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Security and data handling
DealScope is built to be safe by default. We minimize data sent to the backend and avoid transmitting personal data
Safe by default
No personal data. You can generate useful briefs without sending personal details
Last Names are not transmitted
Emails and phone numbers are not transmitted
Stakeholders are processed using role-based identifiers (Decision Maker, Champion, etc.)
Stakeholder roles without names
DealScope can identify stakeholder roles using metadata like job title, seniority, engagement signals, and relationship to the record. Names are not required to produce a high-quality brief
Encryption and isolation
Encrypted in transit (TLS)
Org-level tenant separation
Access controlled via secure credentials
Storage and logging
DealScope stores minimal operational logs for reliability. CRM payload storage is disabled by default
No CRM payload storage by default
Structured business context and signals. No names, emails, or phone numbers by default
Yes. Org-wide credits and per-user rate limits are supported