Dooly
Medium RiskSales
AI-powered connected workspace that syncs sales notes, updates CRM, and provides deal insights.
4
Risk Score
(1-10 scale)
Data Handling
Storage Location
US servers
Retention Policy
Account lifetime
Training on User Data
No
Risk Factors
- ⚠CRM data mirrored in secondary platform
- ⚠Sales notes may contain sensitive deal info
- ⚠Broad integration surface
Security Recommendations
- ✓Review data sync scope with CRM
- ✓Audit note content for sensitive data
- ✓Implement workspace access controls
Compliance
SOC 2✓
GDPR✓
HIPAA✗
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