Privacy Policy

TaskToLead provides hiring-signal lead research software for B2B software companies by analyzing company-level public activity and comparing observed workflows with a customer-confirmed product scope. It generates AI-assisted Lead Reports, mappings, summaries, classifications, limitations, and uncertainty assessments.

This Privacy Policy describes how TaskToLead collects, uses, stores, and shares personal data when you use the service. TaskToLead is operated by Ziko Petrovic, an individual based in Serbia, who acts as controller for the personal data described here.

Personal data means information that can identify you directly or indirectly. Information processed through TaskToLead may include customer account details, product inputs, public-source records, free counts and previews, Lead Reports, the Lead Watch inbox, support messages, and purchase and subscription records. TaskToLead is intended for business users and is not directed to children.

Contact and access information

• The delivery email you provide for a free count or a Lead Report, account status, internal identifiers, and support correspondence.
• A temporary anonymous session identifier created when you submit a product, before any account exists.
• Email and password credentials, password-reset records, and authenticated session records if you create a TaskToLead account to unlock a Lead Report or start the Lead Watch. Passwords are handled by our authentication provider and are never visible to us.
• Lead Report link access tokens, email-verification claims created when a Lead Report link is opened, delivery records, and related access events.

Product, research, and Lead Report content

• The product URL and product name you submit, and the detected and customer-confirmed capabilities and limitations that define the product scope.
• Generated Lead Reports, mappings, summaries, classifications, limitations, uncertainty assessments, and related analysis results.

Public company activity

• Publicly available company names, job titles, work descriptions, source URLs, source metadata, and verification records used as supporting company-level evidence within a Lead Report.
• This information is used to generate free counts and previews, Lead Reports, Lead Watch records, and related workflow analysis. TaskToLead does not purchase private contact lists and does not provide personal contact enrichment, personal email addresses, or phone numbers in any output.

Purchase information

• Customer email, name and billing country where Dodo Payments shares them, product purchased, purchase status, Dodo Payments checkout and payment identifiers, refund or dispute status, and related entitlement and access information.
• Dodo Payments processes checkout, billing, payment-method, tax, fraud-prevention, compliance, invoice, refund, and payment-dispute information under its own terms and Privacy Policy. TaskToLead receives only the customer and transaction information needed to confirm payment, deliver the product, manage access, provide support, and maintain required records.
• For the Lead Watch: the Dodo Payments customer and subscription identifiers, the subscription’s status, billing periods, renewal and cancellation dates, the reason you give when cancelling, payment and refund records, and a record of what you confirmed before checkout.
• TaskToLead does not directly collect or store full payment-card numbers or card security codes.

Lead Watch and inbox information

• The records delivered to your inbox and the status you give them (taken, sent, done, skipped, and the reason), the companies you add to Companies to skip, your product, notification and delivery settings, and the service emails sent to you.
• A record of the days you opened the inbox, kept as evidence for billing questions and payment disputes.

Usage and security information

• IP address, basic request metadata, browser or device information, timestamps, diagnostic logs, security events, and abuse-prevention records.
• A first-party record of which steps of the product journey were reached.

• To create and manage accounts and access to free previews, Lead Reports, and the Lead Watch, and to provide the service.
• To authenticate users and manage sign-in and password recovery.
• To process the confirmed product scope, analyze public company activity, and generate free counts and previews, Lead Reports, Lead Watch records, workflow mappings, summaries, classifications, limitations, and uncertainty assessments.
• To provide free previews of Lead Reports where offered and manage access to Lead Report content and to the Lead Watch inbox.
• To confirm successful payment, grant Lead Report access, run, renew, and end the Lead Watch, manage entitlements, send purchase and delivery communications, review refund requests, respond to billing questions, manage payment disputes, and maintain accounting, tax, transaction, and legal records.
• To provide support and send service-related communications, including Lead Report delivery messages, the Lead Watch’s lead, digest, renewal and payment emails, password-reset links, security notices, and policy updates.
• To operate, maintain, secure, troubleshoot, and improve the service.
• To enforce product limits and retention rules and prevent abuse, fraud, or attacks.
• To comply with law and establish, exercise, or defend legal claims.

Legal bases. Where the GDPR or a similar law applies, we process personal data to perform our contract with you (accounts, free counts and previews, Lead Reports, the Lead Watch, delivery, support), for our legitimate interests (securing and improving the service, preventing abuse, defending claims), to comply with legal obligations (tax, accounting, and transaction records), and, where we ask for it, on the basis of your consent, which you may withdraw at any time.

No marketing emails. We send only the messages needed to deliver a free count or preview, a Lead Report or the Lead Watch, secure an account, or tell you about important service or policy changes. If we ever introduce marketing emails, they will be optional and will carry an unsubscribe link.

We store data only for as long as needed to provide the service, meet legal, tax, accounting, and dispute obligations, and protect TaskToLead and its users from abuse.

• Contact and access information may be retained while your access is active and for a reasonable period afterward.
• Product inputs, confirmed product scope, free counts and previews, Lead Reports, public-source records, and related history may be retained while needed for the service and may later be deleted, aggregated, or de-identified where appropriate.
• Purchase and entitlement records may be retained as needed to manage product access, refunds, payment disputes, fraud prevention, tax and accounting obligations, legal claims, and required transaction records.
• Support records, diagnostic logs, and security events may be retained for a limited period to investigate issues and prevent abuse.

The Lead Watch inbox and records stay readable for 30 days after the Lead Watch ends and are then deleted. Billing evidence for the Lead Watch (the checkout record, what was delivered in each period, the service emails sent, and the days the inbox was opened) is kept for 13 months, for billing questions and payment disputes.

A delivered Lead Report stays available in your account for as long as the account exists and is deleted with the account. The access token in an emailed Lead Report link expires 30 days after it is sent. Email-verification claims created from a Lead Report link visit expire within one hour. Authenticated account sessions are refreshed while you remain signed in and can be revoked. Retention periods may change as the service evolves, but we aim to keep them limited and purpose-driven. When information is no longer required, we delete, anonymize, or securely isolate it, subject to backup cycles and legal duties.

We share data only when necessary to run the service, complete an order, comply with the law, or protect TaskToLead and its users from abuse. We do not sell personal information or share it to create third-party marketing lists.

• Service providers: providers of hosting, databases, identity and authentication, transactional email, security, support, and other operational infrastructure.
• Dodo Payments: Merchant of Record and authorized reseller for purchases processed through its checkout. Dodo Payments handles checkout, payment processing, billing, applicable indirect taxes, invoices, approved refunds, payment disputes, fraud prevention, compliance checks, and related transaction services under its own terms and Privacy Policy. For the Lead Watch, Dodo Payments also keeps your payment method for renewals and runs the secure page where you update payment details and see invoices.
• OpenAI: a service provider used for AI-assisted product analysis, search planning, public workflow extraction, and task-to-capability mapping. It receives product inputs, the confirmed product scope, and public-source content, never your email or account details.
• Brave Search: a service provider that receives search queries derived from the confirmed product scope in order to find public job postings, career pages, and company websites. Queries describe workflows, capabilities, and companies, not people.
• Legal requests: where we are required to comply with applicable law.
• Security and abuse prevention: where reasonably necessary to investigate fraud, attacks, misuse, or threats to rights and safety.

For personal data Dodo Payments collects directly from buyers as Merchant of Record, Dodo Payments acts as an independent controller. TaskToLead separately acts as controller for personal data it processes to provide and support the service. Final record selection and publication rules are applied by TaskToLead's own policies rather than delegated to an AI model. Third-party providers have their own terms and privacy policies, and their handling of data is also governed by those policies.

TaskToLead uses cookies, local storage, or similar technologies that are necessary for authentication, security, session management, checkout, and core product functionality.

• Essential session storage for private access to your product and research, and session continuity.
• Security controls used to prevent abuse and protect the service.
• Dodo Payments checkout, payment-security, fraud-prevention, transaction, and session technologies used when you open or complete a payment flow.
• A first-party record of which steps of the product journey were reached, used only to keep the service reliable.

No ad tracking, no third-party analytics. We do not use third-party advertising cookies or third-party analytics services. If that changes, this policy will say so before it takes effect.

We use reasonable technical and organizational safeguards designed to protect personal data, but no method of transmission or storage is completely secure and we cannot guarantee absolute security.

TaskToLead and its providers may process data in countries other than your own, depending on their infrastructure and operations. Where required, we use recognized safeguards such as adequacy decisions, contractual protections, or another lawful transfer mechanism.

Depending on your location and subject to applicable exceptions, you may have rights to access, correct, delete, or export your personal data and to object to or restrict certain processing.

• Access: request a copy of the personal data we hold about you.
• Correction: request correction of inaccurate or incomplete information.
• Deletion: request deletion of your personal data, subject to legal requirements.
• Portability: request an export in a commonly used format where applicable.
• Objection or restriction: object to or restrict certain processing where applicable.
• Withdraw consent: withdraw consent for future processing where consent is the legal basis.

You may also have the right to complain to a data-protection authority. To exercise a right, contact support@tasktolead.com. We may ask you to verify your identity before acting on a request and may retain limited information where permitted or required by law.

We may update this Privacy Policy from time to time. If we make material changes, we will make reasonable efforts to notify you, for example by email, through the website, or with an in-product notice.

The effective date shown on this page identifies the current version. The updated policy applies from its stated effective date, subject to applicable law.

TaskToLead is operated by Ziko Petrovic, an individual based in Serbia.

Privacy questions and data-protection requests: support@tasktolead.com.