Security & Data Handling

Last updated: April 2, 2026

RevisitIQ is built to help small service businesses send simple recall and follow-up messages without replacing the systems they already use. Because the product handles customer contact information and messaging activity, it's important to explain, in plain language, how data is handled.

What data RevisitIQ handles

RevisitIQ handles a limited set of data, focused on what's needed to operate the recall and messaging workflow:

• Account information — the name, email, and business details you provide when you create an account
• Uploaded customer data — the information you import via CSV, typically customer first names, phone numbers, and service-related fields like last visit dates or service cycles
• Messaging activity — records of messages sent, delivery status, and basic campaign results
• Opt-out information — records of recipients who have opted out of receiving messages
• Basic usage data — standard site and app interaction data used to maintain and improve the service

How data is used

Data in RevisitIQ is used to:

• Operate the app and provide the service you signed up for
• Support the upload, messaging, and campaign workflow
• Show you message results and delivery information
• Process and honor opt-out requests from recipients
• Maintain, troubleshoot, and improve the service

We do not sell your data or your customers' data. We do not use uploaded customer information for our own marketing purposes. For full details, see our Privacy Policy.

Third-party services

Like most modern software, RevisitIQ relies on third-party providers to operate. These include services for:

• Hosting and platform infrastructure
• Database and authentication
• SMS and messaging delivery
• Analytics and basic operational tooling

These providers are used to deliver the service and access data only as needed to perform their functions. We choose established providers, but we do not publish a formal vendor audit or certification process at this time.

Our practical approach to security

RevisitIQ is a small, focused product. Our approach to security reflects that:

• Keep it simple. The product is intentionally limited in scope. We handle the data needed for recall and follow-up messaging, not a full CRM's worth of customer information. Less data complexity means a smaller surface area.
• Account-based access. Access to the app requires an authenticated account. Your data is associated with your account and is not shared with other users.
• Opt-out handling is built in. When a recipient opts out of messages, that preference is recorded and honored automatically going forward.
• Established infrastructure. We use well-known, modern hosting and service providers rather than managing our own physical servers or custom infrastructure.
• Reasonable safeguards. We take practical steps to protect data in our systems. However, no internet-connected service can promise absolute security, and we do not make that claim.

Your responsibilities

As a RevisitIQ user, you have important responsibilities around the data you bring into the system:

• You are responsible for the customer data you upload and for ensuring you have an appropriate basis to contact those recipients
• You should only message customers with whom you have an existing business relationship and who have not opted out of communications
• You should review your own legal and compliance obligations for your business type and jurisdiction
• You should not use RevisitIQ for spam, purchased contact lists, or unauthorized messaging
• You are responsible for keeping your account credentials secure

For more detail on messaging responsibilities, see our SMS Use Policy and Terms of Service.

What this page is not

This page is a general overview of how RevisitIQ approaches data handling and security. It is not a certification, guarantee, audit report, or legal opinion. If your business has specific security or compliance requirements, consult your own counsel or security advisor.

Questions

If you have questions about how RevisitIQ handles data or security, contact us at [email protected].