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Close CRM

Medium Risk

Sales

AI-powered CRM for sales teams with built-in calling, email, and workflow automation for SMBs.

4
Risk Score
(1-10 scale)

Data Handling

Storage Location

US servers

Retention Policy

Account lifetime

Training on User Data

No

Risk Factors

  • ⚠Call recordings and email data stored
  • ⚠Lead and deal data centralized
  • ⚠Automation may send without review

Security Recommendations

  • ✓Set up call recording consent
  • ✓Review automated email sequences
  • ✓Implement deal data access controls

Compliance

SOC 2✓
GDPR✓
HIPAA✗

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