Know which deals are real before your next forecast call.

Built to pass your security review.

SOC 2 Type 2 audited, GDPR and HIPAA ready, and CASA Tier 2 verified for Google Workspace. Read-only access during your evaluation. Your data is never used to train AI models. Request our SOC 2 report any time.

Trust and compliance

SOC 2, Type 2

Fully compliant. Report available upon request.

GDPR

Deal processes and protects EU personal data in accordance with the General Data Protection Regulation (GDPR).

HIPAA

Call recordings and emails can contain patient information. We sign BAAs with healthcare and health-tech customers and apply HIPAA safeguards to that data.

CASA for Google Apps

Certified to Tier 2 Cloud Application Security Assessment standards for enterprise-grade security.

No training

Your data is never used to train AI models, ours or anyone else’s. When you query Deal from Claude or ChatGPT, the provider keeps nothing under our zero-data-retention terms, and users see only the records they can already see in your internal systems.

How we keep it safe

Policies

Every employee passes a background check and completes security training at hire and annually. Access to customer data is least-privilege, needs approval, is logged, and is reviewed quarterly. Your named analyst sees only your workspace.

Process

Every code change is peer-reviewed and scanned before release. An independent firm pen-tests the platform annually. Vulnerabilities can be reported to security@deal.com.

Infrastructure

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit. We connect to your tools through OAuth, so we never see or store your passwords, and you can revoke access from your own admin console at any time.

Get our SOC 2 report, DPA, subprocessor list and a completed security questionnaire from our security lead, at security@deal.com.

See where your pipeline really went.

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