Privacy Policy

Effective October 2, 2026

Cornerstone Connect is a service of Cornerstone Solutions, Menomonie, Wisconsin ("we," "us"). This policy explains what we collect when you visit our site, start a free trial, or use the platform, and how we use it.

What we collect

When you sign up we collect your name, email address, and mobile phone number. If you use the platform, the content you and your customers create there (contacts, messages, call records, bookings) is stored on your behalf. We may also collect basic site usage data such as pages visited and device type.

How we use it

We use your information to create and run your trial or account, contact you about your trial, send service messages, provide support, bill you after the trial, and improve our service. With your consent, we may also send you marketing messages.

Text messages

If you check a consent box on our sign-up form, you agree to receive text messages from Cornerstone Solutions at the number you provided. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out and HELP for help. Consent to marketing messages is optional and is not a condition of any purchase. Mobile information and text-messaging consent are never shared with or sold to third parties or affiliates for their marketing or promotional purposes.

Who we share it with

We do not sell your personal information. The platform runs on Engager.ai, a white-labeled version of a third-party software platform, and our service providers (for example hosting, payment, texting, and email delivery) process data only to provide the service to you. We may disclose information if required by law.

Your choices

You may ask us to access, correct, or delete your information, or opt out of marketing emails and texts, by emailing joe@cornerstoneinvest.biz. Every marketing email includes an unsubscribe link.

Security and retention

We use reasonable safeguards to protect your information. We keep it as long as needed to provide the service and meet legal obligations, then delete or anonymize it.

Children

Our service is for businesses and is not directed to children under 13.

Changes and contact

We may update this policy and will post the new date above. Questions: joe@cornerstoneinvest.biz.