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Privacy Policy & SMS Terms

Effective date: July 16, 2026 · CSM Integrated Solutions LLC ("CSM," "we," "us," or "our").

On this page: Privacy Policy · SMS Terms & Conditions · Contact Us

Privacy Policy

This Privacy Policy describes how CSM Integrated Solutions LLC collects, uses, and protects personal information in connection with the csmintegrated.com website, our phone lines, and the consulting services we provide ("Services").

1. Information We Collect

  • Information you provide directly: name, company, email address, phone number, message content, and diagnostic responses when you submit a form, take the AI Maturity Diagnostic, use our chat assistant, book a call, or contact us by phone or email.
  • Call information: when you call our business line, calls may be answered by an AI phone assistant and may be recorded and transcribed. We collect the caller's phone number, the contents of the conversation, recordings, transcripts, and automated summaries.
  • SMS information: if you opt in to text messages, we collect your mobile number and your message history with us.
  • Technical information: standard website logs such as IP address, browser type, pages visited, and referring pages, used for site operation and analytics.

2. How We Use Information

  • To respond to inquiries, schedule requested calls, and deliver services.
  • To send service-related communications, including SMS messages you have opted in to receive.
  • To improve our website, content, and service offerings.
  • To follow up on business opportunities you request.
  • To comply with legal obligations and enforce our agreements.

We do not sell your personal information.

3. Call Recording Notice

Calls to and from our phone lines, including calls handled by our AI phone assistant, may be recorded and transcribed for quality assurance, service delivery, and record-keeping. Where required by law, callers are notified and/or consent is obtained before recording.

4. How We Share Information

We do not sell personal information. We share information only with:

  • Service providers that help us operate the Services — including HubSpot (CRM and forms), Calendly (scheduling), Netlify (hosting), Anthropic (AI chat assistant), Retell (AI phone assistant), and telephony/SMS carriers — bound by confidentiality obligations and permitted to use the information only to provide services to us.
  • Legal authorities when required by law, subpoena, or to protect our rights, safety, or property.

SMS consent is never shared or sold. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with, or sold to, any third parties.

5. Data Retention

We retain personal information, call recordings, and transcripts only as long as needed for the purposes described above and to meet legal and accounting requirements. You may request deletion of your information at any time using the contact details below, subject to legal retention obligations.

6. Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect personal information, including encryption of data in transit and at rest with our infrastructure providers. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Your Choices & Rights

  • You may opt out of SMS messages at any time by replying STOP (see SMS Terms below).
  • You may request access to, correction of, or deletion of your personal information by contacting us at info@csmintegrated.com.
  • Depending on your state of residence, you may have additional rights under applicable privacy laws. We honor verified requests as required by law.

8. Cookies & Tracking

The csmintegrated.com website uses cookies and similar technologies for analytics and marketing. When you first visit, a consent banner lets you accept or decline these cookies; no analytics or marketing cookies are set unless you accept. You can change your choice at any time using the "Cookie settings" link in the footer of any page.

The cookies we use, when you consent, are:

  • Essential: a single first-party cookie that remembers your cookie choice for 12 months. This is set regardless of your choice and contains no personal information.
  • Analytics & CRM — HubSpot: helps us understand how visitors use the site and connects form submissions and chat conversations to our customer relationship system. Learn more at HubSpot's privacy policy.
  • Advertising — Google: if enabled, measures whether our ads led to a visit, call, or booking, and may be used for remarketing. Opt out of Google's personalized advertising at adssettings.google.com.
  • Advertising — Meta (Facebook/Instagram) Pixel: if enabled, measures ad performance on Meta platforms and may be used for remarketing. Manage your Meta ad preferences at facebook.com/adpreferences.

Our scheduling provider (Calendly) sets cookies only within its embedded booking widget, and our hosting provider collects standard server logs (such as IP address and pages requested) for security and site operation. Some browsers offer a Global Privacy Control (GPC) signal; where required by applicable law, we honor it as an opt-out of targeted advertising.

9. Children's Privacy

The Services are intended for businesses and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, contact us and we will delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective date" above reflects the latest revision. Material changes will be posted on this page.

SMS Terms & Conditions

These SMS Terms & Conditions govern the text messaging programs operated by CSM Integrated Solutions LLC.

1. Program Description

When you opt in, we may send you text messages related to the Services, including:

  • Appointment confirmations, reminders, and scheduling updates;
  • Responses to your inquiries and requested information (e.g., links, documents, or booking pages sent during or after a call);
  • Follow-ups related to a call or inquiry you placed to us;
  • Customer care and account notifications.

2. Opt-In

You consent to receive text messages when you: (a) provide your mobile number and expressly request or agree to receive texts during a phone call with us or with an AI phone assistant we operate; (b) submit your number through a form on our website and agree to be contacted by text; or (c) text us first. Consent to receive text messages is not a condition of purchasing any goods or services.

3. Message Frequency

Message frequency varies based on your interaction with us (for example, one confirmation and one reminder per appointment). No recurring marketing message schedule applies unless separately disclosed and agreed to.

4. Message & Data Rates

Message and data rates may apply according to your mobile carrier plan. Contact your carrier for details.

5. Opt-Out

Reply STOP to cancel. Text STOP to any message to stop receiving texts from us. After you send STOP, we will send one final message confirming that you have been unsubscribed. No further messages will be sent. Reply START to re-subscribe at any time.

6. Help & Support

Reply HELP to any message for assistance, or contact us at info@csmintegrated.com or 1 (516) 260-4112. Reply STOP to opt out at any time.

7. Privacy

Information collected through the SMS program is handled as described in the Privacy Policy above. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent will not be shared with, or sold to, any third parties.

8. Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages. Supported carriers include all major U.S. carriers; service may not be available on all networks.

9. Changes to These Terms

We may update these SMS Terms from time to time. Continued participation in the program after changes are posted constitutes acceptance of the revised terms.

Contact Us

CSM Integrated Solutions LLC
54 State Street, Ste 804
Albany, NY 12207
info@csmintegrated.com · 1 (516) 260-4112