complete automation
Effective Date: May 19, 2026
8978 Tech & Digital Group, Inc., doing business as TrekCRM (“TrekCRM,” “8978 Tech & Digital Group,” “Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit or use our website, products, services, software, CRM platform, artificial intelligence tools, digital platforms, communications, or other offerings, including through https://trekcrm.com.
This Privacy Policy is intended to describe our privacy practices and provide disclosures required under applicable U.S. state privacy laws, including laws that may apply to residents of California, Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, Virginia, and other states with consumer privacy laws.
TrekCRM
A trade name / DBA of 8978 Tech & Digital Group, Inc.
110 16th Street, Suite 1460
Denver, Colorado 80202
United States
Email: [email protected]
Phone: 720-468-0492
Website: https://trekcrm.com
This Privacy Policy applies to personal information that we collect through our website, online services, forms, communications, business interactions, marketing activities, customer support, analytics tools, CRM products, AI products and tools, subscription services, managed services, digital products, and other services that link to this Privacy Policy.
This Privacy Policy does not apply to information processed on behalf of our business customers where we act as a service provider, processor, contractor, or similar role under applicable privacy laws. In those cases, we process personal information according to our customer’s instructions and applicable contracts.
Depending on how you interact with us, we may collect the following categories of personal information:
Examples include name, business name, email address, phone number, mailing address, IP address, account identifiers, login credentials, device identifiers, online identifiers, customer identifiers, CRM identifiers, and similar contact or account information.
Examples include records of products or services requested, purchased, subscribed to, renewed, canceled, considered, or discussed with us; billing contact information; transaction records; invoice history; subscription status; payment confirmations; payment history; and limited payment card details such as card type, expiration date, and last four digits where available.
When you sign up for products or services, including subscription-based products or services, we may collect payment-related information necessary to process your transaction and manage your subscription.
Payment information may include:
We use Stripe as our payment processor. Payment card numbers, security codes, and other sensitive payment credentials are collected and stored by Stripe, not directly by TrekCRM or 8978 Tech & Digital Group, Inc. Stripe may process payment information in accordance with its own privacy policy, security practices, and applicable payment card industry requirements.
We may access or retain limited payment-related information, such as billing contact details, transaction records, invoice history, subscription status, payment confirmations, and the last four digits of a payment card, for purposes including:
For subscription-based products and services, your payment method may remain stored with Stripe so recurring charges can be processed until your subscription is canceled, the payment method is removed or updated, or retention is no longer required for legal, security, fraud-prevention, or business purposes.
Examples include browser type, operating system, device type, referring URLs, pages viewed, links clicked, session information, access times, search terms, cookie identifiers, website interactions, feature usage, diagnostic data, login activity, CRM usage data, and similar analytics data.
Examples include approximate location inferred from IP address or device settings. We do not seek to collect precise geolocation unless we provide a clear notice and obtain consent where required.
Examples include job title, employer, work contact information, professional interests, company affiliation, role, department, business communications, sales responsibilities, marketing responsibilities, customer service responsibilities, administrative responsibilities, and related professional information.
If you use our CRM, sales, marketing, customer service, support, workflow automation, messaging, scheduling, pipeline, analytics, reporting, or related tools, we may collect or process information such as customer names, business contact information, leads, prospects, customer records, CRM notes, pipeline data, opportunity data, task records, appointment details, email content, SMS or messaging content, call notes, meeting notes, support tickets, communication history, lead source data, marketing campaign data, form submissions, tags, segmentation data, account information, and related business relationship information.
Where we process this information on behalf of a business customer, we generally do so as a service provider or processor under the applicable customer agreement.
Examples include voicemails, call records, call recordings, meeting recordings, transcripts, customer support communications, chat messages, emails, electronic communications, screenshots, uploaded files, images, videos, or similar content you send to us or process through our services.
Call recording, monitoring, transcription, or meeting recording may be subject to consent requirements under applicable law. Customers are responsible for providing legally required notices and obtaining legally required consents before using recording, monitoring, transcription, or similar features.
If you use our artificial intelligence products, tools, workflows, automations, agents, integrations, virtual assistants, AI assistants, CRM automation tools, or AI-enabled features, we may collect or process prompts, instructions, uploaded files, text, CRM data, customer service data, sales data, marketing data, workflow data, customer-provided content, configuration settings, AI-generated outputs, logs, usage data, performance data, feedback, and related information.
Examples include preferences, likely interests, service needs, sales segments, marketing segments, customer engagement patterns, CRM usage insights, product usage insights, lead classifications, support categories, automation recommendations, or information derived from your interactions with our website, products, services, or communications.
We do not intentionally collect sensitive personal information unless it is necessary for a specific purpose, you provide it to us, the applicable product or service requires it, or we are legally permitted or required to process it.
Sensitive personal information may include information such as government identifiers, precise geolocation, financial account credentials, biometric information, health information, racial or ethnic origin, religious beliefs, citizenship or immigration status, genetic data, sexual orientation, union membership, or personal information from a known child.
Because TrekCRM may be used to manage customer relationships, communications, sales, marketing, CRM records, support workflows, and business automations in different industries, customers should not submit sensitive personal information, regulated information, health information, payment card information, government identifiers, children’s information, or other highly sensitive information through our services unless the applicable product, agreement, and law permit that use.
We do not use sensitive personal information to infer characteristics unless permitted by law.
We may collect personal information from the following sources:
We may use personal information for the following purposes:
Some of our products or services may include artificial intelligence, machine learning, automation, generative AI, predictive tools, AI agents, AI assistants, AI workflows, AI-assisted recommendations, AI-generated content, AI-enabled analysis, lead scoring, CRM automation, or integrations with third-party AI providers.
AI tools may process personal information or business information to provide outputs such as lead summaries, CRM notes, sales drafts, support responses, customer service responses, email drafts, SMS drafts, task recommendations, workflow automations, pipeline insights, segmentation, analytics, classifications, or related functionality.
AI-generated outputs may be inaccurate, incomplete, outdated, biased, non-compliant, misleading, or unsuitable for your intended purpose. You are responsible for reviewing and validating AI outputs before relying on them or using them in customer-facing, business-critical, regulated, employment-related, sales, marketing, customer service, or legally significant contexts.
Unless a product-specific disclosure, customer agreement, data processing agreement, or written contract states otherwise, we will not use customer confidential information submitted through paid business services to train our proprietary AI models in a way that identifies you or your customers.
Some AI features may rely on third-party AI providers. Where third-party AI providers are used, AI inputs, outputs, and related data may be processed by those providers according to applicable contracts, privacy terms, security terms, and data processing terms.
We may use cookies, pixels, tags, scripts, local storage, software development kits, and similar technologies to operate our website, remember preferences, understand website usage, improve performance, provide security, and support advertising or analytics.
Types of cookies and technologies we may use include:
You can adjust cookie settings through your browser. Some browsers also allow you to send opt-out preference signals, such as Global Privacy Control. Where required by applicable law and where technically feasible, we will honor recognized universal opt-out mechanisms for applicable opt-out rights, including opt-outs from targeted advertising or sale/sharing of personal information.
We may disclose personal information to the following categories of recipients:
We may disclose personal information to vendors that help us operate our business, such as hosting providers, cloud infrastructure providers, payment processors including Stripe, analytics providers, CRM providers, communications providers, email providers, SMS providers, telephony providers, marketing vendors, advertising providers, AI providers, automation providers, data enrichment providers, integration providers, security providers, professional advisors, subscription management providers, accounting providers, and customer support tools.
We use Stripe to process payments and store payment methods for subscription-based products and services. Stripe may collect, process, store, and transmit payment information, including payment card information, billing details, and transaction records, as necessary to process payments, manage recurring billing, prevent fraud, comply with payment card industry requirements, and fulfill legal obligations.
We do not directly store full payment card numbers or card security codes on our own systems.
We may disclose or make available personal information, AI inputs, AI outputs, business data, CRM data, sales data, marketing data, support data, communication data, workflow data, usage data, and technical data to AI providers, cloud providers, hosting providers, infrastructure providers, database providers, monitoring providers, CRM providers, communications providers, email providers, SMS providers, telephony providers, automation providers, analytics providers, integration providers, and other technology providers as necessary to provide, maintain, secure, support, troubleshoot, and improve our products and services.
Where necessary to provide services, manage relationships, or fulfill contractual obligations, we may disclose personal information to business customers, channel partners, integration partners, or other parties involved in the requested services.
If our services are used by a business customer to manage CRM records, leads, prospects, customers, communications, sales activity, marketing activity, customer support, workflows, or automations, information collected through those interactions may be made available to the applicable business customer.
We may disclose online identifiers, internet activity, device information, and similar data to advertising, analytics, or measurement partners. Depending on applicable state law, this activity may be considered “targeted advertising,” “sharing,” or a “sale” of personal information.
We may disclose personal information to courts, law enforcement, regulators, government authorities, or other parties when we believe disclosure is required or permitted by law, necessary to protect rights and safety, or appropriate to investigate fraud, security issues, payment disputes, chargebacks, misuse, abuse, or unlawful activity.
We may disclose personal information to attorneys, auditors, accountants, insurers, consultants, and other professional advisors.
We may disclose or transfer personal information in connection with a merger, acquisition, financing, corporate reorganization, bankruptcy, sale of assets, or similar business transaction.
We may disclose personal information when you consent to or direct the disclosure.
Some state privacy laws define “sale” broadly to include certain disclosures of personal information for monetary or other valuable consideration. Some laws also regulate “sharing” personal information for cross-context behavioral advertising or processing personal information for targeted advertising.
We do not sell personal information in the traditional sense of exchanging it for money. However, our use of certain analytics, advertising, retargeting, or tracking technologies may be considered a “sale,” “sharing,” or “targeted advertising” under some state privacy laws.
You may opt out of these activities by:
We do not knowingly sell or share personal information of individuals under 16 years of age.
We do not use or disclose sensitive personal information for purposes that would require a right to limit use or disclosure under California law unless we provide the required notice and choice. We do not process sensitive personal information without consent where consent is required by applicable law.
If you provide sensitive personal information to us voluntarily, or if a customer provides sensitive personal information through our services, we will use it only for the purposes for which it was provided, as otherwise disclosed to you, as directed by the applicable customer, or as permitted by law.
Because TrekCRM may be used for CRM, sales, marketing, communications, customer service, lead management, workflow automation, and business operations in different industries, certain information processed through the services may include sensitive or regulated information depending on how a customer configures and uses the services. Customers are responsible for providing required notices and obtaining required permissions or consents before submitting or collecting such information through our services.
Payment card numbers, card security codes, and similar sensitive payment credentials are handled by Stripe, our payment processor. We do not directly store full payment card numbers or card security codes on our own systems.
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, enforce agreements, maintain security, prevent fraud, and support legitimate business needs.
For subscription-based products and services, payment methods may remain stored with Stripe for as long as needed to process recurring payments, manage subscriptions, prevent fraud, comply with legal obligations, resolve billing disputes, or as otherwise permitted by applicable law.
The criteria we use to determine retention periods include:
When personal information is no longer needed, we will delete, de-identify, aggregate, or otherwise dispose of it in accordance with applicable law and our records practices.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, and destruction. These safeguards may include access controls, encryption, authentication, monitoring, vendor diligence, employee training, secure system design, and other security measures.
Payment information is processed by Stripe, which maintains its own security controls for payment processing. We rely on Stripe for the secure collection, storage, and processing of payment card information.
No method of transmission or storage is completely secure. We cannot guarantee absolute security of personal information.
Depending on where you live and subject to applicable law, you may have some or all of the following rights:
These rights may vary by state and may be subject to verification, exceptions, and limitations.
You may submit a privacy request by:
Email: [email protected]
Phone: 720-468-0492
Mail:
TrekCRM
A trade name / DBA of 8978 Tech & Digital Group, Inc.
110 16th Street, Suite 1460
Denver, Colorado 80202
United States
Please include enough information for us to understand, evaluate, and respond to your request. We may ask you to verify your identity before processing the request. Depending on the nature of the request, we may verify identity by matching information you provide with information we maintain.
If you submit a request on behalf of another person, we may require proof of authorization and may also require the individual to verify their identity directly with us, unless prohibited by law.
If your request relates to personal information that we process on behalf of a business customer, we may direct your request to that customer or respond in accordance with that customer’s instructions and applicable law.
If we deny your privacy request and applicable law gives you a right to appeal, you may appeal by contacting us at [email protected] and including “Privacy Appeal” in the subject line.
Please explain why you believe our decision should be reconsidered. We will review and respond to appeals within the timeframe required by applicable law.
If your appeal is denied, you may have the right to contact your state attorney general or privacy regulator.
This section applies to California residents and is intended to supplement the rest of this Privacy Policy.
In the preceding 12 months, we may have collected the following categories of personal information:
| Category | Examples | Collected |
|---|---|---|
| Identifiers | Name, email, phone number, IP address, account ID, device ID, customer identifiers, CRM identifiers | Yes |
| California Customer Records Information | Contact details, billing details, payment-related information, account records, subscription records | Yes |
| Protected Classification Characteristics | Only if voluntarily provided or required for a specific lawful purpose | Possibly |
| Commercial Information | Services requested, purchased, subscribed to, renewed, canceled, or considered; transaction history; invoice history; subscription status | Yes |
| Internet or Network Activity | Website usage, browser data, device data, interaction data, product usage data, CRM usage data | Yes |
| Geolocation Data | Approximate location from IP address | Yes |
| Audio, Electronic, Visual, or Similar Information | Calls, call recordings, voicemails, emails, chats, support communications, transcripts, screenshots, uploaded files | Possibly |
| Professional or Employment Information | Job title, employer, business contact details, professional role, sales or customer service responsibilities | Yes |
| Education Information | Only if voluntarily provided or relevant to a specific interaction | Possibly |
| Sensitive Personal Information | Only if voluntarily provided or necessary for a specific purpose; full payment card numbers and card security codes are processed by Stripe | Possibly |
| Inferences | Preferences, interests, analytics-derived insights, engagement patterns, CRM usage insights, lead classifications, sales or marketing segments | Yes |
We collect personal information from you, your devices, service providers, payment processors including Stripe, AI providers, CRM providers, communications providers, analytics providers, advertising providers, business partners, publicly available sources, customers, vendors, and third-party data providers.
We use personal information for the purposes described in Section 5, including providing services, processing payments, managing subscriptions, operating CRM tools, AI tools, workflow tools, communications tools, responding to requests, analytics, marketing, advertising, security, compliance, business operations, and customer relationship management.
We may disclose personal information to the categories of recipients described in Section 8, including payment processors such as Stripe, AI providers, CRM providers, communications providers, cloud providers, service providers, analytics providers, advertising providers, and business partners.
We do not sell personal information for money. However, certain advertising, analytics, or tracking activities may be considered a “sale” or “sharing” under California law. California residents may opt out as described in Section 9.
We do not use or disclose sensitive personal information for purposes that require a right to limit unless we provide the required notice and choice.
Payment card numbers, card security codes, and similar sensitive payment credentials are handled by Stripe, our payment processor. We do not directly store full payment card numbers or card security codes on our own systems.
Because TrekCRM may be used in CRM, communications, sales, marketing, customer service, workflow automation, and business operations contexts, some information processed through the services may include sensitive or regulated information depending on customer configuration and use. We process such information only as described in this Privacy Policy, as directed by our customers, or as permitted by law.
California residents may request to know, access, correct, delete, obtain a copy of, or opt out of sale or sharing of personal information. California residents also have the right not to be discriminated against for exercising privacy rights.
Depending on your state of residence, you may have rights to access, correct, delete, obtain a portable copy of, and opt out of certain processing of personal information, including targeted advertising, sale of personal information, and certain profiling.
We will honor applicable privacy rights in accordance with the law of your state. You may exercise these rights using the contact methods listed in Section 14.
Where required, we will also honor recognized universal opt-out mechanisms that communicate your choice to opt out of applicable targeted advertising or sale activities.
Nevada residents may have the right to opt out of certain sales of covered information. We do not currently sell covered information as defined by Nevada law. Nevada residents may still submit opt-out requests by contacting [email protected].
California’s “Shine the Light” law permits California residents to request certain information about disclosures of personal information to third parties for their direct marketing purposes. To submit such a request, contact us at [email protected] and include “Shine the Light Request” in the subject line.
Our website, products, and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. We also do not knowingly sell or share personal information of individuals under 16.
If you believe a child has provided personal information to us, please contact us at [email protected] so we can take appropriate action.
We may use personal information to create de-identified, aggregated, or anonymous information. We may use and disclose such information for business, analytics, research, product improvement, benchmarking, AI evaluation, CRM evaluation, system improvement, and other lawful purposes.
Where required by law, we will maintain and use de-identified information in de-identified form and will not attempt to re-identify it except as permitted by law.
You may opt out of marketing emails by following the unsubscribe instructions in the email or by contacting us at [email protected]. Even if you opt out of marketing communications, we may still send transactional, administrative, security, legal, billing, subscription, product, or service-related communications.
Our website, products, or services may contain links to or integrations with third-party websites, applications, services, platforms, APIs, CRMs, communication tools, email providers, SMS providers, telephony providers, analytics providers, advertising platforms, AI providers, payment processors, or other third-party services. We are not responsible for the privacy practices, content, or security of third parties. Your interactions with third-party services are governed by their own privacy policies and terms.
Stripe’s processing of payment information is governed by Stripe’s own privacy policy, terms, and security practices.
We are based in the United States. If you access our website or services from outside the United States, your personal information may be transferred to, stored in, or processed in the United States or other jurisdictions that may not provide the same level of data protection as your home jurisdiction.
By using our website or services, you understand that your personal information may be processed in the United States.
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised effective date. If we make material changes, we may provide additional notice as required by law.
Your continued use of our website, products, or services after the updated Privacy Policy becomes effective means you acknowledge the updated Privacy Policy.
For questions about this Privacy Policy or our privacy practices, contact us at:
TrekCRM
A trade name / DBA of 8978 Tech & Digital Group, Inc.
110 16th Street, Suite 1460
Denver, Colorado 80202
United States
Email: [email protected]
Phone: 720-468-0492
Website: https://trekcrm.com


8978 Tech & Digital Group, inc.
developer and provider of high tech digital and AI products/services for businesses and entrepreneurs.