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Privacy Solutions

SMB: Pre-Configured Package for Quick Compliance

The simplest path to privacy compliance when you do not need heavy customization.

We built SMB so companies anywhere can meet requirements quickly. Defaults are designed to work for most customers: publish, receive requests, and fulfill without a long setup project.

What Signing Up for SMB Means

A focused package for teams that want compliance without complexity.

  1. Compliance in under 10 minutes

  2. Satisfy regulatory requirements in the USA and non-US countries

  3. Default workflows that work for most customers out of the box

We recommend SMB when you do not need extensive customization and do not have more than one person managing privacy. If you need multiple users or custom workflows, start with Enterprise.

Everything Included to Comply

A ready webform, a CCPA-ready toll-free number, and a clear path from alert to fulfilled request.

  • A Default Webform That Meets Requirements

    The webform is meant to work as-is. You can still make light visual customizations. Add your privacy policy link, logo, introductory text, and more. Embed it on your site or link to our hosted version.

    By default, the webform includes a toll-free number and Service Code at the bottom, enough to satisfy the CCPA/CPRA toll-free requirement.

  • A Shared Toll-Free Number That Meets Requirements

    Our toll-free number ships with default greetings designed for the CCPA, since California is the only state that requires a toll-free number. On SMB you can still upload different greetings and make changes, but you do not have to.

    Publish the webform that includes the toll-free number and you are ready to go.

  • From Alert to Fulfilled Request

    When a consumer submits a request, we email you an alert. Respond from the dashboard, verify the consumer’s email, fulfill the request, and mark it completed when you are done.

    That loop (alert, verify, fulfill, complete) is the core of staying compliant without extra tooling.

Growing Beyond SMB?

When you need customizations or additional team members who are not billing contacts, upgrade to Enterprise and unlock the flexibility that package provides.

Ready for Quick Compliance?

Join teams that use Optacy SMB to publish intake and start fulfilling privacy requests the same day.

Join the Optacy community today

Have any questions? Call us.

From the US: +1 (855) 5-OPTACY (855-567-8229)

From outside the US: +1 (302) 864-2253