Privacy Policy
How we collect, use, and protect your data
Last Updated: January 1, 2025
At PreSales.IO, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service. We are committed to GDPR, CCPA, and other international privacy standards.
1. Information We Collect
1.1 Account Information
When you create an account, we collect:
- Name and email address
- Company name and job title
- Password (encrypted and hashed via Clerk authentication)
- Profile photo (optional)
- Team and organization information
1.2 Usage Data
We automatically collect information about how you use the Service:
- Call recordings and transcripts that you upload
- Proposals and documents you create
- CRM data you sync (contacts, opportunities, accounts)
- Browser type, IP address, device information
- Pages visited, features used, time spent
- Search queries and filters applied
1.3 Call Recordings and Transcripts
When you upload call recordings:
- Audio files are processed using third-party AI transcription services
- We extract and analyze conversation content, speakers, and key moments
- All recordings are stored securely on AWS S3 with encryption at rest and in transit
- You must obtain proper consent from all call participants before recording
1.4 Payment Information
Payment processing is handled by Stripe. We do not store your full credit card information. We receive:
- Last 4 digits of your card
- Card brand and expiration date
- Billing address
- Payment history and transaction records
1.5 Third-Party Integrations
When you connect third-party services (HubSpot, Salesforce, etc.), we collect:
- OAuth tokens and API keys (encrypted)
- Contact, deal, and account data from your CRM
- Activity logs and sync history
2. How We Use Your Information
We use the information we collect to:
2.1 Provide the Service
- Process and transcribe your call recordings
- Generate AI-powered proposals and insights
- Sync data with your CRM and other integrations
- Manage your account, subscription, and billing
- Provide customer support and respond to inquiries
2.2 Improve Our Service
- Analyze usage patterns to enhance features and user experience
- Train and improve our AI models using aggregated, anonymized data
- Conduct research and development for new features
- Monitor service performance and fix bugs
2.3 Communicate With You
- Send transactional emails (receipts, password resets, notifications)
- Provide product updates and feature announcements
- Send marketing communications (you can opt out anytime)
- Respond to your support requests
2.4 Security and Compliance
- Detect and prevent fraud, abuse, and security threats
- Comply with legal obligations and regulatory requirements
- Enforce our Terms of Service
4. Data Retention
We retain your data for as long as necessary to provide the Service:
- Active accounts: Data is retained while your account is active
- Cancelled accounts: Data is kept for 30 days after cancellation, then permanently deleted
- Legal obligations: Some data may be retained longer for tax, accounting, or legal compliance
- Anonymized data: We may retain aggregated, anonymized data indefinitely for analytics
You can request immediate deletion of your data at any time by contacting support. Enterprise customers may have custom retention policies in their agreements.
5. Your Privacy Rights (GDPR)
Under GDPR, CCPA, and other privacy laws, you have the following rights:
Right to Access
You can request a copy of all personal data we hold about you. We'll provide this in a structured, commonly used format.
Right to Deletion
You can request deletion of your personal data. We'll delete your data within 30 days, except where we're required to retain it by law.
Right to Data Portability
You can export your data in JSON or CSV format from your account settings or by requesting it from support.
Right to Rectification
You can update or correct your personal information at any time through your account settings.
Right to Restrict Processing
You can request that we limit how we process your data while we investigate a concern.
Right to Object
You can object to direct marketing at any time by clicking "unsubscribe" in emails or updating your preferences.
To exercise any of these rights, contact us at privacy@pre-sales.io. We'll respond within 30 days.
7. Security Measures
We implement industry-standard security measures to protect your data:
7.1 Encryption
- TLS/SSL encryption for all data in transit (HTTPS)
- AES-256 encryption for data at rest on AWS S3
- Encrypted database backups
- End-to-end encryption for sensitive API keys and tokens
7.2 Access Controls
- Multi-factor authentication (MFA) available
- Role-based access control (RBAC) for team members
- Regular access reviews and audits
- SSO (Single Sign-On) for Enterprise customers
7.3 Monitoring and Compliance
- 24/7 security monitoring and alerting
- Regular penetration testing and security audits
- SOC 2 Type II compliance (in progress)
- Employee security training and background checks
Security Notice:
While we take extensive measures to secure your data, no system is 100% secure. If you discover a security vulnerability, please report it to security@pre-sales.io.
8. Children's Privacy
PreSales.IO is not intended for children under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately, and we will delete it.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do:
- We'll update the "Last Updated" date at the top
- For material changes, we'll notify you via email
- We may display an in-app notification
- Your continued use after changes means you accept the updated policy
Previous versions of this policy are available upon request.
10. Contact Us
If you have questions about this Privacy Policy or want to exercise your rights, contact us:
Privacy Team
privacy@pre-sales.ioData Protection Officer
dpo@pre-sales.ioWebsite
https://pre-sales.ioMailing Address
PreSales.IO Inc.
2035 Sunset Lake Road, Suite B-2
Newark, DE 19702
United States
By using PreSales.IO, you acknowledge that you have read and understood this Privacy Policy.