Privacy Policy

Pulse connects to your Follow Up Boss account using credentials you provide during setup. Pulse starts read only. It does not write anything back into Follow Up Boss unless you approve a specific rule during your setup call, and every permitted change is logged.

You control the connection. Removing the credential in Follow Up Boss or asking us to disconnect ends Pulse's access on the next cycle.

Pulse reads and stores a working copy of the records it needs to analyse follow up:

• Contact records, including name, contact details, stage, source and assigned agent
• Conversation history: calls, texts, emails and their timestamps and direction
• Appointments, including time, attendees and recorded outcome
• Deals and pipeline stage history
• Tasks and their completion state
• Agent and user records for the people on your account
• Your own account details: name, email, phone, billing contact and report preferences

Message content is stored encrypted. We do not sell data, and we do not use your data to build products for other customers.

Card details are collected and stored by our payment processor, not by Pulse. We receive only the information needed to manage your subscription, such as the last four digits, card brand, billing status and invoice history.

Some Pulse findings and written summaries are produced with the help of AI models. Where that happens, the relevant records are sent to the model provider for processing and are not used by us to train public models. AI generated summaries are recommendations, not professional advice, and you remain responsible for decisions you make about your business.

Pulse sends scheduled reports by email to the recipients you choose. Where agent notifications are enabled, agents may receive text messages, subject to their own opt in and the daily limits set during setup. Pulse never contacts your leads or clients.

Every recipient can opt out of their own notifications at any time.

We rely on third party providers for hosting, database storage, error monitoring, email and SMS delivery, payment processing and AI analysis. Each provider receives only what it needs to perform its function. A current list of subprocessors is available on request from support@unbrokenconsulting.com.

Your working copy is kept current for as long as your account is active. Older message bodies are trimmed on a schedule rather than kept indefinitely. Aggregated metrics and change logs are retained for the life of the account so trends and approved CRM changes stay auditable.

You can request an export of the data Pulse holds about your account at any time. On cancellation, Pulse stops reading your Follow Up Boss on the next cycle, and you can request full deletion of your stored copy. Deletion requests are completed within 30 days, except where we are required to keep billing records.

Send export or deletion requests to support@unbrokenconsulting.com.

Credentials are transmitted over encrypted connections and stored encrypted. Access inside Pulse is role based, customer accounts are separated from one another, incoming webhook requests are verified before they are trusted, approved CRM changes are logged, and operational errors are monitored. We make no certification claims in this document.

You are responsible for having the right to share the contact data in your Follow Up Boss account, for honouring do not contact requests, and for complying with the messaging and marketing rules that apply to your business.

Pulse is a business tool and is not intended for anyone under 18.

If we make a material change we will email the account owner before it takes effect. The date at the top of this page always reflects the current version.

Questions about privacy go to support@unbrokenconsulting.com. See also our Terms of Service.