Close CRM AI
AI-enhanced CRM built for inside sales with built-in calling, email, and workflow automation features.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service handling sensitive sales data
- Data may be used for training without user consent
- Limited enterprise controls for data privacy
Recommendations
3- Review call recording consent
- Audit email tracking settings
- Monitor data export controls
Data handling
- Storage
- US cloud infrastructure
- Retention
- Data retained during subscription
- Training on inputs
- No customer data used for external training
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