Clari
Medium RiskSales
AI-powered revenue platform that provides pipeline inspection, forecasting, and deal intelligence for sales teams.
5
Risk Score
(1-10 scale)
Data Handling
Storage Location
US servers
Retention Policy
24 months
Training on User Data
No
Risk Factors
- ⚠CRM and email data ingested
- ⚠Revenue data centralized outside CRM
- ⚠Pipeline analytics may reveal strategy
Security Recommendations
- ✓Audit CRM data sync scope
- ✓Review email data ingestion policies
- ✓Implement role-based forecast access
Compliance
SOC 2✓
GDPR✓
HIPAA✗
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