Privacy Policy (Triello.io)

Effective Date: 05/28/2025
Last Updated: 05/28/2025

At Triello, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information across our website, CRM platform, and client onboarding processes.

Information We Collect

- Name, email, phone number

- Business name and location

- Calendar and CRM connection info

- Website behavior (via cookies and analytics tools)

How We Use Your Information

- To provide and improve our CRM and ISA services

- To schedule and manage appointments

- For marketing and retargeting campaigns (with your consent)

- To generate reports and performance summaries

Sharing & Third Parties

We only share data with third-party services essential to our operations, such as:

- CRM software providers

- Calendar integrations

- Email/SMS platforms

- Payment processors (e.g. Stripe)

We do not sell or rent your personal information.

Your Rights

- You can request access or deletion of your data at any time

- You may opt out of communications via unsubscribe links or by contacting us

Data Security

We use industry-standard encryption and secure access controls. Data is stored on secure cloud-based platforms.

Cookies

We use cookies to enhance your experience, track performance, and personalize content. You can manage cookie preferences in your browser.

Contact

For questions, contact us at: [email protected]

Client Data Security Overview

At Triello, your data is our priority.

We use secure, cloud-based systems to manage your leads, appointments, and CRM workflows. All client data is encrypted in transit and stored securely within our platform.

Only authorized Triello team members have access to your lead information, and all communication is managed through approved channels. We follow strict internal policies for data handling, privacy, and confidentiality.

Your leads stay yours. We never sell or misuse your information.

For questions, contact us at: [email protected]

4. Terms of Service (Triello CRM & ISA Services)

Effective Date: 05/28/2025

Last Updated: 05/28/2025

By accessing or using Triello’s services, you agree to the following terms:

1. Services

Triello provides inside sales (ISA) outreach, CRM platform access, and appointment setting services as described on our website.

2. Client Responsibilities

You agree to:

- Provide accurate and timely lead data

- Grant necessary access to your CRM/calendar

- Use Triello’s tools in accordance with applicable laws

3. Payment & Fees

All fees are outlined on your selected pricing plan. Additional appointments or service add-ons will be billed as agreed. Failure to pay may result in service suspension.