Effective Date: November 13, 2025
This Privacy Policy describes how Trizions ("Company," "we," "us," or "our") collects, uses, protects, and discloses your Personal Information when you use our Customer Relationship Management (CRM) platform, including our web and mobile applications (collectively, the "Service").
We are committed to protecting your privacy and handling your data in an open and transparent manner.
1. Scope of This Policy
This policy applies to:
Our Service is distributed in New Zealand, Australia, Greece, the UAE, India, the US, South Africa, and Kazakhstan, and this policy is designed to comply with relevant data protection laws in these regions, including the GDPR (for users/contacts in the EU/EEA), CCPA/CPRA (for US users), and similar international frameworks.
2. Information We Collect
We collect information to provide, maintain, and improve our Service. This data falls into two main categories:
A. Information We Collect From You (The User)
This information is necessary to set up and manage your account:
| Category | Examples of Data Collected | Purpose of Collection |
|---|---|---|
| Account/Profile Data | Name, Email Address, Phone Number, Job Title, Company Name, Address, Login Credentials (encrypted). | To create, maintain, and secure your account; for billing and support. |
| Financial Data | Billing address, payment card details (processed securely by a third-party payment processor). | To process subscription payments and issue invoices. |
| Usage Data | IP address, device type, browser information, pages visited, features used, time spent on the Service, crash reports. | To analyze and improve the performance, stability, and features of the Service. |
| Communication Data | Records of correspondence when you contact our support team. | To provide customer support and improve service quality. |
B. Contact Data Uploaded by You (Data Controller)
Our Service allows you, the User, to manage your own customer, client, and prospect data ("Contact Data"). As a User of our Service, you are the Data Controller for this Contact Data, and we act as a Data Processor.
| Category | Examples of Contact Data Managed in the CRM | Key Features Involved |
|---|---|---|
| Customer PII | Names, Email Addresses, Phone Numbers, Physical Addresses. | CRM Contact Management, Email Marketing, SMS/Voice Campaigns, Invoicing, Forms/Surveys. |
| Customer Activity | Communications history (emails, SMS, calls, social media DMs), sales pipeline stage, booking history, purchase history, lead source, lead score. | Unified Conversation Inbox, CRM Pipelines, Appointment Scheduling, Reporting & Analytics. |
| Media & Content | User-uploaded images, videos, documents, and content for websites, funnels, and courses. | Website/Funnel Builder, Document Management, Courses/Memberships. |
| Location Data | Location data from mobile devices (if explicitly granted by the Contact), or inferred from IP address for lead attribution. | Mobile App functionality, Attribution Reporting, Live Chat. |
Important Note on Contact Data: You are responsible for ensuring you have the legal right (including necessary consents, where required) to collect, process, and transfer this Contact Data to us for processing via the Service, and for compliance with all applicable laws, including communicating a clear privacy policy to your own contacts.
3. How We Use Your Information
We use the information we collect for the following purposes:
| Purpose | Legal Basis (e.g., GDPR) |
|---|---|
| Service Provision | Contract - To fulfill our contractual obligation to provide the Service to you. |
| Communication | Legitimate Interest - To respond to your inquiries and send non-marketing service updates (e.g., security alerts, maintenance). |
| Marketing & Promotions | Consent - To send you marketing materials about new features, unless you have opted out. |
| Security & Fraud Prevention | Legitimate Interest - To protect the integrity and security of the Service and prevent fraudulent activity. |
| Legal Compliance | Legal Obligation - To comply with applicable laws, legal processes, and regulatory requests (e.g., financial record-keeping). |
| Improvement | Legitimate Interest - To understand usage patterns, troubleshoot issues, and enhance features. |
4. How We Share Your Information
We do not sell your Personal Information or Contact Data. We may share your information with the following third parties:
5. International Data Transfers
The Service operates globally, and your data will be processed on servers located in various jurisdictions. Specifically, for users located in the regions you listed (including the EU/EEA, New Zealand, Australia, etc.), your data may be transferred to, and processed in, the United States and other countries where our service providers maintain facilities.
We take appropriate steps to ensure your Personal Information is treated securely and in accordance with this Privacy Policy and applicable law. These measures include implementing Standard Contractual Clauses (SCCs) for the transfer of data from the EU/EEA, and ensuring our third-party vendors adhere to comparable international data transfer frameworks.
6. Your Data Protection Rights
Depending on your location and applicable law, you may have the following rights regarding your Personal Information:
| Right | Description |
|---|---|
| Right to Access | The right to request copies of the Personal Information we hold about you. |
| Right to Rectification | The right to request that we correct any information you believe is inaccurate or incomplete. |
| Right to Erasure | The right to request that we erase your Personal Information, under certain conditions. |
| Right to Restrict Processing | The right to request that we restrict the processing of your Personal Information, under certain conditions. |
| Right to Object to Processing | The right to object to our processing of your Personal Information, under certain conditions (e.g., for direct marketing). |
| Right to Data Portability | The right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions. |
| Right to Lodge a Complaint | The right to lodge a complaint with a supervisory authority in your country. |
For Contact Data: Since we process Contact Data only as a processor on your behalf, if one of your contacts wishes to exercise any of these rights, they must contact you (the User) directly. We will assist you in responding to such requests as required by law.
To exercise any of these rights for your own User data, please contact us at the details provided below.
7. Data Security and Retention
Security: We have implemented appropriate technical and organizational security measures designed to protect the security of any Personal Information we process. However, despite our safeguards, no electronic transmission or storage system can be guaranteed to be 100% secure.
Retention: We will only retain your Personal Information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Effective Date" and will be effective as soon as it is accessible. We encourage you to review this policy frequently to be informed of how we are protecting your information.
9. Contact Us
If you have questions or comments about this policy, you may contact us by email at:
Trizions
Email: support@trizions.com