Privacy

Last updated 25 Sep 2026. This is a short notice for shops using AgreeKeep. It is not a negotiated data-processing agreement and not a law-firm opinion.

Who

AgreeKeep at agreekeep.com is HVAC maintenance-agreement and membership visit-compliance software. Privacy and deletion requests go to support@agreekeep.com. Sales questions go to sales@agreekeep.com.

What we store

Account and organization. Name, email, role, and plan for people who sign in, plus the shop organization settings.
Membership work. Agreements, customer contact details the shop enters, equipment, visit and completion records, and checklists.
Leads and ROI forms. Name, email, shop, and the other fields on the briefing unlock, season-rescue, and ROI calculator forms. Those rows stay in our database. If the server has a lead webhook configured, a copy of the submission is posted there too.
Email. Messages sent to support, sales, or success, and whether an address has unsubscribed from product updates. Outbound mail goes through Resend when that integration is configured. If it is not configured, the message is stored and not sent.
MCP. When an organization uses the API, we log the tool, outcome, timing, and response for that org. API keys and OAuth tokens are stored as hashes. The public MCP demo key is free and read-only.
Payments. Stripe Checkout for Pro. AgreeKeep does not store raw card numbers. We keep the customer and subscription identifiers the checkout provider returns.

Demo organization

The Demo HVAC organization is a seeded preview. Anyone who signs in with the demo roles sees that same shop. Keep a live customer book out of the demo. We may reset demo data.

Mailing address and unsubscribe

Product-update and ROI emails include an unsubscribe link at https://agreekeep.com/unsubscribe and a physical mailing address. This page does not publish a street address. Unsubscribing stops product-update mail. A reply to a message you already sent us may still arrive.

Cookies

We set first-party cookies to keep a demo session (about 14 days), to remember which briefings you unlocked, to open an ROI worksheet you generated, and to finish an MCP sign-in. The marketing pages do not load a third-party analytics script. These are not advertising cookies.

Where it runs

The site is hosted on Vercel. Shop and lead records live in the application database (Neon Postgres when a Postgres connection is configured; a local SQLite file in local development). If an AI mailbox agent is configured, inbound message text may be sent to that model endpoint to draft a reply. We do not sell personal information.

How long we keep it

We keep records as needed to provide the service and to follow organization settings. We do not publish a fixed retention period. Email support@agreekeep.com to ask us to delete a lead or a message you sent us. We delete what we still have for that request, except where we need a record for a security incident, a billing dispute, or a legal obligation. Data inside a shop organization is that shop's operating record.

Terms · Disclaimers (ACCA guidance, membership is not a warranty, licensing, TCPA).