Privacy Policy

Last updated: May 28, 2026

1. Introduction

Trellis CRM ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our real estate customer relationship management platform.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Account information (name, email address, phone number)
  • Transaction and deal information you enter into the system
  • Contact information for your clients and business partners
  • Documents and files you upload
  • Calendar and scheduling data
  • Communications and notes within the platform

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Send technical notices and support messages
  • Respond to your comments and questions
  • Analyze usage patterns to improve user experience
  • Provide AI-powered insights and recommendations

4. Data Storage and Security

Your data is stored securely using Google Firebase infrastructure. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

5. Third-Party Services

We may use third-party services that collect, monitor, and analyze data:

  • Google Firebase (authentication, database, storage)
  • Google Calendar API (calendar synchronization)
  • Google Gemini AI (AI-powered features)

6. Your Rights

You have the right to:

  • Access your personal information
  • Correct inaccurate data
  • Request deletion of your data
  • Export your data
  • Opt out of certain data processing

7. Data Retention

We retain your information for as long as your account is active or as needed to provide you services. You may request deletion of your account and associated data at any time.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us through the application support channels.

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