Privacy Policy
Your privacy matters. Learn how Synergy Business Group collects, uses, and safeguards your information.
Last updated: October 1, 2026
1. Information We Collect
We collect information you provide directly to us, such as your name, business name, email address, phone number, and any details you share when you request a free efficiency audit, book a consultation, or engage our services. We may also collect information automatically when you visit our website, including IP address, browser type, pages visited, and usage data through cookies and similar technologies.
2. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide the services you request.
- Schedule and conduct consultations and efficiency audits.
- Deliver, maintain, and improve our CRM, HR, and operations automation offerings.
- Send service updates, marketing communications, and relevant resources (you may opt out at any time).
- Comply with applicable legal, accounting, and reporting requirements.
3. How We Share Information
We do not sell your personal information. We may share your information with trusted service providers who support our operations (such as CRM platforms, payroll processors, and hosting providers) under contractual obligations of confidentiality. We may also disclose information when required by law or to protect our rights, safety, or property.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
6. Your Rights & Choices
You may request access to, correction of, or deletion of your personal information. You can also opt out of marketing communications at any time by following the unsubscribe link in our emails or contacting us directly. If you are located in Canada or another jurisdiction with applicable privacy laws, you may have additional rights regarding your personal information.
7. Data Retention
We retain personal information only for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.
8. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "last updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.
9. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Questions About Your Data?
We're transparent about how we handle your information. Reach out anytime.