Privacy Policy

Last updated: March 3, 2026

Mainsail Marketing LLC ("Mainsail," "we," "us," or "our") operates the Helm platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service, including our website at mymainsail.com and the Helm application at helm.mymainsail.com.

Information We Collect

We collect information that you provide directly to us, including:

  • Account Information: Name, email address, phone number, and business information when you create an account.
  • Business Data: Customer contacts, project details, estimates, invoices, and other business information you enter into the platform.
  • Communications: Messages, emails, and other communications sent through the platform.
  • Payment Information: Billing details processed securely through our payment provider, Stripe. We do not store your full credit card number.
  • Phone Numbers: Mobile phone numbers provided by you or your customers for the purpose of sending project-related text messages and notifications.

We also automatically collect certain information when you use our Service, including your IP address, browser type, device information, and usage data.

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our Service
  • Process transactions and send related information
  • Send you technical notices, updates, and administrative messages
  • Send project-related notifications via email and SMS/text message
  • Respond to your comments, questions, and customer service requests
  • Monitor and analyze trends, usage, and activities in connection with our Service

SMS/Text Messaging

When you or your customers provide a mobile phone number through our platform, it may be used to send text messages related to your projects and business operations. These messages may include:

  • Estimate and proposal notifications
  • Project status updates and milestone alerts
  • Appointment and scheduling reminders
  • Invoice and payment notifications
  • Direct messages between project team members and customers

Message frequency varies based on project activity and communication needs. Message and data rates may apply.

You can opt out of receiving text messages at any time by replying STOP to any message. For help, reply HELP or contact us at hello@mymainsail.com.

We do not sell, rent, or share phone numbers or SMS opt-in data with third parties for their marketing purposes. Phone numbers are used solely for the purposes described in this policy.

Data Sharing

We do not sell your personal information. We may share your information only in the following circumstances:

  • Service Providers: With third-party vendors who perform services on our behalf, such as payment processing (Stripe), email delivery, and hosting. These providers are contractually obligated to protect your information.
  • Within Your Organization: With other members of your organization on the Helm platform, as determined by your organization's role and permission settings.
  • Legal Requirements: When required by law, regulation, or legal process, or to protect the rights, property, or safety of Mainsail, our users, or others.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets, in which case your information would remain subject to this Privacy Policy.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of data in transit (TLS/SSL), secure server infrastructure, and access controls limiting who can view your data. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our Service. If you close your account, we will delete or anonymize your information within a reasonable period, unless we are required to retain it for legal or legitimate business purposes.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Correct inaccurate or incomplete information
  • Delete your personal information, subject to certain legal exceptions
  • Opt out of marketing communications and SMS messages at any time

To exercise any of these rights, please contact us at hello@mymainsail.com.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of the Service after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:
Mainsail Marketing LLC
Email: hello@mymainsail.com