Security

Built for the trust
your business runs on.

Your buyers' details are your most valuable asset. Here is how Sales OS keeps them in the right hands.

Access, decided by you.

Roles and permissions

Decide who can see which leads and projects, and who can change prices, stages or settings.
Phone number masking

Hide buyers’ phone numbers from roles and partners that shouldn’t have them.
Teams

Leads are assigned to teams and people, so work stays with the right owner.

Separate for every company

Each company’s data is kept apart from every other company’s.
Keys for each lead source

Every lead source connection has its own key, which you can replace at any time.
Full history

Calls, messages, visits and stage changes are kept on each lead’s timeline.

Approval before action

The AI proposes changes. Nothing is applied until a person approves it.
Within your permissions

The AI can only see and do what the person using it is allowed to.
Personal details masked

Names and contact details are masked before text is sent to the AI model.

[To confirm before launch: hosting region, backup schedule and any certifications. Nothing on this page claims a certification.]

Experience a smarter way to manage your sales operation.

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