generated outputs to train or improve AI models without your explicit consent.
When you visit our website or use the Service, we automatically collect log data (IP address, browser type, device information, pages visited, referring URLs, and timestamps), feature and website usage data, and error logs and diagnostic data. We may use analytics tools to understand how visitors and users interact with our website and Service in aggregated or account-linked form as reasonably necessary to operate, secure, troubleshoot, and improve the website and Service.
We and our service providers may use cookies, pixels, local storage, and similar technologies to operate the website and Service, remember preferences, maintain sessions, understand usage patterns, improve performance, and support security and fraud prevention. You can control cookies through your browser settings, but disabling certain cookies may affect website or Service functionality.
Payment information (credit card numbers, billing address) is collected and processed directly by Stripe, Inc. SOLVE Revenue Group LLC does not store your full payment card information. We receive only a payment token and the last 4 digits of your card for display purposes.
We use your data only for the following purposes:
We do NOT:
To provide the Service, we share data with the following third parties. As our services evolve, we may engage additional service providers who are contractually bound to protect data and process it only for authorized business purposes.
| Sub-processor | Purpose | Data Shared |
|---|---|---|
| Anthropic PBC | AI analysis processing (SOLVE Analysis) | Tool workbook data and related context needed to generate requested AI analysis |
| Supabase Inc. | Database, authentication, and file storage | Account data, operational data, CRM records, and related application data |
| Vercel Inc. | Application hosting and delivery | Application code and request routing data |
| Stripe Inc. | Payment processing | Payment information only |
| Google LLC | Email and calendar integration (when connected by user) | Email metadata and content, calendar events — synced only when user explicitly connects their account |
| Microsoft Corporation | Email and calendar integration (when connected by user) | Email metadata and content, calendar events — synced only when user explicitly connects their account |
Depending on your state of residence and the applicability of state privacy law, including the Colorado Privacy Act, you may have the following rights with respect to your personal data:
To exercise any of these rights, email kevin@solverevenuegroup.com with the subject line "Privacy Rights Request." We will verify your request and respond within the time required by applicable law, which in many cases will be within 45 days. We do not discriminate against users for exercising applicable privacy rights.
If you are a Colorado resident and believe we have not adequately addressed your privacy request or concern, you may have the right to contact the Colorado Attorney General's office.
| Data Type | Retention Period |
|---|---|
| Account data | Duration of account + up to 30 days after cancellation or closure, unless longer retention is required or permitted by law |
| Operational data (tool workbooks, CRM records) | Duration of subscription + up to 90 days after cancellation. After the 90-day period, data is deleted from active systems, subject to routine backups and legal retention obligations |
| AI analysis results | Duration of subscription + up to 90 days after cancellation, unless longer retention is required for security, dispute resolution, or legal compliance |
| Communications and calendar data | Duration of subscription + up to 30 days after cancellation or disconnection of the integration |
| Payment records | 7 years (required by tax law) |
| Log and usage data | 12 months rolling, unless longer retention is reasonably necessary for security, fraud prevention, or legal compliance |
| Support correspondence | 3 years, unless longer retention is needed for dispute resolution or legal compliance |
Data Export: You may export your data (accounts, contacts, opportunities, activities, and tool workbook data) in CSV format at any time during your subscription. This right is not contingent on your subscription status — CSV export remains available even during read-only access periods following subscription cancellation or failed payment.
Failed Payment Policy:
| Timeline | Action |
|---|---|
| Day 0 | Payment fails |
| Day 3 | Reminder email sent |
| Day 7 | Second reminder email sent |
| Day 14 | Account enters read-only mode (data preserved, tools locked) |
| Day 60 | Final notice — data deletion in 30 days |
| Day 90 | Data eligible for deletion from active systems |
We implement the following security measures:
In the event of a security incident affecting your data, we will notify you without undue delay and, where required, within the timeframe required by applicable law or our contractual commitments.
If we receive a subpoena, court order, or other legal process requesting your data, our policy is:
You should be aware that we cannot guarantee notification in all circumstances — for example, if a court issues a non-disclosure order in connection with a legal request.
We may update this Privacy Policy from time to time. We will notify you of material changes by email at least 30 days before the change takes effect. Your continued use of the Service after the effective date constitutes acceptance of the updated policy.
For privacy questions, rights requests, or concerns: kevin@solverevenuegroup.com
SOLVE Revenue Group LLC · 2652 Champagne Ave, Castle Rock, CO 80109 · EIN: 42-2864360