Privacy Policy

Last updated: February 7, 2026

1. Who We Are

RSM Consulting LLC ("we", "us", "our") operates the website crmbyrsm.com. We are a CRM consulting firm specializing in HubSpot optimization, migrations, and ongoing support.

Contact: info@crmbyrsm.com

2. Information We Collect

We may collect the following types of information:

  • Information you provide: Name, email address, company name, phone number, and any other details you share when filling out forms, booking consultations, or contacting us.
  • Automatically collected information: IP address, browser type, device information, pages visited, time spent on pages, and referring URLs through cookies and analytics tools.
  • CRM audit data: If you use our audit tool at audit.crmbyrsm.com, we may access limited HubSpot portal metadata (property names, object counts, configuration details) solely to generate your audit report.

3. How We Use Your Information

We use collected information to:

  • Provide and improve our consulting services
  • Respond to inquiries and schedule consultations
  • Generate CRM audit reports
  • Send relevant communications (only with your consent)
  • Analyze website usage to improve user experience
  • Comply with legal obligations

4. Data Sharing

We do not sell, rent, or trade your personal information. We may share data with:

  • Service providers: HubSpot (CRM & hosting), Google Analytics (website analytics), and other tools essential to our service delivery
  • Legal requirements: When required by law or to protect our rights

5. Cookies

Our website uses cookies for:

  • Essential cookies: Required for the website to function properly
  • Analytics cookies: Help us understand how visitors use our site (Google Analytics)
  • HubSpot cookies: Used for form submissions, chat, and tracking visitor interactions

You can control cookies through your browser settings. Disabling cookies may affect website functionality.

6. Data Retention

We retain personal information for as long as necessary to provide our services or as required by law. You may request deletion of your data at any time by contacting us.

7. Your Rights

Depending on your location, you may have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data
  • Object to or restrict processing
  • Data portability
  • Withdraw consent at any time

To exercise any of these rights, contact us at info@crmbyrsm.com.

8. Data Security

We implement appropriate technical and organizational measures to protect your personal information. However, no method of transmission over the internet is 100% secure.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites.

10. Children's Privacy

Our services are not directed at individuals under 16. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this policy from time to time. Changes will be posted on this page with an updated revision date.

12. Contact Us

If you have questions about this privacy policy, contact us at:

RSM Consulting LLC
Email: info@crmbyrsm.com
Website: crmbyrsm.com