Privacy Policy
PRIVACY POLICY for salesrup.ai
📅 Last updated: 3 December 2025
This Privacy Notice for Mortgage Excellence Pty Ltd ATF Levett Family Trust t/as SalesRUp.ai ("we," "us," or "our"), describes how and why we might access, collect, store, use, and/or share ("process") your personal information when you use our services ("Services"), including when you:
Visit our website at https://salesrup.ai, or any website of ours that links to this Privacy Notice.
Use salesrup.ai. salesrup.ai is an AI-powered sales enablement and coaching platform designed to help businesses improve pipeline efficiency and team performance. Our Services include: AI-Powered Sales Coaching & Readiness, Pipeline Monitoring & Insights, Automation and Integration, and Content Generation.
Engage with us in other related ways, including any sales, marketing, or events.
Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices under Australian law. If you still have any questions or concerns, please contact our Privacy Officer at [email protected]
SUMMARY OF KEY POINTS
What personal information do we process?
We process personal information depending on how you interact with us, including End Customer data (call recordings, CRM notes).
Do we process any sensitive personal information?
Yes, we may process sensitive information (e.g., health information) if it is contained within the End Customer data and only with consent, or where otherwise permitted by the Australian Privacy Act.
Do we collect any information from third parties?
We may collect information from public databases, marketing partners, and other outside sources.
How do we process your information?
We process your information to provide, improve, and administer our Services, primarily under the Australian Privacy Principles (APPs) (Consent, Primary Purpose, Legitimate Interests, Legal Obligation).
In what situations and with which types of parties do we share personal information?
We may share information with AI Service Providers (e.g., OpenAI) and cloud hosting partners.
How do we keep your information safe?
We have adequate processes and procedures in place to protect your personal information in line with the APPs.
What are your rights?
Under the Australian Privacy Act, you have the right to access and request correction of your personal information.
How do you exercise your rights?
By contacting our Privacy Officer at [email protected] .
TABLE OF CONTENTS
WHAT INFORMATION DO WE COLLECT?
HOW DO WE PROCESS YOUR INFORMATION?
WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION? (AUSTRALIA)
WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?
HOW LONG DO WE KEEP YOUR INFORMATION?
HOW DO WE KEEP YOUR INFORMATION SAFE?
DO WE COLLECT INFORMATION FROM MINORS?
WHAT ARE YOUR PRIVACY RIGHTS? (AUSTRALIA)
CONTROLS FOR DO-NOT-TRACK FEATURES
DATA USAGE & SHARING (AUSTRALIA)
DO WE MAKE UPDATES TO THIS NOTICE?
HOW CAN YOU CONTACT US ABOUT THIS NOTICE?
HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?
1. WHAT INFORMATION DO WE COLLECT?
Personal information you disclose to us
The personal information we collect may include: names, contact details, payment data (handled by Stripe), and The Client's End Customer contact information (uploaded via direct upload or an integration, including call recordings and CRM notes).
Sensitive Information
We may process the following categories of sensitive information only when it is included in the End Customer Data provided by the Client for sales coaching and analytics, in compliance with the APPs: Customer list / CRM data and Health Information or Political Opinions (if incidentally contained within call recordings or notes).
Payment Data
All payment data is handled and stored by Stripe.
Information automatically collected
This includes: Log and Usage Data, Device Data, and Location Data.
Information collected from other sources
We may obtain limited data from public databases, joint marketing partners, and social media for marketing and event promotion.
2. HOW DO WE PROCESS YOUR INFORMATION?
We process your personal information for a variety of reasons, including:
To facilitate account creation and authentication.
To respond to user inquiries/offer support.
To send administrative and marketing communications (in compliance with the Spam Act 2003 (Cth)).
To enable user-to-user communications (if applicable).
To protect our Services (fraud monitoring and prevention).
To evaluate and improve our Services, products, and marketing.
To comply with our legal obligations.
To analyse End Customer Data and provide coaching and analytics to the Client.
3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION? (AUSTRALIA)
We rely on the Australian Privacy Principles (APPs), including: Primary Purpose, Consent (relying on the Client to have obtained the necessary consent for End Customer Data), Legitimate Interests, and Legal Obligation.
4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
We may share your data with: Vendors, Consultants, and Other Third-Party Service Providers (e.g., Cloud Computing Services, AI Service Providers like OpenAI, Payment Processors), in connection with Business Transfers, and with Business Partners.
5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
We use cookies for security, functionality, analytics (Google Analytics), and targeted advertising.
6. DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?
Our AI Products (AI automation, Call transcript analysis, and Sales content generation) are provided through third-party service providers, including OpenAI. You can opt out of these features in your account settings.
7. HOW LONG DO WE KEEP YOUR INFORMATION?
We will only keep your personal information for as long as it is necessary for the purposes set out in this Privacy Notice, unless a longer retention period is required or permitted by law (such as Australian tax or accounting law).
8. HOW DO WE KEEP YOUR INFORMATION SAFE?
We have implemented appropriate and reasonable technical and organisational security measures designed to protect the security of any personal information we process in line with the APPs.
9. DO WE COLLECT INFORMATION FROM MINORS?
We do not knowingly collect, solicit data from, or market to children under 18 years of age.
10. WHAT ARE YOUR PRIVACY RIGHTS? (AUSTRALIA)
Under the Australian Privacy Act 1988 (Cth), you have the:
Right to Access (APP 12): The right to request access to the personal information we hold about you.
Right to Correction (APP 13): The right to request correction of inaccuracies in your personal data.
Withdrawing your consent: You have the right to withdraw your consent (e.g., for marketing) at any time.
Opting out of marketing communications: You can unsubscribe from marketing and promotional communications (in compliance with the Spam Act 2003 (Cth)).
