This Privacy Policy explains how Easy Lead Engine & Easy Agent ("Easy Lead Engine," "Easy Agent," "we," "us," or "our") collects, uses, stores, shares, and protects personal information when you visit our website, use our services, interact with our AI tools, communicate with us, or engage with campaigns and systems operated by us.
This Privacy Policy applies to our website at https://easyleadengine.io and to our client and onboarding systems at crm.easyleadengine.io, onboard.easyleadengine.io and portal.easyleadengine.io.
It also applies to related services, AI automation tools, lead generation systems, appointment-setting workflows, client dashboards, forms, chatbots, call systems, email campaigns, SMS/WhatsApp campaigns, and any other service operated by Easy Lead Engine or Easy Agent.
Easy Lead Engine and Easy Agent are divisions of Easy Does It Social, which is the contracting and invoicing entity and the responsible party for the purposes of POPIA.
Easy Does It Social
114 13th Avenue, Unit 2 Sunset Place, Fairland, Gauteng, 1709, South Africa
VAT No. 4150316109
Company registration number: [TO CONFIRM]
This Privacy Policy is governed by the laws of the Republic of South Africa.
1. Who We Are
Easy Lead Engine & Easy Agent provides lead generation, AI automation, outbound prospecting, appointment-setting support, CRM automation, lead qualification, AI agent workflows, call-handling support, email outreach, SMS/WhatsApp outreach, sales pipeline systems, reporting dashboards, and related business growth services.
Our services are designed for businesses that want to find qualified prospects, improve follow-up, automate sales conversations, reduce missed opportunities, and create more predictable sales activity.
For privacy questions, you can contact us at:
Email: ferdinand@easyleadengine.io
Phone: +27 83 357 4302
Accounts and billing: diani@easydoesitsocial.com · +27 82 782 7145
Information Officer: [TO CONFIRM — under POPIA this defaults to the head of the private body, and must be registered with the Information Regulator]
2. Information We Collect
We may collect different types of information depending on how you interact with us, our website, our services, or our client campaigns.
2.1 Information You Provide Directly
We may collect information you submit through forms, calls, emails, booking pages, onboarding documents, service agreements, AI tools, chatbots, or client dashboards, including:
- Name
- Email address
- Phone number
- Business name
- Business website
- Job title or role
- Location, including city, state/province, country, and region
- Billing and payment information
- Calendar booking information
- CRM notes and customer records
- Uploaded documents, briefs, business materials, lists, or campaign instructions
- Website form submissions
- Chatbot conversations
- AI agent conversations
- Call recordings and call transcripts
- Email replies and communication history
- Sales pipeline and lead qualification information
- Any other information you choose to provide
2.2 Business and Prospect Data
As part of our lead generation services, we may collect or process business and prospect information from public, commercial, client-provided, or third-party sources, including:
- Business names
- Business websites
- Business addresses
- Business phone numbers
- Business email addresses
- Decision-maker names
- Job titles
- LinkedIn profile information
- Company size
- Industry
- Location
- Publicly available business information
- Enriched business contact data
- Lead scoring or qualification information
- Campaign engagement data, including opens, clicks, replies, unsubscribes, and booked calls
We may collect this data to build prospect lists, run outreach campaigns, qualify opportunities, and provide lead generation services to our clients.
2.3 Website, Device, Cookie, and Analytics Data
When you visit our website or interact with our digital properties, we may collect:
- IP address
- Browser type
- Device type
- Operating system
- Referring website
- Pages visited
- Time spent on pages
- Click behavior
- Cookie identifiers
- Approximate location
- Advertising and analytics identifiers
- Conversion tracking data
We may collect this information using cookies, pixels, analytics tools, server logs, and similar technologies.
2.4 Sensitive Personal Information
We do not intentionally require users to provide sensitive personal information unless it is necessary for a specific service, legal requirement, client instruction, or user-submitted context.
Sensitive personal information may include information relating to health, finances, legal matters, identification details, race, ethnicity, religion, political opinions, biometric information, or other protected categories.
Where sensitive personal information is collected or processed, we will handle it with additional care and use it only for the purpose for which it was provided, unless otherwise permitted by law.
3. How We Use Information
We may use personal information for the following purposes:
- To provide lead generation services
- To build prospect lists
- To run outbound email campaigns
- To run SMS, WhatsApp, phone, chatbot, and AI agent workflows
- To qualify leads
- To book appointments
- To manage CRM and pipeline systems
- To communicate with clients, prospects, and users
- To provide reporting, dashboards, analytics, and campaign performance insights
- To improve automation workflows
- To generate AI-written emails, messages, call scripts, reports, and sales recommendations
- To process payments and manage billing
- To respond to inquiries and support requests
- To market Easy Lead Engine and Easy Agent services
- To improve our website, systems, and service delivery
- To detect, prevent, and address fraud, abuse, security issues, or unlawful activity
- To comply with legal, regulatory, tax, accounting, and contractual obligations
- To enforce agreements and protect our rights
4. AI Data Handling
Because Easy Lead Engine & Easy Agent provides AI-powered services, we may process information using artificial intelligence tools, automation systems, and third-party AI providers.
4.1 AI Tools and Automation
We may use AI tools to:
- Analyze business information
- Generate outreach messages
- Draft email and SMS copy
- Create call scripts
- Qualify or categorize leads
- Summarize conversations
- Generate CRM notes
- Recommend follow-up steps
- Support chatbot or voice agent interactions
- Improve workflow automation
- Create reports, insights, and recommendations
4.2 Third-Party AI Providers
We may send information to third-party AI providers or automation platforms where necessary to provide our services. These may include, but are not limited to:
- OpenAI
- Anthropic / Claude
- Google Gemini
- Perplexity
- ElevenLabs
- Retell
- Vapi
- Other AI, voice, chatbot, automation, or language-processing providers
These providers may process information according to their own terms, privacy policies, and data processing arrangements.
4.3 AI Model Training
We may use data to improve, test, evaluate, or train our internal AI systems, workflows, prompts, automations, templates, and service processes.
Where commercially reasonable, we aim to use aggregated, anonymized, or de-identified data for improvement and training purposes. We do not intend to use confidential client materials, sensitive personal information, or private customer records for AI training unless permitted by the client, required to deliver the service, or otherwise allowed by law.
Clients may contact us to request restrictions on the use of their data for AI improvement or training purposes.
4.4 Automated Decision-Making
We do not currently use AI to make decisions that produce legal or similarly significant effects on individuals without human involvement.
AI outputs may be used to support recommendations, lead scoring, prioritization, qualification, and workflow decisions. However, human review is involved where appropriate, especially for important business, campaign, or customer-facing decisions.
Users may contact us if they have questions about AI-assisted processing or wish to object to certain automated processing activities.
5. Legal Bases for Processing
Where applicable, including under GDPR-style privacy laws, we may process personal information based on one or more of the following legal grounds:
- Contract: To provide services you or our clients requested.
- Legitimate interests: To operate our business, provide lead generation services, conduct B2B outreach, improve systems, secure our services, and market relevant services.
- Consent: Where you have given permission, such as for certain cookies, marketing communications, or optional data uses.
- Legal obligation: To comply with applicable laws, tax rules, accounting requirements, and regulatory obligations.
- Vital or public interests: Where legally applicable and necessary.
Where we rely on consent, you may withdraw that consent where required by applicable law.
Your rights under POPIA
The Protection of Personal Information Act, 4 of 2013 ("POPIA") gives you rights over the personal information we hold about you. You may:
- ask what personal information we hold about you, and get a copy of it
- ask us to correct or delete information that is wrong, misleading, out of date, excessive, or that we no longer have a reason to keep
- object to us processing your information
- withdraw your consent at any time, where we relied on consent
- ask us not to contact you for marketing again
To exercise any of these, email ferdinand@easyleadengine.io. We will respond within a reasonable time and will not charge you for a reasonable request.
How to complain
If you are not satisfied with how we handled your information or your request, you may complain to:
Information Regulator (South Africa)
JD House, 27 Stiemens Street, Braamfontein, Johannesburg, 2001
complaints.IR@justice.gov.za
(verify current contact details at inforegulator.org.za before publishing)
Sending information outside South Africa
Some of the services we use to run our business store information on servers outside South Africa, including in the European Union and the United States. These include our website hosting, email delivery, CRM database and AI providers.
Where we transfer your information out of South Africa, we do so only where the receiving party is bound by rules that give your information a similar level of protection to POPIA, or where the transfer is necessary to perform a contract with you, or where you have consented.
How long we keep information
We keep personal information only as long as we need it for the purpose it was collected, or as long as the law requires.
- Enquiries that do not become clients: [TO CONFIRM — suggest 24 months]
- Client records, agreements and invoices: at least 5 years, as tax and company law require
- Lead data from advertising platforms: as above, from the date we receive it
When we no longer need information, we delete it or make it anonymous.
Information from advertising lead forms
If you complete a lead form on one of our ads on Facebook or Instagram, we receive the answers you gave on that form — typically your name, business name, email address, phone number and website — together with which ad and form you responded to.
We use this only to contact you about the service you enquired about, and to keep a record of where the enquiry came from. We do not sell it and we do not pass it to anyone other than the service providers in section 7 who help us operate.
Meta also holds a copy of the information you submitted, under its own privacy policy.
How to have your information deleted
Email ferdinand@easyleadengine.io with the subject line "Delete my information", from the email address you contacted us on, or telling us the phone number you gave.
We will delete the personal information we hold about you and confirm when it is done, normally within 30 days. We may need to keep some records where the law requires it — for example invoices and signed agreements — and we will tell you if that applies.
To remove information Meta holds, use the privacy controls in your Facebook or Instagram account.
6. How We Share Information
We may share personal information with the following categories of recipients:
6.1 Clients
We may share lead, prospect, campaign, booking, CRM, and performance data with our clients as part of the services we provide.
6.2 Service Providers and Subprocessors
We may share information with trusted third-party vendors who help us operate our business and provide our services, including:
- Hosting providers
- CRM platforms
- Email outreach platforms
- Lead sourcing platforms
- Data enrichment and verification providers
- Analytics providers
- Payment processors
- Calendar booking tools
- AI providers
- Cloud storage providers
- Automation platforms
- Contractors, freelancers, and subcontractors
- Professional advisors, including legal, accounting, and compliance providers
6.3 Business Transfers
If our business is involved in a merger, acquisition, sale of assets, restructuring, financing, or similar transaction, personal information may be transferred as part of that transaction.
6.4 Legal and Compliance Purposes
We may disclose information where necessary to:
- Comply with applicable law
- Respond to lawful requests
- Protect our rights, safety, property, users, clients, or others
- Investigate fraud, abuse, security incidents, or unlawful activity
- Enforce contracts and policies
6.5 Sale or Sharing of Personal Information
Depending on applicable law, some uses of data may be considered a "sale," "sharing," or targeted advertising activity, especially where data is used for advertising, retargeting, enrichment, or campaign services.
We do not sell personal information.
We share lead and campaign data with the specific client the campaign was run for, and with the service providers listed in section 7 who process it on our instruction. We do not rent, trade or sell personal information to any other party.
Personal information obtained through advertising platforms — including data from Meta lead ad forms — is never sold or shared beyond the client it was collected for, in line with those platforms' terms.
Where required by law, individuals may opt out of the sale or sharing of their personal information by contacting us at: ferdinand@easyleadengine.io
7. Third-Party Platforms We May Use
We may use the following third-party platforms or similar services:
Website and Hosting
- GoHighLevel
- Lovable
- Other hosting or website infrastructure providers
CRM and Pipeline Tools
- GoHighLevel
- Salesforce
- Pipedrive
- HubSpot
- Airtable
Email and Outreach Tools
- Smartlead
- Instantly
- Other email sending and campaign management tools
Lead Sourcing and Prospecting Tools
- Apollo
- LinkedIn Sales Navigator
- Google Maps
- Apify
- Public business directories and publicly available sources
Verification and Enrichment Tools
- MillionVerifier
- Clay
- NeverBounce
- Other enrichment, verification, or data quality tools
Analytics and Advertising
- Google Analytics
- Meta Pixel
- LinkedIn Insight Tag
- Google Ads
- Meta Ads
- LinkedIn Ads
Payments
- Stripe
- PayPal
- Bank transfer providers and banking institutions
Calendar and Scheduling
- Calendly
- Google Calendar
- GoHighLevel Calendar
AI and Voice Tools
- OpenAI
- Anthropic / Claude
- Google Gemini
- Perplexity
- ElevenLabs
- Retell
- Vapi
Cloud Storage
- Google Drive
- Dropbox
- OneDrive
Automation Tools
- Zapier
- Make
- n8n
Each third-party provider may process data according to its own privacy policy and contractual terms.
8. Cookies and Tracking Technologies
We use cookies, pixels, tracking tags, analytics tools, and similar technologies to operate our website, understand user behavior, improve our services, measure campaign performance, and deliver relevant advertising.
These technologies may collect information such as:
- IP address
- Device information
- Browser information
- Website activity
- Referral source
- Advertising identifiers
- Conversion events
- Page views and clicks
We may use essential cookies, analytics cookies, performance cookies, and advertising cookies.
Where required by law, users will be given the ability to accept, reject, or manage non-essential cookies.
You may also control cookies through your browser settings. Blocking certain cookies may affect website functionality.
9. Marketing and Outreach Communications
We may send marketing messages, service updates, lead generation communications, outbound emails, SMS messages, WhatsApp messages, and campaign-related communications.
We may conduct both B2B and B2C outreach depending on the client, campaign, region, and applicable legal requirements.
Where required, our outreach communications will include an unsubscribe or opt-out mechanism.
You can opt out of marketing communications by using the unsubscribe link in an email, replying with an opt-out request, or contacting us at: ferdinand@easyleadengine.io
Even if you opt out of marketing, we may still send non-marketing communications related to services, transactions, legal notices, security, or account administration.
10. Client-Provided Data
Clients may provide us with customer lists, prospect lists, CRM exports, campaign records, business information, or other data.
Where a client provides personal information to us, the client is responsible for ensuring that it has the necessary rights, permissions, notices, consents, and lawful basis to share that information with us.
We process client-provided data to deliver the agreed services, including outreach, automation, qualification, reporting, appointment-setting, CRM management, and campaign optimization.
11. Data Retention
We retain personal information for as long as necessary to provide services, manage business records, comply with legal obligations, resolve disputes, enforce agreements, and support operational needs.
Our general retention approach is:
- Client account data: retained until account deletion or as required by law.
- Prospect and lead list data: retained for the lifetime of the company unless deletion is requested and legally required.
- Email campaign data: retained until account deletion or as required for business, compliance, and reporting purposes.
- AI conversation logs and automation records: retained until account termination unless otherwise required or permitted by law.
- Billing, tax, and legal records: retained for the period required by applicable law.
- Website analytics data: retained according to the settings of our analytics providers.
Where practical, we may delete, anonymize, or de-identify information that is no longer needed.
12. International Data Transfers
We may process and transfer personal information internationally, including to and from the United States, Canada, the United Kingdom, the European Union, South Africa, Australia, New Zealand, and other countries where we, our clients, vendors, or service providers operate.
These countries may have data protection laws that differ from those in your country.
Where required by law, we will use appropriate safeguards for international transfers, which may include contractual protections, data processing agreements, standard contractual clauses, or other legally recognized transfer mechanisms.
13. Security Measures
We take reasonable technical, administrative, and organizational measures to protect personal information against unauthorized access, loss, misuse, disclosure, alteration, or destruction.
These measures may include:
- Password-protected systems
- Restricted access to client and lead data
- Encrypted platforms where available
- Internal data-handling procedures
- Confidentiality obligations
- NDAs or confidentiality agreements with contractors where appropriate
- Use of reputable third-party service providers
- Account access controls
- Two-factor authentication where requested or available
No system can be guaranteed to be 100% secure. Users and clients are responsible for using secure passwords, limiting unnecessary data sharing, and notifying us promptly of suspected security issues.
14. Your Privacy Rights
Depending on your location, you may have certain rights over your personal information. These may include the right to:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of personal information
- Request a copy of your information
- Object to certain processing
- Restrict certain processing
- Opt out of marketing communications
- Unsubscribe from email campaigns
- Opt out of the sale or sharing of personal information, where applicable
- Object to certain automated decision-making or profiling
- Request data portability, where applicable
- Limit the use of sensitive personal information, where applicable
To exercise your rights, contact us at: ferdinand@easyleadengine.io
We may need to verify your identity before responding to a request. We will respond within the timeframe required by applicable law.
15. California Privacy Notice
This section applies to California residents where the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies.
Categories of Personal Information We May Collect
We may collect the following categories of personal information:
- Identifiers, such as name, email address, phone number, IP address, and online identifiers
- Commercial information, such as services purchased, payment records, or campaign activity
- Internet or network activity, such as website usage, cookies, clicks, and analytics data
- Professional or employment-related information, such as job title, company, and business role
- Geolocation information, such as approximate location based on IP address or business location
- Audio or electronic information, such as call recordings, call transcripts, chatbot logs, or AI agent interactions
- Inferences, such as lead scoring, campaign segmentation, qualification insights, or business recommendations
- Sensitive personal information, where provided or necessary for a specific service
Sources of Personal Information
We may collect personal information from:
- You directly
- Our clients
- Website forms and booking pages
- AI tools and automation systems
- Public sources
- Business directories
- Social media and professional platforms
- Data providers
- Analytics and advertising platforms
- CRM and outreach tools
Business Purposes for Collection
We may collect and use personal information for the business purposes described in this Privacy Policy, including service delivery, lead generation, outreach, analytics, reporting, marketing, payment processing, security, compliance, and business operations.
Sale or Sharing
We may sell or share personal information as defined under California law, including for lead generation, advertising, retargeting, analytics, or business prospecting purposes.
California residents may opt out by contacting: ferdinand@easyleadengine.io
Subject line: California Opt-Out Request
California Rights
California residents may have the right to:
- Know what personal information we collect, use, disclose, sell, or share
- Request access to personal information
- Request deletion of personal information
- Request correction of inaccurate information
- Opt out of sale or sharing
- Limit use of sensitive personal information, where applicable
- Not be discriminated against for exercising privacy rights
To exercise these rights, contact: ferdinand@easyleadengine.io
16. European Economic Area, UK, and Similar Privacy Rights
If you are located in the European Economic Area, United Kingdom, or another region with similar privacy laws, you may have additional rights, including the right to:
- Access your personal data
- Correct inaccurate data
- Delete your data
- Restrict processing
- Object to processing
- Request data portability
- Withdraw consent where processing is based on consent
- Lodge a complaint with a data protection authority
- Object to certain automated decision-making
We may act as a data controller for our own business operations and as a data processor or service provider when handling information on behalf of our clients.
Where we process data on behalf of a client, you may need to contact that client directly to exercise your rights.
17. South Africa, Canada, Australia, New Zealand, and Other Regions
Where applicable, we aim to comply with privacy laws in the regions where we operate or provide services, including South Africa, Canada, Australia, and New Zealand.
Depending on your location, you may have rights to access, correct, delete, or object to certain uses of your personal information.
You may contact us at: ferdinand@easyleadengine.io
18. Children's Privacy
Our services are not intended for children under the age of 18.
We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child without appropriate consent, we will take reasonable steps to delete it.
19. Data Accuracy
We rely on users, clients, public sources, and third-party providers to supply accurate information.
Because lead generation and data enrichment may involve public or third-party sources, we cannot guarantee that all prospect or business data is complete, accurate, or current.
If you believe information we hold about you is inaccurate, you may contact us to request correction.
20. Do Not Track and Global Privacy Controls
Some browsers may send "Do Not Track" signals. Our website may not currently respond to all such signals.
Where legally required and technically feasible, we will honor recognized opt-out preference signals, including Global Privacy Control signals, for applicable users and jurisdictions.
21. Links to Third-Party Websites
Our website and communications may contain links to third-party websites, platforms, tools, or services.
We are not responsible for the privacy practices, content, security, or policies of third-party websites or services. You should review their privacy policies before providing information to them.
22. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, tools, legal obligations, business operations, or privacy practices.
When we update this Privacy Policy, we will revise the "Last Updated" date at the top of this page.
Your continued use of our website or services after updates are posted means you acknowledge the updated Privacy Policy.
23. Contact Us
For privacy questions, data requests, opt-out requests, or concerns, contact us at:
