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Last Updated: 8/7/2026

Collective Revenue Management Solutions LLC (“we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information when you visit our website, sign up for our newsletter, request more information, schedule an appointment, or otherwise interact with our services offered to optometrists and related professionals.

By using our website or services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website or provide us with personal information.

1. Information We Collect

We collect information you voluntarily provide and information collected automatically:

Information You Provide

  • Contact details (name, email address, phone number, practice/company name, job title)

  • Information submitted when you request more information, fill out forms, or contact us

  • Appointment details (preferred dates/times, reason for the appointment, and any related notes you provide)

  • Newsletter subscription information (email address and any preferences)

  • Any other information you choose to share with us

Information Collected Automatically

  • Device and usage data (IP address, browser type, operating system, referring/exit pages, pages viewed, time spent on pages)

  • Cookies, web beacons, pixels, and similar tracking technologies (see Cookies section below)

  • Approximate location data derived from IP address

We do not intentionally collect sensitive personal information (such as health data, Social Security numbers, or financial account numbers) unless you voluntarily provide it in connection with a specific request.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested information about our services for optometrists

  • Schedule, confirm, and manage appointments

  • Send newsletters, marketing communications, and updates (you may unsubscribe at any time)

  • Operate, maintain, and improve our website and services

  • Analyze usage trends and website performance

  • Communicate with you about your account, appointments, or service-related matters

  • Comply with legal obligations and enforce our terms

  • Protect the security and integrity of our website and business

We process personal information based on your consent (e.g., newsletter sign-up), performance of a contract or pre-contractual steps (e.g., responding to information requests or scheduling appointments), legitimate interests (e.g., improving our services and website security), or legal obligations.

3. How We Share Your Information

We do not sell your personal information. We may share information in the following limited circumstances:

  • Service Providers: With trusted third-party vendors who help us operate our website, send emails, manage appointments, host data, or analyze website traffic. These providers are contractually required to protect your information and use it only for the services they provide to us.

  • Business Transfers: In connection with a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction.

  • Legal Requirements: When required by law, subpoena, court order, or governmental request, or to protect our rights, property, safety, or the rights of others.

  • With Your Consent: When you direct us to share information or otherwise consent.

We do not share personal information with third parties for their independent marketing purposes.

4. Cookies and Tracking Technologies

We and our service providers use cookies and similar technologies to:

  • Remember your preferences

  • Understand how visitors use our website

  • Improve site performance and user experience

  • Deliver relevant content or measure the effectiveness of communications

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality. We may also use analytics tools (such as Google Analytics) that collect usage data. You can learn more about Google’s practices and opt-out options at Google’s privacy tools pages.

5. Data Retention

We retain personal information only as long as necessary for the purposes described in this Privacy Policy, including to fulfill your requests, provide services, comply with legal obligations, resolve disputes, and enforce agreements. Newsletter subscription data is retained until you unsubscribe. Appointment and inquiry records are typically retained for a reasonable business period or as required by law.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, including:

  • Accessing the personal information we hold about you

  • Correcting inaccurate or incomplete information

  • Requesting deletion of your information (subject to certain exceptions)

  • Opting out of marketing communications (unsubscribe links are included in emails)

  • Restricting or objecting to certain processing

  • Data portability (in some jurisdictions)

  • Withdrawing consent where processing is based on consent

To exercise these rights, contact us using the details below. We will respond in accordance with applicable law. You may also have the right to lodge a complaint with a data protection authority.

California Residents (CCPA/CPRA): You have the right to know what personal information we collect, request deletion, correct inaccurate information, and opt out of the “sale” or “sharing” of personal information (we do not sell or share personal information as those terms are defined under California law). We will not discriminate against you for exercising these rights.

European Economic Area / UK Residents (GDPR): You have the rights listed above. Our legal bases for processing are described in Section 2. If we transfer data outside the EEA/UK, we use appropriate safeguards such as Standard Contractual Clauses.

8. Children’s Privacy

Our website and services are directed to professionals (optometrists and related businesses). We do not knowingly collect personal information from children under 16 (or the applicable age in your jurisdiction). If we learn we have collected such information, we will delete it.

9. Third-Party Links

Our website may contain links to third-party websites or services. This Privacy Policy does not apply to those third parties. We encourage you to review their privacy policies.

10. International Data Transfers

If you are located outside the country where our servers or service providers are located, your information may be transferred to and processed in that country, which may have different data protection laws. We take steps to ensure appropriate protections are in place.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top will reflect the most recent version. Material changes will be posted on this page or communicated as required by law. Your continued use of our website or services after changes become effective constitutes acceptance of the revised policy.

12. Contact Us

If you have questions about this Privacy Policy, wish to exercise your rights, or need to update or delete your information, please contact us at:

Email: hello@collectiverevenue.com  Phone: 833-327-2726 

By providing your mobile number and agreeing to receive SMS messages from Collective Revenue Consulting, you consent to receive customer care text messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for assistance.

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