Privacy Policy

DialTri is a sales calling platform designed to help businesses manage calls, connect calling workflows with their CRM systems, and organize call-related information.

Our website address is: https://dialtri.com/

For questions about this Privacy Policy or the handling of your personal information, contact us at:

• Emailsales@dialtri.com
• Address5560 Progress Rd Indianapolis, IN

In this policy, “DialTri,” “we,” “our,” and “us” refer to the entity responsible for operating the DialTri website and services, as applicable.

We may collect different types of information depending on how you interact with DialTri and which features you use.

2.1Information You Provide

When you register for an account, request a demo, contact our team, subscribe to a service, or communicate with us, we may collect:

• Name and business contact details
• Email address and telephone number
• Company name, job title, and business information
• Account credentials and authentication-related information
• Billing and subscription details
• Information included in support requests, feedback, and other communications
• Preferences and settings you configure within DialTri

Please do not submit sensitive personal information unless it is necessary for a specific service and you are authorized to provide it.

2.2Calling and Communication Data

When you use DialTri's calling and communication features, the platform and relevant service providers may process information such as:

• Caller and recipient telephone numbers
• Call date, time, duration, and status
• Call history and call outcomes
• Call notes, follow-up details, and activity records
• Call routing, dialing, and campaign-related information
• Call recordings, where recording is enabled
• Voicemail or other communication records, where supported
• Messages and related delivery information, where messaging features are enabled

The information collected depends on the features enabled, your configuration, and the services connected to your DialTri account.

2.3CRM and Integration Data

If you connect DialTri with a CRM or another supported business application, we may process information exchanged through that integration. Depending on your configuration, this may include contact details, lead or customer records, call logs, activity history, notes, and follow-up information.

The scope of access depends on the permissions you grant, the integration settings, and the functionality being used. Your use of a third-party CRM or application may also be subject to that provider's privacy policy and terms.

2.4AI-Processed Information

Where AI-assisted features are enabled, DialTri may process relevant call audio, transcripts, notes, or related communication data to generate outputs such as call summaries or other supported insights.

AI processing depends on the features you activate and the applicable configuration. You should inform callers and obtain any required consent before recording, transcribing, or using AI to process their conversations.

2.5Technical and Usage Information

When you visit our website or use the platform, we may collect technical information, including:

• IP address and approximate location derived from it
• Browser type, device type, and operating system
• Pages visited and features used
• Login activity, timestamps, and session information
• Diagnostic, error, and performance information
• Referring pages and interaction data

We use this information to operate the service, troubleshoot issues, maintain account security, and understand how our website and platform are used.

We may use the information we collect for the following purposes:

Providing the service:

To create and manage accounts and deliver DialTri's calling and communication features.

Managing calls:

To initiate or route calls, maintain call histories, and support call-related workflows.

Supporting CRM workflows:

To facilitate configured integrations and synchronize relevant records supported.

Generating insights:

To provide call reports, analytics, summaries, and other enabled features.

Managing subscriptions:

To process payments, maintain billing records, and administer plans.

Providing customer support:

To answer questions, investigate problems, and respond to requests.

Maintaining security:

To detect suspicious activity, prevent abuse, and protect accounts and systems.

Improving our services:

To diagnose errors, assess performance, and improve functionality.

Communicating with you:

To send service announcements, account notifications, and relevant updates.

Meeting legal obligations:

To comply with applicable laws, enforce agreements, and respond to lawful requests.

Where required by law, we will rely on an appropriate legal basis for processing personal information, such as performing a contract, complying with a legal obligation, obtaining consent, or pursuing legitimate interests that do not override applicable rights.

DialTri may support call recording, transcription, AI-assisted summaries, or related call-management features, depending on the service configuration.

If these features are enabled, relevant information may be processed to support call documentation, quality review, follow-up activities, reporting, and other configured business purposes.

You are responsible for determining whether and how these features may lawfully be used in your jurisdiction and for your particular calls. This includes:

• Providing notices to callers where required
• Obtaining consent where legally necessary
• Following applicable telecommunications, privacy, and recording laws
• Informing employees, agents, and other authorized users about relevant policies
• Configuring recording and retention settings appropriately
• Ensuring that call data is accessed and used only for authorized purposes

AI-generated summaries, transcripts, or other outputs may contain errors or omissions. You should review important outputs before relying on them for business, legal, or customer-related decisions.

DialTri may use cookies and similar technologies to operate the website, support account authentication, remember preferences, maintain sessions, understand website usage, and improve performance.

These technologies may include:

Essential cookies:

Required for core website or account functionality.

Preference cookies:

Used to remember selected settings where supported.

Analytics cookies:

Used to understand website traffic and usage, where enabled.

Marketing cookies:

Used for advertising or campaign measurement, where enabled and permitted.

Cookie availability and duration depend on the technologies and services we use. You can manage cookies through your browser settings and, where provided, our cookie preference controls. Disabling certain cookies may affect website or account functionality.

Our website may contain links to or embedded content from third-party websites, such as videos, documentation, or other resources.

When you interact with third-party content, the relevant provider may collect information about your visit or interaction under its own privacy policy. DialTri does not control the privacy practices of independent third-party websites.

We encourage you to review the privacy policies of any third-party services you access.

We do not treat your personal information as information that may be shared without a legitimate purpose. We may disclose relevant information in the following circumstances:

7.1Service Providers

We may share information with providers that help us operate DialTri, such as hosting, cloud infrastructure, telecommunications, call processing, customer support, analytics, payment processing, security, or AI service providers, where these services are used.

These providers may process information on our behalf or in accordance with their own roles and applicable agreements.

7.2CRM and Connected Applications

If you enable a CRM integration or connect to another application, information may be exchanged with that application as needed to provide the functionality you configure.

The third-party application's handling of information is also governed by its own policies and settings.

7.3Business and Account Administrators

If you use DialTri through an employer or business account, authorized account administrators may be able to access relevant account information, call records, analytics, and other data according to their permissions and the service configuration.

7.4Legal and Safety Requirements

We may disclose information when reasonably necessary to comply with applicable law, respond to valid legal processes, protect rights and safety, investigate suspected fraud or abuse, or enforce our agreements.

7.5Business Transfers

If DialTri or its operating entity is involved in a merger, acquisition, financing, restructuring, or sale of assets, relevant information may be transferred as part of that transaction, subject to applicable legal requirements.

7.6With Your Direction or Consent

We may share information for other purposes when you request it, authorize it, or provide consent where required.

We do not sell personal information for money unless this policy is updated to clearly disclose such a practice.

We take reasonable measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

Depending on the systems and services in use, these measures may include access restrictions, authentication controls, monitoring, secure data transmission, and appropriate operational safeguards.

No website, application, or data transmission method can be guaranteed to be completely secure. We therefore cannot promise absolute security, but we aim to apply safeguards appropriate to the nature of the information and the risks involved.

Users are responsible for protecting their account credentials, limiting access to authorized personnel, and notifying us promptly if they suspect unauthorized access to their accounts.

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of personal information
• Request restriction of certain processing activities
• Object to certain processing
• Request a copy of information in a portable format, where applicable
• Withdraw consent where processing is based on consent
• Opt out of certain marketing communications
• Lodge a complaint with a relevant data protection authority

DialTri may work with third-party CRM systems, telecommunications providers, messaging services, payment providers, analytics tools, and other applications.

When you activate or use these integrations, relevant information may be exchanged to provide the requested functionality. Each integration may have its own permissions, configuration options, terms, and privacy practices.

DialTri is not responsible for the independent privacy practices of third-party services. Review the applicable provider's privacy policy and permissions before connecting to an account or enabling an integration.