Privacy Policy

Last Modified: 9/1/2022

This Privacy Policy (“Policy”) discloses the privacy practices for www.evercommerce.com (including all sub-domains, the “Sites”), which are owned and operated by EverCommerce Inc. (“EverCommerce,” “our,” “we” or “us”). This Privacy Policy applies to our collection, use and disclosure of your personal information collected via the Sites.

1. Acceptance

By accessing the Sites you warrant and represent that you accept the data practices and terms detailed in this Policy. If you do not agree with this Policy, please discontinue your access or use of the Sites immediately. Please note that this Privacy Policy does not address the privacy practices of third parties, including those with whom we may share information as set forth below. Please review the privacy policies of any third parties before you disclose information to them.

2. Changes to this Privacy Policy

We may revise this Privacy Policy from time to time and without prior notice to you. Changes may apply to any personal information we already hold about you, except as otherwise set forth in this Privacy Policy, and any new personal information collected after the Policy is modified. If we make changes, we will notify you by revising the “Last Modified” date at the top of this Policy which will always be at https://www.evercommerce.com/privacy-policy/. By continuing to access or use the Sites after those changes become effective, you agree to be bound by the revised Privacy Policy.

In addition, we may provide you with “just-in-time” disclosures or additional information about the data handling practices of specific parts of our Sites. Such notices may supplement this Policy or provide you with additional choices about how we process your personal information.

3. Our Relationship to You

EverCommerce has a “data controller” or direct relationship with all individuals accessing the Sites, including but not limited to all individuals submitting Personal Information via the Sites for any reason, including but not limited to submitting a “contact us” or other online inquiry form, subscribing to a newsletter or blog, registering for a demo or webinar, or completing an online survey.

Hereinafter we may refer to individuals accessing the Sites individually and collectively as “you.”

4. Collection of Personal Information

For purposes of this policy, “Personal Information” refers to any information about an identified or identifiable individual, and any device information that may be linked with an identifiable individual. Any information that is anonymized or aggregated is no longer Personal Information and we may use it and share it for any reason.
We collect Personal Information from and about you through our Sites. Our Sites are public, and any information that is disclosed on our Sites may appear on search engines or other publicly available platforms, and may be “crawled,” searched and used by other individual or third parties. Please do not post any information that you do not want to reveal publicly.
In all cases where we share Personal Information with third parties, we will use a “minimum necessary” standard to disclose only that information required for satisfying the purpose of or performing the service for which the information is disclosed.

We generally collect and use information as follows:

Information we collect and when we collect it:

  • Information You Provide to Us: We collect the Personal Information you provide to us when you submit a “contact us” or other online inquiry form, when you comment to a blog, or when you email, call, write, fax or otherwise initiate contact with EverCommerce. We record your contact information (name, address, phone number, and email address, and any other information you provide) in our CRM (Customer Relationship Management) system.
  • Performance and Log Data: When you visit the Sites our servers (which may be hosted by a third party service provider) automatically record information created by your use of our Sites, which may include information such as, but not limited to, your IP address, browser type, operating system, command line information, diagnostic information related to the Services (i.e., crash activity reports), the referring web page, pages visited, location, your mobile carrier, device and application IDs, and search terms. Please read the “Automated Data Collection Technologies” section of this Policy for more information.
  • Cookies and Similar Tracking Technologies: We use technologies like cookies, web beacons, pixel tags and other similar tracking technologies to gather information about how you are interacting with the Sites, which may include identifying your IP address, browser type, and referring page. You may use your browser’s configuration settings to block cookies, and you are provided the opportunity to opt-out of accepting all non-essential cookies. Please read our Cookie Policy for more information.


How we use the information we collect:

  • To Provide Customer Service: When you contact us with information requests, newsletter subscriptions, questions, concerns, disputes, feedback, or any for other reason, we use your Personal Information to respond to you.
  • To Engage in Marketing and Promotional Activities: We want to keep you updated about our products and services and we may use your Personal Information to send you promotional products and information about EverCommerce, and, as permitted by applicable law, on behalf of our parent company, subsidiaries, joint ventures, or other companies under common control with us (collectively, “Affiliates”) and partner companies. We may engage with you through marketing and promotional activities, including: sending you marketing communications; online surveys; alerting you about events, webinars, or other materials, including those of our partners and Affiliates; and updating you about our relevant products and services. You can opt-out of our marketing activities at any time.
  • For Research and Development: We typically use information collected via Automated Data Collection Technologies for functional purposes, to improve the performance and usability of our Sites, and to analyze how users interact with the Sites, as described in “Automated Data Collection Technologies” (below). We may also create anonymous records from Personal Information for certain business purposes of EverCommerce or its Affiliates, including but not limited to, reporting, directing future development efforts, and analyzing usage patterns so that we may enhance our Sites and services.
  • For Security Purposes: We process your Personal Information to enhance the security of our Sites and to combat spam, malware or other security risks. Our processing includes monitoring your activities on our Sites. Without processing your personal information for such purposes, we may not be able to ensure the security of our Sites.

5. Automated Data Collection Technologies

When you access the Sites, or open one of our HTML emails, we may automatically record certain information from your system by using cookies and other types of click-stream tracking technologies. This “automatically collected” information may include Internet Protocol address (“IP Address”), a unique user ID, device type, device identifiers, browser types and language, referring and exit pages, platform type, version of software installed, system type, the content and pages that you access on the Sites, the number of clicks, the amount of time spent on pages, the dates and times that you visit the Sites, and other similar information. Depending on the law of your country of residence, your IP address may legally be considered personally identifiable information.

We typically use these cookies and similar technologies for essential and functional purposes (e.g. to maintain an active session), to improve the performance and usability of our Sites, and to analyze how users interact with the Sites (e.g. to understand how long users stay on a page, how often they return, and how they arrived at our Site). On certain portions of our Sites we may collect data through these technologies for advertising, remarketing, or other similar purposes. Click-stream and related data is typically used for purposes of system administration, to improve our Sites, for marketing and advertising-related purposes, and other similar uses.

6. Cookies and Similar Technologies

Certain portions of our Sites may collect information via cookies, web beacons, pixel tags, and similar digital tracking technologies. These technologies can be used to operate, secure and provide our Sites by collecting and analyzing information related to your use of the Sites.

Generally, this information is collected when you request pages from our Sites, and typically includes information such as the page served, the time, the source and type of browser making the request, the most recent page view, what you clicked on to arrive at our Sites, the content you viewed on our Sites, and other similar information relating to your use of our Sites. In some cases, we may use cookies and similar technologies to collect personal information, or information that becomes personal information if we combine it with other information.

For detailed information on the types of cookies used by EverCommerce, and your cookie management options, please read our Cookie Policy.

7. How We Share Information

Except as otherwise set forth in this Privacy Policy or in accordance with any request or consent you provide, EverCommerce does not sell, share, or otherwise transfer your information to a third party for any valuable consideration. We reserve the right, however, to use and disclose anonymous information to third parties, at our discretion. Except as limited below, third parties may use information we share with them for any purpose for which we may use such information.

Personal Information we collect may be shared with service providers who provide certain services on our behalf, including but not limited to, identity verification, fraud prevention, business intelligence, customer relationship management, bill collection, payment processing, marketing, hosting, and other common technology services. Our contracts dictate that these service providers only use your information in connection with the services they perform for us and in accordance with this Privacy Policy, and you consent to our sharing with these parties by using our Sites and accepting the terms of this Privacy Policy.

You hereby agree that we may share some or all of your Personal Information with our Affiliates in order to streamline certain business operations, develop products and services that better meet the interests and needs of our customers, and inform our customers about relevant products and services. We will require our Affiliates to comply with this Privacy Policy. If our company or some or all of our assets are acquired by another company, any personal or other information we possess may be a part of the assets transferred, and that company will possess any rights granted to us under this Privacy Policy.

Finally, in extraordinary circumstances, we may share any personal or other information we possess, when necessary or appropriate to: comply with the law; cooperate with law enforcement or national security requirements; respond to subpoenas;  respond to lawful requests; comply with law or credit card rules; participate in a lawful federal, state or local government investigation; protect the rights of EverCommerce, other individuals accessing EverCommerce Sites, and third parties. However, in doing so, we may: (i) dispute demands for release to the extent we believe, in our sole discretion, are unwarranted, illegitimate or overbroad; and (ii) when we determine that it is necessary or appropriate, we will notify you of any requests for release.

In all cases where we share Personal Information with third parties, we will use a “minimum necessary” standard to disclose only that information required to perform the service for which the information is disclosed.

8. Data Retention

We will retain Personal Information in our CRM for as long as necessary to serve the purpose(s) for which your Personal Information was processed, and for a reasonable time thereafter, or as necessary to comply with our legal obligations, to resolve disputes, or to enforce our agreements to the extent permitted by law. While retention requirements can vary by state and country, we generally apply the retention periods noted below.  

  • Your Interactions on Our Sites: We may store any information about your interactions on our Sites or any content created, posted or shared by you on or via our Sites (e.g., pictures, comments, “Contact us” or other form submissions, and other content) for as long as we deem it necessary or until you provide specific instructions to delete it, which may be indefinitely, or where a valid business reason exists for such storage such as to maintain the integrity of our systems and logs, or for the establishment or defense of legal claims, audit and crime prevention purposes.
  • Marketing: We store information used for marketing purposes indefinitely until you unsubscribe. Once you unsubscribe from marketing communications, we add your contact information to our suppression list to ensure we respect your unsubscribe request.
  • Cookie Data: We retain any personal information collected via cookies, clear gifs, flash cookies, webpage counters and other technical or analytics tools up to one year from expiry of the cookie or the date of collection. Cookies owned by third parties may have other retention policies. See our Cookie Policy for more information.
  • Telephone Records: As required by applicable law, we will inform you that a call will be recorded before doing so. Any telephone calls with you may be kept for a period of up to six years.


Anonymized and Aggregate Data:
We may retain anonymized and aggregate data indefinitely.

9. Security

EverCommerce has implemented measures designed to secure your Personal Information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on our thirty party vendor’s servers which utilize industry standard security controls.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your Personal Information, we cannot guarantee the security of your Personal Information transmitted via our Sites. Any transmission of Personal Information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Sites.

10. Choices and Opt-Outs

You may opt-out of receiving marketing communications from us by following the opt-out instructions we include in such communications. Any communications from us that are not service-related or transactional in nature will offer you an “unsubscribe” option so that you can opt out of receiving such messages.

To the extent required by law, you may choose to opt out of sharing with any other parties with whom we may share your personal information; however, you may be unable to use the Sites or certain features if you wish to limit such sharing.

For individuals located in the European Economic Area, United Kingdom and/or Switzerland, please refer to the “Designated Countries Privacy Rights” section below.

For individuals located in California, please refer to the “California Privacy Rights” section below.

11. Accessing, Correcting and Deleting Your Information

EverCommerces acknowledges the right of individuals to access their Personal Information. Note that EverCommerce will require you to verify your identity prior to releasing any Personal Information.

Individuals who have submitted Personal Information directly to EverCommerce via the Sites may request that their Personal Information be removed from all EverCommerce systems once per year. To have your Personal Information permanently deleted from EverCommerce systems, you must make an official request in writing by emailing [email protected] and include specific information that you would like permanently deleted from EverCommerce systems. EverCommerce reserves the right to retain certain account information for its record keeping or compliance purposes.

For individuals located in the European Economic Area, United Kingdom and/or Switzerland, please refer to the “Designated Countries Privacy Rights” section below.

For individuals located in California, please refer to the “California Privacy Rights” section below.

If you have any questions about your Personal Information or this policy, or if you would like to make a complaint about how EverCommerce processes your personal data, please contact EverCommerce by email at [email protected], or by using the contact details below.

12. A Note About Children

We do not intentionally gather information about individuals who are under the age of 18 or the age of majority in the country where they reside. If you are under the age of 18 or the age of majority you should not use or access our Sites.

13. California Privacy Rights

This section only applies to users of our Sites that are residents of the State of California at the time of data collection.

Consumer Information collected through the Sites is collected for EverCommerce’s use and is not transferred to any third party for valuable consideration.  However, if you are a California resident, you may send us specific instructions not to sell your personal information now or in the future.  Such requests can be made via phone at (720) 647-4948, via email at [email protected], or in writing at the address below.

California residents may also request and obtain from us a list of what personal information (if any) we disclosed to third parties for direct marketing purposes in the preceding calendar year and the names and addresses of those third parties.  California law provides that you have the right to receive the following information: (a) the categories of information we disclosed to third parties for the third parties’ direct marketing purposes during the preceding calendar year; and (b) the names and addresses of third parties that received such information, or if the nature of their business cannot be determined from the name, then examples of the products or services marketed.  You are entitled to receive a copy of this information in a standardized format and the information will not be specific to you individually. You may make such a request by emailing us at {email address}

Further, California residents may:

  • Request that we provide you with a copy of your personal information in our files without undue delay and free of charge, unless we are permitted by law to charge a fee. Your access may be limited to the extent it would adversely affect the rights and freedoms of other individuals.
  • Request to correct or update any of your personal information in our files.
  • Request that we erase any of your personal information in our files that: is no longer necessary in relation to the purposes for which it was collected or otherwise processed; was collected in relation to processing that you previously consented to, but later withdrew such consent; or was collected in relation to processing activities to which you object, and there are no overriding legitimate grounds for our processing.

14. Designated Countries Privacy Rights

This section only applies to users of our Service that are located in the European Economic Area, United Kingdom and/or Switzerland (collectively, the “Designated Countries”) at the time of data collection.

We may ask you to identify which country you are located in when you use some of the Services, or we may rely on your IP address to identify which country you are located in. When we rely on your IP address, we cannot apply the terms of this section to any individual that masks or otherwise hides their location information from us so as not to appear located in the Designated Countries. If any terms in this section conflict with other terms contained in this Policy, the terms in this section shall apply to users in the Designated Countries.

  1. Our Relationship to You. EverCommerce is a data controller with regard to any personal information directly collected from individuals accessing and/or submitting personal information via our Sites. A “data controller” is an entity that determines the purposes for which and the manner in which any personal information is processed. Any third parties that handle your personal information in accordance with our instructions are our service providers and are “data processors.”
  2. Legal Bases for Processing Personal Information. Below is a chart indicating the legal bases we rely on as a data controller for processing personal information.
    Purposes of Processing Legal Basis for Processing
    1. To Enforce Our Terms, Agreements and Policies
    2. To Provide You with Service-related Communications
    3. For Security Purposes
    4. To Provide Customer Service
    5. Business Transfers
    Processing is based on our contract obligations or to take steps at the request of the individual prior to entering into a contract.
    1. Joint Marketing Partners and Social Media Platforms
    2. To Enhance Your Experience on the Services
    3. To Conduct Research and Development
    4. Business Transfers
    Processing is based on our legitimate interest to better understand you, to maintain and improve the accuracy of the information we store about you, and to better promote or optimize our Services.
    1. To Maintain Legal/Regulatory Compliance and to Prevent Fraud
    2. Compliance, Safety and Protection
    Processing is necessary for compliance with our legal obligations, the public interest, or in your vital interests.
  3. Marketing. We will only contact individuals located in the Designated Countries by electronic means (including email or SMS) based on our legitimate interests, as permitted by applicable law, or the individual’s consent. When we rely on legitimate interest, we will only send you information about our Sites and EverCommerce services that are similar to those which were the subject of a previous sale or negotiations of a sale to you or as otherwise permitted by applicable law.

    If you do not want us to use your personal information in this way, or to disclose your personal information to third parties for marketing purposes, please click an unsubscribe link in your emails, or contact us at [email protected]. You can object to direct marketing at any time and free of charge.

  4. Individual Rights. We provide you with the rights described below when you use our Sites. We may limit your individual rights requests (a) where denial of access is required or authorized by law; (b) when granting access would have a negative impact on other’s privacy; (c) to protect our rights and properties; or (4) where the request is frivolous or burdensome.

    If you would like to exercise your rights under applicable law, please contact us at [email protected]. We may seek to verify your identity when we receive an individual rights request from you to ensure the security of your personal information.

    • Right to Withdraw Consent. For any consent-based processing of your personal information, you have the right to withdraw your consent at any time. A withdrawal of consent will not affect the lawfulness of our processing or the processing of any third parties based on consent before your withdrawal.

    • Right of Access. Upon your request, we will provide you with a copy of your personal information in our files without undue delay and free of charge, unless we are permitted by law to charge a fee. Your access may be limited to the extent it would adversely affect the rights and freedoms of other individuals.

    • Right to Rectification (or “Correction”). You may request to correct or update any of your personal information in our files.

    • Right to Erasure (or the “Right to be Forgotten”). Upon your request, we will erase any of your personal information in our files that: is no longer necessary in relation to the purposes for which it was collected or otherwise processed; was collected in relation to processing that you previously consented to, but later withdrew such consent; or was collected in relation to processing activities to which you object, and there are no overriding legitimate grounds for our processing.

    • Right to Restriction. You have the right to restrict our processing of your personal information where one of the following conditions applies:

      • You contest the accuracy of your personal information that we processed. If you restrict processing based on this condition, you may experience an interruption of access to some or all of the Sites during the period necessary for us to verify the accuracy of your personal information;
      • The processing is unlawful and you oppose the erasure of your personal information and request the restriction of its use instead;
      • We no longer need your personal information for the purposes of the processing, but it is required by you to establish, exercise or defend legal claims; or
      • You have objected to processing, pending the verification whether the legitimate grounds of our processing override your rights.

      During the time which restriction of processing applies, we will only process your restricted personal information with your consent or for the establishment, exercise or defense of legal claims or for the protection of the rights of another natural or legal person or for reasons of important public interest. We will inform you if or when the restriction is lifted.

    • Right to Object to Processing. You may object to our processing at any time and as permitted by applicable law if we process your personal information on the legal bases of: consent; contract; or legitimate interests. We may continue to process your personal information if it is necessary for the defense of legal claims, or for any other exceptions permitted by applicable law.

    • Right to Data Portability. If we process your personal information based on a contract with you or based on your consent, or the processing is carried out by automated means, you may request to receive your personal information in a structured, commonly used and machine-readable format, and to have us transfer your personal information directly to another “controller,” where technically feasible, unless exercise of this right adversely affects the rights and freedoms of others. You right to data portability only applies to personal information provided by you to us.

    • Notification to Third Parties. When we fulfill your individual rights requests for correct (or rectification), erasure or restriction of processing, we will notify third parties also handling the relevant personal information unless this proves impossible or involves disproportionate effort. Upon your request, we will identify such third parties.

    • Data Protection Officer or Member Representative. If you have questions, you may reach our Data Protection Officer at:

      EverCommerce Data Protection Officer
      3601 Walnut St UNIT 400
      Denver, CO 80205
      [email protected]

    • Right to Lodge Complaint. Individuals with inquiries or complaints regarding our Policy should first contact us at [email protected]. You also have a right to lodge a complaint with a competent supervisory authority situated in a Member State of your habitual residence, place of work, or place of alleged infringement. A list of Supervisory Authorities is available here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm

15. Contact Us

EverCommerce
Attn: Information Security/Data Protection Officer
3601 Walnut St UNIT 400
Denver, CO 80205

Phone: (720) 647-4948
Email: [email protected]