Privacy Policy

What information do we collect?

Information you provide

• Account registration: name, company, email, password.
• CRM/calendar authorization data (e.g., HubSpot, Salesforce, Google/Outlook Calendar).
• Meeting-related inputs: goals, notes, and custom field mappings.
• Payment and billing information (processed by third-party PSPs).
• Communications with us (support tickets, emails).

Information collected automatically

• Device and browser metadata (IP address, OS, user agent).
• Usage data (pages visited, features used, timestamps).
• Meeting audio/video streams, transcripts, summaries, and CRM write-backs (when authorized).

Information from integrations

When you connect CRM or calendar accounts, we may access metadata (contacts, events, deal fields) only to generate meeting briefs, reports, and CRM write-backs.

How do we use your information?

• Provide, improve, and personalize the Services (pre-meeting briefs, real-time prompts, post-call reports).
• Sync structured insights back into CRM fields.
• Communicate with you (product updates, support, marketing).
• Ensure security, prevent fraud, and comply with legal obligations.

Sharing of Information

We share information only as necessary:

• With service providers (cloud hosting, transcription, payment processors).
• With integrated platforms (e.g., HubSpot, Salesforce) per your authorization.
• For legal compliance (e.g., subpoenas, government requests).
• In corporate transactions (merger, acquisition).

We do not sell your personal information.

Data Security

We use encryption, access controls, and monitoring to protect your data. Meeting recordings and CRM write-back data are stored securely and deleted according to retention policies.

Your Rights

Depending on your jurisdiction, you may request:

• Access, correction, deletion of your data.
• Export of your data.
• Opt-out from marketing communications.

Requests can be submitted at privacy@salessavvy.ai.

Retention

We retain data as long as needed to provide the Services or as required by law. Meeting data can be deleted at any time from your account settings.

California Residents (CCPA)

We do not sell personal information. You have the right to request access or deletion of your data and the right not to be discriminated against for exercising your rights.

International Transfers

SalesSavvy operates from the U.S. Data may be processed in the U.S. and other countries. We comply with applicable cross-border data transfer frameworks (e.g., EU-U.S. Data Privacy Framework).

Changes

We may update this Privacy Policy from time to time. Continued use of the Services constitutes acceptance of the updated policy.

Contact Us

Email: privacy@salessavvy.ai
Address: SalesSavvy Inc., San Francisco, CA, USA