Privacy Policy

Last Updated: June 9, 2026

Referral Momentum ("Referral Momentum," "we," "our," or "us") respects your privacy and is committed to protecting the information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you use our website, software platform, and related services (collectively, the "Service").

By using the Service, you agree to the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide

When you register for an account or use the Service, we may collect:

  • Name
  • Business name
  • Email address
  • Phone number
  • Mailing address
  • Payment and billing information
  • Business profile information
  • Customer referral program settings

Customer Data

As part of providing referral management services, users may upload or collect information regarding their customers, including:

  • Customer names
  • Email addresses
  • Phone numbers
  • Referral activity
  • Referral rewards
  • Lead and job information
  • Communication history

This information is controlled by the business using Referral Momentum.

Automatically Collected Information

We may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Referral source
  • Usage data
  • Pages viewed
  • Session activity
  • Cookies and similar technologies

2. How We Use Information

We use collected information to:

  • Provide and operate the Service
  • Manage user accounts
  • Process payments
  • Generate referral links and QR codes
  • Track referral activity
  • Manage rewards and payouts
  • Deliver notifications
  • Improve platform functionality
  • Analyze usage trends
  • Provide customer support
  • Prevent fraud and abuse
  • Comply with legal obligations

3. Referral Communications

Referral Momentum may facilitate communication between businesses and their customers through:

  • Email
  • SMS
  • Referral invitations
  • Review requests
  • Reward notifications

Businesses using Referral Momentum are responsible for obtaining all necessary customer consents before sending communications.

Referral Momentum acts solely as a service provider facilitating those communications.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Authenticate users
  • Remember preferences
  • Improve user experience
  • Analyze website traffic
  • Measure performance

Users may control cookie settings through their browser preferences.

Disabling cookies may affect certain platform functionality.

5. Payment Processing

Payments are processed through third-party payment providers.

Referral Momentum does not store full credit card information on its servers.

Payment providers may collect and process information according to their own privacy policies.

6. Third-Party Services

We may use third-party service providers to operate portions of the platform, including:

  • Payment processors
  • Cloud hosting providers
  • Analytics providers
  • Email providers
  • SMS providers
  • Customer support tools

These providers receive only the information necessary to perform their services.

7. Data Sharing

We do not sell personal information.

We may share information:

  • With Service Providers — To operate and improve the Service.
  • With Legal Authorities — When required by law, regulation, court order, or legal process.
  • During Business Transfers — If Referral Momentum is involved in a merger, acquisition, asset sale, or restructuring.
  • With User Consent — When you specifically authorize disclosure.

8. Data Retention

We retain information for as long as necessary to:

  • Provide the Service
  • Comply with legal obligations
  • Resolve disputes
  • Enforce agreements

Businesses may request deletion of their account and associated data, subject to legal retention requirements.

9. Data Security

We implement commercially reasonable security measures designed to protect information from:

  • Unauthorized access
  • Disclosure
  • Alteration
  • Destruction

However, no system can guarantee absolute security.

Users are responsible for maintaining the confidentiality of account credentials.

10. Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access personal information
  • Correct inaccurate information
  • Request deletion of information
  • Restrict processing
  • Object to certain uses
  • Receive a copy of your information

Requests may be submitted using the contact information below.

11. Children's Privacy

Referral Momentum is not intended for individuals under 18 years of age.

We do not knowingly collect personal information from children.

If we become aware of such collection, we will take reasonable steps to delete the information.

12. International Users

If you access the Service from outside the United States, you acknowledge that information may be transferred to and processed in the United States.

By using the Service, you consent to such transfers.

13. California Privacy Rights

California residents may have additional rights regarding personal information under applicable California privacy laws.

Eligible users may request:

  • Information regarding collected personal information
  • Access to personal information
  • Deletion of personal information

Requests may be submitted through the contact information below.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically.

Updated versions will be posted on this page with a revised effective date.

Continued use of the Service after updates constitutes acceptance of the revised Privacy Policy.

15. Contact Information

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Referral Momentum

Email: james@referralmomentum.com

Website: https://referralmomentum.com

By using Referral Momentum, you acknowledge that you have read and understood this Privacy Policy.