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Template notice: These policies were adapted for DialBrio from a prior vendor template and have not yet been reviewed by counsel. This page is not legal advice.

Legal

Privacy Policy

Effective date: September 28, 2026 · Last updated: November 3, 2026

Operated by DialBrio · dialbrio.com

1. Introduction

DialBrio ("Company," "we," "us," or "our") operates the DialBrio sales engagement platform and website at https://dialbrio.com (collectively, the "Services"). DialBrio helps outbound sales teams and agencies run power and parallel dialing, manage conversations, and sync outcomes with CRMs such as GoHighLevel and HubSpot.

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our platform, or interact with our Services. By accessing or using our Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use our Services.

2. Scope of this policy

This Privacy Policy applies to personal information collected through https://dialbrio.com, the DialBrio application, lead and demo request forms (including forms on third-party platforms such as Meta/Facebook and Instagram), email, telephone and SMS communications, API integrations, and any other services we provide.

"Personal information" means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked to a particular individual or household. "Non-personal information" means data that does not permit direct association with a specific individual.

3. Information we collect

3.1 Information you provide directly

We collect information you voluntarily provide when you register, use the Services, fill out forms, or communicate with us, including:

  • Name, email address, phone number, and mailing address
  • Company name, job title, and business information
  • Account credentials
  • Payment and billing information
  • Contact records and lead data you upload or manage through the platform
  • Call recordings, voicemails, and SMS content transmitted through the Services
  • Other information you choose to provide

We do not collect Social Security numbers or government-issued identification numbers.

3.2 Information collected automatically

  • Device and browser information, IP address, and approximate location
  • Pages viewed, links clicked, and actions within the Services
  • Visit dates, times, duration, and referring sources
  • Usage patterns and interaction data within the platform

3.3 Cookies and tracking technologies

We use cookies, pixels (including advertising pixels), and similar technologies to analyze traffic, improve the Services, and measure marketing. See Section 9.

3.4 Information from third parties

  • Social platforms when you interact with our ads or lead forms
  • Integrations you connect (such as GoHighLevel, HubSpot, Twilio, or other CRM and telephony systems)
  • Public business directories and partners that support our operations

4. How we use your information

  • Provide, operate, maintain, and improve the Services
  • Process transactions and send billing-related communications
  • Create and manage your account and provide support
  • Send service updates and, where permitted, marketing communications
  • Personalize content and analyze usage to improve performance
  • Provide product features such as call recording, transcription, and analytics (including AI-assisted insights where enabled)
  • Measure advertising effectiveness and serve relevant ads where you have not opted out
  • Detect fraud, abuse, and security issues
  • Comply with legal obligations and enforce our terms

5. Advertising and social media

5.1 Meta (Facebook and Instagram)

We may use Meta advertising tools (including Lead Ads, the Meta Pixel, and the Conversions API) to reach potential customers and measure campaigns. Data you submit through Meta lead forms is used for the purpose stated in the ad (for example, demo requests). Pixel and conversion data may include pages visited, actions taken, device data, and conversion events. You can manage ad preferences at https://www.facebook.com/adpreferences or via https://www.aboutads.info/choices.

5.2 Other advertising partners

We may use other analytics and advertising services (such as Google Analytics or Google Ads). Those partners may use cookies and similar technologies subject to their own policies.

6. How we share your information

We do not sell your personal information. We may share information as follows:

  • Service providers (payment processing, cloud hosting, email, telecommunications, AI processing, support) under contract
  • Platform integrations you authorize (CRM, automation, and telephony partners)
  • Advertising partners as described in Section 5
  • When required by law or to protect rights, safety, and security
  • In connection with a merger, acquisition, or asset sale
  • With your consent for a specific purpose
  • Aggregated or de-identified information that cannot reasonably identify you

7. Data retention

We retain personal information while your account is active and as needed to provide the Services, comply with law, resolve disputes, and enforce agreements. When no longer needed, we delete or anonymize data. Account deletion requests are processed within 30 days, subject to legal retention requirements.

8. Data security

We use commercially reasonable safeguards, including encryption in transit (TLS), access controls, and security monitoring. No method of transmission or storage is completely secure; we cannot guarantee absolute security.

9. Cookies and tracking technologies

  • Essential cookies for login, security, and core functionality
  • Analytics cookies to understand site usage
  • Advertising cookies for campaign measurement
  • Functional cookies for preferences

On this website, analytics cookies are set only after you accept them in the cookie banner. You can change or withdraw your choice at any time using the Cookie settings link in the site footer.

You can control cookies in your browser. Disabling cookies may limit some features. For interest-based advertising opt-outs, see https://www.networkadvertising.org/managing/opt_out.asp and https://www.aboutads.info/choices.

10. Your rights and choices

10.1 All users

  • Unsubscribe from marketing emails via the link in each message; reply STOP to promotional SMS where applicable
  • Update account information in settings where available
  • Manage cookies in browser settings and ad preferences via platform settings

10.2 California residents (CCPA/CPRA)

California residents may have rights to know, delete, correct, opt out of sale/sharing, limit sensitive information use, and non-discrimination. Certain advertising data sharing may constitute "sale" or "sharing" under California law. See our CCPA notice at /ccpa or contact us using Section 17.

10.3 Nevada residents

Nevada residents may opt out of sale of personal information. We do not currently sell personal information as defined under Nevada law; you may still submit a request using Section 17.

10.4 Other U.S. states

Residents of states with consumer privacy laws may have similar rights. Contact us using Section 17 to exercise applicable rights.

10.5 International users (GDPR)

If you are in the EEA, UK, or similar jurisdictions, you may have additional rights (access, rectification, erasure, restriction, portability, objection). Contact us using Section 17.

11. Call recording, AI features, and communication data

DialBrio provides calling and conversation tools. By using the Services you acknowledge that:

  • Calls through the platform may be recorded where you enable recording; you are responsible for required consent under applicable law
  • Transcription, scoring, and analytics features may process recordings and message content to provide insights to your organization
  • SMS and email sent through the platform may be logged for delivery and quality purposes
  • We do not use your call or message content to serve third-party advertisements

12. Email integration

If you connect email (such as Gmail) to the Services, we use access only to provide compose, send, read, and process features you request. We do not use connected mailbox data for advertising. Human review occurs only as permitted for security, legal compliance, or with your agreement for specific messages.

13. Children's privacy

The Services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. Contact us if you believe we have collected a minor's information.

14. Third-party links and services

Our Services may link to third-party sites and integrations. We are not responsible for their privacy practices. Review their policies before providing personal information.

15. Do Not Track

There is no uniform standard for Do Not Track signals. We do not currently respond to DNT signals; you may use cookie and opt-out controls in Sections 9 and 10.

16. Changes to this policy

We may update this Privacy Policy. Material changes will update the effective date and, where appropriate, notify you by email or site notice. Continued use after changes constitutes acceptance.

17. Contact us

Questions, concerns, or privacy rights requests:

DialBrio, Wyoming, United States. Email: support@dialbrio.com. Website: https://dialbrio.com.

18. Terms and conditions

This Privacy Policy is part of our Terms of Service. By using the Services, you agree to both documents.

© 2026 DialBrio. All rights reserved.