About this policy
Team Leads Systems is a business management software platform operated by Team Leads. This policy covers platform enquiries, account administration, support and information processed through client business workspaces. Each client business manages its own customer relationships, staff access and authorised integrations.
For customer records stored by a client business, we provide the software and process information to deliver that service. The client business determines how it uses customer information. Contact that business about its enquiries and services, or Team Leads about platform privacy and support.
For our first client, see the Nicholas Young Design privacy policy. That client is separate from Team Leads and does not operate Team Leads Systems.
1. Information we collect
Depending on your interactions with us, we collect:
- Your name, email address, telephone number, and business or property details.
- Enquiry details, service interests, project requirements, budget information and answers you choose to provide on a form.
- Our correspondence with you, contact preferences, consent records and notes about your enquiry or project.
- Appointment, inspection, proposal and customer-service information, and documents or photographs you provide in connection with our services.
- For Meta lead forms: lead, Page, form, advertisement or campaign identifiers and submission times, and whether the enquiry came from Facebook or Instagram, where Meta makes that information available.
- For staff using BMS: account and role details, assignments and activity records. Our hosting and security providers may also process technical information such as IP addresses, browser details and request logs.
Please provide only information relevant to your enquiry. We do not ask you to include sensitive personal information in lead forms.
2. How we collect information
We collect platform information when you create an account, enquire about Team Leads Systems or contact Team Leads for support. Client businesses and their authorised users provide customer information through their workspaces, including enquiries, appointments and project records. Where a business enables a Meta integration, we receive information submitted through its Facebook or Instagram instant forms.
When you submit a connected Meta lead form, Meta may securely send the information to the relevant client workspace so that business can respond. Meta handles information on its own platforms under its own privacy policy.
You may contact us without identifying yourself where practical. If you do not provide contact or project details, we may be unable to respond, arrange a visit or provide the requested service.
3. How we use information
Team Leads uses platform account and support information to provide Team Leads Systems, administer accounts, respond to support requests, maintain service records and protect the platform. We process client customer records to provide the functions that business uses, such as managing leads, appointments, team assignments, proposals and follow-ups. We do not use a client business's customer records for unrelated Team Leads marketing.
BMS may route enquiries, create tasks and schedule reminders. These functions support our team in managing customer relationships. Emails or SMS reminders depend on the services and communication preferences configured for your enquiry.
Where permitted by law and consistent with your preferences, we may send relevant marketing communications. You can opt out at any time using an available unsubscribe facility or by contacting us. We do not sell personal information.
5. Security, cookies and retention
We use safeguards appropriate to the information, including authenticated access, role-based permissions, restricted database access and encrypted connections. No online service can guarantee absolute security.
BMS uses essential authentication cookies to keep authorised users signed in. Our infrastructure providers may use cookies or similar technologies for security and service operation. This CRM does not currently include advertising pixels or optional analytics tracking. Facebook and Instagram have their own cookie practices. Disabling essential cookies may prevent account sign-in.
We retain information for as long as reasonably needed for the enquiry, customer relationship, service delivery, record-keeping, legal obligations and resolving disputes. When information is no longer needed, we take reasonable steps to delete or de-identify it. Residual copies may remain in protected backups until they are replaced under the relevant backup cycle.
6. Access, correction and deletion
You can request access to your personal information, ask us to correct inaccurate or outdated details, update communication preferences, or request deletion by emailing info@teamleads.com.au. For records managed by a client business, contact that business first. We can help identify the appropriate contact and handle requests relating to our platform role.
For a deletion request, use the subject Privacy — data deletion request and include the name and contact details used for your enquiry, plus enough information for us to locate it. Do not send passwords, access tokens or identity documents in an initial request. We may need to verify your identity before disclosing or changing records.
We will assess your request and respond within a reasonable period. Some information may need to be retained for legal, contractual or legitimate record-keeping purposes; we will explain any applicable limitation. Deleting information from our systems does not delete information held independently by Meta or another service.
To remove an app connection from your Facebook account, use Facebook’s business integration settings. Removing access stops that connection’s future access; contact us separately about information already received.
7. Contact and complaints
For privacy enquiries, requests or complaints, contact:
Platform privacy and support — Team Leadsinfo@teamleads.com.au
Please describe your concern and how we can contact you. We will review the matter and aim to respond within 30 days. If more time is required, we will let you know. If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner to understand your options, where applicable.
8. Changes to this policy
We may update this policy as our services, systems or legal obligations change. The current version will be available on this page, with its last-updated date.