Privacy Policy

SOTA CRM Privacy Policy

SOTA CRM LLC (referred to as “Company,” “us” or “we”) recognizes that your privacy is important.

This Policy discloses the privacy practices for SOTA CRM’s website (the “Site”), as well as related products and services we may offer to you (the “Service”). This Policy also covers how personal and other information that we receive or collect about you and your clients (“Clients”) is treated. Please read the information below to learn the following regarding your use of this Site.

We reserve the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our site, and by updating any privacy information on this page. Your continued use of the Site and/or Services available through this Site after such modifications will constitute your (a) acknowledgment of the modified Policy; and (b) your agreement to abide and be bound by that Policy.


1. Types of Information We Collect

In order to better provide you with our Service, we collect two types of information about our users: Personally Identifiable Information (“PII”) and Aggregate Information.

Personally Identifiable Information: This refers to information that lets us know the specifics of who you are. When you engage in certain activities on this Site, such as registering for an account, downloading or purchasing a product or service, submitting content and/or posting content in a public forum on this Site, or sending us feedback, we may ask you to provide certain information about yourself.

Examples of PII may include your first and last name, email address, mailing address (including zip code), employer, job title and department, telephone and facsimile numbers, and other identifying information. When ordering products or services on the Site, you may be asked to provide a credit card number.

Aggregate Information: This refers to information that does not by itself identify a specific individual. We gather certain information about you based upon where you visit on our Site and what other sites may have directed you to us. This information, which is collected in a variety of different ways, is compiled and analyzed on both a personal and an aggregated basis. This information may include the Website’s Uniform Resource Locator (“URL”) that points to the site you just came from, which URL you go to after visiting our Site, what browser you are using, and your Internet Protocol (“IP”) address.

2. How We Collect and Use Information

SOTA CRM do not collect any PII about you unless you voluntarily provide it to us. However, you may be required to provide certain PII to us when you elect to use certain products or services available on the Site. These may include: (a) registering for an account on our Site; (b) uploading individual transaction data obtained from your third-party invoicing or accounting applications (for example, “QuickBooks,” “Xero,” “Clio” etc.), (c) uploading user generated content and other information uploaded to the Site (d)sending us an email message; (e) submitting a form or transmitting other information by telephone or letter; or (e) submitting your credit card or other payment information when ordering and purchasing products and services on our Site.

We will primarily use your PII to provide product or service offerings to you. We will also use certain forms of PII to enhance the operation of our Site, improve our internal marketing and promotional efforts, statistically analyze Site use, improve our product and service offerings, and customize our Site’s content, layout, and services. We may use certain information about you without identifying you as an individual to third parties. We do this for purposes such as analyzing how the Service is used, diagnosing service or technical problems, maintaining security, and personalizing content. We may also use PII to deliver information to you and to contact you regarding administrative notices. Finally, we may use your PII to resolve disputes, troubleshoot problems and enforce our agreements with you, including our Site Terms of Use, and this Privacy Policy.

We may also collect or our third party advertising partners may collect, certain Aggregate Information. For example, we may use your IP address to diagnose problems with our servers, software, to administer our Site and to gather demographic information. Our third party advertising partners may also provide us with aggregate, but not individual, reports that will tell us how many ads were presented and clicked upon at out Site.

3. Cookies

Depending on how you use our Site, we will store cookies on your computer in order to collect certain aggregate data about our users and to customize certain aspects of your specific user experience. A cookie is a small data text file which is stored on your computer that uniquely identifies your browser. Cookies may also include more personalized information, such as your IP address, browser type, the server your computer is logged onto, the area code and zip code associated with your server, and your first name to welcome you back to our Site. We may use cookies to perform tasks such as: monitoring aggregate site usage metrics, storing and remembering your passwords (if you allow us to do so), storing account and advertising preferences that you have set, and personalizing the Services we make available to you. However, we do not use cookies to track your browsing behaviors.

Most browsers are initially set up to accept cookies, but you can reset your browser to refuse all cookies or to indicate when a cookie is being sent. However, some aspects of the Site may not function properly if you elect to disable cookies.

4. Release of Information

SOTA CRM will not sell, trade, or rent your PII to others. We do provide some of our product and service offerings through contractual arrangements made with affiliates, service providers, partners and other third parties (“Service Partners”). We and our Service Partners may need to use some PII in order to perform tasks between our respective sites, or to deliver products or services to you. For example, we must release your credit card information to the card-issuing bank to confirm payment for products and services purchased on this Site; release your address information to the delivery service to deliver products that you ordered; and provide order information to third parties that help us provide customer service.

We will encourage our Service Partners to adopt and promote strong privacy policies. However, the use of your PII by our Service Partners is governed the respective privacy policies of those providers, and is not subject to our control. Except as otherwise discussed in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you. Other Sites accessible through this Site, including our Advertising and Service Partners, have their own privacy policies and data collection, use and disclosure practices. Please consult each Site’s privacy policy. We are not responsible for the policies or practices of third parties.

Occasionally we may be required by law enforcement or judicial authorities to provide PII to the appropriate governmental authorities. In such cases, we will disclose PII upon receipt of a court order, subpoena, or to cooperate with a law enforcement investigation. We fully cooperate with law enforcement agencies in identifying those who use our services for illegal activities. We reserve the right to report to law enforcement agencies any activities that we in good faith believe to be unlawful.

We may also provide Aggregate Information about our customers’ sales, traffic patterns, and related Site information to third party advertisers, but these statistics do not include any Personally Identifiable Information.

5. Updating and Correcting Information

We believe you should have the ability to access and edit the PII that you have provided to us. You may change any of your PII in your account online at any time by linking to your account in accordance with instructions posted elsewhere on this Site.

We encourage you to promptly update your PII if it changes. You may ask to have the information on your account deleted or removed; however, some information, such as past transactions, logs of technical support calls, or other information may not be deleted. In addition, it may be impossible to completely delete your information without some residual information because of backups.

6. User Choices on Collection and Use of Information

We may, from time to time, send you email regarding new products and services that we feel may interest you. In addition, if you indicated upon registration that you are interested in receiving offers or information from us and our partners, we may occasionally call or send you direct mail about products and services that may be of interest to you. Only SOTA CRM (or agents working on behalf of SOTA CRM and under confidentiality agreements) will send you these solicitations, and only if you have previously indicated that you wish to receive them. If you do not want to receive solicitations from us, you can “opt-out” by accessing your account online editing your account information to no longer receive such offers and mailings.

You also have choices with respect to cookies, as described above. By modifying your browser preferences, you have the choice to accept all cookies, to be notified when a cookie is set, or to reject all cookies. If you choose to reject all cookies some parts of our Site may not work properly in your case.

7. Security of Your PII

At our Site you can be assured that your PII is secure, consistent with current industry standards. We strive to take appropriate security measures to protect against unauthorized access to or unauthorized alteration, disclosure or destruction of your PII. For example:

• We work hard to ensure that the data we collect is reliable, accurate, complete and current. We encrypt all PII, in order to prevent unauthorized parties from viewing such information when it is transmitted to us. We also only keep collected information: only for as long as reasonably necessary and use it only for the purposes for which it was collected or to comply with any applicable legal or ethical reporting or document retention requirements.

• We limit access to PII only to specific employees, contractors and agents who have a reasonable need to come into contact with your information. For example, we may provide members of our technical support team with limited access to your account in order to allow them to troubleshoot problems you may be having with the Site.

• Additionally, we also employ a number of physical, electronic, and procedural safeguards to protect PII. Our secure servers and our data centers are protected by industry-standard encryption, and our servers reside behind firewalls and employ high-level password protection.

• Finally, access by you to your PII is available through a password and unique customer ID selected by you. This password is encrypted. We recommend that you do not divulge your password to anyone.

In order to most effectively serve you, credit card transactions and order fulfillment are handled by established third party banking institutions and processing agents (such as e.g. PayPal). They receive the information needed to verify and authorize your credit card or other payment information and to process and ship your order.

Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your PII, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) the security, integrity and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed. As we have no control or ability to monitor the security of your device, you should take measures reasonably available to secure your device.

In the event that PII is compromised as a result of a breach of security, SOTA CRM will promptly notify those persons whose PII has been compromised, in accordance with he notification procedures set forth in this Privacy Policy, by email, or as otherwise required by applicable law. You agree to immediately notify us and your Clients if you have experienced a breach of security on your device which may have affected the security of our Site or Service.

8. Miscellaneous

You must be at least 18 years old to have our permission to use this Site. By agreeing to Our Policy, you are hereby confirming that you are at least of 18 years old. Our policy is that we do not knowingly collect, use or disclose PII about minor visitors.

You should also be aware that when Personally Identifiable Information is voluntarily disclosed (i.e. your name, email address, etc.) in the discussion forums or other public areas on this Site, that information, along with any information disclosed in your communication, can be collected and used by third parties and may result in unsolicited messages (including unwanted spam messages) from third parties. Such activities are beyond our control and this Policy does not apply to such information. Please consult our Site Terms and Conditions of Use Agreement for our Site Conduct policies.

If you have any questions, concerns or inquiries about our Privacy Policy, or our use of your PII, or our privacy practices, please contact us at: You can also reach our Privacy Compliance Officer by sending written correspondence to:



Attn: Privacy Compliance Officer

9. GDPR: European or UK data subjects

Our clients use the SOTA CRM software to collect and process the personal data of individuals, which may include individuals in the EU and/or the UK. In particular, they use the software to manage their marketing lists and campaigns, which includes the processing of the personal data of their customers.

For the purposes of the GDPR (and the UK GDPR) SOTA CRM acts as a processor of the personal data of data subjects. The controller of the data subjects’ personal data is either our client, or the customers of our client.

We only process such personal data in accordance with the instructions of our client and in compliance with our obligations as a processor. We ensure that a data processing agreement is entered into between us and our client in order to ensure that appropriate safeguards are in place.

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We are a leading web design agency with an award-winning design team that creates innovative, effective websites that capture your brand, improve your conversion rates, and maximize your revenue to help grow your business and achieve your goals.


Web Design Services That Maximize Your RevenueIn today’s digital world, your website is the first interaction consumers have with your business. That’s why almost 95 percent of a user’s first impression relates to web design. It’s also why web design services can have an immense impact on your company’s bottom line.Invest in your site’s success with Redefined Agency website design service

When you invest in our professional website design services, you will receive a website that’s:


•Responsive (sometimes called mobile-friendly)

•Optimized for search engine optimization (SEO)

•Secure (HTTPS)

•Professionally styled

You can also include additional features as a part of your professional website design. For example, you can request our developers to integrate a database into your design, enable e-commerce functionality, and more.


What do web design services from Redefined Agency include?Our team tailors our web design services to your company and its unique needs. That’s why you can customize every feature of our services to your company, products or services, and goals. The result is a website that your company — and your visitors — loves.


We maximize the results of your website design or redesign plan, as well as improve your digital marketing strategy, by ensuring your website follows best practices for search engine optimization (SEO). SEO refers to an umbrella of techniques that enhance your website’s ranking for relevant search results.A higher ranking in search results correlates to higher visibility among users in your target audience. With better visibility for relevant search results, your website can earn more clicks and traffic from high-value users — that can translate to more store visits, online purchases, quote requests, and more.As we feature a team of more than 225 digital marketing specialists, our designers can coordinate with our Internet marketing team. Their teamwork ensures your website not only looks good but also ranks well in search results.

Why Invest In Professional Web Design Services?



Landing Page Packages

Below you can find the one-off cost of our services.

Landing Page Basic

$ 499 One-Time
  • Ask for details

Landing Page Plus

$ 999 One-Time
  • Ask for details

One-Page Site

1499 One-Time
  • Ask for details

Website Packages

Below you can find the one-off cost of our services


$ 1997 One-Time
  • Ask for details


$ 799 One-Time
  • Ask for details


4497 One-Time
  • Ask for details
If you would like to join us and become a client then we’d be delighted to have you.
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Solar SMS Support

Enter your question below and a Solar representative will text you back right away.

Contact our sales team

Fill out the form below to be contacted by a sales representative, or call 1(888)421-2585 to speak with a sales representative now.
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Social Media
Paid Ads


You only have seconds to capture your lead’s interest to “stop the scroll’ and check out your ad. If your ad doesn’t shout CHECK ME OUT, you could be losing out on potential customers. Our Ads team can help you create interesting and informative ads to “stop the scroll”.

*stock images will be used unless original/personalized assets are provided


  • Ad Copy Creatives*
  • Domain Verification
  • Targeting Setup (provided by the client)
  • Pixel Installation
  • One Platform
  • One Offer

Setup and Monthly Management

TGR Funnel System


Straight To The Top!

Our objective is to increase the number of new leads coming to our clients while simultaneously growing their online presence. We’ll do this by using Think and Grow Rich The Legacy movie.

Just like any other business you need to find leads, and close deals to get paid. Having the right website combined with a Facebook Ads campaign will take our client’s business to the next level and help them build their online presence.

We will capture the audience’s attention by leveraging the popularity of the world-known brand, “Think And Grow Rich”.

Not all sales funnels are created equal. There is much more that can be done if they would like to grow their business down the line.

Please read through the information carefully and, if your client is a good fit, please submit their information through the Referral system.

TGR Movie Website

Having designed many websites and funnels in our 18 years we have discovered the components that lead to having HIGH conversions.

Site Structure


We will show an attention grabbing movie trailer getting visitor’s interest in registering for the movie.


This film features MEGA Entrepreneurs in the industry such as Grant Cardone, Barbara Corcoran, Lewis Howes, Darren Hardy, John Shin, Bob Proctor, Rob Dyrdek, and many more.


In this section clients will get to display any content that will show their personality and who they are. Our goal is to build trust and credibility between them and their future clients.


We’ll strategically place CTA links encouraging visitors to reserve their FREE tickets in which we capture basic contact information. If submitted, these registrants will now be a part of their email database that they will be able to market their product to.


Once a person has completed registering for the event they will be prompted to “Enter Our Survey” to win Exclusive TGR items.  In the survey, registrant will be asked if they would like to schedule a consultation, which will send the data to your CRM system.

Social Media Ads


We have already done the hard work for your industry. We understand exactly who we’re trying to target, what they might be interested in and how they might respond to certain things.

We have built a campaign that zero-ins on your most profitable target audience(s). We use industry-leading tools to discover potential customer’s online activities, interests, and specific demographics. We track conversions closely to assess not only what works well, but also where there are opportunities for improvement.

Defining Goals

No brand, product, industry, or campaign are the same.

We will work with the client to define achievable goals and measure the effectiveness of our campaign against those goals with meaningful KPIs whether it be Cost per Click (CPC), or Cost per Acquisition (CPA).

We will work with them to keep improving their ads and landing pages to achieve optimal results for their campaigns.

As we go forward, results will be provided in monthly reporting.

Starting Ads

Based on your industry, we have pre-created an adset that has proven to generate results ad will be distributed across the best suited networks.

These ads will encompass snappy marketing copy and professionally created visuals to catch your customer’s eye. We will include trackable links to each ad to maximize ROI.

Before distribution, all advertising materials will be provided to client for approval before being launched.


On a monthly, weekly, or daily basis, our PPC experts will access and optimize the campaign. This may include removing underperforming ads/audiences, testing new ads/audiences and adding negative keywords to reduce budget waste and improve quality score.

Every month we will email the client a snap-shot of where your campaign is, that months conversions and other metrics (vs the previous month) and a list of the optimizations we have made.


It will take around 1-2 weeks to get first set of ads live.


Step 1 & 2: 

Select Package & Sign Agreement

Select from the packages below to begin.

Step 3: 

Client Onboarding

Once client has signed the proposal we will assign a dedicated account manager that will walk them through our Client Onboarding process.

Step 4: Funnel Buildout & Ads Setup

At this point we will assign client a dedicated TGR Movie site, setup and configure their CRM account, and setup their Facebook Ads account. Once it’s done, we’ll present it to Client and go through the details in accordance with the objectives originally set.

Any amends are made at this stage.

Step 5 Test Site and Systems

The testing process is a carefully considered one. We need to ensure email addresses don’t go down, the site doesn’t have any downtime, all systems and databases are properly connected, and several other things.

This is something we’ve done hundreds of times before.

We operate to a checklist which we’ve curated over the years and it’s not failed us once.

Client can sleep easy knowing we’ll be on-call over their launch weekend to ensure everything goes according to plan.

Step 6 Launch Facebook Ads Campaign

By week 2 we will have helped Client create a Facebook Ads account, setup their ad campaigns, create ad copy and designs, and integrate with TGR Legacy movie website.



We don’t take on every client. We’ve become very good at assessing whether we can help companies.

Package Options

Below you can find the one-off cost of our services

This is paid upon signing of your proposal and allows us to get straight on with developing your dedicated site (in-line with aspects outlined in the Process and Timelines page) and getting our Client’s business the boost they are looking for.

Think Package

$ 299 Monthly
  • Dedicate TGR Movie Site
  • Powerful CRM System
  • Lead Forms & Management
  • Power Dialer
  • Calendar w/ Auto Booking System
  • SMS/Email Automation
  • Includes 1 Assistant CRM Account​

Grow Package

$ 799 Monthly
  • Everything in THINK Package Plus...
  • Ad Account Setup
  • Ad Management
  • Account Manager
  • Campaign Monitoring & Reports
  • Celebrity Ad Designs
  • Ad Design Updates


Add-ons Monthly
  • Additional TGR User License ($200)
  • Additional FB Ad Management ($300)
  • Personalized (Financial) Website ($30)

If you have any questions regarding our program please feel free to contact us at any time.

Solar & Smart home

Going Solar is easy with Sunplicity

Our experts do the legwork. From determining whether your home is a good candidate for solar to matching you with a local solar installer, we are known for our customer service.

In fact, we have the highest customer service score in the industry.  And our installers are carefully selected and highly trained to help ensure your installation goes smoothly.

Solar Benefits

Lower Electric Bill

Lock in your low solar energy rate. Start saving now by going with solar for your home. This means that over the life of your solar energy plan, you could save a lot.

Avoid Increasing Rates

Rates will continue to increase on your current electricity bill even if your usage doesn’t. Stop them now and go with solar energy. Take control.

Tax Credits

Receive 26% back in tax credits. This program will not last forever so act fast before the credits disappear!

Flexible financing, with $0 down options

Financing home solar doesn’t have to be complicated. Sunplicity offers three flexible payment options, so you can choose what’s right for you—cash, lease or loan.

With $0 down solar financing, you can start saving with little to no upfront costs.  And take advantage of federal tax credits* with a cash purchase or our popular loans.

How Solar Works?

What Is Solar?

Solar energy is, simply, energy provided by the sun. This energy is in the form of solar radiation, which makes the production of solar electricity possible.

Your referrals are in good hands. Start helping them save today!

Enter your question below and a Marketing representative will text you back right away.

Health Insurance information

what we offer

We connect people with brand-name health insurance. Working with us allows our clients to receive more Savings. We verify to see if our clients qualify for government discounts. We make this process very simple and effortless for our clients.

We work with Top Plan Providers (Kaiser, Anthem, BlueShield, HealthNet, etc.) We offer a variety of Health Insurance plans to fit everyones needs.

Let us review: health coverage choices, ways to save, and plan benefits. We do same day enrollments!

Our agency only offers health insurance plans that meet:

The 10 Essential Health Benefits: The Affordable Care Act (ACA) requires all health insurance plans in the individual and small group markets to offer a certain set of Essential Health Benefits. This requirement would apply to all new plans.

  • Ambulatory patient services
  • Emergency services
  • Hospitalization
  • Maternity and newborn care
  • Mental health and substance use disorder services
  • Prescription drugs
  • Rehabilitative and habilitation services and devices
  • Laboratory services
  • Preventive and wellness services and chronic disease management
  • Pediatric services

Bringing peace of mind to the coverage benefits you receive

Setup and Monthly Management

Ask A Question

Enter your question below and a Health Insurance Specialist will get back to you.

Thank you for your interest in learning more about our products and services

Our Product Learning Center is located in the Prizm Partner Portal.

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Ask A Question

How to Request A Proposal

Step 1: Locate contact

Step 2: Add “Solar Proposal” Tag.

Step 3: Client will be sent a text asking to complete “Solar Proposal Request” form.

Step 4: “Solar Proposal Request” form data will be sent to Solar Proposal team.

Step 5: Once proposal is complete. You will receive an email containing the proposal to present to your client.