Salesfinity
Salesfinity is an AI-powered smart parallel dialer for sales and CRM, automating call logging, lead prioritization, and CRM integration to enhance sales productivity.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based tool with potential third-party data access
- Utilizes user data for call logging and lead prioritization
- No clear opt-out for training on user data
Recommendations
5- Confirm call recording consent by jurisdiction
- Require DPA and subprocessor list
- Scope CRM permissions narrowly
- Verify SOC2 status before deployment
- Set retention on recordings and transcripts
Data handling
- Storage
- Not publicly documented
- Retention
- Not publicly documented
- Training on inputs
- Not publicly documented
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