Privacy Policy
Last updated: October 15, 2026
CFS Front Office ("CFS Front Office," "we," "us"), respects your privacy. This policy explains what information we collect through www.cfsfrontoffice.com, our forms, phone lines and text messages, and how we use and protect it.
Information we collect
- Information you give us: your name, business name, website, email address, phone number, industry, and the answers you provide on our forms (such as the AI Front Office audit application).
- Call and message information: when you call us, talk with our AI receptionist, or text us, we may record and keep call recordings, transcripts, and message history so we can respond to your inquiry and improve service.
- Booking and payment information: when you book and pay for an audit, payment is processed by our payment provider. We do not store full card numbers.
- Website information: basic technical data such as browser type, pages visited, and referral source, collected through cookies and similar tools.
How we use your information
- To respond to your inquiry, prepare your audit, and schedule, confirm, remind you about, or reschedule appointments.
- To call you or send text messages you have agreed to receive.
- To provide, operate, and improve our services.
- To process payments and keep business records.
- To meet legal obligations.
Text messaging (SMS)
If you check the text consent box on one of our forms, we will send non-marketing text messages about your inquiry, including appointment confirmations, appointment reminders, rescheduling notices, and inquiry follow-ups. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out at any time. Consent is not a condition of purchase.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
How we share information
We do not sell your personal information. We share information only with:
- Service providers that help us run our business (for example, our CRM and messaging platform, phone and AI receptionist providers, scheduling tools, and payment processor), and only so they can perform services for us.
- Authorities when required by law or to protect our rights, safety, or property.
- A successor business, if CFS Front Office is merged, sold, or reorganized.
Data security and retention
We use reasonable safeguards to protect your information. We keep information only as long as needed for the purposes above or as required by law.
Your choices
- Text messages: reply STOP to any message to opt out, or HELP for help.
- Calls and email: tell us you no longer want to be contacted and we will honor it.
- Access or deletion: email us to request a copy of your information or ask us to delete it, subject to legal record-keeping requirements.
Children's privacy
Our services are for businesses and are not directed to children under 13. We do not knowingly collect their information.
Changes to this policy
We may update this policy. The "Last updated" date shows when it last changed.
Contact us
CFS Front Office
CFS Front Office is a brand of Client Followup Systems LLC.
2245 Wisteria Dr SW, Suite 200 #1064, Snellville, GA 30078
Phone: (866) 631-9817
Email: [email protected]