SalesOS is an AI-powered sales CRM and revenue intelligence platform designed for high-growth sales teams. It combines pipeline management, automated outreach, and real-time forecasting to help teams close deals faster.

How does SalesOS improve sales performance?

SalesOS uses AI to analyze signals like email sentiment, activity history and stakeholder engagement to provide dynamic close-probability scores, risk flags and recommended next actions on every deal.

What integrations does SalesOS support?

SalesOS integrates with 30+ tools including Salesforce, HubSpot, Slack, Gmail, Outlook, Zoom, Zapier, and more. Integrations connect through OAuth or an API key with no code required.

SalesOS Privacy & Sub-processors

What SalesOS does with your data, the controls you have over it, and every company that processes it for us.

Export and delete your data yourself

On the Data & privacy page (/dashboard/settings/privacy), any signed-in user can:

Export their data as a JSON file: profile, preferences, organization memberships, AI conversations, and the leads, contacts, accounts, deals, activities, notes, tasks and email threads they own in the current organization (up to 5,000 rows per type, with a flag when a list was cut short). The download link lasts 7 days.
Delete their account. Deletion runs 30 days after the request and can be cancelled until then. It anonymizes the profile, removes the user's AI conversations and privacy preferences, ends every session and revokes their API keys. CRM records that belong to the organization are kept, attributed to a deleted user.

These tools act on one person's data. To have a whole organization's data deleted, email [email protected].

Data retention

What SalesOS keeps and for how long
Data	How long
Your CRM records, users and settings	Kept while your organization’s account exists. Cancelling a subscription does not delete data.
Signed-in session records	Removed 30 days after they expire
Revoked sign-in tokens	Removed once they would have expired
Sent, failed and cancelled items in the email queue	Removed after 30 days
Meeting invitation responses	Removed after 90 days
Data export files (Data & privacy page)	Download link valid for 7 days
An account you ask us to delete	Deleted 30 days after the request unless you cancel it

Not in place yet: API request logs (which include IP addresses), audit logs, notifications, product analytics events and export files that have passed their 7-day link have no automatic deletion period yet; they are kept until an operator removes them. Setting fixed retention periods is on the roadmap.

Product analytics

SalesOS measures how the product is used with its own first-party analytics. There are no third-party analytics, advertising or session-recording scripts on salesos.org.

Nothing is recorded unless you accept analytics cookies in the cookie banner, and nothing is recorded when your browser sends a Global Privacy Control signal.
Events are milestones such as “deal created”, “quote sent” or a page view. A page view records the route with record ids removed, for example /dashboard/deals/:id.
Each event stores the event name, the route, a random id for the browser tab, and, when you are signed in, your user and organization ids.
Events do not store your IP address, browser user agent, names, email addresses or record contents, and the server discards any property that looks like one.

You can change your choice at any time by clearing the cookie preference in your browser.

Sub-processors

These companies process customer data on our behalf. The list comes from what this deployment actually uses.

SalesOS sub-processors
Company	Purpose	Data	Location
Oracle Cloud Infrastructure	Hosting for the application, database and backups	All customer data	India (Mumbai, ap-mumbai-1)
Cloudflare	DNS, TLS and proxying for all traffic to salesos.org	All requests and responses in transit, including IP addresses	Cloudflare global network
Google (Gmail SMTP)	Sending transactional email such as invitations, password resets and notifications	Recipient email addresses and message content	Google global infrastructure
GenAI Core (api.genaicore.com)	Gateway for AI features. The configured model is Anthropic Claude, reached through the gatewayOnly when AI features are used.	Prompts and the CRM content you ask an AI feature to work on	Not yet confirmed with the provider
Stripe	Subscription paymentsPayments are not live yet: Stripe runs in test mode, so no real charges are made.	Billing contact and payment details, entered on Stripe	Stripe global infrastructure

Loaded by your browser

These services do not receive your CRM data, but your browser contacts them when it loads a page, so they see your IP address.

Google Fonts (fonts.googleapis.com, fonts.gstatic.com)Web fonts on every page
logo.dev (img.logo.dev)Brand logos on marketing and integration pages
Unsplash (images.unsplash.com)Photos on some marketing pages
ui-avatars.comA placeholder image when an integration’s logo fails to load (the integration’s name only)

Integrations you choose to connect

When your organization connects a service such as Google Workspace, Microsoft 365, Salesforce, HubSpot, Slack, Zoom or Twilio, data flows between SalesOS and that service under your own account with it. None of these is connected for all customers.

Razorpay: not activeThird-party analytics: noneCloud object storage: none

Data Processing Agreement

Organization owners and admins can read and accept the SalesOS Data Processing Agreement on the DPA page and download a copy of the version they accepted. Our full Privacy Policy covers the rest.

Questions or requests about your data: [email protected]

Last reviewed 29 September 2026. Questions about anything here: [email protected].