Privacy Policy

Last Updated: October 29, 2026

What We Do

PropelMapper provides software-as-a-service to professional advisory teams, enabling them to manage client relationships, capture field observations, and streamline advisory workflows. PropelMapper, Inc. is a Delaware corporation based in Boston, Massachusetts.

Our Role: Controller and Processor

PropelMapper Has Two Roles

We act in different capacities depending on what information we are handling. This is important to understand:

We Are the Controller For Your Account

For information about you and your business, PropelMapper is the controller. This includes:

• Your name, email, and contact details
• Your team members’ account information
• Payment and billing information
• How you use the PropelMapper platform
• Your business information (company name, registration)

What this means: we decide how to collect and use this information to provide you with PropelMapper services. We are responsible for protecting it and for our own compliance with the privacy laws that apply to this data.

We Are Your Processor For Client Data

For information about your clients and the people you serve, PropelMapper is the processor. Where U.S. state privacy laws apply, you are the business and we act as your service provider. This includes:

• Client contact information
• Business locations and operational data
• Field observations and voice notes
• Service information and recommendations
• Any other client information you enter

What this means: you control this information and decide how it is used. You are responsible for giving your clients any notice the law requires and for obtaining any consent it requires. We process it only to provide our platform services to you, on your instructions. We keep it secure and confidential, and you remain responsible for compliance in your client relationships.

In Simple Terms

• Your account info: PropelMapper is responsible
• Your client data: you are responsible, we process it for you

Your Information

• Your team’s information belongs only to your team
• No other teams can see your information
• We store everything securely in the United States
• We keep your information while your account is active, and for 90 days after closure

Information We Handle

• Business information about your clients and their operations
• Team member information for account access
• Voice notes and location data for field work

Setup call requests

When you request a setup call, we collect your email and the details you choose to provide: name, company, phone, team size, preferred times and what you want to set up. We store them in our workspace (Notion) and use them to follow up with you about PropelMapper. We don’t sell them or share them with anyone else. To have your details removed, email hello@propelmapper.com.

Chat on our website

When you start a chat on propelmapper.com, we collect your name, your work email and your question, plus anything else you choose to add: your farm or company, your role and a phone number. We also record the page you were on, how you reached the site (for example a search or a link) and the city your connection comes from. We do not store your full IP address; we keep only a scrambled form of it to stop spam. The chat sets no cookies. Your browser keeps a chat key for 30 days so you can come back to the same conversation.

We use this information to answer you, by chat, by email, or by phone only if you tick “Call me back”. Your chat is shared with our team in Slack. Our phone alerts, which read your question aloud to the team, and any call back you ask for go through Twilio. Replies and transcripts are sent by email through our email provider. We keep chats for 24 months and then delete them. To have a chat deleted sooner, email hello@propelmapper.com.

Third Party Services We Use

What We Use

We use carefully selected service providers to help run PropelMapper:

• AI services for voice transcription
• Cloud hosting providers located in the United States
• Payment processing (Stripe)

How They Handle Your Data

All third party services:

• Keep data for 30 days or less (only for processing)
• Do not use your data to train AI models
• Have strong security standards (SOC 2 certified)
• Are contractually required to protect your data

Connected Email and Calendar Accounts

If you choose to connect a Google (Gmail or Google Workspace) or Microsoft (Outlook or Microsoft 365) account, PropelMapper receives read-only access to that account’s email and calendar. We use it only to:

• Show you and the colleagues you work with the emails exchanged with your saved client contacts, next to those clients and their farms
• Show your calendar events, and your busy times to colleagues, inside PropelMapper
• Include recent emails with a client in the field-visit briefings you ask PropelMapper to prepare

What PropelMapper can never do

• Send, change, move, archive or delete anything in your email or calendar. We request only read-only permissions and refuse any connection that grants more
• Keep messages that are not to or from your saved client contacts
• Sell this data, use it for advertising, or use it to train generalized AI or machine learning models

How it is handled

• Access tokens are stored encrypted, and data is encrypted when traveling between services
• Briefings are prepared by our AI service providers under the same terms listed above: they keep data only for processing and do not train on it
• Disconnecting in Settings stops access immediately. You can also revoke access in your Google or Microsoft account settings, and ask support@propelmapper.com to delete stored messages

PropelMapper’s use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

How We Use Data for Product Improvement

Anonymized and Aggregated Data

We may use anonymized and aggregated data for internal analysis and product improvement. This means data that:

• Has been stripped of all identifying information (names, contact details, specific locations)
• Is combined into statistical summaries across many users
• Cannot be linked back to you or your clients

Examples: feature usage rates, average number of field visits, technical performance metrics, and aggregate platform statistics.

What We Will Never Do

• Use identifiable client data to train PropelMapper’s own AI models without obtaining separate, explicit consent from you first
• Sell or share identifiable data with third parties for their own purposes
• Use your client data to benefit other PropelMapper customers in any identifiable way

Your Control

If you prefer that even anonymized data from your account not be used for product improvement, contact us at support@propelmapper.com and we will exclude your data from anonymized analytics.

How We Keep Your Data Safe

• Your data is encrypted when traveling between your device and our servers
• Each team’s data is completely separated, so no team can access another team’s information
• Only your team and authorized PropelMapper support staff can access your information
• We store your data in secure U.S. facilities with regular backups
• All our team members are trained in data protection and sign confidentiality agreements

If Something Goes Wrong

If we discover a security incident that affects your data, we will notify you within 48 hours. This gives you time to notify your clients and any regulator, if the law requires you to.

Your Rights

Basic Rights

• See your information
• Fix incorrect information
• Export your data
• Delete your account

State Privacy Rights

Residents of California, Colorado, Connecticut, Virginia, and other states with comprehensive privacy laws have additional rights over the account information we hold as controller. These include the right to access, correct, delete, and obtain a portable copy of that information, and the right to opt out of its sale or of targeted advertising.

We do not sell personal information, and we do not share it for cross-context behavioral advertising. We will not discriminate against you for exercising any of these rights.

To make a request, email support@propelmapper.com. We will verify your identity before acting on it, and respond within the time the applicable law allows. You may designate an authorized agent to make a request on your behalf.

For client data we process on your behalf, requests should go to the advisory organization that entered the data. We will forward any request we receive directly to them.

Global Privacy Control

Our website honors opt-out preference signals sent by your browser, including Global Privacy Control. We do not respond to Do Not Track headers, which have no agreed standard.

Cookies and Website Tracking

What We Track

On our public website (propelmapper.com), we use cookies and tracking tools to:

• Keep you signed in to your account
• Understand how visitors use our website
• Improve our marketing and measure ad effectiveness

Your Choice

We do not use advertising cookies. Google Analytics runs when you arrive on our website so we can count visits and see which pages people read. If you visit from the European Economic Area, the United Kingdom or Switzerland, Google Analytics sets no cookies until you accept. Everywhere, the cookie banner and the Cookie settings link at the bottom of every page let you:

• Accept analytics cookies
• Choose necessary only, which turns Google Analytics off and deletes its cookies
• Change your choice at any time

Inside the Application

Inside the PropelMapper application (after you log in), we only use essential cookies needed to keep you signed in and make the platform work. We do not track your activity for marketing purposes inside the application.

Children’s Privacy

PropelMapper is a business platform for professional advisors. It is not directed at children, and we do not knowingly collect personal information from anyone under 13. If we learn that we have, we will delete it.

Changes to This Policy

We update this policy when our practices change. The date at the top shows the last revision. For material changes, we notify account holders by email before the change takes effect.

Questions or Concerns?

Privacy contact

PropelMapper, Inc.

63 Mossdale Rd, Boston, MA 02130, United States

Email: support@propelmapper.com