Privacy Policy

Last updated September 29, 2026

TrelloDial ("TrelloDial", "we", "us") is a power dialer for real estate teams that use Follow Up Boss. It is operated by The Ludify Group in Charleston, South Carolina. This policy explains what we collect when you use the TrelloDial app at app.trellodial.com and the website at trellodial.com, why we collect it, and the choices you have.

What we collect

• Account information. Your name, email address, password (stored as a hash, never in plain text), your role on your team, and your team's name.
• Follow Up Boss connection. The Follow Up Boss API key you provide, stored encrypted, and the phone number you use in Follow Up Boss. We use the key only to read the people and lists you choose to dial and to write call outcomes back to your Follow Up Boss account.
• Contact data you bring in. Names, phone numbers, email addresses, stages, tags and notes for the people on the lists you build. This data comes from your Follow Up Boss account and belongs to you.
• Call data. Which numbers were dialed, when, from which caller ID, how long the call lasted, the outcome you logged, and, when recording is on for your team, an audio recording and a text transcript of the call.
• AI call notes. A short summary and suggested notes generated from the transcript of a connected call.
• Phone numbers you buy or verify. The dialing numbers provisioned for your team and any personal numbers you verify as caller IDs.
• Usage and technical data. Log records such as IP address, browser type, pages visited and errors, used to run and secure the service.

Call recording and transcription

When recording is turned on for your team, every answered call placed through TrelloDial is recorded and transcribed. Recordings and transcripts are used to give your team playback, transcripts and AI-generated call notes, and they are written to the matching person in your Follow Up Boss account. Team admins can turn recording off at any time in Settings. Turning it off stops new recordings, transcripts and AI notes; existing recordings remain until deleted.

Laws on recording phone calls vary by state and country, and some require the consent of everyone on the call. You are responsible for complying with the laws that apply where you and the people you call are located, including giving any required notice.

How we use information

• To place calls, connect them to your browser, and log outcomes.
• To build calling lists from your Follow Up Boss data and keep them in sync.
• To produce recordings, transcripts and AI notes when recording is on.
• To send account emails such as invitations, verification codes and password resets.
• To measure usage against your plan's limits.
• To keep the service secure, diagnose problems and prevent abuse.

We do not sell personal information, and we do not use your contacts, recordings or transcripts to train AI models or for advertising.

Who we share it with

We share data only with the providers needed to run the service, each under its own terms:

• Telnyx carries the calls, stores recordings and provides transcription.
• Follow Up Boss receives the call outcomes, notes, recordings and tasks you choose to send.
• Anthropic processes call transcripts to generate call notes and summaries.
• Resend delivers account emails.
• Railway hosts the application and its database.
• Stripe processes payments if and when paid plans are enabled.

We may also disclose information when required by law or to protect the rights and safety of TrelloDial, our customers or others.

Retention

Account and contact data is kept while your account is active. Call recordings, transcripts and AI notes are kept so your team can review them and are deleted when you delete your account or ask us to remove them. Log data is kept for a limited period for security and troubleshooting.

Security

Data is encrypted in transit. Follow Up Boss API keys are encrypted at rest. Access to production systems is limited to the people who operate the service. No system is perfectly secure, so please use a strong, unique password and keep your API key private.

Your choices

• Update your name, password and Follow Up Boss connection in Settings.
• Disconnect Follow Up Boss at any time by removing your API key.
• Team admins can turn call recording off for the whole team.
• Ask us to export or delete your team's data by emailing support@trellodial.com.

People you call

If you received a call from a TrelloDial customer and want to know what was recorded or ask for it to be deleted, contact the business that called you. You can also write to us at support@trellodial.com and we will help route the request.

Children

TrelloDial is a business tool and is not directed at anyone under 18.

Changes

If we change this policy in a meaningful way we will update the date at the top and, for material changes, notify team admins by email.

Contact

Questions about privacy: support@trellodial.com.