At Pre-Sales.io, we take your privacy seriously. This Privacy Policy describes how we collect, use, and protect your personal information when you use our services.
1. Information We Collect
1.1 Information You Provide
We collect information you provide directly to us, including:
- Account information (name, email, company, password)
- Profile information (job title, phone number, profile photo)
- Content you upload (discovery call recordings, documents, proposals)
- Communications (support requests, feedback)
- Payment information (processed securely by Stripe)
1.2 Information We Collect Automatically
When you use our services, we automatically collect:
- Usage data (features used, time spent, actions taken)
- Device information (browser type, operating system, device identifiers)
- Log data (IP address, access times, pages viewed)
- Cookies and similar technologies
1.3 Information from Third Parties
We may receive information about you from:
- CRM integrations (HubSpot, Salesforce) when you connect them
- Calendar integrations (Google, Outlook) when you connect them
- Single Sign-On providers if you use SSO
2. How We Use Your Information
We use your information to:
- Provide, maintain, and improve our services
- Process discovery calls and generate AI-powered insights
- Create requirements documents and proposals
- Sync data with your connected integrations
- Send you technical notices and support messages
- Respond to your comments and questions
- Detect, prevent, and address fraud and security issues
- Comply with legal obligations
3. AI and Machine Learning
Our services use AI and machine learning to:
- Transcribe and analyze discovery call recordings
- Extract requirements and action items
- Generate proposal content and POC scaffolding
- Improve our AI models and service quality
Important: Your data is processed by Claude AI (Anthropic). Your recordings and documents are not used to train general AI models. Enterprise customers can opt out of any AI model improvement usage.
4. Data Sharing
We do not sell your personal information. We may share your information with:
- Service providers: Companies that help us provide our services (hosting, payment processing, email delivery)
- AI providers: Anthropic (Claude AI) for AI-powered features
- Connected integrations: CRM and calendar services you connect
- Legal requirements: When required by law or to protect our rights
- Business transfers: In connection with a merger or acquisition
5. Data Security
We implement industry-standard security measures including:
- Encryption at rest (AES-256) and in transit (TLS 1.3)
- SOC 2 Type II compliance
- Regular security audits and penetration testing
- Access controls and authentication requirements
- Secure data centers with physical access controls
6. Data Retention
We retain your data for as long as your account is active or as needed to provide services. After account deletion:
- Personal data is deleted within 30 days
- Backups are purged within 90 days
- Aggregated, anonymized data may be retained indefinitely
7. Your Rights
Depending on your location, you may have the right to:
- Access your personal information
- Correct inaccurate information
- Delete your information
- Export your data (data portability)
- Object to or restrict processing
- Withdraw consent
To exercise these rights, contact us at privacy@pre-sales.io.
8. Cookies
We use cookies and similar technologies for:
- Essential cookies: Required for the service to function
- Analytics cookies: To understand how you use our service
- Preference cookies: To remember your settings
You can control cookies through your browser settings. Note that disabling cookies may affect functionality.
9. International Transfers
Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including Standard Contractual Clauses for EU data transfers.
10. Children's Privacy
Our services are not directed to children under 16. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through our service. Continued use after changes constitutes acceptance.
12. Contact Us
If you have questions about this Privacy Policy, contact us at:
- Email: privacy@pre-sales.io
- Address: Pre-Sales.io Inc., 123 Main Street, San Francisco, CA 94105
13. Data Protection Officer
For GDPR-related inquiries, you can contact our Data Protection Officer at dpo@pre-sales.io.