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Privacy Policy
pulseM Customer Conditions

Last Updated: 10/28/2026

This Privacy Policy (“Policy”) of Speetra, Inc. d/b/a pulseM, an EverCommerce company (“pulseM,” “our,” “we,” or “us”), which will always be available at www.pulsem.me/privacy-policy, is intended to help you understand our privacy practices and how we collect, use, disclose, and otherwise process your personal information. We also describe your rights and choices with respect to how we process your personal information. This Policy applies to www.pulsem.me (including all subdomains, the “Sites”), which are owned and operated by pulseM, as well as to the pulseM web-based customer feedback, review management, and messaging platform, any related mobile application created by pulseM (each, a “Mobile App”), and any related APIs and integrations (collectively, the “Services”). The feedback surveys, review request messages, landing pages, and other communications that pulseM sends or hosts on behalf of its Customers are collectively referred to as our “Feedback Services.”

Acceptance

By accessing or using the Sites, Services, or Feedback Services, you acknowledge that you have read and understand the data practices described in this Policy and, as applicable, our Terms of Service. If you do not agree with this Policy, please discontinue your use of the Sites and Services.

Changes to This Policy

We may revise this Policy from time to time. Except as otherwise noted in this Policy or required by law, changes may apply to personal information we already hold about you as well as personal information collected after the Policy is modified. Changes will be posted on this page and are effective as of the “Last Modified” date at the top of this Policy. If we make material changes, we will provide additional notice as required by applicable law, such as by email or through a notice on the Sites or within the Services. Please visit this page regularly so that you are aware of our latest updates.

We may also provide “just-in-time” disclosures or additional information about the data processing practices of specific parts of our Sites or Services. These notices may supplement this Policy or provide you with additional choices about how we process your personal information.

Our Relationship to You

To understand pulseM’s data protection obligations and your rights under this Policy, it is important to identify which relationship(s) you have with pulseM.

  • “Customers” means the businesses that register for and use the Services, including their authorized administrators and users, whether on a paid, free, trial, or demo account. pulseM has a direct (or “controller”) relationship with Customers with respect to their own Personal Data.
  • “End Users” means individuals who interact with a Customer’s business and who receive or respond to a survey, review request, text message, email, or other communication sent through the Feedback Services on behalf of that Customer, such as a homeowner who receives a request to rate a recent service visit. pulseM generally has a “service provider” or “processor” relationship with End Users and processes End User Personal Data on behalf of, and at the direction of, the relevant Customer. The Customer’s own privacy policy governs how it collects and uses your information and shares it with pulseM. If you have questions about that sharing, please contact the Customer directly.
  • “Visitors” means individuals who access the Sites or submit Personal Data through the Sites for any reason, including submitting a “contact us” or “book a demo” form, subscribing to a newsletter or blog, registering for a webinar, or completing an online survey. pulseM has a direct (or “controller”) relationship with Visitors.

Third Parties

This Policy does not apply to information processed by third parties, including Customers that use the Feedback Services to communicate with you, third-party review sites (such as Google, Facebook, or Yelp) where you may choose to post a review, third-party services that a Customer integrates with the Services, or third-party websites you visit by following a link from the Sites or a pulseM message. Your use of third-party services is at your own risk. Please review the privacy policies of any third party before disclosing information to them.

Personal Information We Collect

“Personal Data” means any information about an identified or identifiable individual, including device information that may be linked with an identifiable individual. We collect and process the following categories of Personal Data. The specific data elements listed are examples only and may change. We may create de-identified, anonymized, or aggregated records from Personal Data. Information that is de-identified, anonymized, or aggregated so that it can no longer reasonably be linked to an individual is not Personal Data, and we may use, share, and retain it for any lawful purpose, including benchmarking and improving the Services. Where required by law, we will maintain such information in de-identified form and will not attempt to re-identify it.

  • Contact Data: Information used to contact you, such as your name, company name, title, email address, physical address, and phone number.
  • Account Data: Information related to a Customer account, such as business name, business address, phone number, email address, website, industry and business information, number of employees or technicians, user names and roles, usernames, and passwords.
  • Billing Data: When Customers subscribe to the Services, information about the Customer’s payment method, such as credit or debit card information and billing address. Billing Data is collected and processed by our third-party payment and billing providers, including Stripe and Zuora.
  • End User Data: Personal Data about a Customer’s End Users that a Customer provides to us or that we collect on the Customer’s behalf through the Feedback Services, such as name, mobile phone number, email address, service address, details about the job or service received (for example, service date, job type, invoice amount, and the name of the technician or employee who performed the service), and communication preferences, including opt-out status.
  • Feedback & Review Data: Ratings, survey responses, comments, reviews, testimonials, and other content that End Users submit through the Feedback Services, as well as information about whether an End User clicked a link to a third-party review site. Feedback submitted through the Feedback Services is linked to the End User’s email address or phone number and is not anonymous. Feedback may identify the Customer’s employees or technicians, and Customers may use it to evaluate service quality and employee performance.
  • Message Data: Information about text messages (SMS/MMS) and emails sent or received through the Services, such as phone numbers, message content, delivery status, timestamps, replies, and opt-in and opt-out records.
  • Employee Data: Information that Customers upload about their own employees or technicians, such as name, profile picture, and a brief biography. We use this information to create pulseM Bio profiles that introduce employees to End Users, and to attribute reviews to employees in scorecards and leaderboards within the Services.
  • Integration Data: Information we receive from third-party business systems that a Customer connects to the Services, such as field service management and CRM platforms (for example, ServiceTitan, Successware, Service Fusion, Joist, and Invoice Simple) and other applications connected through Zapier, which may include customer, job, and technician records.
  • Support & Inquiry Data: Information you provide when you create an account, submit a support ticket, use online chat, email or call our sales or support team, or otherwise contact us. We record your contact information and the details of your request in our customer relationship management and support ticketing systems.
  • Device Data: When you use a Mobile App, information collected automatically, such as device type, unique device identifiers, IP address, operating system, browser type, and information about how you use the Mobile App.
  • Performance & Log Data: Information created by your use of the Sites, Services, and Feedback Services, such as IP address, browser type, operating system, referring webpage, pages visited, links clicked, date and time of access, approximate location derived from your IP address, and diagnostic and crash data.
  • Cookies: A cookie is a small data file placed by a website and saved by your web browser. Cookies and similar technologies, such as web beacons and pixel tags, may be used to collect Personal Data, or information that becomes Personal Data when combined with other information.
  • Other Data: Any other information you provide to us, such as webinar registrations, sweepstakes or promotion entries (including those collected at trade shows and events), blog comments, or other communications.

Sources of Personal Data

We collect Personal Data directly from you; automatically when you use the Sites, Services, or Feedback Services; from Customers, who provide End User Data and Employee Data to us; from third-party systems that Customers connect to the Services; and from business partners, vendors, and lead-generation or marketing providers. We use Personal Data received from third parties only where we understand it has been collected consistent with applicable law.

Our Sites are public. Information you post on public portions of the Sites may appear in search engines or other publicly available platforms. Please do not post information you do not want to be public. Similarly, if you choose to post a review on a third-party review site, that review will be public and governed by that site’s terms and privacy policy.

How We Use Personal Data

  • Providing the Services: We use Contact Data and Account Data to create and administer Customer accounts and user credentials and to communicate with Customers about their use of the Services. We use End User Data, Feedback & Review Data, Message Data, Employee Data, and Integration Data to provide the Services to Customers, including sending surveys and review requests, sharing pulseM Bio employee profiles with End Users, collecting and reporting feedback, generating dashboards, scorecards, leaderboards, and analytics, alerting Customers to negative feedback so they can follow up, and helping Customers request online reviews. When we invite an End User to post a review on a third-party site such as Google or Facebook, we provide a link and notify the End User that they are leaving pulseM. We do not post reviews to third-party sites on an End User’s behalf.
  • Communicating on Behalf of Customers: We send text messages and emails to End Users on behalf of Customers. Customers are responsible for obtaining any consent required by law, including under the Telephone Consumer Protection Act, before we send messages to End Users on their behalf. Message frequency varies. Message and data rates may apply. You can reply STOP to any text message to opt out of further text messages from that Customer through pulseM, or reply HELP for help.
  • Billing: We use Billing Data to collect subscription fees and other amounts owed for the Services.
  • Customer Service: When you contact us, including by submitting a “contact us” or “book a demo” form, using chat, or contacting support, we record your Contact Data and Support & Inquiry Data and use them to respond to you. If you provide your mobile phone number in connection with a request, we may contact you at that number by call or text to respond to your request.
  • Marketing: We may use Contact Data and Support & Inquiry Data of Customers and Visitors to send updates and promotional material about pulseM and, as permitted by law, about products and services of our parent company, affiliates, and subsidiaries (collectively, “Affiliates”) and partners. We will send marketing text messages or autodialed or prerecorded marketing calls only with your prior express written consent where required by law. Consent is not a condition of purchase. You may opt out of marketing communications at any time. We do not use End User Data to market pulseM’s or our Affiliates’ products or services to End Users.
  • Site Experience: We may use Account Data and Device Data to tailor your experience on the Sites and display content according to your preferences.
  • Research & Development: We may use Cookies, Performance & Log Data, and de-identified or aggregated data to improve the performance and usability of the Sites and Services, to develop new features, and to analyze how users interact with the Services.
  • Cookies & Similar Technologies: When you access the Sites or Services or open one of our HTML emails, we may automatically record Performance & Log Data and Device Data, set Cookies, and use web beacons, pixel tags, and similar technologies, including tools provided by Google Analytics, Heap, LinkedIn, and Cloudflare. We use this information for essential and functional purposes, such as site administration and security, to improve the Sites and Services, to understand whether emails are opened, and, on certain portions of the Sites, for analytics, advertising, and remarketing.
  • Security & Enforcement: We process Personal Data to protect the security of the Sites, Services, and Feedback Services, to combat spam, fraud, and abuse of our messaging systems, to investigate and prevent prohibited or illegal activity, and to enforce our agreements.
  • Legal Compliance: We process Personal Data to comply with applicable laws and regulations, including messaging and telecommunications requirements, and to respond to lawful requests.
  • Additional Processing: If we process Personal Data in a way not described in this Policy, this Policy will still apply generally (for example, with respect to Your Rights and Choices) unless otherwise stated when you provide the Personal Data.

How We Share Personal Data

We share Personal Data as described below and limit what we share to the information reasonably necessary for the purpose of the disclosure.

  • Consent: We share Personal Data in accordance with your consent.
  • Customers: We share End User Data and Feedback & Review Data with the Customer on whose behalf it was collected. If you submit feedback through the Feedback Services, the Customer will be able to see your feedback and may contact you to follow up. We also offer Customers a website widget that displays reviews collected through pulseM and on third-party sites such as Google and Facebook on the Customer’s own website.
  • Service Providers: We share Personal Data with service providers that perform services on our behalf, such as SMS delivery (for example, Twilio), email delivery (for example, Mandrill and Mailchimp), telecommunications carriers, payment and billing providers (for example, Stripe and Zuora), website analytics and security providers, and hosting providers. Our contracts with these service providers require them to use Personal Data only to perform services for us.
  • Affiliates: To streamline business operations, develop products and services that better meet our customers’ needs, and inform our customers about relevant products and services, we may share Customer and Visitor Personal Data with our current or future Affiliates, including EverCommerce Inc. and its subsidiaries. We do not share End User Data with Affiliates for their own marketing purposes.
  • Third-Party Partners: If you complete an online inquiry form to which you were referred by a third-party partner, we may share the information you submit with that partner. For example, if you register for a webinar we co-host with a partner, we may share your registration information with that partner. Partners use this information under their own privacy policies.
  • Third-Party Integrated Services: Customers may connect the Services to third-party platforms, such as field service management software, CRMs, and review sites (“Integrated Services”). When a Customer enables an Integrated Service, we may exchange data with that Integrated Service at the Customer’s direction. We do not control the practices of Integrated Services, and Customers are responsible for ensuring their use of Integrated Services complies with applicable law.
  • Business Transactions: Personal Data may be disclosed or transferred in connection with a merger, acquisition, financing, reorganization, bankruptcy, or sale of all or part of our business or assets, including during due diligence subject to confidentiality obligations. The acquiring entity will have the rights granted to us under this Policy.
  • Legal Disclosures: We may access and disclose Personal Data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements; to comply with a subpoena, court order, or other legal process; to prevent or respond to a crime; to investigate violations of our Terms of Service or other agreements; or to protect the rights, property, or safety of pulseM, our Customers, or others.

Mobile phone numbers and text messaging opt-in data and consent are not shared with third parties or Affiliates for their own marketing or promotional purposes. This does not restrict sharing with service providers, such as messaging platforms and carriers, that help us deliver messages.

Retention

We retain Personal Data for as long as necessary to fulfill the purposes for which it was collected and for a reasonable time afterward, or as needed to comply with legal obligations, resolve disputes, and enforce our agreements. While retention requirements can vary by jurisdiction, we generally apply the following:

  • Account and Services Data: We retain Customer Personal Data, including Contact Data, Account Data, Billing Data, and Support & Inquiry Data, for as long as the Customer has an active account and thereafter for as long as a valid business reason exists, which may be indefinitely, such as maintaining a record of the account, the integrity of our systems, or the establishment or defense of legal claims, unless you request deletion as described below.
  • End User, Feedback, and Message Data: We retain End User Data, Feedback & Review Data, and Message Data on behalf of Customers for the duration of the Customer’s agreement with us and thereafter for as long as a valid business reason exists, which may be indefinitely, unless the Customer submits a written deletion request to us or deletion is required by law. Customers cannot delete this data directly through the Services.
  • Opt-Out Records: We retain records of text message and email opt-outs for as long as necessary to honor them and to demonstrate compliance with applicable law.
  • Marketing: We retain information used for marketing until you unsubscribe or ask us to delete it. When you unsubscribe, we keep your contact information on a suppression list so that we can honor your request.
  • Site Activity and Cookie Data: We retain information collected through cookies and similar technologies for up to [one year] from the date of collection or expiry of the cookie. Cookies set by third parties may have different retention periods.

Your Rights and Choices

Customers and Visitors with whom pulseM has a direct relationship may have the following rights in relation to their Personal Data, in each case to the extent provided by applicable law and subject to our rights to limit or deny requests under applicable law.

End Users should direct requests regarding their Personal Data to the Customer that communicated with them through pulseM. If we receive a request from an End User, we will forward it to the relevant Customer where we are able to identify the Customer, and we will assist the Customer in responding.

  • Access: You may request a copy or summary of the Personal Data we hold about you.
  • Correction: You may ask us to correct inaccurate Personal Data. Customers may also update certain account information by logging in to the Services.
  • Deletion: You may ask us to delete your Personal Data. Customers who request deletion of their account information may no longer be able to use the Services. We may retain certain information as required or permitted by law, such as for recordkeeping, opt-out compliance, security, or legal claims.
  • Data Portability: You may request a copy of the Personal Data you provided to us in a commonly used, portable format.

To make a request, contact us using the information in the Contact Information section below. We may ask you for additional information to verify your identity before responding, and we may retain that information for recordkeeping and compliance purposes.

Choices

You can browse the Sites without providing Personal Data, but some features may not be available. You must provide Personal Data to use the Services.

  • Text Messages: End Users can opt out of text messages sent through pulseM on behalf of a Customer by replying STOP to any message. An opt-out applies to messages from that Customer only and does not stop messages sent on behalf of other Customers. Customers and Visitors can opt out of text messages from pulseM by replying STOP. Reply HELP for help or contact [email protected].
  • Email: You may opt out of marketing emails by following the unsubscribe instructions in the email. Service-related and transactional emails may still be sent.
  • Withdrawal of Consent: Where we rely on your consent, you may withdraw it at any time, to the extent provided by law.
  • Account Cancellation: Customers may cancel their accounts by contacting us using the contact information below.
  • Mobile App: You may stop all collection of information through a Mobile App by uninstalling it.
  • Cookies: You can manage or block cookies through your browser settings. You may also opt out of certain interest-based advertising through the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (thenai.org/opt-out), and you can use the Google Analytics Opt-Out Browser Add-on. To learn more about cookies, visit allaboutcookies.org.
  • Do Not Track and Global Privacy Control: Because there is no consistent industry standard for responding to “Do Not Track” signals, we do not change our practices in response to them. We will honor opt-out preference signals, such as Global Privacy Control, as valid requests to opt out of targeted advertising, sale, or sharing to the extent required by applicable law.

California Privacy Rights

This section applies to Customers and Visitors who are California residents and supplements the rest of this Policy. California residents have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, “CCPA”). California End Users should direct requests to the Customer that communicated with them through pulseM; we will assist Customers with those requests.

The categories of Personal Data we collect, the sources from which we collect it, the purposes for which we use it, and the categories of third parties to which we disclose it are described above. In the preceding 12 months, we have collected identifiers, commercial information (such as Billing Data and account history), internet or other electronic network activity information, approximate geolocation, professional or employment-related information, and inferences drawn from this information. We do not collect or use sensitive personal information for purposes of inferring characteristics about you.

  • Right to Know and Access: You may request the categories and specific pieces of Personal Data we have collected about you, the categories of sources, the business or commercial purposes for collection, and the categories of third parties to which we disclosed it.
  • Right to Delete: You may request deletion of Personal Data we collected from you, subject to exceptions under the CCPA.
  • Right to Correct: You may request correction of inaccurate Personal Data.
  • Right to Opt Out of Sale or Sharing: We do not sell Personal Data for monetary consideration. We may “share” limited Personal Data, such as cookie identifiers and online activity, with advertising partners for cross-context behavioral advertising, which may be considered a “sale” or “sharing” under the CCPA. You may opt out by [using the “Your Privacy Choices” link on the Sites or] contacting us. We do not knowingly sell or share the Personal Data of consumers under 16.
  • Shine the Light: California residents may request information about the categories of Personal Data we disclosed to third parties for their direct marketing purposes during the preceding calendar year.

You may submit a request yourself or through an authorized agent. We will verify your identity, and an agent’s authority, before fulfilling a request. We will not discriminate against you for exercising your CCPA rights. For example, unless permitted by the CCPA, we will not deny you goods or services, charge you different prices, or provide a different level or quality of service.

Other U.S. State Privacy Rights

Residents of Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, Virginia, and other states with comparable consumer privacy laws (“State Privacy Laws”) may have specific rights regarding their Personal Data. This section applies to Customers and Visitors with rights under State Privacy Laws. End Users should direct requests to the relevant Customer.

  • Right to Know and Access: You may confirm whether we process your Personal Data and access it. Where provided by law, you may also obtain a list of the categories of third parties, or specific third parties, to which we have disclosed Personal Data.
  • Right to Data Portability: You may obtain a copy of Personal Data you previously provided to us in a portable and, to the extent technically feasible, readily usable format.
  • Right to Delete: You may request deletion of Personal Data you provided or that we obtained about you, subject to exceptions under State Privacy Laws.
  • Right to Correct: Where provided by law, you may request correction of inaccuracies in your Personal Data.
  • Right to Opt Out: You may opt out of processing of Personal Data for targeted advertising, sale, or profiling in furtherance of decisions that produce legal or similarly significant effects. We may process Personal Data for targeted advertising. We do not sell Personal Data for monetary consideration, and we do not engage in profiling that produces legal or similarly significant effects. To opt out of targeted advertising, contact us using the information below. We will treat opt-out preference signals as valid opt-out requests to the extent required by State Privacy Laws.
  • Right to Nondiscrimination: We will not discriminate against you for exercising your privacy rights.

Where permitted, an authorized agent may submit requests on your behalf, and we may require proof of the agent’s authority. We will respond within 45 days of receiving your request. If we need more time, as permitted by State Privacy Laws, we will notify you within the initial 45-day period and explain the reason for the extension.

If we decline to take action on your request, we will explain why and, where required, describe how you may appeal. To appeal, contact us using the information below with the subject line “Privacy Request Appeal.” We will respond in writing within the time required by applicable law. If your appeal is denied, you may contact your state attorney general.

Security

pulseM maintains safeguards designed to protect Personal Data against loss, misuse, and unauthorized access, alteration, or disclosure, including encryption of data in transit and at rest. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

You are responsible for keeping your account credentials confidential. Choose a strong password, do not share it, and do not leave your device unlocked. If you believe your account has been accessed without authorization, contact us immediately at [email protected].

Children

The Sites and Services are intended for businesses and are not directed to individuals under the age of 18. We do not request or knowingly collect Personal Data from children under 13. If we learn that we have collected Personal Data from a child under 13 without verified parental consent, we will delete it promptly. If you believe we have collected such information, please contact us.

International Transfers

pulseM operates in the United States, and the Services are intended for use by businesses located in the United States and Canada. If you access the Sites or Services from outside the United States, including from Canada, your Personal Data may be transferred to, stored, and processed in the United States, where privacy laws may not be as protective as those in your jurisdiction. Where required by applicable law, we will use appropriate safeguards for such transfers.

Contact Information

If you have questions or concerns about this Policy or our privacy practices, or wish to exercise your rights, please contact us:

Speetra, Inc. d/b/a pulseM

3601 Walnut Street, Suite 400

Denver, CO 80205

Email: [email protected]

Phone: (844) 607-6319