Privacy Policy - TakeShape

Effective Date: April 14, 2026

At TakeShape LLC ("we," "our," or "us"), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://takeshapehome.com and use our software-as-a-service (SaaS) platform, including our video estimating and contractor communication tools.

1. Information We Collect

We collect information that you provide directly to us when using our services. This may include:

• Contact Information: Name, email address, and phone number.

• Professional Data: Company name, job titles, and CRM integration data.

• Visual & Audio Data: Video recordings, images, and audio captured via our video estimating tools.

• Usage Data: Details of your interactions with our website and application.

2. How We Use Your Information

We use the collected information to:

• Provide and maintain the TakeShape platform.

• Facilitate lead intake, video estimates, and live calls.

• Send administrative communications, such as service notifications or support responses.

• Verify identity and ensure the security of our services.

• Process payments and manage subscriptions.

3. Mobile Messaging & SMS Policy

We prioritize the privacy of your mobile information. For users who opt-in to receive SMS notifications or automated texting services:

“No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

Your consent for text messaging is obtained separately and is not shared with any third parties or affiliates for their own marketing purposes. You may opt out of SMS communications at any time by following the "STOP" instructions in the messages.

4. Data Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share data with trusted third-party service providers (such as cloud hosting or CRM platforms) only as necessary to provide our services. These providers are bound by confidentiality agreements.

5. Data Security

We use commercially reasonable physical, technical, and administrative security measures to protect your information. While we strive to protect your data, no method of transmission over the internet is completely secure.

6. Third-Party Integrations

Our platform may integrate with third-party tools (e.g., CRMs like HubSpot or Jobber). Your use of these third-party services is subject to their respective privacy policies.

7. Your Privacy Rights

Depending on your jurisdiction, you may have the right to access, update, or delete your personal information. Please contact us to make such requests.

8. Contact Information

If you have questions regarding this Privacy Policy or our data practices, please contact us at:

TakeShape LLC

Email: [email protected]

Phone: (615) 987-9575