Privacy Policy

Effective date: September 7, 2026  |  Last updated: September 7, 2026

MarketRev (“MarketRev,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what personal information we collect, why we collect it, who we share it with, how long we keep it, and the choices and rights you have.

This policy applies to marketrev.ai, our landing pages and forms, our email and text message communications, our phone lines, and the marketing and marketing-technology services we provide (the “Services”). It is incorporated into our Terms of Service.

1. Scope and our role

We handle personal information in two different roles:

• As a business (controller). For information about our own website visitors, prospects, clients, applicants, and vendor contacts, we decide how and why the information is used. That is what most of this policy describes.
• As a service provider (processor). When we run marketing, CRM, or automation systems for a client, we handle that client’s customer and lead data on the client’s instructions. In that case the client’s own privacy policy governs, and requests about that data should go to the client. See Section 11.

2. Information we collect

Information you give us

• Contact and identity details — name, business name, job title, email address, phone number, mailing or business address.
• Business information — industry, service area, website, current marketing setup, budget range, goals, and similar details you share in forms, calls, or onboarding questionnaires.
• Communications — the content of emails, text messages, form submissions, chat messages, support requests, and (where you are notified and it is permitted by law) recordings or transcripts of calls and meetings.
• Account and project information — login details for systems you ask us to manage on your behalf, project files, brand assets, and approvals.
• Billing information — billing contact, billing address, invoice history, and the last four digits and expiration of a payment card. We do not collect or store full payment card numbers; payments are processed by third-party payment processors.

Information collected automatically

• Device and connection data — IP address, browser type and version, operating system, device type, language, and general location inferred from IP address (typically city or region).
• Usage data — pages viewed, referring and exit pages, links and buttons clicked, scroll depth, time on page, form starts and completions, and the date and time of your visit.
• Marketing attribution data — UTM parameters, click identifiers, campaign source, and landing page, used to understand which campaigns bring visitors to us.
• Communication engagement — whether an email was opened or a link clicked, and whether a text message was delivered.

Information from other sources

• Referrals and introductions from clients or partners.
• Publicly available business sources such as company websites, business directories, and professional networking profiles.
• Advertising, analytics, and lead platforms that pass along form submissions or campaign data.
• Payment processors, which confirm transaction status to us.

We do not seek to collect sensitive personal information (such as government identifiers, financial account credentials, precise geolocation, health information, biometric data, or information about race, religion, sexual orientation, or union membership), and we ask that you do not send it to us.

3. How we collect it

We collect information when you visit our website, submit a form, request a quote or audit, book a call, subscribe to updates, text or call us, email us, become a client, work with us as a vendor or contractor, apply for a job, or otherwise interact with our content and campaigns.

4. Cookies and tracking technologies

We and our providers use cookies, pixels, tags, local storage, and similar technologies on our website. Broadly, they fall into these categories:

Your choices. Most browsers let you block or delete cookies through their settings, and mobile operating systems offer advertising-ID controls. Blocking some cookies may break parts of the site. Where a consent banner is shown on our site, your choices there control non-essential cookies. We also honor the Global Privacy Control (GPC) signal where required by law, treating it as an opt-out of targeted advertising and any sharing for that purpose from that browser. Because there is no common industry standard for “Do Not Track” browser signals, we do not respond to DNT separately.

5. How we use information

• To respond to you — answer questions, provide quotes and proposals, schedule and confirm calls, and follow up on requests you make.
• To provide the Services — deliver, manage, support, and improve the work we do for clients, including account setup, campaign management, and reporting.
• To bill and administer — process payments, issue invoices, collect amounts due, and keep business records.
• To communicate — send service and account messages, onboarding information, scheduling notices, and, where permitted or with your consent, marketing communications about our services.
• To market responsibly — measure campaign performance, understand which channels work, build audiences for our own advertising, and personalize the content we show.
• To improve and secure — analyze usage, troubleshoot, test features, prevent fraud and abuse, and protect our systems and users.
• To comply and protect — meet legal obligations, maintain consent and opt-out records, enforce our Terms of Service, and establish or defend legal claims.

Where required by law, we rely on one of these legal bases: your consent; performance of a contract with you; our legitimate interests in operating and promoting our business in a way that does not override your rights; or compliance with a legal obligation.

6. Text messaging (SMS/MMS) policy

If you give us your mobile number and opt in, we may send text messages about your inquiry, appointment, project, or account, and — where you have agreed — occasional promotional messages.

• Consent. We text you only after you opt in, for example by checking a consent box on a form, replying to a message, or otherwise asking us to text you. Consent to receive marketing texts is never a condition of purchasing anything from us.
• Message frequency. Message frequency varies based on your activity and the conversation.
• Cost. Message and data rates may apply. Your mobile carrier is not liable for delayed or undelivered messages.
• Opting out. Reply STOP to any message to stop receiving texts from that number. You will receive one confirmation message and then no further texts, unless you opt back in. Reply HELP for help, or contact us at 435-900-7785 or [email protected].
• Carriers. Delivery is not guaranteed, and messages may be delayed or blocked by carrier filtering.

7. Email and phone communications

You can unsubscribe from our marketing emails at any time using the unsubscribe link in any marketing email or by emailing [email protected]. We may still send you transactional or account messages, such as invoices, scheduling confirmations, and service notices. If you ask us not to call you, we will add you to our internal do-not-call list. Calls may be recorded or transcribed for quality, training, or record-keeping where you are notified and applicable law permits.

8. How we share information

We share personal information only as described here:

• Service providers. Vendors who work on our behalf and are contractually limited to that purpose — website and landing page hosting, CRM and marketing automation, email and SMS delivery, telephony, scheduling, analytics, cloud storage, project management, accounting, and payment processing.
• Advertising and analytics partners. For our own campaign measurement and, where you have not opted out, audience building for MarketRev advertising. This may involve sharing hashed identifiers such as an email address for matching.
• Our clients. If you submitted a form, called, or texted a campaign we operate on behalf of a client, your information is provided to that client so they can follow up with you.
• Professional advisors. Lawyers, accountants, insurers, and auditors under duties of confidentiality.
• Legal and safety. When we believe disclosure is required by law, subpoena, or legal process, or is necessary to protect the rights, property, or safety of MarketRev, our clients, or others, or to investigate fraud or abuse.
• Business transfers. In connection with a merger, acquisition, financing, reorganization, or sale of assets, subject to this policy continuing to apply to the transferred information.
• With your direction. Any other sharing you ask for or agree to.

Mobile opt-in and consent data is excluded from this sharing, as stated in Section 6.

9. We do not sell your personal information

We do not sell personal information for money, and we do not share personal information for cross-context behavioral advertising on behalf of other companies. We do use advertising and analytics cookies for our own marketing, which some U.S. state privacy laws define broadly as “sharing” or “targeted advertising”; you can opt out of that as described in Section 4 and Section 14. We have not knowingly sold or shared the personal information of anyone under 16.

10. Automated tools and AI

We use automation and artificial intelligence tools to help draft content, summarize calls and notes, route and prioritize inquiries, personalize marketing, and analyze campaign performance. Human review is part of our process for work we deliver. We do not use these tools to make decisions that produce legal or similarly significant effects about you without human involvement. We do not permit our AI vendors to use client or prospect data to train their public models where the vendor offers that control, and we configure our tools accordingly.

11. Client data we process on behalf of clients

When we operate CRM, messaging, advertising, or automation systems for a client, we may handle personal information about that client’s own leads and customers. In that context:

• The client determines the purposes of the processing; we act on the client’s documented instructions.
• The client is responsible for obtaining any required consents and for providing its own privacy notice.
• If you are a lead or customer of one of our clients and want to access, correct, or delete your information, please contact that business directly. If you contact us, we will forward your request to them where we can identify the relevant client.

12. How long we keep information

We keep personal information only as long as we need it for the purposes described in this policy, and then delete or de-identify it. In practice:

• Prospect and inquiry data — typically up to 24 months after the last meaningful interaction, unless you ask us to delete it sooner.
• Client records and deliverables — for the duration of the engagement and typically up to 3 years afterward, to support transitions, disputes, and continuity.
• Billing and tax records — as long as required by law, generally at least 7 years.
• Consent and opt-out records — retained indefinitely so that we can honor your opt-out and prove compliance. This is why a deletion request does not remove your number or email from our suppression list.
• Website analytics — typically in aggregate or de-identified form after 26 months.

13. How we protect information

We use administrative, technical, and physical safeguards appropriate to the size of our business and the sensitivity of the information, including encryption in transit, access controls and least-privilege permissions, multi-factor authentication on key systems, vendor review, and staff confidentiality obligations. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If you believe your interaction with us is no longer secure, contact us immediately at [email protected].

14. Your privacy choices

• Email: use the unsubscribe link in any marketing email, or email [email protected].
• Text messages: reply STOP to any message.
• Phone: ask us to add you to our internal do-not-call list.
• Cookies and targeted advertising: use your browser or device controls, our consent banner where shown, or enable Global Privacy Control in a supporting browser.
• Access, correction, or deletion: email [email protected] and tell us what you would like us to do.

15. U.S. state privacy rights

Depending on where you live, state law may give you the right to:

• Know what personal information we collect, use, disclose, and retain, and access a copy of it;
• Correct inaccurate personal information;
• Delete personal information we hold about you;
• Obtain a portable copy of information you provided to us;
• Opt out of targeted advertising, the sale of personal information, and certain profiling;
• Not be discriminated against for exercising these rights.

How to submit a request. Email [email protected] or call 435-900-7785 with your name, the email address or phone number you use with us, and what you would like us to do. We will verify your identity by matching the details you provide against our records, and may ask for additional information for sensitive requests. We respond within the period required by applicable law, generally 45 days, and may extend once where permitted.

Authorized agents. You may use an authorized agent to submit a request. We will ask for written proof of authorization and may ask you to verify your identity directly.

Appeals. If we decline your request, you may appeal by replying to our decision or emailing [email protected] with the subject line “Privacy Appeal.” We will respond in writing with our decision and reasoning. If you disagree with the outcome, you may contact your state attorney general.

16. Users in the EEA, UK, and Switzerland

Our Services are directed to businesses in the United States, and we do not target individuals in the European Economic Area, the United Kingdom, or Switzerland. If applicable data protection law nonetheless covers you, you may have the rights of access, rectification, erasure, restriction, portability, and objection, including the right to object to processing based on legitimate interests and to withdraw consent at any time without affecting prior processing. You also have the right to lodge a complaint with your local supervisory authority. To exercise any of these rights, contact [email protected].

17. International data transfers

We operate in the United States, and our service providers may process information in the United States or other countries. If you access the Services from outside the United States, you understand that your information will be transferred to and processed in the United States, where data protection laws may differ from those in your country. Where required, we use appropriate safeguards such as standard contractual clauses with our providers.

18. Children’s privacy

Our website and Services are intended for adults in a business context. We do not knowingly collect personal information from anyone under 16. If you believe a child has provided us information, contact [email protected] and we will delete it.

19. Third-party websites

Our site and communications may link to websites, platforms, and tools we do not operate. We are not responsible for their content or privacy practices. Review the privacy policy of any third-party site before providing your information.

20. Changes to this policy

We may update this Privacy Policy as our business, technology, or the law changes. When we do, we will revise the “Last updated” date above and post the current version at https://marketrev.ai/legal/privacy. If changes are material, we will provide additional notice, such as by email or a notice on our website. Your continued use of the Services after the effective date means you accept the updated policy.

21. Contact us

Questions, requests, or concerns about privacy? We are happy to help.