Privacy Policy

TRKR is a sales operations dashboard for authorized Ion Solar sales teams. This policy explains what data TRKR collects, how it is used, and how Google Calendar data is handled.

Information We Collect

TRKR may collect account information such as name, email address, office, role, login activity, dashboard preferences, CRM notes, pipeline status, calendar connection status, and user-entered notes or recruiting records.

How We Use Information

TRKR uses this information to authenticate users, show each user the dashboards and teams they are allowed to access, track sales pipeline activity, support manager coaching workflows, and keep operational data current.

AI Processing

TRKR may use Anthropic's Claude API for AI processing that summarizes pipeline activity, coaches next steps, drafts follow-up language, or generates training material. Before dashboard context is sent to Anthropic, customer phone, email, and address fields are stripped and replaced with placeholders, and known customer names are redacted from free text where possible. Redaction is best-effort. TRKR has requested zero-data-retention treatment from Anthropic and this policy should be updated once that status is confirmed.

Google Calendar Data

If a user connects Google Calendar, TRKR requests access only so that the user can view, sync, create, or update their own calendar events inside TRKR workflows. Calendar connections are scoped per user. Managers and owners are not given access to another user's personal Google Calendar through TRKR.

TRKR does not sell Google user data. TRKR does not use Google Calendar data for advertising. TRKR's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Sharing

TRKR shares information only as needed to operate the dashboard, enforce role-based access, and support authorized business workflows. Sales pipeline data may be visible to owners or managers based on office and role permissions. Personal calendar data remains tied to the connected user account.

Security

TRKR uses role-based access controls, per-user authentication, HTTPS, and production security headers. No system can guarantee perfect security, but TRKR is designed to limit access to the people and roles that need it.

Retention and Removal

Operational records are retained while needed for sales, coaching, reporting, and account administration. Users may request calendar disconnection or account review by contacting the TRKR administrator.

Contact

Questions about this policy should go through the TRKR administrator.