Privacy Policy

1. Who this policy covers

This policy applies to visitors to our marketing website, users who create a workspace (tenant), invited team members, and enterprise customers who contact sales or are provisioned by our platform administrators. It covers personal information about users and business information your organization stores in the Service (prospects, contacts, notes, activities, and AI-generated briefings).

2. Information we collect

Account and workspace data

• Name, work email, company name, and authentication credentials (stored securely via our identity provider—we do not store plaintext passwords in our database).
• Workspace settings: branding, subscription plan, seat limits, and billing status.
• Team roster: email, display name, and role (admin or member) within your tenant.

Customer content you enter

• Prospect and account records (company names, contacts, pipeline stage, notes, follow-ups, documents metadata, and similar CRM fields).
• Activity logs and audit events generated in the Service.
• AI intelligence outputs and Deep Research reports saved to accounts when you run those features.

Usage and technical data

• Feature usage (for example monthly intel run counts) to enforce plan limits and improve reliability.
• Server logs (IP address, request time, error diagnostics) for security and operations—retained for a limited period.
• Payment-related identifiers from our payment processor when you subscribe (we do not store full card numbers on our servers).

3. How we use information

We use collected information only to:

• Provide, operate, and secure the Service for your workspace.
• Authenticate users, enforce tenant isolation, and prevent abuse.
• Process subscriptions and send transactional email (verification, invites, billing receipts where applicable).
• Run AI-powered features you request (account intelligence, live search, Deep Research) using the account context you supply.
• Respond to support requests and comply with law when required.

4. What we do not do

• We do not sell your personal information or customer content.
• We do not share your data with third parties for their own marketing, lead generation, or advertising networks.
• We do not use your prospect lists to train public AI models for unrelated products.
• We do not allow other customers to access your tenant data—each workspace is logically isolated.

5. Service providers (limited subprocessors)

To run a secure cloud product, we rely on a small set of vetted infrastructure and service providers. They process data only on our instructions to deliver the Service—not for their own commercial use of your content. Categories include:

• Hosting and database — cloud infrastructure and database services (including Google Firebase / Google Cloud) for encrypted storage, authentication, and application delivery.
• Payments — Stripe (or equivalent) for subscription checkout and billing; payment card data is handled by the processor under their security standards.
• Email delivery — transactional email providers (for example Resend or SMTP) to send verification, invite, and operational messages.
• AI and research features — when you enable intelligence or Deep Research, relevant account fields and queries are sent to our configured AI and web-research providers solely to generate the briefing you requested. We select providers with contractual confidentiality obligations where available.

We do not authorize these providers to use your customer content for their own product development or marketing. If you need a current list of subprocessors for vendor review, contact support@tryedent.com.

6. How we protect your data

• Production traffic is served over HTTPS (TLS encryption in transit).
• Data at rest is encrypted by our cloud provider’s platform standards.
• Tenant isolation — prospects, users, and billing are scoped to your workspace; access is enforced by authentication, server-side authorization, and Firestore security rules.
• Least privilege — production secrets (API keys, service accounts) are stored in environment configuration, not in client-side code or customer-visible fields.
• Email verification — solo signup and invited users must verify email before accessing workspace data.
• Audit logging — sensitive admin actions are recorded for security review within your tenant.

No method of transmission or storage is 100% secure. We continuously improve controls and respond to incidents per our internal procedures (see also our security documentation for administrators).

7. Your control: export and deletion

• Export — Workspace admins can export tenant data from the Security Panel (JSON bundle of workspace configuration, prospects, users, and recent audit events).
• Deletion — You may delete accounts and records within the Service. Platform administrators can purge a workspace when contractually required; certain protected system tenants cannot be deleted via automation.
• Retention — Customer content remains until you or your administrator deletes it or the workspace is purged. Operational logs are kept for limited periods for security and troubleshooting.

8. Your privacy rights

Depending on where you live, you may have rights to access, correct, delete, or restrict certain processing of your personal information. Workspace admins can manage roster users and much of your organization’s data directly in the app. For requests we must handle ourselves, email support@tryedent.com from your work address and we will respond within a reasonable time.

9. International users

The Service is operated from the United States. If you access the Service from other regions, you understand that data may be processed in the U.S. and where our subprocessors operate. We implement appropriate safeguards for cross-border processing required by applicable law.

10. Children

The Service is a business-to-business product not directed to children under 16. We do not knowingly collect personal information from children.

11. Changes to this policy

We may update this policy as the product or law changes. We will post the revised version on this page with an updated “Last updated” date. Material changes may also be communicated by email or in-app notice where appropriate. Continued use of the Service after changes take effect constitutes acceptance of the updated policy for new activity; where required by law we will seek additional consent.

12. Contact us

Questions about privacy or data protection: support@tryedent.com.

Tryedent · Pipeline Intelligence
Marketing site: pipelineintelligence.io · Application: pipeline.tryedent.com