Last Updated: 1st July 2026

Privacy Policy for Leady Nest

This Privacy Policy explains how Leady Nest collects, uses, stores, shares, and protects personal information when you visit the Leady Nest website or use its software platform and related services. Leady Nest is publicly positioned as a real estate CRM and AI-powered platform for brokers, developers, and sales teams, with website sections for features, pricing, blog, contact, and account access. This policy is intended to cover both website visitor data and business data processed through the platform, while recognizing that customers using the CRM may control the lead and contact data they upload into their accounts.

1. Scope of this Privacy Policy

This Privacy Policy applies to:

  • Visitors to the Leady Nest website.
  • Individuals who contact Leady Nest for demos, inquiries, support, or commercial discussions.
  • Customers, team members, brokers, developers, agents, sales staff, and authorized users who access or use the Leady Nest platform.
  • Data processed through related pages or flows such as About, Features, Pricing, Blog, Contact, Sign In, or Get Started.

This Privacy Policy does not override any separate agreement, data processing addendum, or enterprise contract that may apply between Leady Nest and a customer.

2. Who We Are

In this Privacy Policy, "Leady Nest," "we," "us," or "our" means [Legal Company Name], the entity that owns or operates the Leady Nest website and platform.

If you are using the platform on behalf of a company, brokerage, channel partner team, developer, or sales organization, your organization may act as the controller of certain lead or CRM data stored within the platform, while Leady Nest may act as a service provider or processor for that data.

3. Information We Collect

We may collect the following categories of information:

  • Account and contact information such as name, email address, phone number, company name, role, and login credentials.
  • Business and CRM data such as lead names, phone numbers, email addresses, project or property preferences, follow-up notes, call notes, lead source details, pipeline stage information, and user-entered records typically managed through a real estate CRM.
  • Billing and transaction information such as subscription plan, invoice details, payment status, and limited payment-related records where applicable.
  • Technical and device information such as IP address, browser type, operating system, device type, session logs, timestamps, and usage data.
  • Communications data such as support messages, contact form submissions, demo requests, and product-related communication history.
  • Cookie and analytics data such as page visits, clicks, referral sources, navigation behavior, and performance metrics.
  • Integration data received from connected third-party services, if enabled by the customer or user.

4. Information You Provide Directly

You may provide personal information directly when you:

  • Visit the website and submit a contact form or inquiry.
  • Request a demo, trial access, or onboarding support.
  • Create an account, sign in, or invite team members to the platform.
  • Contact Leady Nest for support, billing, or account help.
  • Upload lead records, customer details, pipeline data, notes, or documents into the CRM.

You should only provide information that you are legally permitted to share and process.

5. Lead, Customer, and CRM Data

Because Leady Nest is positioned as a real estate CRM for brokers, developers, and sales teams, the platform may process contact details, sales activity, lead history, notes, communication records, and similar operational data uploaded by customers. In many cases, this CRM data is controlled by the customer or organization using the platform, not by Leady Nest in its own independent business capacity.

Accordingly:

  • The customer is responsible for ensuring that lead or client data is collected and used lawfully.
  • The customer is responsible for obtaining any required notices, permissions, or consents for outreach, follow-ups, or marketing communications.
  • Leady Nest may process such data on behalf of the customer in order to host, organize, secure, analyze, display, and support the platform services.

6. Automatically Collected Information

When you use the website or platform, certain information may be collected automatically through server logs, cookies, analytics tools, and similar technologies. This may include IP address, browser and device details, session behavior, pages viewed, access times, referring URLs, app events, and interaction patterns used to maintain platform reliability and improve service performance.

This type of data may be used for security monitoring, troubleshooting, analytics, product improvement, performance reporting, abuse detection, and operational diagnostics.

7. How We Use Information

We may use personal information and business data to:

  • Provide, operate, maintain, and improve the Leady Nest website and platform.
  • Create and manage accounts, user access, and team permissions.
  • Deliver CRM functions such as lead management, activity tracking, analytics, and workflow support consistent with the platform's public positioning.
  • Process subscriptions, invoices, plan administration, and related customer support.
  • Respond to inquiries, demo requests, support tickets, and service communications.
  • Secure the platform, prevent fraud, detect misuse, and investigate suspicious activity.
  • Monitor usage trends and improve product design, reliability, and features.
  • Comply with legal obligations, enforce agreements, and protect rights or safety.

8. Legal Grounds for Processing

Depending on the applicable law and context, Leady Nest may process information based on one or more of the following grounds:

  • Performance of a contract or steps taken before entering into a contract.
  • Legitimate business interests such as platform security, service improvement, fraud prevention, customer support, and operational analytics.
  • Compliance with legal obligations.
  • Consent, where consent is the appropriate legal basis.

Where a customer uploads CRM or lead data into the platform, the customer may be responsible for determining the lawful basis applicable to that data in its jurisdiction.

9. Cookies and Tracking Technologies

The website and platform may use cookies, pixels, analytics tools, and similar technologies to remember preferences, keep users signed in, analyze traffic, measure feature usage, and improve performance. These technologies may include:

  • Essential cookies necessary for core website or platform functionality.
  • Performance and analytics cookies used to understand traffic and usage behavior.
  • Functional cookies used to remember settings or preferences.
  • Marketing or campaign-related tracking tools, if enabled and lawfully used.

You may be able to control cookies through your browser settings, subject to the limitations of browser-based controls.

10. Sharing of Information

Leady Nest does not sell personal lead data or CRM customer data unless explicitly stated otherwise in a separate written agreement.

We may share information in the following circumstances:

  • Service providers: hosting providers, infrastructure vendors, analytics providers, payment processors, communication providers, cloud storage services, customer support tools, and similar vendors who help operate the service.
  • Customer-authorized integrations: where a user or customer connects external services or requests a sync with another platform.
  • Legal compliance: where disclosure is required by law, court order, legal process, or regulatory request.
  • Protection of rights and safety: to prevent fraud, abuse, security incidents, or harm to Leady Nest, its users, or others.
  • Business transactions: in connection with a merger, acquisition, financing, restructuring, or sale of assets, subject to appropriate confidentiality protections.

11. Third-Party Integrations

Because Leady Nest is positioned as a CRM with integrations and campaign-related workflow capabilities, the platform may connect with or rely on third-party tools such as Meta, Facebook, WhatsApp, Google services, email delivery providers, payment processors, analytics platforms, or other APIs, where configured by the customer or platform operator.

If you connect or authorize a third-party integration:

  • Additional data may be received from or sent to that third party.
  • The third party's own terms and privacy policy may apply.
  • Leady Nest is not responsible for privacy, uptime, accuracy, or security practices of third-party systems not under its control.

12. Data Storage and Security

Reasonable technical and organizational safeguards may be used to protect data processed through the website and platform. For CRM platforms handling sensitive real estate lead data, common expected safeguards include HTTPS encryption in transit, controlled access, backups, logging, and secure cloud infrastructure.

Security measures may include, where applicable:

  • Access controls and role-based permissions.
  • Encrypted transmission channels such as TLS/HTTPS.
  • Monitoring, logging, and security review processes.
  • Backup and recovery practices.
  • Restricted internal access on a need-to-know basis.

However, no method of internet transmission, electronic storage, or software operation is completely secure, and absolute security cannot be guaranteed.

13. Data Retention

Leady Nest may retain personal information and CRM-related data for as long as reasonably necessary to provide the Services, maintain accounts, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business operations. Retention periods may vary depending on the data type, account status, legal requirements, backup cycles, and customer instructions.

Unless a more specific contract applies, retention details may be summarized as follows:

  • Website inquiry data: [Insert Retention Period]
  • Account data: retained while the account remains active and for a reasonable period thereafter
  • Billing and transaction records: retained as required by law and accounting obligations
  • CRM / lead data: retained according to service provision needs, customer instructions, backups, and legal obligations

14. International Transfers

Depending on hosting setup, vendor locations, or third-party integrations, information may be processed or stored outside the state or country where it was originally collected. Where cross-border processing occurs, reasonable contractual, technical, or organizational safeguards should be used, where applicable and legally required.

15. User Rights and Choices

Subject to applicable law, individuals may have rights relating to their personal information, including the right to:

  • Request access to personal information.
  • Request correction of inaccurate or incomplete information.
  • Request deletion of personal information in appropriate circumstances.
  • Object to or restrict certain processing.
  • Withdraw consent where processing is based on consent.
  • Request a copy of certain personal data, where applicable.

If Leady Nest is processing information on behalf of a customer using the CRM, requests relating to customer-uploaded lead or contact data may need to be directed to that customer first, because that customer may control the purpose and means of processing.

16. Marketing Communications

Leady Nest may send product updates, service information, onboarding messages, support notices, and promotional communications, depending on your relationship with the business and applicable law. You may opt out of non-essential marketing communications by using the unsubscribe link where available or by contacting [Support Email].

Operational and service-related communications may still be sent where necessary for account administration, security, billing, or platform use.

17. Children's Privacy

The Leady Nest platform is presented as a business tool for brokers, developers, and sales teams rather than a consumer product for minors. It is not intended for use by children. Leady Nest does not knowingly collect personal information from children below the age permitted by applicable law, and if such information is discovered, reasonable steps should be taken to delete it.

18. Data Accuracy and User Responsibilities

Users and customers are responsible for ensuring that the information they submit to the platform is accurate, current, lawfully obtained, and relevant to their business purposes. This is particularly important for real-estate CRM systems, which may store sensitive buyer or lead information such as names, phone numbers, emails, property preferences, and other sales-related notes.

You are responsible for:

  • Obtaining lawful permissions and notices for customer or lead data.
  • Managing user access inside your organization.
  • Reviewing outbound communications and marketing activities.
  • Avoiding storage of unnecessary or unlawfully collected personal data.
  • Complying with applicable privacy, consumer protection, and communication laws.

19. AI, Automation, and Analytics Disclaimer

Leady Nest is publicly described as an AI-powered CRM. Any analytics, scoring, automation, summaries, recommendations, alerts, or AI-assisted features should be understood as operational tools that depend on the underlying data quality, workflow configuration, and connected services.

Automated outputs may be incomplete, inaccurate, delayed, or unsuitable for a particular customer interaction, sales decision, or compliance requirement. Users remain responsible for reviewing outputs, supervising automation, and making final business decisions.

20. Account Closure and Data Deletion

If you wish to close your account or request deletion of personal information, you may contact Leady Nest at [Support Email] or [Privacy Email]. Deletion requests may be subject to reasonable verification, technical limitations, backup retention cycles, unresolved payment obligations, legal holds, fraud prevention needs, or obligations to retain data under applicable law.

Where Leady Nest acts as a service provider or processor for customer CRM data, deletion of lead records or customer data may also depend on the customer's instructions and account controls.

21. Changes to this Privacy Policy

Leady Nest may update this Privacy Policy from time to time to reflect changes in law, platform features, website functionality, business practices, or security procedures. Material updates may be communicated by posting the revised policy on the website and updating the "Last Updated" date.

Continued use of the website or Services after the revised Privacy Policy becomes effective may constitute acceptance of the updated policy, subject to applicable legal requirements.

22. Contact Information

For questions, requests, or complaints relating to this Privacy Policy or personal information handling, contact:

Leady Nest / [Legal Company Name]

[Registered Address]

Email: [Support Email]

Privacy Contact: [Privacy Email]

Phone: [Phone Number]

This Privacy Policy should be read together with our Terms & Conditions.