Privacy Policy

Effective Date: August 31, 2026. Last Updated: August 31, 2026.

1. Introduction

Welcome to Office One Suite ("we," "our," "us"). We are committed to protecting your privacy and ensuring the security of your data. This Privacy Policy details how we collect, use, process, and disclose your personal and business data when you access or use our multi-tenant Agency OS, CRM tools, SaaS platform, and related websites.

Important Note: By registering an account, integrating Meta Ad Accounts, connecting Google Business Profiles, or accessing any service on Office One Suite, you agree to the terms described in this Privacy Policy.

2. Information We Collect

To provide you with our CRM and Agency Operating System features, we collect several categories of information:

  • Account Information: When you register an account, we collect your name, business email, phone number, company name, and password.
  • Billing and Transaction Data: Payment details (credit card information, billing addresses) are collected and processed securely via our payment gateways. We do not store full payment card details on our servers.
  • Lead and CRM Data: Any information you input, upload, or sync to our CRM tables (e.g., client names, lead email addresses, phone numbers, deal values, and notes) is stored securely on your tenant database.
  • Device & Interaction Information: We collect Firebase Cloud Messaging (FCM) tokens to deliver push notifications, along with basic session activity, browser type, and operating system details.

3. Third-Party Integrations

Our platform relies on official APIs to synchronize marketing data and coordinate workflows. Below is how we handle data from these sources:

  • Meta Graph API: When you link your Meta Ad Account, we request authorization tokens to fetch campaign metadata, sync ad accounts, track ad spend, and simulate or download Facebook/Instagram Lead Ads. We do not use this access to post unauthorized content.
  • Google Business Profile (GMB): By connecting your Google account, we access details of your locations, reviews, and posts. This allows you to manage local listings, respond to reviews, and use our AI helper to auto-generate review replies.
  • Firebase: We store device FCM tokens so our backend can trigger real-time push notifications regarding lead updates, task status changes, and critical client messages.

4. How We Use Information

We process the collected data for the following purposes:

  1. To authenticate your identity and govern multi-tenant database routing securely.
  2. To fetch real-time leads from Meta Lead Forms and log them into your Lead Pipeline.
  3. To coordinate project tasks, sprints, time tracking, employee attendance, and payroll.
  4. To generate client portal magic links and host SOWs/contracts for client signatures.
  5. To power AI modules like the chat widget, CRM qualification agents, and AI response engines.
  6. To monitor platform security, detect fraud, and ensure compliance with our terms of service.

5. Storage & Security

We employ high-grade security protocols to prevent unauthorized access, alteration, disclosure, or destruction of your data:

  • Each tenant’s data is dynamically isolated through database context scopes to guarantee no cross-leakage.
  • Sensitive credentials, such as Meta Access Tokens and Google OAuth tokens, are encrypted at rest.
  • All network communication is forced over HTTPS (Secure Socket Layer) using TLS 1.3 protocols.

6. Your Rights

Depending on your jurisdiction, you may have specific data rights, including:

  • Right of Access: You can request copies of the personal data we hold about you.
  • Right to Rectification: You can update or correct your profile details directly from the Profile Settings tab.
  • Right to Erasure: You can request the deletion of your account and associated tenant data at any time.
  • Revoking Integrations: You can revoke our access to your Meta Ad Account or Google Business Profile at any time via your account dashboard or your Meta/Google security settings.

7. Cookies & Tracking

We use essential cookies to manage your login sessions and remember your dashboard preference settings. We may also use analytical cookies to evaluate web traffic and platform performance to make UI improvements.

8. Policy Updates

We reserve the right to update this Privacy Policy from time to time. If we make significant changes, we will notify you by showing an alert in your Tenant Dashboard or by emailing your registered admin account. The date of the last revision will always be displayed at the top of this policy.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact our support team:

  • Email: support@realised.site
  • Address: Corporate Office, Office One Suite Support Dept.
  • Inquiries Panel: Open a support ticket via the Support & SOP tab inside your dashboard.